| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
11.79 | 10.25 | 12.71 | 9.71 | 9.32 | 1.71 | -0.08 | 0.00 | 5.32 | 0.49 | 2.23 | 2.16 | |
| 2 | |
9.65 | 8.70 | 7.43 | 8.35 | 8.26 | 1.03 | -0.03 | 0.00 | 3.09 | 0.58 | 1.58 | 2.14 | |
| 3 | |
8.92 | 8.75 | 7.40 | 8.06 | 8.38 | 1.18 | -0.04 | 0.00 | 2.42 | 0.68 | 1.41 | 1.98 | |
| 4 | |
10.40 | 8.92 | 9.49 | 2.40 | 4.18 | 1.90 | -0.24 | -0.05 | 2.06 | 0.76 | 1.08 | 1.36 | |
| 5 | |
10.01 | 9.12 | 7.49 | 7.90 | 8.10 | 1.42 | -0.16 | -0.11 | 1.36 | 0.80 | 0.94 | 1.54 | |
| 6 | |
8.42 | 7.96 | 6.22 | 6.30 | 6.72 | 1.35 | -0.15 | 0.00 | 1.28 | 0.79 | 1.00 | 1.50 | |
| 7 | |
8.11 | 8.18 | 6.61 | 8.23 | 8.78 | 1.20 | -0.26 | 0.00 | 1.64 | 0.73 | 0.97 | 1.63 | |
| 8 | |
8.33 | 8.23 | 6.85 | 7.92 | 7.95 | 1.27 | -0.25 | 0.00 | 1.33 | 0.75 | 0.82 | 1.43 | |
| 9 | |
7.57 | 7.76 | 1.45 | -0.40 | -0.18 | 0.13 | 0.85 | 0.49 | 0.94 | ||||
| 10 | |
7.33 | 7.55 | 6.54 | 5.81 | 6.56 | 1.29 | -0.42 | 0.00 | 0.59 | 0.77 | 0.48 | 0.97 | |
| 11 | |
7.44 | 7.62 | 5.62 | 7.13 | 7.28 | 1.61 | -0.48 | -0.54 | -0.63 | 0.94 | 0.41 | 0.84 | |
| 12 | |
6.55 | 6.66 | 4.87 | 5.89 | 6.45 | 1.42 | -0.43 | -0.35 | -0.81 | 0.82 | 0.08 | 0.17 |
Return Calculated On: 04 December 2025 | Ratios Calculated On: 31 October 2025
1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds
Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.
Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
For more details, visit AMFI India.
Aditya Birla Sun Life Medium Term Plan is the top ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 5 star rating shows an excellent past performance of the Aditya Birla Sun Life Medium Term Plan in Medium Duration Fund. The fund has a Jensen Alpha of 5.32% which is higher than the category average of 1.48%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.16 which is higher than the category average of 1.39. Read Full Review
Icici Prudential Medium Term Bond Fund is the second ranked fund in the Medium Duration Fund category. The category has total 12 funds. The Icici Prudential Medium Term Bond Fund has shown an excellent past performence in Medium Duration Fund. The fund has a Jensen Alpha of 3.09% which is higher than the category average of 1.48%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.14 which is higher than the category average of 1.39. Read Full Review
In the Medium Duration Fund category, Axis Strategic Bond Fund is the third ranked fund. The category has total 12 funds. The 5 star rating shows an excellent past performance of the Axis Strategic Bond Fund in Medium Duration Fund. The fund has a Jensen Alpha of 2.42% which is higher than the category average of 1.48%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.98 which is higher than the category average of 1.39. Read Full Review
In the Medium Duration Fund category, Nippon India Strategic Debt Fund is the 4th ranked fund. The category has total 12 funds. The 4 star rating shows a very good past performance of the Nippon India Strategic Debt Fund in Medium Duration Fund. The fund has a Jensen Alpha of 2.06% which is higher than the category average of 1.48%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.36 which is lower than the category average of 1.39. Read Full Review
