Best Medium to Long Duration Mutual Funds December 2024

  • Sbi Magnum Income Fund has exhibited good performance in the Medium to Long Duration Fund category. The fund has rank of 5 out of 13 funds in the category. The fund has delivered return of 7.87% in 1 year, 6.23% in 3 years, 6.63% in 5 years and 7.3% in 10 years. The category average for the same periods is 7.78%, 6.37%, 6.43% and 6.25% respectively, which shows very good return performance of fund in the category. The fund has …
  • LIC MF Medium to Long Duration Fund has shown good performance in the Medium to Long Duration Fund category. The fund has rank of 3 out of 13 funds in the category. The fund has delivered return of 8.95% in 1 year, 6.21% in 3 years, 5.66% in 5 years and 6.13% in 10 years. The category average for the same periods is 7.78%, 6.37%, 6.43% and 6.25% respectively, which shows good return performance of fund in the category. The …
  • Bank of India Conservative Hybrid Fund has exhibited good performance in the Medium to Long Duration Fund category. The fund has rank of 4 out of 13 funds in the category. The fund has delivered return of 5.65% in 1 year, 11.94% in 3 years, 11.44% in 5 years and 7.49% in 10 years. The category average for the same periods is 7.78%, 6.37%, 6.43% and 6.25% respectively, which shows very good return performance of fund in the category. The …
  • UTI Medium to Long Duration Fund is the top performing fund in the Medium to Long Duration Fund category. The fund has delivered return of 8.14% in 1 year, 8.39% in 3 years, 7.91% in 5 years and 5.45% in 10 years. The category average for the same periods is 7.78%, 6.37%, 6.43% and 6.25% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 4.35, VaR of -1.29, Average Drawdown …
  • Icici Prudential Bond Fund has shown very good performance in the Medium to Long Duration Fund category. The fund has rank of 2 out of 13 funds in the category. The fund has delivered return of 8.44% in 1 year, 6.72% in 3 years, 6.69% in 5 years and 7.2% in 10 years. The category average for the same periods is 7.78%, 6.37%, 6.43% and 6.25% respectively, which shows very good return performance of fund in the category. The fund …

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
8.14% 8.39% 7.91% 4.66% 5.45% 8.56% 8.77% 8.34% 5.21% 6.11% 4.35% -0.88% -1.29% % 0.25 0.29
2
8.44% 6.72% 6.69% 6.97% 7.20% 8.82% 7.21% 7.24% 7.54% 7.75% 1.83% -1.15% -1.48% % -0.09 -0.24
3
8.95% 6.21% 5.66% 6.13% 6.13% 10.06% 7.02% 6.36% 6.80% 6.76% 2.24% -1.59% -2.34% % -0.13 -0.35
4
5.65% 11.94% 11.44% 6.46% 7.49% 6.65% 12.66% 12.11% 7.10% 8.11% 11.80% -2.44% -2.97% % 0.72 0.47
5
7.87% 6.23% 6.63% 7.08% 7.30% 8.60% 6.94% 7.33% 7.81% 8.02% 1.80% -1.37% -0.93% % -0.15 -0.42
6
7.86% 6.20% 6.01% 6.79% 6.68% 8.81% 7.23% 7.05% 7.77% 7.66% 2.04% -1.24% -1.33% % -0.14 -0.37
7
8.01% 5.86% 6.72% 6.92% 6.84% 8.49% 6.32% 7.19% 7.49% 7.50% 2.14% -2.20% -1.84% % -0.17 -0.50
8
8.58% 5.53% 5.42% 5.64% 5.83% 8.92% 6.60% 6.40% 6.50% 6.70% 2.36% -2.38% -2.64% % -0.22 -0.65
9
8.01% 5.73% 6.26% 6.66% 6.42% 9.09% 6.90% 7.41% 7.77% 7.47% 2.08% -2.01% -1.68% % -0.21 -0.62
10
7.74% 5.26% 5.37% 3.44% 3.78% 8.26% 5.82% 6.12% 4.26% 4.68% 2.36% -2.50% -2.97% % -0.24 -0.74
11
7.33% 4.88% 5.40% 6.25% 6.38% 8.05% 5.58% 6.09% 6.95% 7.15% 2.54% -2.86% -3.36% % -0.25 -0.79
12
7.26% 5.07% 5.28% 5.99% 6.19% 8.51% 6.28% 6.48% 7.14% 7.24% 2.10% -1.57% -2.12% % -0.29 -0.89
13
7.30% 4.72% 4.85% 5.64% 5.56% 8.63% 5.89% 5.90% 6.63% 6.50% 2.30% -2.42% -2.55% % -0.30 -0.96

