Best Medium to Long Duration Mutual Funds September 2024

The average 1 year return of Medium to Long Duration Mutual Funds is 9.12 % for regular funds and 9.92 % for direct funds. The average 3 year return is 6.04 % for regular funds and 6.84 % for direct funds. The average 1 year SIP return is 8.5 % for regular funds and 9.3 % for direct funds. The average 3 year SIP return is 5.34 % for regular funds and 6.11 % for direct funds. The average Sharpe Ratio is -0.52 and the average Standard Deviation is 3.12%.

Find the best Medium to Long Duration Mutual Funds for September 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Bank Of India Conservative Hybrid Fund 1
11.44% 12.89% 11.92% 7.00% 7.85% 12.40% 13.58% 12.58% 7.63% 8.46% 11.75% -2.44% -2.97% % 0.83 0.52
Uti Medium To Long Duration Fund 2
8.94% 7.87% 7.01% 4.31% 5.85% 9.35% 8.24% 7.44% 4.88% 6.53% 4.37% -1.12% -1.25% % 0.21 0.24
Icici Prudential Bond Fund 3
9.02% 6.12% 6.70% 6.78% 7.48% 9.41% 6.64% 7.26% 7.35% 8.02% 1.90% -1.36% -1.49% % -0.15 -0.43
Nippon India Income Fund 4
8.93% 5.63% 5.98% 6.47% 7.10% 9.89% 6.67% 7.02% 7.45% 8.07% 2.13% -1.79% -1.71% % -0.18 -0.50
Sbi Magnum Income Fund 5
8.55% 5.87% 7.01% 6.93% 7.69% 9.29% 6.58% 7.71% 7.67% 8.40% 1.85% -1.37% -0.90% % -0.19 -0.54
Lic Mf Medium To Long Duration Fund 6
9.43% 5.81% 5.64% 5.86% 6.46% 10.54% 6.56% 6.29% 6.52% 7.08% 2.28% -1.59% -2.34% % -0.17 -0.48
Aditya Birla Sun Life Income Fund 7
9.13% 5.59% 6.70% 6.66% 7.25% 9.61% 6.05% 7.19% 7.24% 7.93% 2.18% -2.20% -1.75% % -0.19 -0.56
Kotak Bond Fund 8
9.10% 5.36% 6.28% 6.29% 6.81% 10.23% 6.52% 7.43% 7.40% 7.86% 2.17% -2.09% -1.61% % -0.22 -0.67
Hdfc Income Fund 9
9.77% 5.03% 5.46% 5.31% 6.22% 10.11% 6.16% 6.44% 6.16% 7.10% 2.39% -2.59% -2.61% % -0.24 -0.73
Jm Medium To Long Duration Fund 10
8.60% 4.78% 5.20% 3.21% 4.19% 9.14% 5.36% 5.98% 4.05% 5.10% 2.40% -2.75% -2.97% % -0.26 -0.80
Bandhan Bond Fund - Income Plan 11
8.95% 4.59% 5.45% 5.97% 6.88% 9.67% 5.28% 6.14% 6.67% 7.65% 2.55% -2.86% -3.36% % -0.26 -0.81
Canara Robeco Income Fund 12
8.40% 4.70% 5.28% 5.77% 6.59% 9.66% 5.90% 6.47% 6.91% 7.64% 2.17% -1.84% -2.12% % -0.31 -0.96
Hsbc Medium To Long Duration Fund 13
8.30% 4.31% 4.82% 5.36% 5.94% 9.64% 5.44% 5.85% 6.34% 6.86% 2.36% -2.82% -2.55% % -0.32 -1.00

