Best Medium to Long Duration Mutual Funds January 2025

  • Sbi Magnum Income Fund has shown good performance in the Medium to Long Duration Fund category. The fund has rank of 4 out of 13 funds in the category. The fund has delivered return of 7.61% in 1 year. The category average for the same period is 7.22%, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 1.75, VaR of -0.75, Average Drawdown of -0.54, Semi Deviation of 1.31 and Max Drawdown …
  • LIC MF Medium to Long Duration Fund has exhibited good performance in the Medium to Long Duration Fund category. The fund has rank of 3 out of 13 funds in the category. The fund has delivered return of 8.29% in 1 year. The category average for the same period is 7.22%, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 2.21, VaR of -2.34, Average Drawdown of -0.48, Semi Deviation of 1.59 …
  • Nippon India Income Fund has shown good performance in the Medium to Long Duration Fund category. The fund has rank of 5 out of 13 funds in the category. The fund has delivered return of 7.22% in 1 year. The category average for the same period is 7.22%, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 1.99, VaR of -1.3, Average Drawdown of -0.42, Semi Deviation of 1.4 and Max Drawdown …
  • UTI Medium to Long Duration Fund has shown very good performance in the Medium to Long Duration Fund category. The fund has rank of 2 out of 13 funds in the category. The fund has delivered return of 7.47% in 1 year. The category average for the same period is 7.22%, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 4.3, VaR of -1.25, Average Drawdown of -0.33, Semi Deviation of 1.76 …
  • Icici Prudential Bond Fund is the top performing fund in the Medium to Long Duration Fund category. The fund has delivered return of 8.21% in 1 year. The category average for the same period is 7.22%, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 1.74, VaR of -0.91, Average Drawdown of -0.47, Semi Deviation of 1.29 and Max Drawdown of -1.15. The category average for the same parameters is 3.04, …

Full review at the fund page (link in the table below.)

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
8.21% % 6.44% 7.09% 7.27% 8.63% % 6.99% 7.66% 7.82% 1.74% -1.15% -0.91% -30.13% 0.01 0.06 0.15
2
7.47% % 7.82% 4.81% 5.44% 7.89% % 8.25% 5.36% 6.10% 4.30% -0.73% -1.25% 19.21% 0.00 0.36 0.40
3
8.29% % 5.47% 6.32% 6.14% 9.40% % 6.18% 7.01% 6.77% 2.21% -1.59% -2.34% -40.70% 0.01 -0.06 -0.17
4
7.61% % 6.38% 7.23% 7.31% 8.34% % 7.08% 7.95% 8.03% 1.75% -1.37% -0.75% -31.40% 0.01 -0.05 -0.14
5
7.22% % 5.72% 7.03% 6.68% 8.17% % 6.76% 8.01% 7.66% 1.99% -1.24% -1.30% -32.72% 0.01 -0.08 -0.20
6
4.33% % 11.39% 6.74% 7.49% 5.32% % 12.07% 7.39% 8.11% 11.83% -2.44% -3.47% -25.53% 0.01 0.69 0.47
7
7.88% % 5.18% 5.85% 5.82% 8.25% % 6.16% 6.71% 6.69% 2.28% -2.24% -1.80% -42.67% 0.01 -0.12 -0.34
8
7.69% % 6.41% 7.16% 6.82% 8.16% % 6.87% 7.74% 7.49% 2.12% -2.20% -1.75% -39.95% 0.01 -0.11 -0.32
9
7.33% % 5.92% 6.81% 6.42% 8.39% % 7.07% 7.93% 7.47% 2.05% -2.01% -1.61% -37.59% 0.01 -0.13 -0.38
10
7.58% % 5.20% 3.66% 3.76% 8.11% % 5.95% 4.48% 4.66% 2.33% -2.50% -2.97% -44.85% 0.01 -0.16 -0.49
11
6.78% % 5.03% 6.14% 6.16% 8.03% % 6.23% 7.29% 7.22% 2.06% -1.57% -2.12% -38.35% 0.01 -0.22 -0.65
12
6.86% % 4.67% 5.88% 5.58% 8.19% % 5.73% 6.87% 6.51% 2.27% -2.42% -2.55% -43.61% 0.01 -0.24 -0.73
13
6.55% % 5.08% 6.44% 6.36% 7.26% % 5.77% 7.13% 7.12% 2.53% -2.86% -3.36% -49.18% 0.01 -0.21 -0.63

