In the Medium to Long Duration Fund category, Icici Prudential Bond Fund is the top ranked fund. The category has total 13 funds. The 5 star rating shows an excellent past performance of the Icici Prudential Bond Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of 2.48% which is higher than the category average of 0.9%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.42 which is higher than the category average of -0.06. Read Full Review
UTI Medium to Long Duration Fund is the second ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The UTI Medium to Long Duration Fund has shown an excellent past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of 9.69% which is higher than the category average of 0.9%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.56 which is higher than the category average of -0.06. Read Full Review
Nippon India Income Fund is the third ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The Nippon India Income Fund has shown an excellent past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of 1.73% which is higher than the category average of 0.9%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.18 which is higher than the category average of -0.06. Read Full Review
LIC MF Medium to Long Duration Fund is the 4th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The 4 star rating shows a very good past performance of the LIC MF Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of 0.59% which is lower than the category average of 0.9%, showing poor performance. The fund has a Sharpe Ratio of 0.09 which is higher than the category average of -0.06. Read Full Review
Sbi Magnum Income Fund is the 5th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The 4 star rating shows a very good past performance of the Sbi Magnum Income Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of 1.74% which is higher than the category average of 0.9%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.09 which is higher than the category average of -0.06. Read Full Review
In the Medium to Long Duration Fund category, Aditya Birla Sun Life Income Fund is the 6th ranked fund. The category has total 13 funds. The 4 star rating shows a very good past performance of the Aditya Birla Sun Life Income Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.02% which is lower than the category average of 0.9%. The fund has a Sharpe Ratio of -0.14 which is lower than the category average of -0.06. Read Full Review
In the Medium to Long Duration Fund category, Hdfc Income Fund is the 7th ranked fund. The category has total 13 funds. The 3 star rating shows an average past performance of the Hdfc Income Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.19% which is lower than the category average of 0.9%. The fund has a Sharpe Ratio of -0.15 which is lower than the category average of -0.06. Read Full Review