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 Income Fund
-0.06
-0.07
0.04
0.90
3.56
8.01
5.86
6.72
6.92
6.84
7.33
Bank of India Conservative Hybrid Fund
-0.09
0.10
-1.74
-0.77
-0.26
5.65
11.94
11.44
6.46
7.49
7.43
Canara Robeco Income Fund
-0.08
-0.04
0.08
0.76
2.94
7.26
5.07
5.28
5.99
6.19
6.99
Hdfc Income Fund
-0.06
0.02
0.20
1.03
3.61
8.58
5.53
5.42
5.64
5.83
6.64
HSBC Medium to Long Duration Fund
-0.10
-0.05
0.08
0.78
3.17
7.30
4.72
4.85
5.64
5.56
6.46
Icici Prudential Bond Fund
-0.07
0.07
0.33
1.41
4.09
8.44
6.72
6.69
6.97
7.20
7.63
Bandhan Bond Fund - Income Plan
-0.09
-0.15
-0.14
0.46
2.80
7.33
4.88
5.40
6.25
6.38
7.19
JM Medium to Long Duration Fund
-0.09
0.08
0.26
1.12
3.58
7.74
5.26
5.37
3.44
3.78
Kotak Bond Fund
-0.09
-0.06
0.08
0.90
3.40
8.01
5.73
6.26
6.66
6.42
7.20
LIC MF Medium to Long Duration Fund
0.02
0.06
0.31
1.13
4.10
8.95
6.21
5.66
6.13
6.13
6.84
Nippon India Income Fund
-0.06
-0.03
0.13
0.85
3.38
7.86
6.20
6.01
6.79
6.68
7.14
Sbi Magnum Income Fund
-0.04
0.00
0.14
1.01
3.50
7.87
6.23
6.63
7.08
7.30
UTI Medium to Long Duration Fund
-0.05
0.00
0.12
1.11
3.78
8.14
8.39
7.91
4.66
5.45
6.78

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
-0.06
-0.07
0.08
1.01
3.78
8.49
6.32
7.19
7.49
7.50
Bank of India Conservative Hybrid Fund
-0.08
0.12
-1.66
-0.53
0.22
6.65
12.66
12.11
7.10
8.11
Canara Robeco Income Fund
-0.08
-0.02
0.17
1.06
3.56
8.51
6.28
6.48
7.14
7.24
Hdfc Income Fund
-0.06
0.03
0.25
1.18
3.92
8.92
6.60
6.40
6.50
6.70
HSBC Medium to Long Duration Fund
-0.09
-0.03
0.18
1.10
3.81
8.63
5.89
5.90
6.63
6.50
Icici Prudential Bond Fund
-0.07
0.08
0.36
1.52
4.31
8.82
7.21
7.24
7.54
7.75
Bandhan Bond Fund - Income Plan
-0.08
-0.14
-0.08
0.62
3.14
8.05
5.58
6.09
6.95
7.15
JM Medium to Long Duration Fund
-0.09
0.09
0.31
1.25
3.83
8.26
5.82
6.12
4.26
4.68
Kotak Bond Fund
-0.09
-0.04
0.16
1.15
3.89
9.09
6.90
7.41
7.77
7.47
LIC MF Medium to Long Duration Fund
0.03
0.08
0.40
1.39
4.63
10.06
7.02
6.36
6.80
6.76
Nippon India Income Fund
-0.06
-0.01
0.20
1.07
3.82
8.81
7.23
7.05
7.77
7.66
Sbi Magnum Income Fund
-0.04
0.01
0.19
1.18
3.85
8.60
6.94
7.33
7.81
8.02
UTI Medium to Long Duration Fund
-0.05
0.01
0.16
1.21
3.98
8.56
8.77
8.34
5.21
6.11

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
-9.09
5.18
5.59
5.55
5.89
6.74
Bank of India Conservative Hybrid Fund
-13.61
6.70
10.34
8.56
7.52
7.69
Canara Robeco Income Fund
-9.84
4.35
4.48
4.42
4.97
6.21
Hdfc Income Fund
-8.93
5.27
5.03
4.64
4.83
5.82
HSBC Medium to Long Duration Fund
-9.78
4.31
4.28
4.15
4.50
5.52
Icici Prudential Bond Fund
-8.43
5.96
6.01
5.79
6.13
7.07
Bandhan Bond Fund - Income Plan
-10.14
4.36
4.42
4.50
5.11
6.33
JM Medium to Long Duration Fund
-9.15
4.93
4.77
3.50
3.24
4.11
Kotak Bond Fund
-9.28
5.19
5.32
5.22
5.50
6.41
LIC MF Medium to Long Duration Fund
-8.51
5.59
5.38
5.00
5.22
6.03
Nippon India Income Fund
-9.36
5.33
5.34
5.25
5.67
6.54
Sbi Magnum Income Fund
-9.18
5.39
5.73
5.72
6.22
7.07
UTI Medium to Long Duration Fund
-8.93
5.81
7.70
5.73
5.02
5.81