Return Calculated On: 07 February 2025

Ratios Calculated On: 31 January 2025

As On: 07 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
-0.20
0.07
0.49
1.50
3.45
7.69
6.41
7.16
6.82
7.37
Bank of India Conservative Hybrid Fund
-0.14
0.07
-0.43
-0.67
-0.06
4.33
11.39
6.74
7.49
7.58
Canara Robeco Income Fund
-0.19
0.04
0.42
1.28
2.80
6.78
5.03
6.14
6.16
7.03
Hdfc Income Fund
-0.24
-0.02
0.55
1.50
3.34
7.88
5.18
5.85
5.82
6.68
HSBC Medium to Long Duration Fund
-0.23
0.04
0.52
1.46
2.96
6.86
4.67
5.88
5.58
6.49
Icici Prudential Bond Fund
-0.12
0.13
0.64
1.80
3.85
8.21
6.44
7.09
7.27
7.67
Bandhan Bond Fund - Income Plan
-0.20
0.11
0.34
1.10
2.77
6.55
5.08
6.44
6.36
7.24
JM Medium to Long Duration Fund
-0.26
0.06
0.76
1.83
3.48
7.58
5.20
3.66
3.76
Kotak Bond Fund
-0.22
0.08
0.45
1.40
3.18
7.33
5.92
6.81
6.42
7.22
LIC MF Medium to Long Duration Fund
-0.14
0.13
0.61
1.77
3.90
8.29
5.47
6.32
6.14
6.86
Nippon India Income Fund
-0.21
0.06
0.53
1.48
3.13
7.22
5.72
7.03
6.68
7.18
Sbi Magnum Income Fund
-0.20
0.10
0.64
1.60
3.50
7.61
6.38
7.23
7.31
UTI Medium to Long Duration Fund
-0.23
0.02
0.55
1.58
3.53
7.47
7.82
4.81
5.44
6.81

As On: 07 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
-0.20
0.08
0.52
1.60
3.67
8.16
6.87
7.74
7.49
Bank of India Conservative Hybrid Fund
-0.14
0.09
-0.35
-0.43
0.43
5.32
12.07
7.39
8.11
Canara Robeco Income Fund
-0.19
0.06
0.52
1.58
3.42
8.03
6.23
7.29
7.22
Hdfc Income Fund
-0.24
-0.01
0.60
1.65
3.65
8.25
6.16
6.71
6.69
HSBC Medium to Long Duration Fund
-0.23
0.07
0.63
1.78
3.60
8.19
5.73
6.87
6.51
Icici Prudential Bond Fund
-0.12
0.13
0.68
1.91
4.07
8.63
6.99
7.66
7.82
Bandhan Bond Fund - Income Plan
-0.20
0.12
0.40
1.27
3.11
7.26
5.77
7.13
7.12
JM Medium to Long Duration Fund
-0.26
0.07
0.81
1.96
3.73
8.11
5.95
4.48
4.66
Kotak Bond Fund
-0.21
0.09
0.53
1.65
3.67
8.39
7.07
7.93
7.47
LIC MF Medium to Long Duration Fund
-0.14
0.15
0.70
2.03
4.43
9.40
6.18
7.01
6.77
Nippon India Income Fund
-0.20
0.08
0.60
1.69
3.57
8.17
6.76
8.01
7.66
Sbi Magnum Income Fund
-0.19
0.12
0.69
1.77
3.85
8.34
7.08
7.95
8.03
UTI Medium to Long Duration Fund
-0.23
0.03
0.59
1.69
3.74
7.89
8.25
5.36
6.10

As On: 07 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
7.60
5.23
4.84
5.66
6.33
6.99
Bank of India Conservative Hybrid Fund
1.63
5.58
8.98
8.34
7.77
7.84
Canara Robeco Income Fund
6.58
4.41
3.79
4.52
5.40
6.34
Hdfc Income Fund
7.60
5.31
4.33
4.74
5.25
6.06
HSBC Medium to Long Duration Fund
6.85
4.48
3.66
4.30
4.96
5.78
Icici Prudential Bond Fund
8.25
5.91
5.24
5.88
6.56
7.30
Bandhan Bond Fund - Income Plan
6.35
4.52
3.77
4.64
5.57
6.58
JM Medium to Long Duration Fund
7.79
5.14
4.17
3.66
3.70
4.38
Kotak Bond Fund
7.19
5.19
4.57
5.31
5.93
6.65
LIC MF Medium to Long Duration Fund
8.22
5.62
4.70
5.12
5.67
6.29
Nippon India Income Fund
7.20
5.31
4.62
5.36
6.11
6.79
Sbi Magnum Income Fund
7.64
5.43
5.00
5.84
6.68
7.33
UTI Medium to Long Duration Fund
7.62
5.51
6.78
5.72
5.38
6.03