Kotak Bond Fund is the 8th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The Kotak Bond Fund has shown an average past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of 0.52% which is lower than the category average of 0.9%, showing poor performance. The fund has a Sharpe Ratio of -0.15 which is lower than the category average of -0.06. Read Full Review
In the Medium to Long Duration Fund category, JM Medium to Long Duration Fund is the 9th ranked fund. The category has total 13 funds. The JM Medium to Long Duration Fund has shown a poor past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.5% which is lower than the category average of 0.9%, reflecting poor performance. The fund has a Sharpe Ratio of -0.27 which is lower than the category average of -0.06. Read Full Review
HSBC Medium to Long Duration Fund is the 10th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The 2 star rating shows a poor past performance of the HSBC Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.98% which is lower than the category average of 0.9%, reflecting poor performance. The fund has a Sharpe Ratio of -0.46 which is lower than the category average of -0.06. Read Full Review
| 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 |
|---|
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 | |
9.81% | 7.69% | 6.84% | 7.24% | 7.39% | 10.25% | 8.17% | 7.39% | 7.81% | 7.93% | 1.76% | -0.91% | -0.55% | 2.48% | 0.67 | 0.19 | 0.42 | |
| 2 | |
9.49% | 9.55% | 9.14% | 4.84% | 5.63% | 9.92% | 9.95% | 9.57% | 5.38% | 6.28% | 4.31% | -0.58% | -1.25% | 9.69% | -0.15 | 0.53 | 0.56 | |
| 3 | |
9.12% | 7.28% | 6.02% | 7.07% | 6.90% | 10.05% | 8.30% | 7.07% | 8.06% | 7.87% | 2.13% | -1.01% | -1.30% | 1.73% | 0.73 | 0.08 | 0.18 | |
| 4 | |
9.55% | 7.16% | 5.94% | 6.42% | 6.31% | 10.66% | 8.02% | 6.65% | 7.12% | 6.95% | 2.30% | -1.57% | -2.34% | 0.59% | 0.87 | 0.04 | 0.09 | |
| 5 | |
9.07% | 7.08% | 6.73% | 7.32% | 7.49% | 9.81% | 7.79% | 7.43% | 8.04% | 8.21% | 1.80% | -1.23% | -0.63% | 1.74% | 0.69 | 0.04 | 0.09 | |
| 6 | |
9.51% | 6.56% | 6.80% | 7.24% | 7.01% | 9.99% | 7.01% | 7.26% | 7.81% | 7.67% | 2.30% | -2.16% | -1.71% | -0.02% | 0.87 | -0.05 | -0.14 | |
| 7 | |
9.46% | 6.55% | 5.64% | 5.94% | 6.03% | 10.11% | 7.56% | 6.64% | 6.80% | 6.90% | 2.37% | -2.07% | -1.64% | -0.19% | 0.89 | -0.05 | -0.15 | |
| 8 | |
8.98% | 6.57% | 6.19% | 6.86% | 6.62% | 10.02% | 7.73% | 7.34% | 7.99% | 7.68% | 2.11% | -1.79% | -1.61% | 0.52% | 0.79 | -0.06 | -0.15 | |
| 9 | |
9.44% | 6.30% | 5.59% | 3.80% | 3.99% | 9.97% | 6.86% | 6.32% | 4.61% | 4.89% | 2.35% | -2.31% | -2.97% | -0.50% | 0.90 | -0.09 | -0.27 | |
| 10 | |
8.91% | 5.79% | 5.05% | 5.97% | 5.78% | 10.26% | 6.99% | 6.12% | 6.98% | 6.72% | 2.38% | -2.23% | -2.55% | -0.98% | 0.90 | -0.16 | -0.46 |
Return Calculated On: 04 April 2025 | Ratios Calculated On:
