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Performance Tracker

Medium Duration Fund

These mutual funds select bonds/debt for investment such that average maturity (remaining) period for portfolio is between 3 to 4 years (Macaulay duration).
Medium Duration Fund - Returns (in %) - as on Feb 19, 2019
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP Bond Fund - Direct (G) Rank 5
143.79 0.5 1.2 1.5 4.2 5.5 7.9 8.8
Indiabulls Income Fund - Direct (G) Not Ranked
17.97 1.0 2.8 4.4 10.9 8.2 8.5 9.7
Indiabulls Income Fund (G) Not Ranked
2.86 0.9 2.7 4.1 10.3 7.6 7.9 8.8
Franklin (I) Inc. Opp. -Direct (G) Rank 2
514.88 0.4 2.9 4.4 8.6 8.6 9.8 10.0
Franklin India Income Oppor. (G) Rank 2
3,275.38 0.3 2.7 3.9 7.7 7.8 9.0 9.1
Axis Strategic Bond Fund - D (G) Rank 1
312.71 0.5 2.6 4.3 7.6 7.8 9.7 10.3
SBI Magnum Medium Duration Fund - D (G) Rank 2
437.16 0.7 2.5 4.0 7.3 7.6 10.2 11.2
IDFC Bond Fund - MTP - D (G) Rank 1
797.26 0.5 2.4 4.4 7.2 6.4 7.8 8.6
HDFC Medium Term Debt Fund - D (G) Rank 2
298.44 0.5 2.4 3.8 6.9 6.6 8.4 8.8
Axis Strategic Bond Fund (G) Rank 1
941.51 0.5 2.4 3.9 6.9 7.1 8.9 9.4
Kotak Medium Term Fund - D (G) Rank 3
636.66 0.4 2.4 3.5 6.5 6.8 8.6 --
Sponsored Advt.
ICICI Pru Medium Term Bond - D (G) Rank 4
1,107.99 0.2 1.7 2.9 6.0 6.5 8.2 9.3
IDFC Bond Fund - MTP (G) Rank 1
1,243.21 0.5 2.2 4.1 6.5 5.7 7.1 7.9
SBI Magnum Medium Duration Fund (G) Rank 2
1,169.26 0.6 2.4 3.6 6.4 6.6 9.1 10.3
Tata Medium Term - Direct (G) Rank 5
10.01 -- 1.9 3.6 6.2 5.9 8.1 8.9
Sundaram Medium Term Bond Fund - D(G) Not Ranked
1.98 0.3 2.1 3.2 6.2 6.6 8.6 8.7
ICICI Pru Medium Term Bond - D (G) Rank 4
1,107.99 0.2 1.7 2.9 6.0 6.5 8.2 9.3
HDFC Medium Term Debt Fund (G) Rank 2
887.35 0.5 2.2 3.4 6.0 5.8 7.7 8.2
UTI Medium Term Fund - Direct (G) Rank 3
47.09 0.3 2.0 3.2 6.0 6.8 8.4 --
Reliance Classic Bond Fund - D (G) Rank 4
1,453.22 0.3 2.0 3.0 5.9 6.7 8.6 --
Kotak Medium Term Fund (G) Rank 3
3,638.65 0.3 2.1 3.1 5.7 6.0 7.6 --
Tata Medium Term - Regular Plan (G) Rank 5
78.90 -0.1 1.7 3.2 5.2 5.0 7.1 7.8
ICICI Pru Medium Term Bond - B (G) Not Ranked
52.52 0.2 1.5 2.5 5.2 5.6 7.2 8.3
ICICI Pru Medium Term Bond (G) Rank 4
5,428.99 0.2 1.5 2.5 5.2 5.6 7.3 8.4
Sundaram Medium Term Bond Fund (G) Not Ranked
93.08 0.2 1.9 2.7 5.1 5.5 7.7 7.9
Sundaram Medium Term Bond Fund - IP (G) Not Ranked
0.01 0.2 2.0 2.7 5.1 5.5 7.7 7.9
BNP Paribas Medium Term Inc-DP (G) Rank 3
57.09 -0.1 1.9 2.9 5.1 5.7 7.2 --
DHFL Pramerica Medium Term Fund - D (G) Rank 3
200.72 -0.4 1.6 2.6 5.0 5.7 8.1 --
L&T Resurgent India Bond - D (G) Not Ranked
440.78 -- 2.1 2.8 5.0 6.1 8.0 --
Reliance Classic Bond Fund (G) Rank 4
5,244.50 0.2 1.7 2.5 4.8 5.6 7.5 --
ABSL Medium Term Plan - D (G) Rank 4
1,556.29 -1.4 0.3 0.8 4.3 6.2 8.0 9.1
BNP Paribas Medium Term Inc-RP (G) Rank 3
163.37 -0.2 1.7 2.5 4.2 4.9 6.4 --
L&T Resurgent India Bond (G) Not Ranked
1,745.64 -0.1 1.9 2.4 4.2 5.1 7.1 --
DSP Bond Fund - Direct (G) Rank 5
143.79 0.5 1.2 1.5 4.2 5.5 7.9 8.8
DHFL Pramerica Medium Term Fund(G) Not Ranked
55.06 -0.5 1.4 2.2 4.1 4.9 7.2 --
DSP Bond Fund - Retail (G) Rank 5
394.63 0.5 1.1 1.2 3.8 5.0 7.3 8.2
ABSL Medium Term Plan - IP (G) Not Ranked
2.46 -1.5 0.1 0.4 3.5 5.4 7.2 8.4
ABSL Medium Term Plan - RP (G) Rank 4
8,801.08 -1.5 0.1 0.4 3.5 5.4 7.2 8.4
CATEGORY AVERAGE 0.1 1.9 3.0 5.9 6.2 8.0 8.9

Note : Returns have been calculated based on NAV's as on Feb 19, 2019 & Index values as on Feb 19, 2019

As per AMFI guidelines, effective from quarter ending December 31, 2010, fund houses have stopped publishing the Assets Under Management (AUM) on a monthly basis. This data is published every quarter.

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