As On: 07 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
8.06
5.67
5.29
6.15
6.91
Bank of India Conservative Hybrid Fund
2.61
6.34
9.69
9.01
8.43
Canara Robeco Income Fund
7.84
5.59
4.96
5.70
6.55
Hdfc Income Fund
8.16
6.05
5.25
5.66
6.13
HSBC Medium to Long Duration Fund
8.17
5.71
4.78
5.37
5.98
Icici Prudential Bond Fund
8.69
6.34
5.73
6.41
7.12
Bandhan Bond Fund - Income Plan
7.06
5.20
4.45
5.33
6.30
JM Medium to Long Duration Fund
8.32
5.67
4.77
4.35
4.49
Kotak Bond Fund
8.22
6.28
5.68
6.44
7.04
LIC MF Medium to Long Duration Fund
9.32
6.55
5.47
5.85
6.35
Nippon India Income Fund
8.12
6.24
5.62
6.36
7.11
Sbi Magnum Income Fund
8.38
6.12
5.68
6.54
7.41
UTI Medium to Long Duration Fund
8.05
5.90
7.17
6.17
5.91

Performance Indicators


Calculated On: 31 January 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Income Fund -1.75 -2.20 -0.82 2.12 1.67
Bank Of India Conservative Hybrid Fund -3.47 -2.44 -1.19 11.83 3.66
Canara Robeco Income Fund -2.12 -1.57 -0.50 2.06 1.55
Hdfc Income Fund -1.80 -2.24 -0.66 2.28 1.74
Hsbc Medium To Long Duration Fund -2.55 -2.42 -0.60 2.27 1.75
Icici Prudential Bond Fund -0.91 -1.15 -0.47 1.74 1.29
Bandhan Bond Fund - Income Plan -3.36 -2.86 -0.72 2.53 1.97
Jm Medium To Long Duration Fund -2.97 -2.50 -0.55 2.33 1.81
Kotak Bond Fund -1.61 -2.01 -0.53 2.05 1.55
Lic Mf Medium To Long Duration Fund -2.34 -1.59 -0.48 2.21 1.59
Nippon India Income Fund -1.30 -1.24 -0.42 1.99 1.40
Sbi Magnum Income Fund -0.75 -1.37 -0.54 1.75 1.31
Uti Medium To Long Duration Fund -1.25 -0.73 -0.33 4.30 1.76

Calculated On: 31 January 2025

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
-0.32
-0.11
0.50
0.42
-39.95
0.01
0.84
-5.57
-5460.8500
Bank Of India Conservative Hybrid Fund
0.47
0.69
1.02
0.51
-25.53
0.01
0.02
10.42
-5454.2500
Canara Robeco Income Fund
-0.65
-0.22
0.47
0.38
-38.35
0.01
0.80
-11.96
-5461.5300
Hdfc Income Fund
-0.34
-0.12
0.49
0.38
-42.67
0.01
0.82
-5.96
-5616.1800
Hsbc Medium To Long Duration Fund
-0.73
-0.24
0.41
0.40
-43.61
0.01
0.82
-13.51
-5461.8700
Icici Prudential Bond Fund
0.15
0.06
0.64
0.40
-30.13
0.01
0.81
3.68
-5459.8300
Bandhan Bond Fund - Income Plan
-0.63
-0.21
0.40
0.39
-49.18
0.01
0.82
-11.55
-5461.8100
Jm Medium To Long Duration Fund
-0.49
-0.16
0.45
0.39
-44.85
0.01
0.84
-8.82
-5461.3300
Kotak Bond Fund
-0.38
-0.13
0.50
0.40
-37.59
0.01
0.80
-6.73
-5460.9500
Lic Mf Medium To Long Duration Fund
-0.17
-0.06
0.56
0.38
-40.70
0.01
0.81
-2.55
-5460.5100
Nippon India Income Fund
-0.20
-0.08
0.57
0.37
-32.72
0.01
0.68
-3.18
-5460.5400
Sbi Magnum Income Fund
-0.14
-0.05
0.58
0.41
-31.40
0.01
0.83
-2.02
-5460.3800
Uti Medium To Long Duration Fund
0.40
0.36
0.81
0.52
19.21
0.00
0.01
8.66
-5458.2900