Return Calculated On: 07 November 2024

Ratios Calculated On: 30 September 2024

Performance Indicators


LumpSum Investment Value Chart


SIP vs Lumpsum Investment (R) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Income Fund 13,095.60 12,573.62 42,379.20 38,957.65 82,998.00 67,996.38 131,922.00 102,962.16 241,728.00 166,690.32 519,102.00 313,954.74
Bank of India Conservative Hybrid Fund 13,372.80 12,467.62 51,793.20 40,795.27 105,348.00 78,040.74 134,870.40 115,617.85 255,456.00 183,801.72 534,924.00 343,688.04
Canara Robeco Income Fund 13,008.00 12,513.18 41,317.20 38,480.11 77,604.00 66,100.14 124,404.00 98,857.75 227,208.00 158,924.28 496,890.00 298,117.62
Hdfc Income Fund 13,172.40 12,591.47 41,713.20 38,949.26 78,258.00 66,881.28 120,624.00 99,292.70 219,444.00 157,118.16 473,526.00 290,396.70
HSBC Medium to Long Duration Fund 12,996.00 12,507.77 40,863.60 38,417.04 75,918.00 65,692.62 121,094.40 97,808.34 213,684.00 154,762.92 462,168.00 283,848.12
Icici Prudential Bond Fund 13,082.40 12,578.00 43,027.20 39,293.86 82,992.00 68,450.34 132,913.20 103,484.56 246,960.00 168,311.40 535,464.00 321,240.06
Bandhan Bond Fund - Income Plan 13,074.00 12,533.50 41,184.00 38,598.91 78,234.00 66,227.16 126,058.80 99,541.34 233,340.00 160,709.88 511,020.00 304,754.40
JM Medium to Long Duration Fund 13,032.00 12,531.95 41,410.80 38,705.54 77,328.00 66,374.58 104,790.00 94,722.77 180,948.00 143,804.40 251,933.76
Kotak Bond Fund 13,092.00 12,556.98 42,109.20 38,950.27 81,348.00 67,517.70 128,730.00 101,707.70 231,912.00 163,212.36 512,460.00 305,439.84
LIC MF Medium to Long Duration Fund 13,131.60 12,596.98 42,645.60 39,109.46 78,942.00 67,372.38 125,185.20 100,540.94 224,328.00 160,251.96 482,454.00 295,186.14
Nippon India Income Fund 13,071.60 12,545.20 42,426.00 39,032.53 80,208.00 67,499.16 130,258.80 101,846.14 238,188.00 164,739.48 507,312.00 308,732.04
Sbi Magnum Income Fund 13,026.00 12,550.32 42,724.80 39,065.76 84,204.00 68,210.82 134,290.80 103,578.47 251,640.00 169,738.32 322,754.04
UTI Medium to Long Duration Fund 13,072.80 12,563.64 45,190.80 39,333.67 84,174.00 71,323.92 112,904.40 102,437.58 211,932.00 157,861.68 480,978.00 289,576.26

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Income Fund 13,153.20 12,603.60 42,933.60 39,218.47 84,888.00 68,770.32 137,054.40 104,838.30 257,304.00 171,907.44
Bank of India Conservative Hybrid Fund 13,488.00 12,531.30 52,740.00 41,234.44 108,504.00 79,378.26 140,548.80 118,310.89 270,288.00 190,012.92
Canara Robeco Income Fund 13,159.20 12,594.08 42,753.60 39,170.27 82,092.00 68,086.62 134,131.20 103,111.60 250,536.00 168,689.04
Hdfc Income Fund 13,213.20 12,618.47 43,066.80 39,433.97 81,978.00 68,527.68 127,621.20 102,656.15 238,356.00 164,638.80
HSBC Medium to Long Duration Fund 13,156.80 12,592.69 42,206.40 39,119.04 79,740.00 67,538.04 129,150.00 101,552.14 233,076.00 163,029.60
Icici Prudential Bond Fund 13,129.20 12,604.08 43,653.60 39,554.82 85,182.00 69,324.36 137,995.20 105,499.46 259,668.00 173,336.88
Bandhan Bond Fund - Income Plan 13,160.40 12,579.31 42,012.00 38,996.75 80,826.00 67,369.62 131,980.80 102,019.01 250,740.00 166,985.40
JM Medium to Long Duration Fund 13,096.80 12,564.52 42,098.40 39,017.16 80,208.00 67,442.76 110,880.00 97,157.42 197,412.00 149,958.00
Kotak Bond Fund 13,227.60 12,625.33 43,516.80 39,605.11 85,866.00 69,451.08 138,482.40 105,920.81 255,804.00 172,996.80
LIC MF Medium to Long Duration Fund 13,264.80 12,667.36 43,560.00 39,629.66 81,408.00 68,623.14 130,737.60 103,089.25 237,792.00 165,925.20
Nippon India Income Fund 13,186.80 12,605.28 43,689.60 39,593.20 84,228.00 69,235.62 138,910.80 105,596.99 260,808.00 173,616.48
Sbi Magnum Income Fund 13,114.80 12,596.98 43,581.60 39,472.20 86,976.00 69,403.26 140,893.20 106,212.04 268,896.00 176,385.00
UTI Medium to Long Duration Fund 13,122.00 12,589.67 45,655.20 39,555.36 85,908.00 72,025.38 117,247.20 104,109.35 225,888.00 162,441.36

