Fund Name Rank Rating 1Y 3Y 5Y 7Y 10Y SD Max DD VaR1Y95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
4.82 7.45 5.08 7.31 7.80 3.12 -2.82 -2.17 0.42 0.91 0.27 0.61
4.15 7.49 5.65 8.05 3.81 -3.44 -4.49 -1.17 1.15 0.24 0.56

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

SEBI Categorization

For more details, visit AMFI India.

Best Long Duration Funds October 2025 Review Summary

  1. Icici Prudential Long Term Bond Fund

    The 1 star rating shows a very poor past performance of the Icici Prudential Long Term Bond Fund in Long Duration Fund. The Icici Prudential Long Term Bond Fund has a Jensen Alpha of 0.42% which is higher than the category average of -0.38%. Here the Icici Prudential Long Term Bond Fund has shown very good performance in terms of risk adjusted returns. The Icici Prudential Long Term Bond Fund has a Sharpe Ratio of 0.61 which is higher than the category average of 0.58. Here the Icici Prudential Long Term Bond Fund has shown very good performance in terms of risk adjusted returns. Read Full Review

  2. Nippon India Nivesh Lakshya Fund

    The Nippon India Nivesh Lakshya Fund has shown a very poor past performence in Long Duration Fund. The Nippon India Nivesh Lakshya Fund has a Jensen Alpha of -1.17% which is lower than the category average of -0.38%. The Nippon India Nivesh Lakshya Fund has a Sharpe Ratio of 0.56 which is lower than the category average of 0.58, showing poor performance. Read Full Review

As On: 04 December 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Long Duration Debt Fund
-0.06
-0.63
-0.50
0.31
-3.00
1.79
Icici Prudential Long Term Bond Fund
-0.11
-0.68
-0.54
0.57
-1.56
4.25
6.90
4.50
6.73
7.13
Bandhan Long Duration Fund
-0.09
-0.51
-0.24
0.68
-2.47
2.13
Kotak Long Duration Fund
-0.17
-0.84
-0.65
0.35
-3.24
1.63
Nippon India Nivesh Lakshya Fund
-0.17
-0.44
0.17
1.01
-1.77
3.83
7.16
5.33
7.71
SBI Long Duration Fund
-0.11
-0.40
-0.02
0.81
-1.99
2.70
UTI Long Duration Fund
0.02
-0.62
-0.66
-0.02
-3.73
0.34
Axis Long Duration Fund
0.13
-0.56
-0.57
0.24
-3.19
1.40

As On: 04 December 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Long Duration Debt Fund
-0.06
-0.63
-0.47
0.40
-2.83
2.14
Icici Prudential Long Term Bond Fund
-0.11
-0.67
-0.50
0.70
-1.29
4.82
7.45
5.08
7.31
7.80
Bandhan Long Duration Fund
-0.09
-0.51
-0.21
0.79
-2.27
2.54
Kotak Long Duration Fund
-0.17
-0.83
-0.63
0.43
-3.09
1.93
Nippon India Nivesh Lakshya Fund
-0.17
-0.43
0.20
1.09
-1.62
4.15
7.49
5.65
8.05
SBI Long Duration Fund
-0.11
-0.39
0.01
0.89
-1.81
3.08
UTI Long Duration Fund
0.02
-0.60
-0.59
0.20
-3.30
1.28
Axis Long Duration Fund
0.13
-0.55
-0.54
0.35
-2.98
1.85

As On: 04 December 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Long Duration Debt Fund
-0.78
Icici Prudential Long Term Bond Fund
1.56
6.29
5.24
5.49
6.18
6.79
Bandhan Long Duration Fund
-0.06
Kotak Long Duration Fund
-1.18
Nippon India Nivesh Lakshya Fund
1.78
6.39
5.72
6.14
SBI Long Duration Fund
0.85
UTI Long Duration Fund
-2.26
Axis Long Duration Fund
-1.16

As On: 04 December 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Long Duration Debt Fund
-0.43
Icici Prudential Long Term Bond Fund
2.12
6.86
5.80
6.06
6.79
Bandhan Long Duration Fund
0.35
Kotak Long Duration Fund
-0.88
Nippon India Nivesh Lakshya Fund
2.09
6.72
6.05
6.47
SBI Long Duration Fund
1.22
UTI Long Duration Fund
-1.36
Axis Long Duration Fund
-0.72

Performance Indicators


Calculated On: 31 October 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Icici Prudential Long Term Bond Fund -2.17 -2.82 -0.86 3.12 2.35
Nippon India Nivesh Lakshya Fund -4.49 -3.44 -1.17 3.81 2.93

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
Icici Prudential Long Term Bond Fund
0.61
0.27
0.60
0.46
0.42
0.91
0.88
0.63
-0.4100
Nippon India Nivesh Lakshya Fund
0.56
0.24
0.59
0.40
-1.17
1.15
0.89
0.62
-0.1400