Best Medium Duration Mutual Funds December 2024

  • Aditya Birla Sun Life Medium Term Plan is the top performing fund in the Medium Duration Fund category. The fund has delivered return of 10.43% in 1 year, 13.9% in 3 years, 11.4% in 5 years and 8.35% in 10 years. The category average for the same periods is 7.96%, 6.4%, 6.07% and 6.61% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 9.37, VaR of 0.0, Average Drawdown of …
  • Axis Strategic Bond Fund has shown very good performance in the Medium Duration Fund category. The fund has rank of 2 out of 13 funds in the category. The fund has delivered return of 8.49% in 1 year, 6.62% in 3 years, 7.03% in 5 years and 7.33% in 10 years. The category average for the same periods is 7.96%, 6.4%, 6.07% and 6.61% respectively, which shows very good return performance of fund in the category. The fund has exhibited …
  • Sbi Magnum Medium Duration Fund has exhibited good performance in the Medium Duration Fund category. The fund has rank of 5 out of 13 funds in the category. The fund has delivered return of 7.99% in 1 year, 6.32% in 3 years, 6.89% in 5 years and 7.85% in 10 years. The category average for the same periods is 7.96%, 6.4%, 6.07% and 6.61% respectively, which shows very good return performance of fund in the category. The fund has exhibited …
  • Kotak Medium Term Fund has shown good performance in the Medium Duration Fund category. The fund has rank of 4 out of 13 funds in the category. The fund has delivered return of 8.63% in 1 year, 6.21% in 3 years, 6.24% in 5 years and 6.99% in 10 years. The category average for the same periods is 7.96%, 6.4%, 6.07% and 6.61% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation …
  • Icici Prudential Medium Term Bond Fund has exhibited good performance in the Medium Duration Fund category. The fund has rank of 3 out of 13 funds in the category. The fund has delivered return of 8.02% in 1 year, 6.57% in 3 years, 6.97% in 5 years and 7.33% in 10 years. The category average for the same periods is 7.96%, 6.4%, 6.07% and 6.61% respectively, which shows very good return performance of fund in the category. The fund has …

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
10.43% 13.90% 11.40% 8.08% 8.35% 11.24% 14.72% 12.18% 8.84% 9.09% 9.37% -0.45% 0.00% % 2.12 0.69
2
8.49% 6.62% 7.03% 6.99% 7.33% 9.18% 7.35% 7.77% 7.73% 8.13% 1.33% -0.86% -0.61% % -0.08 -0.24
3
8.02% 6.57% 6.97% 7.05% 7.33% 8.70% 7.27% 7.68% 7.77% 8.12% 1.21% -0.73% -0.30% % -0.13 -0.39
4
8.63% 6.21% 6.24% 6.28% 6.99% 9.68% 7.28% 7.30% 7.28% 8.04% 1.59% -1.10% -0.84% % -0.17 -0.49
5
7.99% 6.32% 6.89% 7.39% 7.85% 8.56% 6.88% 7.44% 7.97% 8.57% 1.36% -1.07% -0.68% % -0.16 -0.47
6
8.28% 5.92% 1.26% 1.02% 3.26% 8.85% 6.49% 1.82% 1.69% 4.02% 1.56% -1.13% -0.32% % -0.24 -0.70
7
7.83% 5.98% 6.48% 6.76% 7.09% 8.56% 6.72% 7.26% 7.57% 7.84% 1.49% -1.42% -0.95% % -0.21 -0.66
8
7.63% 6.01% 6.16% 5.34% 5.97% 8.01% 6.39% 6.54% 5.74% 6.44% 1.54% -1.39% -1.49% % -0.22 -0.66
9
7.49% 5.55% 4.65% 4.85% % 8.21% 6.21% 5.31% 5.54% % 1.45% -1.31% -0.94% % -0.29 -0.93
10
7.70% 5.35% % % % 8.40% 6.25% % % % 1.77% -1.95% -2.00% % -0.28 -0.92
11
7.37% 5.22% 5.62% 6.24% 6.57% 8.13% 5.97% 6.36% 6.98% 7.29% 2.10% -2.57% -2.65% % -0.26 -0.84
12
7.45% 5.37% % % % 7.72% 5.61% % % % 1.89% -2.37% -2.30% % -0.26 -0.85
13
6.11% 4.21% 4.03% 4.71% 5.34% 7.06% 5.16% 5.00% 5.69% 6.21% 1.83% -2.23% -2.13% % -0.42 -1.45