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life Income Fund

-1.75 -2.20 -0.58 2.18 1.68

Bank Of India Conservative Hybrid Fund

-2.97 -2.44 -1.01 11.75 3.53

Canara Robeco Income Fund

-2.12 -1.84 -0.57 2.17 1.60

Hdfc Income Fund

-2.61 -2.59 -0.76 2.39 1.77

Hsbc Medium To Long Duration Fund

-2.55 -2.82 -0.67 2.36 1.76

Icici Prudential Bond Fund

-1.49 -1.36 -0.44 1.90 1.40

Bandhan Bond Fund - Income Plan

-3.36 -2.86 -0.65 2.55 1.95

Jm Medium To Long Duration Fund

-2.97 -2.75 -0.60 2.40 1.80

Kotak Bond Fund

-1.61 -2.09 -0.60 2.17 1.61

Lic Mf Medium To Long Duration Fund

-2.34 -1.59 -0.38 2.28 1.59

Nippon India Income Fund

-1.71 -1.79 -0.52 2.13 1.50

Sbi Magnum Income Fund

-0.90 -1.37 -0.41 1.85 1.35

Uti Medium To Long Duration Fund

-1.25 -1.12 -0.39 4.37 1.81

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life Income Fund

-0.56
-0.19
0.46
0.41

Bank Of India Conservative Hybrid Fund

0.52
0.83
1.08
0.52

Canara Robeco Income Fund

-0.96
-0.31
0.40
0.36

Hdfc Income Fund

-0.73
-0.24
0.40
0.37

Hsbc Medium To Long Duration Fund

-1.00
-0.32
0.34
0.39

Icici Prudential Bond Fund

-0.43
-0.15
0.53
0.38

Bandhan Bond Fund - Income Plan

-0.81
-0.26
0.37
0.39

Jm Medium To Long Duration Fund

-0.80
-0.26
0.38
0.39

Kotak Bond Fund

-0.67
-0.22
0.44
0.39

Lic Mf Medium To Long Duration Fund

-0.48
-0.17
0.50
0.37

Nippon India Income Fund

-0.50
-0.18
0.49
0.36

Sbi Magnum Income Fund

-0.54
-0.19
0.51
0.40

Uti Medium To Long Duration Fund

0.24
0.21
0.72
0.51

As On: 07 November 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
0.00%
0.07%
0.47%
1.92%
4.93%
9.13%
5.59%
6.70%
6.66%
7.25%
7.32%
Bank of India Conservative Hybrid Fund
-0.13%
0.13%
0.51%
0.62%
3.79%
11.44%
12.89%
11.92%
7.00%
7.85%
7.53%
Canara Robeco Income Fund
0.01%
0.11%
0.41%
1.50%
4.47%
8.40%
4.70%
5.28%
5.77%
6.59%
7.00%
Hdfc Income Fund
0.03%
0.10%
0.51%
1.81%
4.87%
9.77%
5.03%
5.46%
5.31%
6.22%
6.66%
HSBC Medium to Long Duration Fund
0.02%
0.11%
0.39%
1.47%
4.34%
8.30%
4.31%
4.82%
5.36%
5.94%
6.49%
Icici Prudential Bond Fund
0.02%
0.16%
0.61%
2.01%
4.82%
9.02%
6.12%
6.70%
6.78%
7.48%
7.54%
Bandhan Bond Fund - Income Plan
0.00%
0.07%
0.40%
1.65%
4.52%
8.95%
4.59%
5.45%
5.97%
6.88%
7.20%
JM Medium to Long Duration Fund
0.03%
0.14%
0.53%
1.62%
4.50%
8.60%
4.78%
5.20%
3.21%
4.19%
%
Kotak Bond Fund
-0.01%
0.08%
0.44%
1.75%
4.74%
9.10%
5.36%
6.28%
6.29%
6.81%
7.22%
LIC MF Medium to Long Duration Fund
-0.02%
0.08%
0.46%
2.09%
4.87%
9.43%
5.81%
5.64%
5.86%
6.46%
6.79%
Nippon India Income Fund
0.01%
0.08%
0.42%
1.63%
4.67%
8.93%
5.63%
5.98%
6.47%
7.10%
7.15%
Sbi Magnum Income Fund
0.01%
0.10%
0.57%
1.87%
4.68%
8.55%
5.87%
7.01%
6.93%
7.69%
%
UTI Medium to Long Duration Fund
0.02%
0.11%
0.53%
1.91%
4.83%
8.94%
7.87%
7.01%
4.31%
5.85%
6.77%

