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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 Oct 19, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP Bond Fund - Direct (G) Not Ranked
229.09 0.4 0.1 0.9 3.0 5.2 7.1 8.7
Indiabulls Income Fund - Direct (G) Not Ranked
12.77 0.8 0.9 2.4 7.5 6.6 7.7 9.1
Indiabulls Income Fund (G) Not Ranked
2.78 0.7 0.8 2.1 7.0 6.1 7.0 8.1
Franklin (I) Inc. Opp. -Direct (G) Rank 3
507.78 0.7 1.4 2.9 6.7 8.5 8.7 9.9
Franklin India Income Oppor. (G) Rank 2
3,218.69 0.6 1.2 2.5 5.9 7.7 7.9 9.0
Axis Strategic Bond Fund - D (G) Rank 2
500.13 0.7 1.5 2.7 5.6 7.2 8.6 10.2
SBI Magnum Medium Duration Fund - D (G) Rank 3
457.22 0.7 1.2 2.3 5.0 8.0 9.5 10.8
Axis Strategic Bond Fund (G) Rank 2
983.67 0.7 1.3 2.3 4.9 6.5 7.7 9.2
ABSL Medium Term Plan - D (G) Rank 4
1,786.24 0.1 0.5 1.9 4.8 6.8 8.2 9.7
HDFC Medium Term Debt Fund - D (G) Rank 3
327.28 0.6 1.2 2.4 4.8 6.0 7.7 8.7
UTI Medium Term Fund - Direct (G) Not Ranked
44.18 0.4 1.1 1.7 4.7 6.8 8.3 --
Kotak Medium Term Fund - D (G) Rank 3
688.86 0.4 0.9 2.0 4.7 6.4 8.5 --
IDFC Bond Fund - MTP - D (G) Rank 1
1,083.59 0.9 1.6 2.8 4.3 6.0 7.2 8.3
ICICI Pru Medium Term Bond - D (G) Rank 5
1,232.60 0.3 1.1 2.0 4.3 6.6 7.9 9.3
Reliance Classic Bond Fund - D (G) Rank 3
1,934.66 0.3 1.1 1.5 4.2 6.6 8.4 --
ABSL Medium Term Plan - IP (G) Not Ranked
2.52 -- 0.3 1.5 4.0 6.0 7.4 8.9
ABSL Medium Term Plan - RP (G) Rank 3
9,492.47 -- 0.3 1.5 4.0 6.0 7.4 8.9
Kotak Medium Term Fund (G) Rank 3
3,932.11 0.3 0.8 1.7 4.0 5.6 7.4 --
SBI Magnum Medium Duration Fund (G) Rank 3
1,239.47 0.7 1.0 1.8 3.9 7.0 8.3 9.9
HDFC Medium Term Debt Fund (G) Rank 3
1,095.63 0.5 0.9 1.6 3.9 5.3 7.0 8.1
Sundaram Medium Term Bond Fund - D(G) Not Ranked
2.00 0.5 0.8 1.6 3.8 5.7 7.0 8.3
IDFC Bond Fund - MTP (G) Rank 1
1,429.38 0.9 1.5 2.4 3.6 5.3 6.5 7.6
Tata Medium Term - Direct (G) Rank 3
8.62 0.7 1.6 1.8 3.6 5.6 7.3 8.8
ICICI Pru Medium Term Bond (G) Rank 5
5,818.91 0.3 0.9 1.6 3.4 5.6 6.9 8.4
ICICI Pru Medium Term Bond - B (G) Not Ranked
55.70 0.3 0.9 1.6 3.4 5.6 6.9 8.4
DHFL Pramerica Medium Term Fund - D (G) Rank 2
366.36 0.5 1.0 1.6 3.1 5.6 7.7 --
Reliance Classic Bond Fund (G) Rank 4
5,681.02 0.2 0.8 0.9 3.1 5.6 7.4 --
L&T Resurgent India Bond - D (G) Not Ranked
458.96 0.4 0.7 1.2 3.1 5.6 7.5 --
DSP Bond Fund - Direct (G) Not Ranked
229.09 0.4 0.1 0.9 3.0 5.2 7.1 8.7
BNP Paribas Medium Term Inc-DP (G) Not Ranked
110.30 0.5 0.5 1.1 2.9 5.3 6.8 --
Tata Medium Term - Regular Plan (G) Rank 3
90.15 0.7 1.4 1.4 2.7 4.7 6.3 7.6
DSP Bond Fund - Retail (G) Not Ranked
433.36 0.4 -- 0.7 2.6 4.7 6.5 8.0
Sundaram Medium Term Bond Fund (G) Not Ranked
102.76 0.4 0.5 1.0 2.6 4.7 6.2 7.4
Sundaram Medium Term Bond Fund - IP (G) Not Ranked
0.01 0.4 0.5 1.0 2.5 4.7 6.2 7.4
L&T Resurgent India Bond (G) Not Ranked
1,832.64 0.3 0.5 0.7 2.2 4.7 6.6 --
DHFL Pramerica Medium Term Fund(G) Not Ranked
86.85 0.4 0.8 1.2 2.2 4.7 6.9 --
BNP Paribas Medium Term Inc-RP (G) Not Ranked
190.93 0.4 0.3 0.7 2.0 4.5 6.0 --
CATEGORY AVERAGE 0.4 0.7 1.3 3.5 5.5 7.0 6.2

Note : Returns have been calculated based on NAV's as on Oct 19, 2018 & Index values as on Oct 19, 2018

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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