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
-8.72
5.64
6.04
6.04
6.46
Bank of India Conservative Hybrid Fund
-12.81
7.48
11.07
9.22
8.16
Canara Robeco Income Fund
-8.81
5.58
5.69
5.60
6.11
Hdfc Income Fund
-8.48
6.09
6.00
5.57
5.71
HSBC Medium to Long Duration Fund
-8.70
5.57
5.43
5.22
5.51
Icici Prudential Bond Fund
-8.08
6.41
6.52
6.32
6.68
Bandhan Bond Fund - Income Plan
-9.57
5.07
5.12
5.19
5.83
JM Medium to Long Duration Fund
-8.73
5.48
5.40
4.19
4.02
Kotak Bond Fund
-8.43
6.33
6.46
6.35
6.61
LIC MF Medium to Long Duration Fund
-7.61
6.54
6.16
5.72
5.89
Nippon India Income Fund
-8.61
6.30
6.37
6.25
6.66
Sbi Magnum Income Fund
-8.59
6.11
6.44
6.42
6.94
UTI Medium to Long Duration Fund
-8.58
6.20
8.10
6.17
5.55

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Income Fund -1.84 -2.20 -0.67 2.14 1.66
Bank Of India Conservative Hybrid Fund -2.97 -2.44 -1.12 11.80 3.61
Canara Robeco Income Fund -2.12 -1.57 -0.49 2.10 1.55
Hdfc Income Fund -2.64 -2.38 -0.70 2.36 1.77
Hsbc Medium To Long Duration Fund -2.55 -2.42 -0.55 2.30 1.72
Icici Prudential Bond Fund -1.48 -1.15 -0.50 1.83 1.36
Bandhan Bond Fund - Income Plan -3.36 -2.86 -0.64 2.54 1.95
Jm Medium To Long Duration Fund -2.97 -2.50 -0.52 2.36 1.79
Kotak Bond Fund -1.68 -2.01 -0.49 2.08 1.54
Lic Mf Medium To Long Duration Fund -2.34 -1.59 -0.48 2.24 1.59
Nippon India Income Fund -1.33 -1.24 -0.39 2.04 1.42
Sbi Magnum Income Fund -0.93 -1.37 -0.47 1.80 1.32
Uti Medium To Long Duration Fund -1.29 -0.88 -0.36 4.35 1.80

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
Aditya Birla Sun Life Income Fund
-0.50
-0.17
0.47
0.42
Bank Of India Conservative Hybrid Fund
0.47
0.72
1.03
0.51
Canara Robeco Income Fund
-0.89
-0.29
0.42
0.37
Hdfc Income Fund
-0.65
-0.22
0.42
0.37
Hsbc Medium To Long Duration Fund
-0.96
-0.30
0.37
0.40
Icici Prudential Bond Fund
-0.24
-0.09
0.58
0.39
Bandhan Bond Fund - Income Plan
-0.79
-0.25
0.37
0.39
Jm Medium To Long Duration Fund
-0.74
-0.24
0.40
0.39
Kotak Bond Fund
-0.62
-0.21
0.46
0.40
Lic Mf Medium To Long Duration Fund
-0.35
-0.13
0.52
0.37
Nippon India Income Fund
-0.37
-0.14
0.54
0.37
Sbi Magnum Income Fund
-0.42
-0.15
0.54
0.40
Uti Medium To Long Duration Fund
0.29
0.25
0.76
0.51

