Medium-to-Long Duration Fund
As On: 11 January 2022
Please note: all returns are absolute/ period returns. All analysis is for growth option.
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
Table 1
Category Performance: Medium-to-Long Duration Fund
| Regular Plan Return % | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Average |
0.074
|
-0.072
|
-0.501
|
0.200
|
2.353
|
2.796
|
6.435
|
5.278
|
|||||||||
| Best in Category |
0.140
|
0.594
|
0.779
|
1.017
|
8.736
|
9.277
|
8.848
|
7.254
|
|||||||||
| Worst in Category |
0.030
|
-0.239
|
-0.799
|
-0.168
|
0.887
|
0.916
|
1.138
|
2.117
|
|||||||||
| Direct Plan Return % | |||||||||||||||||
| Category Average |
0.078
|
-0.052
|
-0.446
|
0.369
|
2.691
|
3.464
|
7.336
|
6.146
|
|||||||||
| Best in Category |
0.143
|
0.604
|
0.816
|
1.140
|
8.905
|
9.688
|
9.526
|
8.032
|
|||||||||
| Worst in Category |
0.034
|
-0.211
|
-0.733
|
0.110
|
0.987
|
1.392
|
2.033
|
2.828
|
|||||||||
Table 2
Category Performance Regular Plan Return
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Income Fund |
0.07
|
7 |
-0.12
|
6 |
-0.46
|
5 |
0.43
|
2 |
2.52
|
3 |
3.56
|
3 |
8.64
|
2 |
6.45
|
3 |
| BOI AXA CONSERVATIVE HYBRID FUND |
0.11
|
2 |
0.59
|
1 |
0.78
|
1 |
1.02
|
1 |
4.86
|
2 |
8.64
|
2 |
4.15
|
12 |
4.50
|
12 |
| Canara Robeco Income Fund |
0.03
|
14 |
-0.16
|
9 |
-0.76
|
11 |
0.08
|
10 |
1.06
|
13 |
1.55
|
7 |
7.17
|
8 |
5.84
|
6 |
| HDFC Income Fund |
0.04
|
13 |
-0.24
|
14 |
-0.72
|
10 |
0.04
|
12 |
1.37
|
11 |
1.47
|
9 |
6.48
|
11 |
4.66
|
11 |
| HSBC Debt Fund |
0.07
|
8 |
-0.13
|
7 |
-0.80
|
14 |
0.04
|
11 |
1.69
|
7 |
1.10
|
12 |
6.75
|
9 |
5.08
|
10 |
| ICICI Prudential Bond Fund |
0.06
|
9 |
-0.18
|
13 |
-0.77
|
12 |
0.14
|
8 |
1.60
|
9 |
2.23
|
5 |
8.09
|
4 |
6.71
|
2 |
| IDFC BOND FUND - INCOME PLAN |
0.10
|
3 |
-0.18
|
12 |
-0.54
|
6 |
0.10
|
9 |
1.30
|
12 |
0.92
|
14 |
7.66
|
6 |
6.32
|
4 |
| JM Income Fund |
0.08
|
5 |
-0.15
|
8 |
-0.64
|
8 |
0.19
|
6 |
1.69
|
6 |
1.33
|
10 |
1.14
|
14 |
2.37
|
13 |
| KOTAK BOND FUND |
0.14
|
1 |
-0.16
|
10 |
-0.78
|
13 |
-0.05
|
13 |
2.31
|
4 |
1.93
|
6 |
8.16
|
3 |
5.79
|
7 |
| Nippon India Income Fund |
0.09
|
4 |
0.02
|
2 |
-0.57
|
7 |
-0.17
|
14 |
1.67
|
8 |
1.07
|
13 |
7.69
|
5 |
6.02
|
5 |
| SBI Magnum Income Fund |
0.06
|
10 |
-0.03
|
4 |
-0.35
|
3 |
0.34
|
3 |
1.78
|
5 |
3.33
|
4 |
8.85
|
1 |
7.25
|
1 |
| TATA Income Fund |
0.04
|
12 |
-0.16
|
11 |
-0.68
|
9 |
0.21
|
5 |
1.45
|
10 |
1.54
|
8 |
7.47
|
7 |
5.61
|
8 |
| UTI Bond Fund |