As On: 04 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Income Fund |
0.12
|
0.67
|
2.69
|
3.15
|
4.57
|
9.51
|
6.56
|
6.80
|
7.24
|
7.01
|
7.52
|
| Bank of India Conservative Hybrid Fund |
-0.52
|
-0.43
|
1.92
|
-0.71
|
-0.89
|
2.28
|
6.26
|
12.35
|
6.52
|
7.28
|
7.48
|
| Canara Robeco Income Fund |
0.09
|
0.57
|
2.35
|
2.77
|
3.94
|
8.41
|
5.89
|
5.36
|
6.17
|
6.32
|
7.17
|
| Hdfc Income Fund |
0.16
|
0.75
|
2.67
|
3.32
|
4.67
|
9.46
|
6.55
|
5.64
|
5.94
|
6.03
|
6.80
|
| HSBC Medium to Long Duration Fund |
0.15
|
0.79
|
2.67
|
3.29
|
4.51
|
8.91
|
5.79
|
5.05
|
5.97
|
5.78
|
6.63
|
| Icici Prudential Bond Fund |
0.14
|
0.67
|
2.35
|
3.27
|
5.05
|
9.81
|
7.69
|
6.84
|
7.24
|
7.39
|
7.84
|
| Bandhan Bond Fund - Income Plan |
0.09
|
0.54
|
2.45
|
2.61
|
3.66
|
8.13
|
5.56
|
5.37
|
6.50
|
6.51
|
7.38
|
| JM Medium to Long Duration Fund |
0.23
|
0.85
|
2.37
|
3.40
|
4.88
|
9.44
|
6.30
|
5.59
|
3.80
|
3.99
|
|
| Kotak Bond Fund |
0.15
|
0.72
|
2.46
|
2.93
|
4.24
|
8.98
|
6.57
|
6.19
|
6.86
|
6.62
|
7.34
|
| LIC MF Medium to Long Duration Fund |
0.15
|
0.74
|
2.60
|
3.17
|
4.74
|
9.55
|
7.16
|
5.94
|
6.42
|
6.31
|
6.96
|
As On: 04 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Income Fund |
0.13
|
0.68
|
2.73
|
3.26
|
4.79
|
9.99
|
7.01
|
7.26
|
7.81
|
7.67
|
|
| Bank of India Conservative Hybrid Fund |
-0.51
|
-0.41
|
2.01
|
-0.48
|
-0.42
|
3.25
|
6.96
|
13.05
|
7.18
|
7.91
|
|
| Canara Robeco Income Fund |
0.09
|
0.59
|
2.44
|
3.04
|
4.54
|
9.67
|
7.10
|
6.56
|
7.34
|
7.39
|
|
| Hdfc Income Fund |
0.17
|
0.77
|
2.72
|
3.46
|
4.98
|
10.11
|
7.56
|
6.64
|
6.80
|
6.90
|
|
| HSBC Medium to Long Duration Fund |
0.15
|
0.81
|
2.78
|
3.60
|
5.15
|
10.26
|
6.99
|
6.12
|
6.98
|
6.72
|
|
| Icici Prudential Bond Fund |
0.14
|
0.68
|
2.39
|
3.36
|
5.25
|
10.25
|
8.17
|
7.39
|
7.81
|
7.93
|
|
| Bandhan Bond Fund - Income Plan |
0.10
|
0.55
|
2.51
|
2.78
|
4.00
|
8.84
|
6.27
|
6.07
|
7.20
|
7.27
|
|
| JM Medium to Long Duration Fund |
0.23
|
0.86
|
2.42
|
3.53
|
5.15
|
9.97
|
6.86
|
6.32
|
4.61
|
4.89
|
|
| Kotak Bond Fund |
0.15
|
0.73
|
2.54
|
3.17
|
4.74
|
10.02
|
7.73
|
7.34
|
7.99
|
7.68
|
|
| LIC MF Medium to Long Duration Fund |
0.15
|
0.76
|
2.69
|
3.42
|
5.27
|
10.66
|
8.02
|
6.65
|
7.12
|
6.95
|
|
As On: 04 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Income Fund |
10.39
|
8.30
|
6.22
|
6.83
|
6.72
|
7.19
|
| Bank of India Conservative Hybrid Fund |
0.52
|
6.33
|
9.07
|
8.81
|
7.64
|
7.71
|
| Canara Robeco Income Fund |
8.94
|
7.32
|
5.10
|
5.63
|
5.75
|
6.61
|
| Hdfc Income Fund |
10.49
|
8.46
|
5.80
|
5.98
|
5.69
|
6.28
|
| HSBC Medium to Long Duration Fund |
10.01
|
7.67
|
5.14
|
5.53
|
5.41
|
6.00
|
| Icici Prudential Bond Fund |
10.88
|
8.94
|
6.62
|
7.06
|
6.93
|
7.49
|
| Bandhan Bond Fund - Income Plan |
8.66
|
7.37
|
5.03
|
5.71
|
5.89
|
6.73
|