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 Income Fund 12,961.20 11,399.76 42,706.80 38,957.33 83,076.00 69,112.44 134,148.00 102,323.51 232,500.00 162,341.40 520,110.00 306,502.02
Bank of India Conservative Hybrid Fund 12,678.00 11,094.52 50,500.80 39,856.82 103,110.00 77,857.50 130,200.00 113,934.74 247,092.00 176,870.76 527,598.00 331,221.24
Canara Robeco Income Fund 12,871.20 11,349.72 41,763.60 38,474.10 77,610.00 67,220.52 126,184.80 98,280.17 218,688.00 154,769.28 495,702.00 293,401.08
Hdfc Income Fund 13,029.60 11,410.42 42,307.20 39,012.95 78,114.00 68,148.90 123,320.40 99,081.36 211,440.00 153,642.72 471,978.00 284,249.16
HSBC Medium to Long Duration Fund 12,876.00 11,353.66 41,346.00 38,448.65 76,038.00 66,883.80 123,303.60 97,367.76 206,232.00 151,064.16 460,314.00 277,384.14
Icici Prudential Bond Fund 13,012.80 11,444.34 43,750.80 39,415.90 82,932.00 69,856.74 134,652.00 103,237.18 240,564.00 164,402.28 542,592.00 314,738.46
Bandhan Bond Fund - Income Plan 12,879.60 11,329.30 41,536.80 38,481.70 78,036.00 67,115.28 128,410.80 98,586.60 222,768.00 155,908.32 510,336.00 296,333.46
JM Medium to Long Duration Fund 12,928.80 11,396.05 41,983.20 38,811.10 77,940.00 67,708.68 106,436.40 95,118.32 173,856.00 141,522.96 247,624.20
Kotak Bond Fund 12,961.20 11,387.34 42,552.00 38,965.50 81,282.00 68,649.66 131,880.00 101,144.06 223,620.00 159,142.80 510,480.00 298,243.44
LIC MF Medium to Long Duration Fund 13,074.00 11,438.77 43,138.80 39,200.36 79,008.00 68,755.02 127,386.00 100,361.02 217,548.00 156,780.36 485,784.00 289,216.44
Nippon India Income Fund 12,943.20 11,381.54 43,120.80 39,043.98 80,328.00 68,690.88 133,022.40 101,248.81 229,128.00 160,499.16 506,718.00 301,513.50
Sbi Magnum Income Fund 12,944.40 11,393.66 43,156.80 39,079.62 82,698.00 69,362.28 135,609.60 102,968.29 242,772.00 165,178.68 314,945.10
UTI Medium to Long Duration Fund 12,976.80 11,410.91 45,838.80 39,326.76 87,804.00 72,880.80 115,516.80 103,000.21 203,976.00 155,177.64 481,464.00 284,032.62

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 Income Fund 13,018.80 11,425.00 43,268.40 39,227.47 84,906.00 69,914.82 139,314.00 104,133.29 247,416.00 167,268.48
Bank of India Conservative Hybrid Fund 12,798.00 11,148.83 51,472.80 40,323.92 106,278.00 79,275.84 135,786.00 116,667.85 261,732.00 182,922.96
Canara Robeco Income Fund 13,021.20 11,418.86 43,221.60 39,192.62 82,116.00 69,298.62 136,130.40 102,505.20 241,380.00 164,244.36
Hdfc Income Fund 13,070.40 11,441.06 43,606.80 39,492.25 81,840.00 69,834.84 130,494.00 102,402.80 229,548.00 160,871.64
HSBC Medium to Long Duration Fund 13,035.60 11,425.80 42,739.20 39,187.01 79,926.00 68,841.24 131,628.00 101,142.64 225,156.00 159,171.84
Icici Prudential Bond Fund 13,058.40 11,467.64 44,366.40 39,683.52 85,098.00 70,757.40 139,750.80 105,202.78 253,020.00 169,217.16
Bandhan Bond Fund - Income Plan 12,966.00 11,368.03 42,372.00 38,893.50 80,634.00 68,303.28 134,416.80 101,023.10 239,352.00 161,896.56
JM Medium to Long Duration Fund 12,991.20 11,424.26 42,656.40 39,134.09 80,766.00 68,798.94 112,526.40 97,484.35 189,588.00 147,375.12
Kotak Bond Fund 13,090.80 11,443.88 43,974.00 39,636.32 85,776.00 70,648.38 141,867.60 105,291.73 246,708.00 168,576.60
LIC MF Medium to Long Duration Fund 13,207.20 11,498.59 44,132.40 39,760.27 81,684.00 70,110.72 133,165.20 102,969.80 230,772.00 162,412.80
Nippon India Income Fund 13,057.20 11,431.85 44,388.00 39,618.29 84,366.00 70,487.28 141,867.60 104,945.48 250,968.00 169,040.28
Sbi Magnum Income Fund 13,032.00 11,433.49 44,024.40 39,502.62 85,440.00 70,608.00 142,203.60 105,560.70 259,500.00 171,567.48
UTI Medium to Long Duration Fund 13,027.20 11,433.86 46,324.80 39,561.34 89,568.00 73,618.38 119,884.80 104,636.95 217,152.00 159,519.84