Fund Name Rank Rating 1Y 3Y 5Y 7Y 10Y SD Max DD VaR1Y95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
3.67 7.48 6.39 7.50 7.47 2.23 -1.27 -2.11 0.43 0.80 0.18 0.45
2
6.10 8.14 10.99 8.13 7.99 4.09 -3.60 -4.01 0.15 1.02 0.10 0.22
3
3.78 7.65 6.13 6.90 6.82 2.52 -1.44 -2.74 -0.11 0.94 0.10 0.24
4
3.49 6.97 5.65 4.23 4.95 2.26 -1.23 -1.64 -0.16 0.85 0.09 0.21
5
3.79 7.25 6.35 7.81 7.95 2.13 -1.23 -2.38 -0.13 0.80 0.09 0.22
6
2.61 6.54 8.47 5.57 5.92 2.46 -1.51 -2.99 -0.52 0.92 0.04 0.08
7
3.20 7.26 6.31 7.46 7.30 2.55 -1.68 -3.01 -0.67 0.94 0.02 0.03
8
2.73 6.99 5.84 6.58 6.46 2.79 -1.91 -3.55 -0.65 1.00 0.02 0.05
9
2.65 6.92 6.19 7.37 7.45 2.59 -1.94 -3.29 -0.69 0.90 0.01 0.01
10
2.53 6.64 5.49 6.41 6.38 2.33 -1.40 -2.91 -0.89 0.82 -0.04 -0.11
11
2.23 6.43 5.78 7.17 7.26 2.60 -1.62 -3.47 -0.81 0.94 0.00 -0.02
12
3.54 6.45 5.30 6.67 7.04 2.50 -1.94 -2.28 -1.03 0.83 -0.05 -0.15
13
2.70 6.47 5.53 6.78 7.05 2.27 -1.21 -2.57 -1.23 0.80 -0.09 -0.26

Return Calculated On: 15 April 2026 | Ratios Calculated On: 30 March 2026

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

SEBI Categorization

For more details, visit AMFI India.

Best Medium to Long Duration Funds March 2026 Review Summary

  1. Icici Prudential Bond Fund

    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 0.43% which is higher than the category average of -0.49%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.45 which is higher than the category average of 0.07. Read Full Review

  2. Bank of India Conservative Hybrid Fund

    Bank of India Conservative Hybrid 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 Bank of India Conservative Hybrid Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of 0.15% which is higher than the category average of -0.49%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.22 which is higher than the category average of 0.07. Read Full Review

  3. LIC MF Medium to Long Duration Fund

    LIC MF Medium to Long Duration Fund is the third ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The 5 star rating shows an excellent past performance of the LIC MF Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.11% which is lower than the category average of -0.49%, showing poor performance. The fund has a Sharpe Ratio of 0.24 which is higher than the category average of 0.07. Read Full Review

  4. JM Medium to Long Duration Fund

    JM 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 5 star rating shows an excellent past performance of the JM Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.16% which is lower than the category average of -0.49%, showing poor performance. The fund has a Sharpe Ratio of 0.21 which is higher than the category average of 0.07. Read Full Review

  5. SBI Medium to Long Duration Fund

    In the Medium to Long Duration Fund category, SBI Medium to Long Duration Fund is the 4th ranked fund. The category has total 13 funds. The SBI Medium to Long Duration Fund has shown a very good past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.13% which is lower than the category average of -0.49%, showing poor performance. The fund has a Sharpe Ratio of 0.22 which is higher than the category average of 0.07. Read Full Review

  6. UTI Medium to Long Duration Fund

    UTI Medium to Long Duration Fund is the 6th 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 UTI Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.52% which is lower than the category average of -0.49%. The fund has a Sharpe Ratio of 0.08 which is higher than the category average of 0.07. Read Full Review

  7. Kotak Bond Fund

    Kotak Bond Fund is the 9th 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 Kotak Bond Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.67% which is lower than the category average of -0.49%. The fund has a Sharpe Ratio of 0.03 which is lower than the category average of 0.07. Read Full Review

  8. Hdfc Income Fund

    Hdfc Income Fund is the 7th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The Hdfc Income Fund has shown an average past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.65% which is lower than the category average of -0.49%. The fund has a Sharpe Ratio of 0.05 which is lower than the category average of 0.07. Read Full Review

  9. Nippon India Medium to Long Duration Fund

    In the Medium to Long Duration Fund category, Nippon India Medium to Long Duration Fund is the 10th ranked fund. The category has total 13 funds. The 2 star rating shows a poor past performance of the Nippon India Medium to Long Duration Fund in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.69% which is lower than the category average of -0.49%, reflecting poor performance. The fund has a Sharpe Ratio of 0.01 which is lower than the category average of 0.07. Read Full Review