As On: 07 November 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
0.00%
0.08%
0.51%
2.03%
5.16%
9.61%
6.05%
7.19%
7.24%
7.93%
%
Bank of India Conservative Hybrid Fund
-0.13%
0.14%
0.59%
0.86%
4.29%
12.40%
13.58%
12.58%
7.63%
8.46%
%
Canara Robeco Income Fund
0.01%
0.13%
0.52%
1.81%
5.09%
9.66%
5.90%
6.47%
6.91%
7.64%
%
Hdfc Income Fund
0.03%
0.11%
0.56%
1.96%
5.18%
10.11%
6.16%
6.44%
6.16%
7.10%
%
HSBC Medium to Long Duration Fund
0.02%
0.13%
0.49%
1.79%
4.99%
9.64%
5.44%
5.85%
6.34%
6.86%
%
Icici Prudential Bond Fund
0.02%
0.17%
0.65%
2.11%
5.03%
9.41%
6.64%
7.26%
7.35%
8.02%
%
Bandhan Bond Fund - Income Plan
0.01%
0.09%
0.45%
1.82%
4.87%
9.67%
5.28%
6.14%
6.67%
7.65%
%
JM Medium to Long Duration Fund
0.04%
0.14%
0.57%
1.73%
4.74%
9.14%
5.36%
5.98%
4.05%
5.10%
%
Kotak Bond Fund
0.00%
0.10%
0.53%
1.99%
5.25%
10.23%
6.52%
7.43%
7.40%
7.86%
%
LIC MF Medium to Long Duration Fund
-0.02%
0.10%
0.55%
2.35%
5.40%
10.54%
6.56%
6.29%
6.52%
7.08%
%
Nippon India Income Fund
0.02%
0.10%
0.49%
1.85%
5.12%
9.89%
6.67%
7.02%
7.45%
8.07%
%
Sbi Magnum Income Fund
0.01%
0.11%
0.62%
2.04%
5.04%
9.29%
6.58%
7.71%
7.67%
8.40%
%
UTI Medium to Long Duration Fund
0.02%
0.12%
0.56%
2.01%
5.03%
9.35%
8.24%
7.44%
4.88%
6.53%
%

As On: 07 November 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
8.92%
5.18%
4.94%
5.72%
6.39%
7.04%
Bank of India Conservative Hybrid Fund
7.25%
8.27%
10.44%
8.97%
8.25%
8.13%
Canara Robeco Income Fund
7.97%
4.36%
3.82%
4.58%
5.48%
6.40%
Hdfc Income Fund
9.20%
5.17%
4.28%
4.70%
5.26%
6.08%
HSBC Medium to Long Duration Fund
7.88%
4.25%
3.57%
4.28%
4.97%
5.80%
Icici Prudential Bond Fund
8.99%
5.75%
5.20%
5.86%
6.58%
7.31%
Bandhan Bond Fund - Income Plan
8.29%
4.57%
3.89%
4.77%
5.69%
6.67%
JM Medium to Long Duration Fund
8.26%
4.75%
3.98%
3.38%
3.55%
4.32%
Kotak Bond Fund
8.65%
5.17%
4.66%
5.38%
5.99%
6.70%
LIC MF Medium to Long Duration Fund
9.28%
5.44%
4.57%
5.05%
5.64%
6.28%
Nippon India Income Fund
8.47%
5.31%
4.65%
5.41%
6.17%
6.83%
Sbi Magnum Income Fund
8.55%
5.37%
5.06%
5.89%
6.74%
7.37%
UTI Medium to Long Duration Fund
8.76%
5.82%
6.84%
5.58%
5.35%
6.05%

As On: 07 November 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
9.39%
5.63%
5.39%
6.23%
6.98%
%
Bank of India Conservative Hybrid Fund
8.25%
8.99%
11.12%
9.61%
8.88%
%
Canara Robeco Income Fund
9.24%
5.54%
4.99%
5.76%
6.62%
%
Hdfc Income Fund
9.62%
5.99%
5.25%
5.64%
6.15%
%
HSBC Medium to Long Duration Fund
9.22%
5.46%
4.67%
5.33%
5.97%
%
Icici Prudential Bond Fund
9.40%
6.19%
5.71%
6.40%
7.14%
%
Bandhan Bond Fund - Income Plan
9.01%
5.25%
4.57%
5.46%
6.43%
%
JM Medium to Long Duration Fund
8.77%
5.28%
4.62%
4.09%
4.36%
%
Kotak Bond Fund
9.73%
6.28%
5.78%
6.51%
7.10%
%
LIC MF Medium to Long Duration Fund
10.39%
6.32%
5.30%
5.75%
6.30%
%
Nippon India Income Fund
9.42%
6.26%
5.66%
6.43%
7.17%
%
Sbi Magnum Income Fund
9.28%
6.06%
5.75%
6.59%
7.47%
%
UTI Medium to Long Duration Fund
9.17%
6.20%
7.23%
6.03%
5.90%
%