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Medium Term Plan
-0.03
0.08
0.51
1.55
5.76
10.43
13.90
11.40
8.08
8.35
8.84
Dsp Bond Fund
0.03
0.13
0.37
1.28
3.75
7.63
6.01
6.16
5.34
5.97
6.54
Hdfc Medium Term Debt Fund
-0.01
0.04
0.32
1.27
3.75
7.83
5.98
6.48
6.76
7.09
7.53
HSBC Medium Duration Fund
-0.01
0.09
0.47
1.47
3.75
8.08
Icici Prudential Medium Term Bond Fund
0.00
0.12
0.52
1.68
4.01
8.02
6.57
6.97
7.05
7.33
7.69
Bandhan Bond Fund - Medium Term Plan
-0.02
0.09
0.38
1.33
3.67
7.37
5.22
5.62
6.24
6.57
7.22
Invesco India Medium Duration Fund
-0.03
0.04
0.31
1.26
3.55
7.70
5.35
Kotak Medium Term Fund
-0.02
0.06
0.46
1.29
4.21
8.63
6.21
6.24
6.28
6.99
Nippon India Strategic Debt Fund
-0.02
0.05
0.46
1.60
4.01
8.28
5.92
1.26
1.02
3.26
Sbi Magnum Medium Duration Fund
-0.01
0.06
0.37
1.54
3.86
7.99
6.32
6.89
7.39
7.85
7.95
Sundaram Medium Duration Fund
-0.04
0.10
0.32
1.07
3.02
6.11
4.21
4.03
4.71
5.34
6.20
Union Medium Duration Fund
-0.06
0.12
0.41
1.38
3.55
7.45
5.37
UTI Medium Duration Fund
0.00
0.09
0.43
1.37
3.77
7.49
5.55
4.65
4.85
Axis Strategic Bond Fund
-0.02
0.05
0.40
1.59
3.99
8.49
6.62
7.03
6.99
7.33

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Medium Term Plan
-0.03
0.09
0.57
1.74
6.15
11.24
14.72
12.18
8.84
9.09
Dsp Bond Fund
0.03
0.14
0.40
1.37
3.94
8.01
6.39
6.54
5.74
6.44
Hdfc Medium Term Debt Fund
-0.01
0.05
0.38
1.45
4.11
8.56
6.72
7.26
7.57
7.84
HSBC Medium Duration Fund
-0.01
0.10
0.53
1.65
4.12
8.84
Icici Prudential Medium Term Bond Fund
0.00
0.13
0.57
1.83
4.33
8.70
7.27
7.68
7.77
8.12
Bandhan Bond Fund - Medium Term Plan
-0.02
0.11
0.44
1.51
4.04
8.13
5.97
6.36
6.98
7.29
Invesco India Medium Duration Fund
-0.03
0.05
0.37
1.45
3.94
8.40
6.25
Kotak Medium Term Fund
-0.02
0.08
0.55
1.54
4.72
9.68
7.28
7.30
7.28
8.04
Nippon India Strategic Debt Fund
-0.02
0.07
0.51
1.75
4.30
8.85
6.49
1.82
1.69
4.02
Sbi Magnum Medium Duration Fund
-0.01
0.07
0.42
1.67
4.13
8.56
6.88
7.44
7.97
8.57
Sundaram Medium Duration Fund
-0.04
0.11
0.39
1.28
3.48
7.06
5.16
5.00
5.69
6.21
Union Medium Duration Fund
-0.06
0.13
0.43
1.45
3.68
7.72
5.61
UTI Medium Duration Fund
0.00
0.10
0.49
1.54
4.13
8.21
6.21
5.31
5.54
Axis Strategic Bond Fund
-0.02
0.07
0.45
1.75
4.31
9.18
7.35
7.77
7.73
8.13

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Medium Term Plan
-6.04
8.82
11.18
9.04
8.14
8.44
Dsp Bond Fund
-8.99
5.23
5.50
4.79
4.96
5.86
Hdfc Medium Term Debt Fund
-8.94
5.25
5.77
5.49
5.91
6.81
HSBC Medium Duration Fund
-8.75
Icici Prudential Medium Term Bond Fund
-8.51
5.57
6.20
5.93
6.25
7.08
Bandhan Bond Fund - Medium Term Plan
-9.07
4.75
4.85
4.70
5.24
6.26
Invesco India Medium Duration Fund
-9.18
4.80
Kotak Medium Term Fund
-8.38
5.64
5.98
5.39
5.72
Nippon India Strategic Debt Fund
-8.41
5.37
6.57
3.15
2.39
Sbi Magnum Medium Duration Fund
-8.70
5.50
5.95
5.89
6.55
7.59
Sundaram Medium Duration Fund
-10.15
3.61
3.75
3.39
4.00
5.21
Union Medium Duration Fund
-9.12
4.87
UTI Medium Duration Fund
-9.00
4.90
5.38
4.28
Axis Strategic Bond Fund
-8.42
5.79
6.30
5.88
6.29

