Best Long Duration Mutual Funds

  • A review of the different performance parameters of the fund is as follows:
    1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the six return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and …
    2. A review of the different performance parameters of the fund is as follows:
      1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on six return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how …

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
7.85% 6.87% 6.23% % % 8.18% 7.20% 6.56% % % 4.10% -4.08% -4.04% -1.00% 1.20 0.14 0.29
8.33% 6.27% 5.36% 7.09% 7.07% 8.92% 6.83% 5.93% 7.69% 7.78% 3.05% -3.07% -2.90% 0.13% 0.91 0.05 0.10

Return Calculated On: 21 February 2025 | Ratios Calculated On:

As On: 21 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Long Duration Debt Fund
-0.20
-0.24
-0.06
1.19
1.96
7.21
Icici Prudential Long Term Bond Fund
-0.07
-0.01
0.40
1.80
3.58
8.33
6.27
5.36
7.09
7.07
Bandhan Long Duration Fund
-0.18
-0.30
-0.09
1.10
1.81
Kotak Long Duration Fund
-0.17
-0.25
-0.06
1.34
2.07
Nippon India Nivesh Lakshya Fund
-0.15
-0.11
0.30
1.48
2.64
7.85
6.87
6.23
SBI Long Duration Fund
-0.16
-0.23
-0.03
1.15
2.03
7.11
UTI Long Duration Fund
-0.21
-0.23
-0.17
1.00
1.69
6.17
Axis Long Duration Fund
-0.21
-0.19
-0.06
1.19
1.92
7.52

As On: 21 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Long Duration Debt Fund
-0.20
-0.23
-0.03
1.28
2.15
7.59
Icici Prudential Long Term Bond Fund
-0.07
0.00
0.45
1.95
3.88
8.92
6.83
5.93
7.69
7.78
Bandhan Long Duration Fund
-0.18
-0.29
-0.06
1.20
2.02
Kotak Long Duration Fund
-0.17
-0.25
-0.03
1.42
2.22
Nippon India Nivesh Lakshya Fund
-0.15
-0.10
0.33
1.55
2.80
8.18
7.20
6.56
SBI Long Duration Fund
-0.16
-0.22
0.00
1.25
2.25
7.59
UTI Long Duration Fund
-0.21
-0.21
-0.09
1.24
2.16
7.12
Axis Long Duration Fund
-0.21
-0.18
-0.02
1.30
2.15
7.94

As On: 21 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Long Duration Debt Fund
6.20
Icici Prudential Long Term Bond Fund
8.06
8.04
6.19
6.09
6.41
7.20
Bandhan Long Duration Fund
Kotak Long Duration Fund
Nippon India Nivesh Lakshya Fund
7.10
8.49
6.89
SBI Long Duration Fund
6.22
UTI Long Duration Fund
5.20
Axis Long Duration Fund
6.22

As On: 21 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Long Duration Debt Fund
6.58
Icici Prudential Long Term Bond Fund
8.66
8.61
6.75
6.66
7.03
Bandhan Long Duration Fund
Kotak Long Duration Fund
Nippon India Nivesh Lakshya Fund
7.42
8.83
7.22
SBI Long Duration Fund
6.68
UTI Long Duration Fund
6.17
Axis Long Duration Fund
6.67

Performance Indicators


Calculated On:

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Icici Prudential Long Term Bond Fund -2.90 -3.07 -1.03 3.05 2.22
Nippon India Nivesh Lakshya Fund -4.04 -4.08 -1.61 4.10 2.89

Calculated On:

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Icici Prudential Long Term Bond Fund
0.10
0.05
0.55
0.42
0.13
0.91
0.84
0.58
-0.5300
Nippon India Nivesh Lakshya Fund
0.29
0.14
0.58
0.43
-1.00
1.20
0.81
0.63
0.4200