  10. HSBC Medium to Long Duration Fund

    HSBC Medium to Long Duration Fund is the 11th ranked fund in the Medium to Long Duration Fund category. The category has total 13 funds. The HSBC Medium to Long Duration Fund has shown a poor past performence in Medium to Long Duration Fund. The fund has a Jensen Alpha of -0.89% which is lower than the category average of -0.49%, reflecting poor performance. The fund has a Sharpe Ratio of -0.11 which is lower than the category average of 0.07. Read Full Review

As On: 15 April 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
0.30
0.47
0.15
0.70
0.11
1.78
5.97
5.33
6.66
6.65
7.31
Bank of India Conservative Hybrid Fund
0.57
0.89
1.28
1.44
1.34
5.18
7.29
10.25
7.43
7.30
7.75
Canara Robeco Income Fund
0.25
0.29
-0.21
0.72
0.23
1.56
5.27
4.34
5.59
5.95
6.85
Franklin India Medium To Long Duration Fund
0.26
0.44
-0.04
0.90
1.00
3.22
Hdfc Income Fund
0.34
0.42
-0.03
0.89
0.57
2.12
6.33
4.87
5.70
5.64
6.57
HSBC Medium to Long Duration Fund
0.30
0.43
0.23
1.16
0.71
2.34
5.70
4.56
5.48
5.50
6.42
Icici Prudential Bond Fund
0.26
0.51
0.03
0.82
0.83
3.26
7.05
5.89
6.97
6.91
7.72
Bandhan Medium to Long Duration Fund
0.32
0.54
1.26
1.99
1.94
2.86
5.75
4.61
5.98
6.29
7.22
JM Medium to Long Duration Fund
0.23
0.16
0.05
0.83
0.94
3.00
6.44
5.03
3.49
4.12
Kotak Bond Fund
0.25
0.44
0.25
0.70
0.26
2.22
6.19
5.20
6.34
6.23
7.18
LIC MF Medium to Long Duration Fund
0.31
0.36
0.15
1.03
1.03
2.90
6.65
5.39
6.16
6.15
6.81
Nippon India Medium to Long Duration Fund
0.39
0.38
-0.02
0.96
0.41
1.78
6.02
5.18
6.38
6.49
7.13
SBI Medium to Long Duration Fund
0.26
0.34
0.38
1.09
0.97
3.06
6.52
5.64
7.11
7.21
7.76
UTI Medium to Long Duration Fund
0.25
0.35
0.02
0.82
0.42
2.21
6.14
8.08
5.07
5.32
6.65

As On: 15 April 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Income Fund
0.31
0.48
0.19
0.80
0.32
2.23
6.43
5.78
7.17
7.26
Bank of India Conservative Hybrid Fund
0.58
0.91
1.35
1.65
1.77
6.10
8.14
10.99
8.13
7.99
Canara Robeco Income Fund
0.25
0.31
-0.12
1.01
0.81
2.70
6.47
5.53
6.78
7.05
Franklin India Medium To Long Duration Fund
0.26
0.45
0.00
1.02
1.25
3.75
Hdfc Income Fund
0.34
0.43
0.02
1.05
0.87
2.73
6.99
5.84
6.58
6.46
HSBC Medium to Long Duration Fund
0.31
0.44
0.05
0.82
0.52
2.53
6.64
5.49
6.41
6.38
Icici Prudential Bond Fund
0.27
0.52
0.07
0.92
1.02
3.67
7.48
6.39
7.50
7.47
Bandhan Medium to Long Duration Fund
0.32
0.56
1.32
2.16
2.27
3.54
6.45
5.30
6.67
7.04
JM Medium to Long Duration Fund
0.23
0.17
0.08
0.95
1.18
3.49
6.97
5.65
4.23
4.95
Kotak Bond Fund
0.26
0.46
0.33
0.94
0.75
3.20
7.26
6.31
7.46
7.30
LIC MF Medium to Long Duration Fund
0.31
0.37
0.18
1.12
1.38
3.78
7.65
6.13
6.90
6.82
Nippon India Medium to Long Duration Fund
0.39
0.39
0.05
1.17
0.84
2.65
6.92
6.19
7.37
7.45
SBI Medium to Long Duration Fund
0.26
0.35
0.44
1.27
1.34
3.79
7.25
6.35
7.81
7.95
UTI Medium to Long Duration Fund
0.25
0.36
0.05
0.91
0.61
2.61
6.54
8.47
5.57
5.92

As On: 15 April 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
1.50
3.02
2.47
4.27
5.53
6.46
Bank of India Conservative Hybrid Fund
3.35
3.07
4.56
7.56
7.17
7.45
Canara Robeco Income Fund
1.35
2.47
1.79
3.32
4.63
5.77
Franklin India Medium To Long Duration Fund
2.74
Hdfc Income Fund
1.89
3.39
2.55
3.88
4.74
5.67
HSBC Medium to Long Duration Fund
2.30
3.17
2.19
3.47
4.55
5.42
Icici Prudential Bond Fund
2.67
4.08
3.37
4.91
6.00
6.92
Bandhan Medium to Long Duration Fund
4.14
3.29
2.27
3.66
4.97
6.11
JM Medium to Long Duration Fund
2.25
3.72
2.75
3.77
3.78
4.27
Kotak Bond Fund
1.77
3.16
2.51
4.11
5.26
6.16
LIC MF Medium to Long Duration Fund
2.55
3.86
3.07
4.32
5.25
5.97
Nippon India Medium to Long Duration Fund
1.87
2.98
2.50
4.01
5.31
6.28
SBI Medium to Long Duration Fund
2.83
3.67
3.00
4.72
5.97
6.87
UTI Medium to Long Duration Fund
1.80
3.27
3.59
5.37
5.02
5.60