Kotak Medium Term Fund is the 5th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 4 star rating shows a very good past performance of the Kotak Medium Term Fund in Medium Duration Fund. The fund has a Jensen Alpha of 1.36% which is lower than the category average of 1.48%, showing poor performance. The fund has a Sharpe Ratio of 1.54 which is higher than the category average of 1.39. Read Full Review
In the Medium Duration Fund category, Dsp Bond Fund is the 6th ranked fund. The category has total 12 funds. The Dsp Bond Fund has shown an average past performence in Medium Duration Fund. The fund has a Jensen Alpha of 1.28% which is lower than the category average of 1.48%, showing poor performance. The fund has a Sharpe Ratio of 1.5 which is higher than the category average of 1.39. Read Full Review
Sbi Magnum Medium Duration Fund is the 7th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The Sbi Magnum Medium Duration Fund has shown an average past performence in Medium Duration Fund. The fund has a Jensen Alpha of 1.64% which is higher than the category average of 1.48%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.63 which is higher than the category average of 1.39. Read Full Review
Hdfc Medium Term Debt Fund is the 8th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 3 star rating shows an average past performance of the Hdfc Medium Term Debt Fund in Medium Duration Fund. The fund has a Jensen Alpha of 1.33% which is lower than the category average of 1.48%, showing poor performance. The fund has a Sharpe Ratio of 1.43 which is higher than the category average of 1.39. Read Full Review
Invesco India Medium Duration Fund is the 9th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 2 star rating shows a poor past performance of the Invesco India Medium Duration Fund in Medium Duration Fund. The fund has a Jensen Alpha of 0.13% which is lower than the category average of 1.48%, showing poor performance. The fund has a Sharpe Ratio of 0.94 which is lower than the category average of 1.39. Read Full Review
In the Medium Duration Fund category, UTI Medium Duration Fund is the 11th ranked fund. The category has total 12 funds. The UTI Medium Duration Fund has shown a very poor past performence in Medium Duration Fund. The fund has a Jensen Alpha of 0.59% which is lower than the category average of 1.48%, showing poor performance. The fund has a Sharpe Ratio of 0.97 which is lower than the category average of 1.39. Read Full Review
As On: 04 December 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan |
0.02
|
0.06
|
0.59
|
2.25
|
3.28
|
11.00
|
9.47
|
11.94
|
8.95
|
8.55
|
9.19
|
| Dsp Bond Fund |
0.01
|
0.00
|
0.36
|
1.81
|
2.12
|
8.03
|
7.58
|
5.84
|
5.90
|
6.28
|
6.85
|
| Hdfc Medium Term Debt Fund |
0.07
|
0.06
|
0.53
|
1.94
|
2.47
|
7.63
|
7.50
|
6.10
|
7.13
|
7.20
|
7.72
|
| HSBC Medium Duration Fund |
-0.01
|
-0.01
|
0.42
|
1.70
|
2.31
|
7.88
|
7.67
|
|
|
|
|
| Icici Prudential Medium Term Bond Fund |
0.09
|
0.16
|
0.74
|
2.52
|
3.57
|
8.97
|
8.01
|
6.72
|
7.65
|
7.47
|
7.98
|