0.06
|
11 |
-0.02
|
3 |
-0.43
|
4 |
0.27
|
4 |
8.74
|
1 |
9.28
|
1 |
1.36
|
13 |
2.12
|
14 |
| LIC MF Bond Fund |
0.07
|
6 |
-0.10
|
5 |
-0.31
|
2 |
0.15
|
7 |
0.89
|
14 |
1.21
|
11 |
6.48
|
10 |
5.16
|
9 |
Table 3
Category Performance Direct Plan Return
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Income Fund |
0.07
|
8 |
-0.11
|
7 |
-0.42
|
5 |
0.53
|
2 |
2.73
|
4 |
3.97
|
4 |
9.25
|
3 |
7.13
|
3 |
| BOI AXA CONSERVATIVE HYBRID FUND |
0.11
|
2 |
0.60
|
1 |
0.82
|
1 |
1.14
|
1 |
5.08
|
2 |
9.18
|
2 |
4.74
|
13 |
5.12
|
13 |
| Canara Robeco Income Fund |
0.03
|
15 |
-0.13
|
9 |
-0.67
|
12 |
0.36
|
7 |
1.63
|
13 |
2.70
|
7 |
8.34
|
8 |
6.89
|
7 |
| HDFC Income Fund |
0.05
|
13 |
-0.21
|
15 |
-0.61
|
10 |
0.41
|
5 |
1.97
|
10 |
2.56
|
8 |
7.23
|
11 |
5.34
|
12 |
| HSBC Debt Fund |
0.07
|
9 |
-0.12
|
8 |
-0.73
|
15 |
0.26
|
11 |
2.12
|
9 |
1.94
|
13 |
7.63
|
10 |
5.92
|
10 |
| ICICI Prudential Bond Fund |
0.06
|
11 |
-0.17
|
14 |
-0.72
|
14 |
0.30
|
9 |
1.93
|
11 |
2.88
|
6 |
8.71
|
4 |
7.33
|
2 |
| IDFC BOND FUND - INCOME PLAN |
0.10
|
3 |
-0.16
|
13 |
-0.49
|
8 |
0.26
|
10 |
1.63
|
14 |
1.58
|
14 |
8.32
|
9 |
7.09
|
4 |
| JM Income Fund |
0.09
|
6 |
-0.14
|
11 |
-0.58
|
9 |
0.43
|
4 |
2.18
|
7 |
2.33
|
9 |
2.15
|
14 |
3.40
|
14 |
| KOTAK BOND FUND |
0.14
|
1 |
-0.14
|
10 |
-0.70
|
13 |
0.18
|
13 |
2.80
|
3 |
2.97
|
5 |
9.29
|
2 |
6.84
|
8 |
| Nippon India Income Fund |
0.10
|
5 |
0.04
|
3 |
-0.48
|
7 |
0.11
|
15 |
2.24
|
6 |
2.22
|
12 |
8.69
|
6 |
6.95
|
6 |
| Nippon India Income Fund |
0.10
|
4 |
0.04
|
2 |
-0.48
|
6 |
0.11
|
14 |
2.24
|
5 |
2.23
|
11 |
8.69
|
5 |
6.95
|
5 |
| SBI Magnum Income Fund |
0.06
|
10 |
-0.02
|
4 |
-0.30
|
3 |
0.51
|
3 |
2.12
|
8 |
4.01
|
3 |
9.53
|
1 |
8.03
|
1 |
| TATA Income Fund |
0.05
|
14 |
-0.14
|
12 |
-0.62
|
11 |
0.39
|
6 |
1.81
|
12 |
2.29
|
10 |
8.37
|
7 |
6.65
|
9 |
| UTI Bond Fund |
0.06
|
12 |
-0.02
|
5 |
-0.41
|
4 |
0.35
|
8 |
8.91
|
1 |
9.69
|
1 |
2.03
|
15 |
2.83
|
15 |
| LIC MF Bond Fund |
0.08
|
7 |
-0.09
|
6 |
-0.30
|
2 |
0.20
|
12 |
0.99
|
15 |
1.39
|
15 |
7.08
|
12 |
5.72
|
11 |
Please note: all returns are absolute/ period returns. All analysis is for growth option.
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis Article- Mutual fund analysis methodology placeholder
The season of tax-saving has started, those who planned in advance are already investing in tax saving mutual funds. For those who are still waiting and have not identified funds, this article is for them.