As On: 15 April 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Income Fund
1.93
3.47
2.91
4.74
6.06
Bank of India Conservative Hybrid Fund
4.23
3.97
5.37
8.35
7.90
Canara Robeco Income Fund
2.51
3.63
2.94
4.51
5.81
Franklin India Medium To Long Duration Fund
3.26
Hdfc Income Fund
2.50
3.96
3.31
4.74
5.59
HSBC Medium to Long Duration Fund
2.06
3.80
2.99
4.35
5.46
Icici Prudential Bond Fund
3.08
4.49
3.81
5.41
6.53
Bandhan Medium to Long Duration Fund
4.84
3.97
2.94
4.36
5.69
JM Medium to Long Duration Fund
2.74
4.23
3.27
4.39
4.49
Kotak Bond Fund
2.75
4.17
3.56
5.22
6.38
LIC MF Medium to Long Duration Fund
3.31
4.80
3.93
5.12
6.00
Nippon India Medium to Long Duration Fund
2.74
3.86
3.42
5.00
6.31
SBI Medium to Long Duration Fund
3.57
4.39
3.71
5.44
6.71
UTI Medium to Long Duration Fund
2.20
3.68
3.98
5.79
5.51

Performance Indicators


Calculated On: 30 March 2026

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Income Fund -3.47 -1.62 -0.71 2.60 1.99
Bank Of India Conservative Hybrid Fund -4.01 -3.60 -1.71 4.09 2.98
Canara Robeco Income Fund -2.57 -1.21 -0.52 2.27 1.65
Hdfc Income Fund -3.55 -1.91 -0.62 2.79 2.14
Hsbc Medium To Long Duration Fund -2.91 -1.40 -0.50 2.33 1.69
Icici Prudential Bond Fund -2.11 -1.27 -0.79 2.23 1.72
Bandhan Medium To Long Duration Fund -2.28 -1.94 -0.51 2.50 1.84
Jm Medium To Long Duration Fund -1.64 -1.23 -0.47 2.26 1.67
Kotak Bond Fund -3.01 -1.68 -0.68 2.55 1.99
Lic Mf Medium To Long Duration Fund -2.74 -1.44 -0.72 2.52 1.89
Nippon India Medium To Long Duration Fund -3.29 -1.94 -0.52 2.59 1.96
Sbi Medium To Long Duration Fund -2.38 -1.23 -0.63 2.13 1.59
Uti Medium To Long Duration Fund -2.99 -1.51 -0.64 2.46 1.84

Calculated On: 30 March 2026

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
-0.02
0.00
0.49
0.44
-0.81
0.94
0.82
0.84
-1.2100
Bank Of India Conservative Hybrid Fund
0.22
0.10
0.50
0.41
0.15
1.02
0.37
2.64
-0.0900
Canara Robeco Income Fund
-0.26
-0.09
0.46
0.40
-1.23
0.80
0.77
0.10
-1.5800
Hdfc Income Fund
0.05
0.02
0.50
0.42
-0.65
1.00
0.79
1.17
-0.8200
Hsbc Medium To Long Duration Fund
-0.11
-0.04
0.49
0.40
-0.89
0.82
0.79
0.26
-1.2500
Icici Prudential Bond Fund
0.45
0.18
0.61
0.43
0.43
0.80
0.78
0.12
0.1500
Bandhan Medium To Long Duration Fund
-0.15
-0.05
0.45
0.43
-1.03
0.83
0.67
0.61
-1.1400
Jm Medium To Long Duration Fund
0.21
0.09
0.56
0.44
-0.16
0.85
0.82
0.17
-0.2900
Kotak Bond Fund
0.03
0.02
0.50
0.42
-0.67
0.94
0.82
0.76
-0.8600
Lic Mf Medium To Long Duration Fund
0.24
0.10
0.56
0.42
-0.11
0.94
0.83
0.73
-0.2300
Nippon India Medium To Long Duration Fund
0.01
0.01
0.49
0.43
-0.69
0.90
0.76
0.83
-0.9900
Sbi Medium To Long Duration Fund
0.22
0.09
0.56
0.43
-0.13
0.80
0.83
-0.19
-0.2500
Uti Medium To Long Duration Fund
0.08
0.04
0.52
0.41
-0.52
0.92
0.84
0.59
-0.6800