| Bandhan Bond Fund - Medium Term Plan |
-0.07
|
-0.09
|
0.27
|
1.50
|
1.41
|
6.68
|
6.86
|
4.87
|
6.39
|
6.55
|
7.27
|
| Invesco India Medium Duration Fund |
-0.02
|
-0.04
|
0.34
|
1.40
|
1.50
|
6.79
|
6.92
|
|
|
|
|
| Kotak Medium Term Fund |
0.09
|
0.21
|
0.75
|
2.77
|
3.77
|
8.95
|
8.07
|
6.43
|
6.87
|
7.05
|
|
| Nippon India Strategic Debt Fund |
0.01
|
0.01
|
0.48
|
1.85
|
4.55
|
9.81
|
8.34
|
8.90
|
1.79
|
3.45
|
|
| Sbi Magnum Medium Duration Fund |
0.07
|
0.09
|
0.58
|
1.98
|
2.38
|
7.57
|
7.62
|
6.05
|
7.70
|
8.07
|
8.19
|
| Sundaram Medium Duration Fund |
-0.04
|
-0.08
|
0.31
|
1.29
|
1.29
|
5.70
|
5.76
|
3.92
|
4.96
|
5.53
|
6.33
|
| UTI Medium Duration Fund |
0.01
|
0.00
|
0.37
|
1.55
|
1.67
|
6.62
|
6.84
|
5.85
|
5.11
|
5.86
|
|
| Axis Strategic Bond Fund |
0.01
|
0.02
|
0.51
|
1.98
|
2.84
|
8.26
|
8.04
|
6.68
|
7.34
|
7.63
|
|
As On: 04 December 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan |
0.02
|
0.08
|
0.65
|
2.45
|
3.65
|
11.79
|
10.25
|
12.71
|
9.71
|
9.32
|
|
| Dsp Bond Fund |
0.01
|
0.01
|
0.39
|
1.91
|
2.31
|
8.42
|
7.96
|
6.22
|
6.30
|
6.72
|
|
| Hdfc Medium Term Debt Fund |
0.07
|
0.07
|
0.58
|
2.11
|
2.81
|
8.33
|
8.23
|
6.85
|
7.92
|
7.95
|
|
| HSBC Medium Duration Fund |
0.00
|
0.00
|
0.47
|
1.86
|
2.64
|
8.60
|
8.41
|
|
|
|
|
| Icici Prudential Medium Term Bond Fund |
0.10
|
0.17
|
0.79
|
2.68
|
3.90
|
9.65
|
8.70
|
7.43
|
8.35
|
8.26
|
|
| Bandhan Bond Fund - Medium Term Plan |
-0.06
|
-0.08
|
0.33
|
1.68
|
1.77
|
7.44
|
7.62
|
5.62
|
7.13
|
7.28
|
|
| Invesco India Medium Duration Fund |
-0.01
|
-0.02
|
0.41
|
1.61
|
1.91
|
7.57
|
7.76
|
|
|
|
|
| Kotak Medium Term Fund |
0.09
|
0.23
|
0.83
|
3.02
|
4.27
|
10.01
|
9.12
|
7.49
|
7.90
|
8.10
|
|
| Nippon India Strategic Debt Fund |
0.02
|
0.02
|
0.52
|
1.97
|
4.81
|
10.40
|
8.92
|
9.49
|
2.40
|
4.18
|
|
| Sbi Magnum Medium Duration Fund |
0.08
|
0.10
|
0.62
|
2.10
|
2.63
|
8.11
|
8.18
|
6.61
|
8.23
|
8.78
|
|
| Sundaram Medium Duration Fund |
-0.03
|
-0.07
|
0.37
|
1.48
|
1.67
|
6.55
|
6.66
|
4.87
|
5.89
|
6.45
|
|
| UTI Medium Duration Fund |
0.01
|
0.01
|
0.42
|
1.72
|
2.00
|
7.33
|
7.55
|
6.54
|
5.81
|
6.56
|
|
| Axis Strategic Bond Fund |
0.02
|
0.03
|
0.56
|
2.13
|
3.15
|
8.92
|
8.75
|
7.40
|
8.06
|
8.38
|
|
As On: 04 December 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan |
9.53
|
10.41
|
10.85
|
10.67
|
9.40
|
8.94
|
| Dsp Bond Fund |
7.16
|
7.83
|
6.25
|
6.22
|
6.02
|
6.28
|
| Hdfc Medium Term Debt Fund |
7.13
|
7.71
|
6.22
|
6.53
|
6.77
|
7.09
|
| HSBC Medium Duration Fund |
7.02
|
7.85
|
|
|
|
|
| Icici Prudential Medium Term Bond Fund |
8.82
|
8.50
|
6.89
|
7.19
|
7.28
|
7.47
|
| Bandhan Bond Fund - Medium Term Plan |
5.63
|
6.97
|
5.39
|
5.60
|
6.02
|
6.46
|
| Invesco India Medium Duration Fund |
5.80
|
7.06
|
|
|
|
|
| Kotak Medium Term Fund |
9.14
|
8.81
|
6.87
|
6.85
|
6.80
|
|
| Nippon India Strategic Debt Fund |
9.68
|
8.96
|
7.64
|
5.85
|
4.11
|
|
| Sbi Magnum Medium Duration Fund |
7.01
|
7.73
|
6.31
|
6.75
|
7.27
|
7.82
|
| Sundaram Medium Duration Fund |
4.92
|
5.87
|
4.37
|
4.42
|
4.79
|
5.40
|
| UTI Medium Duration Fund |
5.74
|
6.92
|
5.75
|
5.46
|
5.40
|
|
| Axis Strategic Bond Fund |
