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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 Dec 10, 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
378.38 1.0 1.6 3.0 4.2 4.9 7.8 9.1
Indiabulls Income Fund - Direct (G) Not Ranked
23.80 1.0 2.6 4.2 8.6 6.9 8.2 9.6
Indiabulls Income Fund (G) Not Ranked
2.29 0.9 2.5 3.9 8.1 6.4 7.5 8.7
Franklin (I) Inc. Opp. -Direct (G) Rank 3
438.54 1.1 2.6 4.9 7.6 8.7 8.9 10.0
Franklin India Income Oppor. (G) Rank 3
2,897.49 1.0 2.4 4.5 6.8 7.9 8.1 9.1
Axis Strategic Bond Fund - D (G) Rank 2
358.27 1.0 2.4 4.5 6.5 7.3 9.2 10.4
SBI Magnum Medium Duration Fund - D (G) Rank 3
421.92 1.1 2.6 4.6 6.2 7.6 10.2 10.9
Axis Strategic Bond Fund (G) Rank 2
889.39 1.0 2.3 4.2 5.8 6.6 8.4 9.4
IDFC Bond Fund - MTP - D (G) Rank 1
1,462.99 1.2 2.9 4.7 5.7 6.1 7.6 8.6
ABSL Medium Term Plan - D (G) Rank 4
1,807.22 0.8 1.5 3.3 5.6 6.8 8.5 9.7
HDFC Medium Term Debt Fund - D (G) Rank 2
594.13 1.1 2.2 4.1 5.6 6.0 8.1 8.8
Sponsored Advt.
ICICI Pru Medium Term Bond - D (G) Rank 4
1,209.92 0.7 1.6 3.7 5.0 6.4 8.1 9.4
Kotak Medium Term Fund - D (G) Rank 3
648.76 1.1 2.0 3.9 5.3 6.5 8.6 --
UTI Medium Term Fund - Direct (G) Rank 3
37.98 0.8 1.7 3.5 5.2 6.6 8.4 --
SBI Magnum Medium Duration Fund (G) Rank 3
1,213.81 1.1 2.4 4.1 5.2 6.7 9.1 9.9
ICICI Pru Medium Term Bond - D (G) Rank 4
1,209.92 0.7 1.6 3.7 5.0 6.4 8.1 9.4
Tata Medium Term - Direct (G) Rank 5
6.75 1.1 2.4 4.5 5.0 5.3 7.9 9.0
Sundaram Medium Term Bond Fund - D(G) Not Ranked
2.15 0.8 2.0 3.7 4.8 5.7 7.8 8.7
IDFC Bond Fund - MTP (G) Rank 1
1,881.95 1.1 2.7 4.3 5.0 5.4 7.0 7.9
Reliance Classic Bond Fund - D (G) Rank 3
2,050.20 0.7 1.5 3.6 4.7 6.6 8.5 --
HDFC Medium Term Debt Fund (G) Rank 2
1,217.47 1.0 2.0 3.6 4.7 5.2 7.4 8.2
Kotak Medium Term Fund (G) Rank 3
4,161.87 1.0 1.8 3.6 4.5 5.7 7.6 --
ABSL Medium Term Plan - RP (G) Rank 3
9,669.55 0.7 1.3 2.9 4.7 5.9 7.7 8.9
ABSL Medium Term Plan - IP (G) Not Ranked
2.60 0.7 1.3 2.9 4.7 5.9 7.7 8.9
BNP Paribas Medium Term Inc-DP (G) Rank 3
158.59 1.2 2.3 3.7 4.4 5.7 7.2 --
ICICI Pru Medium Term Bond (G) Rank 4
6,658.08 0.6 1.4 3.3 4.2 5.6 7.1 8.5
ICICI Pru Medium Term Bond - B (G) Not Ranked
65.84 0.6 1.4 3.3 4.2 5.5 7.1 8.4
Tata Medium Term - Regular Plan (G) Rank 5
73.21 1.0 2.2 4.1 4.1 4.4 6.8 7.8
DSP Bond Fund - Direct (G) Not Ranked
378.38 1.0 1.6 3.0 4.2 4.9 7.8 9.1
L&T Resurgent India Bond - D (G) Not Ranked
428.47 1.0 2.0 3.6 4.2 5.9 7.9 --
DHFL Pramerica Medium Term Fund - D (G) Rank 2
414.26 0.8 1.7 3.4 4.2 5.4 8.0 --
Sundaram Medium Term Bond Fund - IP (G) Not Ranked
0.01 0.8 1.7 3.2 3.6 4.6 6.9 7.9
Reliance Classic Bond Fund (G) Rank 4
6,059.15 0.6 1.3 3.0 3.6 5.5 7.5 --
Sundaram Medium Term Bond Fund (G) Not Ranked
112.79 0.8 1.7 3.2 3.6 4.6 6.9 7.9
DSP Bond Fund - Retail (G) Not Ranked
468.31 1.0 1.4 2.7 3.7 4.4 7.2 8.4
BNP Paribas Medium Term Inc-RP (G) Rank 3
242.85 1.1 2.1 3.3 3.6 4.9 6.4 --
L&T Resurgent India Bond (G) Not Ranked
2,087.92 0.9 1.8 3.2 3.3 5.0 7.0 --
DHFL Pramerica Medium Term Fund(G) Not Ranked
98.30 0.8 1.5 3.0 3.3 4.6 7.2 --
CATEGORY AVERAGE 1.1 1.8 3.7 4.7 5.5 7.4 6.3

Note : Returns have been calculated based on NAV's as on Dec 10, 2018 & Index values as on Dec 10, 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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