Best Medium to Long Duration Mutual Funds Review Summary

  1. Icici Prudential Bond Fund

    Icici Prudential Bond Fund is the top ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The Icici Prudential Bond Fund has shown an excellent past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of 1.74% which is higher than the category average of -0.5%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.73 which is higher than the category average of 0.99. Read Full Review

  2. LIC MF Medium to Long Duration Fund

    LIC MF Medium to Long Duration Fund is the second ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The 5 star rating shows an excellent past performance of the LIC MF Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.57% which is lower than the category average of -0.5%. The fund has a Sharpe Ratio of 1.22 which is higher than the category average of 0.99. Read Full Review

  3. Sbi Magnum Income Fund

    Sbi Magnum Income Fund is the third ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The Sbi Magnum Income Fund has shown an excellent past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of 1.39% which is higher than the category average of -0.5%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.45 which is higher than the category average of 0.99. Read Full Review

  4. Hdfc Income Fund

    Hdfc Income Fund is the 4th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The Hdfc Income Fund has shown a very good past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.78% which is lower than the category average of -0.5%, reflecting poor performance. The fund has a Sharpe Ratio of 0.99 which is lower than the category average of 0.99. Read Full Review

  5. JM Medium to Long Duration Fund

    JM Medium to Long Duration Fund is the 5th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The 4 star rating shows a very good past performance of the JM Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.71% which is lower than the category average of -0.5%. The fund has a Sharpe Ratio of 0.98 which is lower than the category average of 0.99. Read Full Review

  6. UTI Medium to Long Duration Fund

    UTI Medium to Long Duration Fund is the 6th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The UTI Medium to Long Duration Fund has shown a very good past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.53% which is lower than the category average of -0.5%. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.99. Read Full Review

  7. Aditya Birla Sun Life Income Fund

    Aditya Birla Sun Life Income Fund is the 7th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The Aditya Birla Sun Life Income Fund has shown an average past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.08% which is lower than the category average of -0.5%, showing poor performance. The fund has a Sharpe Ratio of 1.06 which is higher than the category average of 0.99. Read Full Review

  8. Kotak Bond Fund

    In the Medium to Long Duration Fund category, Kotak Bond Fund is the 8th ranked fund. The category has total 13 funds. The Kotak Bond Fund has shown an average past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of 0.0% which is lower than the category average of -0.5%, showing poor performance. The fund has a Sharpe Ratio of 1.05 which is higher than the category average of 0.99. Read Full Review

  9. Nippon India Income Fund

    In the Medium to Long Duration Fund category, Nippon India Income Fund is the 9th ranked fund. The category has total 13 funds. The Nippon India Income Fund has shown a poor past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of 0.04% which is higher than the category average of -0.5%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.05 which is higher than the category average of 0.99. Read Full Review

  10. HSBC Medium to Long Duration Fund

    In the Medium to Long Duration Fund category, HSBC Medium to Long Duration Fund is the 10th ranked fund. The category has total 13 funds. The 2 star rating shows a poor past performance of the HSBC Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -1.43% which is lower than the category average of -0.5%, reflecting poor performance. The fund has a Sharpe Ratio of 0.66 which is lower than the category average of 0.99. Read Full Review

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
1
9.59% 8.51% 6.40% 7.66% 7.50% 10.03% 8.98% 6.94% 8.22% 8.05% 1.63% -0.22% 0.00% 1.74% 0.75 1.27 1.73
2
9.62% 8.22% 5.42% 6.88% 6.50% 10.73% 9.12% 6.14% 7.59% 7.16% 2.14% -0.64% -0.68% -0.57% 0.99 0.70 1.22
3
8.26% 7.88% 6.27% 7.63% 7.67% 9.00% 8.60% 6.98% 8.34% 8.40% 1.64% -0.14% -0.10% 1.39% 0.74 0.96 1.45
4
8.56% 7.71% 5.29% 6.32% 6.23% 9.20% 8.66% 6.29% 7.19% 7.09% 2.13% -0.35% -1.16% -0.78% 0.96 0.53 0.99
5
9.34% 7.63% 5.31% 4.07% 4.26% 9.87% 8.19% 6.02% 4.87% 5.16% 2.05% -0.75% -0.79% -0.71% 0.93 0.50 0.98
6
8.61% 7.64% 8.27% 5.12% 5.75% 9.05% 8.04% 8.69% 5.66% 6.39% 1.99% -0.39% -1.16% -0.53% 0.92 0.57 1.04
7
8.14% 7.54% 6.04% 7.55% 7.16% 8.61% 8.00% 6.50% 8.11% 7.82% 1.95% -0.38% -1.06% -0.08% 0.87 0.58 1.06
8
8.10% 7.68% 5.57% 7.15% 6.86% 9.13% 8.84% 6.70% 8.28% 7.92% 1.88% -0.36% -0.35% 0.00% 0.85 0.59 1.05
9
7.77% 7.88% 5.30% 7.30% 7.07% 8.69% 8.88% 6.35% 8.29% 8.04% 2.04% -0.45% -0.90% 0.04% 0.87 0.59 1.05
10
7.92% 6.78% 4.54% 6.31% 5.92% 9.19% 8.01% 5.61% 7.33% 6.86% 2.09% -0.63% -1.14% -1.43% 0.94 0.33 0.66
11
6.99% 6.56% 4.69% 6.39% 6.46% 8.20% 7.77% 5.88% 7.56% 7.53% 2.00% -0.56% -1.44% -1.41% 0.90 0.26 0.54
12
3.71% 8.73% 12.18% 7.33% 7.62% 4.70% 9.48% 12.90% 7.99% 8.27% 3.93% -3.60% -2.28% -2.22% 1.16 0.30 0.62
13
6.23% 6.47% 4.43% 6.63% 6.61% 6.93% 7.17% 5.12% 7.32% 7.35% 2.22% -0.82% -1.62% -1.88% 0.96 0.23 0.50