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Medium Term Plan
-5.39
9.62
11.98
9.78
8.88
Dsp Bond Fund
-8.68
5.61
5.87
5.16
5.37
Hdfc Medium Term Debt Fund
-8.34
5.99
6.53
6.26
6.69
HSBC Medium Duration Fund
-8.13
Icici Prudential Medium Term Bond Fund
-7.96
6.26
6.91
6.62
7.00
Bandhan Bond Fund - Medium Term Plan
-8.45
5.51
5.60
5.43
5.98
Invesco India Medium Duration Fund
-8.52
5.66
Kotak Medium Term Fund
-7.53
6.69
7.05
6.42
6.74
Nippon India Strategic Debt Fund
-7.92
5.95
7.16
3.71
3.03
Sbi Magnum Medium Duration Fund
-8.24
6.07
6.52
6.44
7.18
Sundaram Medium Duration Fund
-9.38
4.55
4.71
4.34
4.95
Union Medium Duration Fund
-8.90
5.12
UTI Medium Duration Fund
-8.41
5.59
6.06
4.95
Axis Strategic Bond Fund
-7.87
6.51
7.03
6.60
7.04

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Sbi Magnum Medium Duration Fund -0.68 -1.07 -0.61 1.36 1.05
Sundaram Medium Duration Fund -2.13 -2.23 -0.53 1.83 1.43
Aditya Birla Sun Life Medium Term Plan 0.00 -0.45 -0.45 9.37 2.25
Dsp Bond Fund -1.49 -1.39 -0.64 1.54 1.20
Hdfc Medium Term Debt Fund -0.95 -1.42 -0.80 1.49 1.17
Icici Prudential Medium Term Bond Fund -0.30 -0.73 -0.40 1.21 0.94
Bandhan Bond Fund - Medium Term Plan -2.65 -2.57 -0.73 2.10 1.66
Invesco India Medium Duration Fund -2.00 -1.95 -0.69 1.77 1.40
Kotak Medium Term Fund -0.84 -1.10 -0.40 1.59 1.19
Nippon India Strategic Debt Fund -0.32 -1.13 -1.13 1.56 1.11
Union Medium Duration Fund -2.30 -2.37 -2.37 1.89 1.53
Uti Medium Duration Fund -0.94 -1.31 -0.74 1.45 1.11
Axis Strategic Bond Fund -0.61 -0.86 -0.49 1.33 1.01

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Sbi Magnum Medium Duration Fund
-0.47
-0.16
0.56
0.44
Sundaram Medium Duration Fund
-1.45
-0.42
0.33
0.43
Aditya Birla Sun Life Medium Term Plan
0.69
2.12
1.32
0.51
Dsp Bond Fund
-0.66
-0.22
0.51
0.43
Hdfc Medium Term Debt Fund
-0.66
-0.21
0.51
0.42
Icici Prudential Medium Term Bond Fund
-0.39
-0.13
0.60
0.43
Bandhan Bond Fund - Medium Term Plan
-0.84
-0.26
0.40
0.43
Invesco India Medium Duration Fund
-0.92
-0.28
0.43
0.42
Kotak Medium Term Fund
-0.49
-0.17
0.55
0.39
Nippon India Strategic Debt Fund
-0.70
-0.24
0.52
0.50
Union Medium Duration Fund
-0.85
-0.26
0.42
0.43
Uti Medium Duration Fund
-0.93
-0.29
0.48
0.40
Axis Strategic Bond Fund
-0.24
-0.08
0.60
0.41