7.73
|
8.30
|
6.79
|
7.02
|
7.20
|
|
As On: 04 December 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan |
10.33
|
11.20
|
11.65
|
11.45
|
10.16
|
|
| Dsp Bond Fund |
7.55
|
8.21
|
6.62
|
6.60
|
6.42
|
|
| Hdfc Medium Term Debt Fund |
7.84
|
8.43
|
6.94
|
7.28
|
7.55
|
|
| HSBC Medium Duration Fund |
7.71
|
8.58
|
|
|
|
|
| Icici Prudential Medium Term Bond Fund |
9.50
|
9.18
|
7.57
|
7.88
|
8.00
|
|
| Bandhan Bond Fund - Medium Term Plan |
6.39
|
7.73
|
6.13
|
6.35
|
6.76
|
|
| Invesco India Medium Duration Fund |
6.62
|
7.86
|
|
|
|
|
| Kotak Medium Term Fund |
10.19
|
9.86
|
7.91
|
7.90
|
7.82
|
|
| Nippon India Strategic Debt Fund |
10.25
|
9.55
|
8.22
|
6.42
|
4.72
|
|
| Sbi Magnum Medium Duration Fund |
7.54
|
8.28
|
6.86
|
7.30
|
7.87
|
|
| Sundaram Medium Duration Fund |
5.74
|
6.77
|
5.27
|
5.34
|
5.73
|
|
| UTI Medium Duration Fund |
6.45
|
7.63
|
6.44
|
6.14
|
6.09
|
|
| Axis Strategic Bond Fund |
8.39
|
8.99
|
7.49
|
7.73
|
7.92
|
|
Performance Indicators
Calculated On: 31 October 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan | 0.00 | -0.08 | -0.08 | 1.71 | 1.00 |
| Dsp Bond Fund | 0.00 | -0.15 | -0.12 | 1.35 | 0.87 |
| Hdfc Medium Term Debt Fund | 0.00 | -0.25 | -0.17 | 1.27 | 0.90 |
| Icici Prudential Medium Term Bond Fund | 0.00 | -0.03 | -0.03 | 1.03 | 0.72 |
| Bandhan Bond Fund - Medium Term Plan | -0.54 | -0.48 | -0.23 | 1.61 | 1.15 |
| Invesco India Medium Duration Fund | -0.18 | -0.40 | -0.19 | 1.45 | 1.02 |
| Kotak Medium Term Fund | -0.11 | -0.16 | -0.09 | 1.42 | 1.01 |
| Nippon India Strategic Debt Fund | -0.05 | -0.24 | -0.20 | 1.90 | 1.07 |
| Sbi Magnum Medium Duration Fund | 0.00 | -0.26 | -0.26 | 1.20 | 0.85 |
| Sundaram Medium Duration Fund | -0.35 | -0.43 | -0.15 | 1.42 | 1.00 |
| Uti Medium Duration Fund | 0.00 | -0.42 | -0.25 | 1.29 | 0.94 |
| Axis Strategic Bond Fund | 0.00 | -0.04 | -0.04 | 1.18 | 0.81 |
Calculated On: 31 October 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 Medium Term Plan |
2.16
|
2.23
|
0.95
|
0.46
|
5.32
|
0.49 |
0.16
|
|
0.72
|
1.3700
|
| Dsp Bond Fund |
1.50
|
1.00
|
0.77
|
0.41
|
1.28
|
0.79 |
0.78
|
|
0.64
|
-0.6300
|
| Hdfc Medium Term Debt Fund |
1.43
|
0.82
|
0.74
|
0.44
|
1.33
|
0.75 |
0.74
|
|
0.63
|
-0.6800
|
| Icici Prudential Medium Term Bond Fund |
2.14
|
1.58
|
0.80
|
0.42
|
3.09
|
0.58 |
0.66
|
|
0.71
|
-0.2200
|
| Bandhan Bond Fund - Medium Term Plan |
0.84
|
0.41
|
0.68
|
0.41
|
-0.63
|
0.94 |
0.65
|
|
0.56
|
-1.1900
|
| Invesco India Medium Duration Fund |
0.94
|
0.49
|
0.69
|
0.43
|
0.13
|
0.85 |
0.71
|
|
0.58
|
-1.1800
|
| Kotak Medium Term Fund |
1.54
|
0.94
|
0.79
|
0.39
|
1.36
|
0.80 |
0.61
|
|
0.65
|
-0.1300
|
| Nippon India Strategic Debt Fund |
1.36
|
1.08
|
0.83
|
0.48
|
2.06
|
0.76 |
0.31
|
|
0.62
|
0.1900
|
| Sbi Magnum Medium Duration Fund |
1.63
|
0.97
|
0.76
|
0.45
|
1.64
|
0.73 |
0.73
|
|
0.66
|
-0.5100
|
| Sundaram Medium Duration Fund |
0.17
|
0.08
|
0.57
|
0.43
|
-0.81
|
0.82 |
0.65
|
|
0.49
|
-2.2500
|
| Uti Medium Duration Fund |
0.97
|
0.48
|
0.68
|
0.44
|
0.59
|
0.77 |
0.73
|
|
0.58
|
-1.2300
|
| Axis Strategic Bond Fund |
1.98
|
1.41
|
0.81
|
0.42
|
2.42
|
0.68 |
0.68
|
|
0.70
|
-0.1500
|