Return Calculated On: 23 June 2025 | Ratios Calculated On:

Note: 1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized. All returns are calculated on a compounded annual growth rate (CAGR) basis.

Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst)

Rating and Rank are based on the performance of the fund over the last 3 years.

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization

As On: 23 June 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
0.07
-0.10
-1.00
2.07
4.17
8.14
7.54
6.04
7.55
7.16
7.49
Bank of India Conservative Hybrid Fund
-0.07
-0.23
0.22
3.38
2.31
3.71
8.73
12.18
7.33
7.62
7.81
Canara Robeco Income Fund
0.05
-0.01
-0.72
1.74
3.69
6.99
6.56
4.69
6.39
6.46
7.05
Hdfc Income Fund
-0.01
-0.11
-1.06
2.39
4.53
8.56
7.71
5.29
6.32
6.23
6.75
HSBC Medium to Long Duration Fund
0.03
-0.14
-0.98
2.27
4.39
7.92
6.78
4.54
6.31
5.92
6.60
Icici Prudential Bond Fund
0.07
0.00
-0.40
2.81
5.11
9.59
8.51
6.40
7.66
7.50
7.85
Bandhan Bond Fund - Income Plan
0.09
-0.10
-1.04
1.15
2.98
6.23
6.47
4.43
6.63
6.61
7.25
JM Medium to Long Duration Fund
0.06
-0.15
-0.35
3.04
5.40
9.34
7.63
5.31
4.07
4.26
Kotak Bond Fund
0.06
-0.15
-0.72
2.35
4.37
8.10
7.68
5.57
7.15
6.86
7.21
LIC MF Medium to Long Duration Fund
0.03
-0.11
-0.53
3.14
5.20
9.62
8.22
5.42
6.88
6.50
6.96
Nippon India Income Fund
0.04
-0.14
-0.95
1.88
4.04
7.77
7.88
5.30
7.30
7.07
7.26
Sbi Magnum Income Fund
0.08
-0.16
-0.75
2.39
4.40
8.26
7.88
6.27
7.63
7.67
UTI Medium to Long Duration Fund
0.07
-0.20
-0.89
2.50
4.46
8.61
7.64
8.27
5.12
5.75
6.86

As On: 23 June 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
0.09
-0.07
-0.94
2.20
4.41
8.61
8.00
6.50
8.11
7.82
Bank of India Conservative Hybrid Fund
-0.06
-0.21
0.30
3.62
2.80
4.70
9.48
12.90
7.99
8.27
Canara Robeco Income Fund
0.06
0.01
-0.62
2.00
4.24
8.20
7.77
5.88
7.56
7.53
Hdfc Income Fund
0.00
-0.10
-1.01
2.54
4.84
9.20
8.66
6.29
7.19
7.09
HSBC Medium to Long Duration Fund
0.03
-0.13
-0.92
2.52
4.96
9.19
8.01
5.61
7.33
6.86
Icici Prudential Bond Fund
0.07
0.01
-0.36
2.92
5.32
10.03
8.98
6.94
8.22
8.05
Bandhan Bond Fund - Income Plan
0.10
-0.09
-0.98
1.31
3.32
6.93
7.17
5.12
7.32
7.35
JM Medium to Long Duration Fund
0.06
-0.14
-0.31
3.17
5.67
9.87
8.19
6.02
4.87
5.16
Kotak Bond Fund
0.06
-0.13
-0.64
2.60
4.87
9.13
8.84
6.70
8.28
7.92
LIC MF Medium to Long Duration Fund
0.04
-0.09
-0.45
3.40
5.73
10.73
9.12
6.14
7.59
7.16
Nippon India Income Fund
0.05
-0.12
-0.88
2.10
4.48
8.69
8.88
6.35
8.29
8.04
Sbi Magnum Income Fund
0.09
-0.14
-0.69
2.57
4.76
9.00
8.60
6.98
8.34
8.40
UTI Medium to Long Duration Fund
0.07
-0.20
-0.86
2.61
4.68
9.05
8.04
8.69
5.66
6.39