| JM Medium to Long Duration Fund |
10.47
|
8.20
|
5.56
|
4.92
|
4.20
|
4.63
|
| Kotak Bond Fund |
9.67
|
8.15
|
5.89
|
6.43
|
6.30
|
6.82
|
| LIC MF Medium to Long Duration Fund |
10.63
|
8.60
|
6.06
|
6.28
|
6.06
|
6.48
|
As On: 04 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Income Fund |
10.85
|
8.76
|
6.67
|
7.32
|
7.28
|
|
| Bank of India Conservative Hybrid Fund |
1.48
|
7.15
|
9.81
|
9.51
|
8.30
|
|
| Canara Robeco Income Fund |
10.20
|
8.54
|
6.28
|
6.82
|
6.89
|
|
| Hdfc Income Fund |
11.14
|
9.21
|
6.72
|
6.90
|
6.56
|
|
| HSBC Medium to Long Duration Fund |
11.36
|
8.96
|
6.29
|
6.62
|
6.43
|
|
| Icici Prudential Bond Fund |
11.32
|
9.38
|
7.11
|
7.59
|
7.48
|
|
| Bandhan Bond Fund - Income Plan |
9.38
|
8.08
|
5.72
|
6.41
|
6.60
|
|
| JM Medium to Long Duration Fund |
11.02
|
8.75
|
6.17
|
5.61
|
4.97
|
|
| Kotak Bond Fund |
10.72
|
9.27
|
7.00
|
7.57
|
7.40
|
|
| LIC MF Medium to Long Duration Fund |
11.75
|
9.59
|
6.86
|
7.03
|
6.75
|
|
Calculated On:
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Income Fund | -1.71 | -2.16 | -0.66 | 2.30 | 1.72 |
| Bank Of India Conservative Hybrid Fund | -3.65 | -3.60 | -1.73 | 4.08 | 2.87 |
| Canara Robeco Income Fund | -2.05 | -1.49 | -0.44 | 2.17 | 1.59 |
| Hdfc Income Fund | -1.64 | -2.07 | -0.49 | 2.37 | 1.75 |
| Hsbc Medium To Long Duration Fund | -2.55 | -2.23 | -0.57 | 2.38 | 1.76 |
| Icici Prudential Bond Fund | -0.55 | -0.91 | -0.39 | 1.76 | 1.27 |
| Bandhan Bond Fund - Income Plan | -3.21 | -2.69 | -0.62 | 2.64 | 1.98 |
| Jm Medium To Long Duration Fund | -2.97 | -2.31 | -0.52 | 2.35 | 1.80 |
| Kotak Bond Fund | -1.61 | -1.79 | -0.48 | 2.11 | 1.54 |
| Lic Mf Medium To Long Duration Fund | -2.34 | -1.57 | -0.47 | 2.30 | 1.66 |
Calculated On:
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|
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 |
-0.14
|
-0.05
|
0.52
|
0.45
|
-0.02
|
0.87 |
0.83
|
|
0.51
|
-0.8500
|
| Bank Of India Conservative Hybrid Fund |
-0.06
|
-0.02
|
0.47
|
0.41
|
-1.34
|
1.09 |
0.41
|
|
0.53
|
-0.7600
|
| Canara Robeco Income Fund |
-0.42
|
-0.15
|
0.49
|
0.39
|
-0.26
|
0.81 |
0.81
|
|
0.46
|
-1.4900
|
| Hdfc Income Fund |
-0.15
|
-0.05
|
0.52
|
0.41
|
-0.19
|
0.89 |
0.83
|
|
0.51
|
-0.8100
|
| Hsbc Medium To Long Duration Fund |
-0.46
|
-0.16
|
0.45
|
0.42
|
-0.98
|
0.90 |
0.82
|
|
0.45
|
-1.6700
|
| Icici Prudential Bond Fund |
0.42
|
0.19
|
0.68
|
0.44
|
2.48
|
0.67 |
0.83
|
|
0.62
|
0.2800
|
| Bandhan Bond Fund - Income Plan |
-0.46
|
-0.16
|
0.42
|
0.41
|
-1.81
|
1.00 |
0.83
|
|
0.45
|
-1.8000
|
| Jm Medium To Long Duration Fund |
-0.27
|
-0.09
|
0.49
|
0.38
|
-0.50
|
0.90 |
0.85
|
|
0.49
|
-1.1800
|
| Kotak Bond Fund |
-0.15
|
-0.06
|
0.54
|
0.41
|
0.52
|
0.79 |
0.81
|
|
0.51
|
-0.8500
|
| Lic Mf Medium To Long Duration Fund |
0.09
|
0.04
|
0.60
|
0.37
|
0.59
|
0.87 |
0.83
|
|
0.56
|
-0.2800
|