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 Medium Term Plan 13,251.60 11,602.98 53,190.00 41,130.58 102,948.00 79,503.78 144,723.60 115,914.62 267,504.00 182,666.28 640,926.00 352,738.26
Dsp Bond Fund 12,915.60 11,406.43 42,894.00 38,989.55 80,898.00 68,961.12 120,918.00 99,585.44 214,260.00 154,709.88 465,606.00 285,143.40
Hdfc Medium Term Debt Fund 12,939.60 11,410.02 42,850.80 38,997.14 82,116.00 69,432.78 132,770.40 102,133.84 237,996.00 162,578.52 534,636.00 308,293.20
HSBC Medium Duration Fund 12,969.60 11,422.58
Icici Prudential Medium Term Bond Fund 12,962.40 11,438.93 43,570.80 39,187.19 84,048.00 70,193.04 135,315.60 103,720.60 243,492.00 165,469.68 546,948.00 315,199.62
Bandhan Bond Fund - Medium Term Plan 12,884.40 11,401.04 41,940.00 38,706.05 78,852.00 67,839.24 128,352.00 99,270.11 226,752.00 157,008.96 512,046.00 294,642.54
Invesco India Medium Duration Fund 12,924.00 11,394.05 42,094.80 38,736.29
Kotak Medium Term Fund 13,035.60 11,447.34 43,128.00 39,229.06 81,198.00 69,806.64 128,688.00 101,765.92 235,908.00 160,911.60
Nippon India Strategic Debt Fund 12,993.60 11,445.35 42,775.20 39,070.30 63,870.00 70,851.60 90,182.40 93,934.01 165,408.00 135,472.44
Sbi Magnum Medium Duration Fund 12,958.80 11,425.91 43,261.20 39,143.88 83,718.00 69,747.48 138,339.60 103,605.77 255,444.00 168,068.64 566,946.00 328,584.24
Sundaram Medium Duration Fund 12,733.20 11,329.10 40,744.80 38,045.66 73,122.00 65,983.80 115,962.00 94,768.13 201,924.00 147,223.92 443,898.00 270,506.88
Union Medium Duration Fund 12,894.00 11,398.06 42,112.80 38,775.74
UTI Medium Duration Fund 12,898.80 11,406.08 42,332.40 38,795.04 75,318.00 68,748.90 117,045.60 97,815.90
Axis Strategic Bond Fund 13,018.80 11,445.05 43,632.00 39,315.35 84,270.00 70,363.44 134,820.00 103,545.79 243,552.00 165,840.36

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 Medium Term Plan 13,348.80 11,646.42 54,356.40 41,619.56 106,590.00 81,093.12 151,972.80 119,047.32 286,308.00 189,986.64
Dsp Bond Fund 12,961.20 11,427.46 43,347.60 39,211.09 82,350.00 69,617.34 124,160.40 100,932.13 223,992.00 158,063.40
Hdfc Medium Term Debt Fund 13,027.20 11,449.98 43,750.80 39,432.82 85,182.00 70,767.90 139,952.40 104,965.98 255,192.00 169,313.88
HSBC Medium Duration Fund 13,060.80 11,463.86
Icici Prudential Medium Term Bond Fund 13,044.00 11,475.58 44,431.20 39,594.82 86,880.00 71,450.28 141,867.60 106,333.67 261,876.00 172,049.52
Bandhan Bond Fund - Medium Term Plan 12,975.60 11,442.80 42,843.60 39,150.22 81,660.00 69,131.28 134,677.20 101,897.04 242,532.00 163,121.64
Invesco India Medium Duration Fund 13,008.00 11,438.42 43,182.00 39,237.30
Kotak Medium Term Fund 13,161.60 11,504.30 44,445.60 39,851.82 85,320.00 71,701.38 137,331.60 105,552.22 260,028.00 169,770.36
Nippon India Strategic Debt Fund 13,062.00 11,478.13 43,477.20 39,410.89 65,670.00 71,901.60 94,449.60 95,840.05 177,912.00 140,020.68
Sbi Magnum Medium Duration Fund 13,027.20 11,456.96 43,952.40 39,479.04 85,920.00 70,747.74 143,690.40 105,652.51 273,000.00 173,728.44
Sundaram Medium Duration Fund 12,847.20 11,380.50 41,868.00 38,590.24 76,590.00 67,601.40 123,757.20 98,009.94 219,216.00 154,634.28
Union Medium Duration Fund 12,926.40 11,412.72 42,400.80 38,924.86
UTI Medium Duration Fund 12,985.20 11,445.58 43,135.20 39,198.85 77,718.00 69,938.94 122,497.20 100,166.22
Axis Strategic Bond Fund 13,101.60 11,481.72 44,532.00 39,742.34 87,222.00 71,669.34 141,439.20 106,244.71 262,104.00 172,408.08