As On: 23 June 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
7.62
3.86
5.32
6.30
6.68
7.05
Bank of India Conservative Hybrid Fund
5.21
3.89
9.12
9.32
8.20
7.94
Canara Robeco Income Fund
6.59
2.98
4.29
5.14
5.71
6.36
Hdfc Income Fund
8.20
4.20
5.09
5.59
5.72
6.18
HSBC Medium to Long Duration Fund
7.73
3.41
4.41
5.08
5.42
5.88
Icici Prudential Bond Fund
9.65
4.90
6.05
6.77
7.04
7.44
Bandhan Bond Fund - Income Plan
5.29
2.67
4.00
5.03
5.73
6.50
JM Medium to Long Duration Fund
9.72
4.44
5.16
4.84
4.41
4.64
Kotak Bond Fund
7.95
4.01
5.22
6.05
6.35
6.74
LIC MF Medium to Long Duration Fund
9.70
4.72
5.64
6.07
6.22
6.46
Nippon India Income Fund
7.21
3.79
5.16
5.96
6.43
6.83
Sbi Magnum Income Fund
8.09
4.08
5.55
6.53
7.01
7.38
UTI Medium to Long Duration Fund
8.30
4.04
7.25
6.77
5.91
6.15

As On: 23 June 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
8.11
4.32
5.78
6.80
7.25
Bank of India Conservative Hybrid Fund
6.21
4.73
9.90
10.05
8.88
Canara Robeco Income Fund
7.77
4.15
5.48
6.34
6.87
Hdfc Income Fund
8.84
4.87
6.00
6.51
6.60
HSBC Medium to Long Duration Fund
8.94
4.64
5.57
6.18
6.45
Icici Prudential Bond Fund
10.09
5.32
6.54
7.30
7.59
Bandhan Bond Fund - Income Plan
5.99
3.35
4.70
5.73
6.45
JM Medium to Long Duration Fund
10.27
4.98
5.76
5.52
5.18
Kotak Bond Fund
8.99
5.08
6.34
7.20
7.47
LIC MF Medium to Long Duration Fund
10.82
5.72
6.48
6.85
6.94
Nippon India Income Fund
8.12
4.71
6.16
6.98
7.43
Sbi Magnum Income Fund
8.84
4.79
6.27
7.25
7.75
UTI Medium to Long Duration Fund
8.76
4.44
7.66
7.21
6.43

Performance Indicators


Calculated On:

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Income Fund -1.06 -0.38 -0.29 1.95 1.34
Bank Of India Conservative Hybrid Fund -2.28 -3.60 -1.28 3.93 2.80
Canara Robeco Income Fund -1.44 -0.56 -0.29 2.00 1.42
Hdfc Income Fund -1.16 -0.35 -0.20 2.13 1.50
Hsbc Medium To Long Duration Fund -1.14 -0.63 -0.30 2.09 1.46
Icici Prudential Bond Fund 0.00 -0.22 -0.13 1.63 1.10
Bandhan Bond Fund - Income Plan -1.62 -0.82 -0.35 2.22 1.57
Jm Medium To Long Duration Fund -0.79 -0.75 -0.26 2.05 1.47
Kotak Bond Fund -0.35 -0.36 -0.14 1.88 1.31
Lic Mf Medium To Long Duration Fund -0.68 -0.64 -0.26 2.14 1.49
Nippon India Income Fund -0.90 -0.45 -0.20 2.04 1.40
Sbi Magnum Income Fund -0.10 -0.14 -0.13 1.64 1.09
Uti Medium To Long Duration Fund -1.16 -0.39 -0.31 1.99 1.38

Calculated On:

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
1.06
0.58
0.77
0.40
-0.08
0.87
0.76
0.64
-1.2200
Bank Of India Conservative Hybrid Fund
0.62
0.30
0.61
0.42
-2.22
1.16
0.33
0.57
-0.8200
Canara Robeco Income Fund
0.54
0.26
0.66
0.39
-1.41
0.90
0.78
0.56
-2.2400
Hdfc Income Fund
0.99
0.53
0.77
0.37
-0.78
0.96
0.78
0.63
-1.0800
Hsbc Medium To Long Duration Fund
0.66
0.33
0.68
0.40
-1.43
0.94
0.77
0.58
-1.9400
Icici Prudential Bond Fund
1.73
1.27
0.86
0.41
1.74
0.75
0.81
0.75
-0.4200
Bandhan Bond Fund - Income Plan
0.50
0.23
0.64
0.40
-1.88
0.96
0.71
0.55
-2.2300
Jm Medium To Long Duration Fund
0.98
0.50
0.73
0.42
-0.71
0.93
0.79
0.63
-1.2700
Kotak Bond Fund
1.05
0.59
0.76
0.38
0.00
0.85
0.77
0.64
-1.3000
Lic Mf Medium To Long Duration Fund
1.22
0.70
0.80
0.40
-0.57
0.99
0.82
0.67
-0.6300
Nippon India Income Fund
1.05
0.59
0.77
0.39
0.04
0.87
0.69
0.64
-1.1200
Sbi Magnum Income Fund
1.45
0.96
0.82
0.40
1.39
0.74
0.78
0.70
-0.8800
Uti Medium To Long Duration Fund
1.04
0.57
0.77
0.39
-0.53
0.92
0.82
0.64
-1.2000