Best Long Duration Mutual Funds (October 2024 )

Best Long Duration Mutual Funds October 2024

The average 1 year return of Long Duration Mutual Funds is 11.18 % for regular funds and 11.72 % for direct funds. The average 3 year return is 6.01 % for regular funds and 6.46 % for direct funds. The average 1 year SIP return is -22.11 % for regular funds and -21.71 % for direct funds. The average 3 year SIP return is 4.7 % for regular funds and 5.16 % for direct funds. The average Sharpe Ratio is -0.12 and the average Standard Deviation is 3.71%.

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

Ranked On: 31 October 2024

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
Nippon India Nivesh Lakshya Fund			11.42%	6.55%	7.01%	%	%	11.76%	6.89%	7.34%	%	%	4.23%	-4.09%	-4.96%	%		0.04	0.08
Icici Prudential Long Term Bond Fund			10.35%	5.47%	5.84%	6.57%	7.46%	10.93%	6.03%	6.41%	7.17%	8.19%	3.19%	-3.94%	-4.03%	%		-0.11	-0.31

Return Calculated On: 19 November 2024

Ratios Calculated On: 31 October 2024

Performance Indicators

Select Parameter:

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}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
HDFC Long Duration Debt Fund	13,406.40	10,517.08
Icici Prudential Long Term Bond Fund	13,242.00	10,502.54	42,235.20	38,415.06	79,680.00	64,193.46	131,132.40	96,977.75	246,420.00	155,952.72		297,254.88
Bandhan Long Duration Fund
Kotak Long Duration Fund
Nippon India Nivesh Lakshya Fund	13,370.40	10,519.04	43,549.20	38,944.26	84,180.00	65,773.92
SBI Long Duration Fund	13,388.40	10,511.89
UTI Long Duration Fund	13,287.60	10,463.23
Axis Long Duration Fund	13,354.80	10,510.09

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}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Kotak Long Duration Fund
HDFC Long Duration Debt Fund	13,454.40	10,537.00
Icici Prudential Long Term Bond Fund	13,311.60	10,532.87	42,919.20	38,743.78	81,858.00	65,103.54	136,357.20	98,989.13	263,556.00	161,226.00
Bandhan Long Duration Fund
Nippon India Nivesh Lakshya Fund	13,411.20	10,536.18	43,963.20	39,144.71	85,506.00	66,317.52
SBI Long Duration Fund	13,449.60	10,537.39
UTI Long Duration Fund	13,405.20	10,513.22
Axis Long Duration Fund	13,406.40	10,533.18

Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %
Icici Prudential Long Term Bond Fund	-4.03	-3.94	-1.32	3.19	2.39
Nippon India Nivesh Lakshya Fund	-4.96	-4.09	-1.61	4.23	3.10

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	-0.31	-0.11	0.41	0.36
Nippon India Nivesh Lakshya Fund	0.08	0.04	0.51	0.38

As On: 19 November 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Kotak Long Duration Fund	0.06%	-0.42%	-0.21%	1.18%	4.71%	%	%	%	%	%	%
HDFC Long Duration Debt Fund	0.02%	-0.43%	-0.29%	1.29%	4.97%	11.72%	%	%	%	%	%
Icici Prudential Long Term Bond Fund	0.06%	-0.02%	0.37%	1.94%	4.74%	10.35%	5.47%	5.84%	6.57%	7.46%	%
Bandhan Long Duration Fund	0.01%	-0.47%	-0.28%	1.18%	4.86%	%	%	%	%	%	%
Nippon India Nivesh Lakshya Fund	0.08%	-0.31%	-0.03%	1.57%	5.03%	11.42%	6.55%	7.01%	%	%	%
SBI Long Duration Fund	-0.01%	-0.38%	-0.20%	1.31%	4.94%	11.57%	%	%	%	%	%
UTI Long Duration Fund	0.02%	-0.38%	-0.26%	1.12%	4.18%	10.73%	%	%	%	%	%
Axis Long Duration Fund	0.06%	-0.41%	-0.35%	1.29%	4.92%	11.29%	%	%	%	%	%

As On: 19 November 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
HDFC Long Duration Debt Fund	0.02%	-0.42%	-0.27%	1.38%	5.16%	12.12%	%	%	%	%	%
Icici Prudential Long Term Bond Fund	0.06%	-0.01%	0.42%	2.08%	5.02%	10.93%	6.03%	6.41%	7.17%	8.19%	%
Bandhan Long Duration Fund	0.01%	-0.46%	-0.24%	1.28%	5.07%	%	%	%	%	%	%
Kotak Long Duration Fund	0.06%	-0.42%	-0.19%	1.25%	4.85%	%	%	%	%	%	%
Nippon India Nivesh Lakshya Fund	0.09%	-0.30%	0.00%	1.65%	5.18%	11.76%	6.89%	7.34%	%	%	%
SBI Long Duration Fund	-0.01%	-0.37%	-0.17%	1.42%	5.17%	12.08%	%	%	%	%	%
UTI Long Duration Fund	0.02%	-0.36%	-0.19%	1.35%	4.65%	11.71%	%	%	%	%	%
Axis Long Duration Fund	0.06%	-0.40%	-0.31%	1.40%	5.15%	11.72%	%	%	%	%	%

As On: 19 November 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
HDFC Long Duration Debt Fund	-21.92%	%	%	%	%	%
Icici Prudential Long Term Bond Fund	-22.13%	4.25%	2.66%	4.04%	5.11%	6.37%
Bandhan Long Duration Fund	%	%	%	%	%	%
Kotak Long Duration Fund	%	%	%	%	%	%
Nippon India Nivesh Lakshya Fund	-21.89%	5.16%	3.62%	%	%	%
SBI Long Duration Fund	-21.99%	%	%	%	%	%
UTI Long Duration Fund	-22.68%	%	%	%	%	%
Axis Long Duration Fund	-22.02%	%	%	%	%	%

As On: 19 November 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Kotak Long Duration Fund	%	%	%	%	%	%
HDFC Long Duration Debt Fund	-21.64%	%	%	%	%	%
Icici Prudential Long Term Bond Fund	-21.70%	4.82%	3.22%	4.62%	5.75%	%
Bandhan Long Duration Fund	%	%	%	%	%	%
Nippon India Nivesh Lakshya Fund	-21.65%	5.50%	3.95%	%	%	%
SBI Long Duration Fund	-21.63%	%	%	%	%	%
UTI Long Duration Fund	-21.98%	%	%	%	%	%
Axis Long Duration Fund	-21.69%	%	%	%	%	%

Long Duration Mutual Funds