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 12,922.80 12,491.03 38,988.97 81,864.00 67,839.06 136,332.00 102,736.96 232,188.00 166,202.40 523,080.00 312,923.34
Bank of India Conservative Hybrid Fund 12,519.60 12,106.45 39,194.06 102,870.00 75,262.74 132,636.00 113,082.31 247,092.00 179,238.84 538,884.00 335,513.52
Canara Robeco Income Fund 12,813.60 12,425.80 38,511.29 76,698.00 66,051.00 127,436.40 98,640.95 218,196.00 158,332.44 498,492.00 296,613.54
Hdfc Income Fund 12,945.60 12,490.98 39,035.63 77,220.00 66,959.34 125,034.00 99,426.01 211,200.00 157,035.24 474,696.00 289,823.40
HSBC Medium to Long Duration Fund 12,823.20 12,442.64 38,551.07 75,390.00 65,835.90 125,269.20 97,868.90 206,448.00 154,729.32 462,330.00 283,263.48
Icici Prudential Bond Fund 12,985.20 12,532.51 39,388.57 81,978.00 68,518.92 135,660.00 103,553.86 242,112.00 168,175.20 545,076.00 320,957.46
Bandhan Bond Fund - Income Plan 12,786.00 12,411.10 38,572.06 76,854.00 66,026.82 129,990.00 99,086.74 222,348.00 159,724.08 513,720.00 302,543.28
JM Medium to Long Duration Fund 12,909.60 12,503.16 38,936.45 77,304.00 66,686.10 108,015.60 95,678.27 173,604.00 144,955.20 253,173.60
Kotak Bond Fund 12,879.60 12,464.63 38,968.31 80,010.00 67,378.26 133,207.20 101,473.51 223,596.00 162,749.64 512,352.00 304,137.00
LIC MF Medium to Long Duration Fund 12,994.80 12,530.72 39,220.96 78,306.00 67,599.54 129,032.40 100,802.77 217,656.00 160,516.20 487,206.00 295,297.56
Nippon India Income Fund 12,866.40 12,465.17 39,038.83 79,218.00 67,463.16 135,122.40 101,644.03 229,152.00 164,267.76 509,418.00 307,767.96
Sbi Magnum Income Fund 12,913.20 12,493.57 39,106.87 81,762.00 68,098.38 136,903.20 103,396.78 243,084.00 169,200.36 321,634.62
UTI Medium to Long Duration Fund 12,896.40 12,492.48 39,154.86 87,420.00 71,223.48 116,709.60 102,974.51 203,844.00 158,108.16 483,660.00 289,080.54

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 12,979.20 12,520.25 39,248.57 83,658.00 68,603.34 141,540.00 104,567.06 247,032.00 171,293.28
Bank of India Conservative Hybrid Fund 12,638.40 12,169.84 39,646.30 106,056.00 76,619.34 138,339.60 115,836.84 261,816.00 185,488.68
Canara Robeco Income Fund 12,963.60 12,506.17 39,203.42 81,150.00 68,035.14 137,508.00 102,897.23 240,900.00 168,131.88
Hdfc Income Fund 12,990.00 12,526.72 39,474.61 80,904.00 68,544.60 132,316.80 102,738.80 229,236.00 164,444.16
HSBC Medium to Long Duration Fund 12,982.80 12,527.21 39,270.56 79,266.00 67,723.92 133,761.60 101,689.22 225,456.00 163,138.56
Icici Prudential Bond Fund 13,035.60 12,560.35 39,643.27 84,114.00 69,370.68 140,784.00 105,531.13 254,676.00 173,151.72
Bandhan Bond Fund - Income Plan 12,871.20 12,456.47 38,969.86 79,410.00 67,163.40 136,063.20 101,547.68 238,824.00 165,916.32
JM Medium to Long Duration Fund 12,973.20 12,536.57 39,247.92 80,088.00 67,717.68 114,164.40 98,065.63 189,300.00 151,009.56
Kotak Bond Fund 13,006.80 12,530.66 39,608.93 84,432.00 69,277.80 143,312.40 105,645.20 246,672.00 172,491.24
LIC MF Medium to Long Duration Fund 13,128.00 12,600.82 39,772.19 80,964.00 68,917.14 134,937.60 103,456.92 230,976.00 166,377.72
Nippon India Income Fund 12,980.40 12,524.04 39,586.54 83,208.00 69,170.52 144,102.00 105,362.88 250,956.00 173,084.16
Sbi Magnum Income Fund 13,000.80 12,540.37 39,515.33 84,474.00 69,289.44 143,539.20 106,017.07 259,848.00 175,824.72
UTI Medium to Long Duration Fund 12,946.80 12,519.72 39,381.98 89,172.00 71,925.66 121,094.40 104,626.62 216,948.00 162,587.76