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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 Jan 15, 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) Not Ranked
143.79 -0.3 1.6 1.7 4.1 4.8 7.7 8.6
Indiabulls Income Fund - Direct (G) Not Ranked
17.97 0.9 3.0 4.1 10.1 7.3 8.4 9.4
Indiabulls Income Fund (G) Not Ranked
2.86 0.9 2.9 3.8 9.5 6.8 7.7 8.5
Franklin (I) Inc. Opp. -Direct (G) Rank 3
514.88 1.4 3.5 5.1 9.0 9.0 9.2 10.1
Franklin India Income Oppor. (G) Rank 3
3,275.38 1.3 3.3 4.7 8.2 8.2 8.4 9.2
Axis Strategic Bond Fund - D (G) Rank 2
312.71 1.0 2.9 4.5 7.6 7.6 9.5 10.2
IDFC Bond Fund - MTP - D (G) Rank 1
797.26 0.9 2.9 4.7 7.2 6.3 7.8 8.6
SBI Magnum Medium Duration Fund - D (G) Rank 3
437.16 0.8 2.8 4.3 7.1 7.5 10.3 11.0
Axis Strategic Bond Fund (G) Rank 2
941.51 1.0 2.8 4.2 6.9 6.9 8.7 9.3
HDFC Medium Term Debt Fund - D (G) Rank 2
298.44 1.0 2.8 4.0 6.7 6.2 8.3 8.8
ABSL Medium Term Plan - D (G) Rank 4
1,556.29 1.0 2.7 3.2 6.5 6.9 8.7 9.7
Sponsored Advt.
ICICI Pru Medium Term Bond - D (G) Rank 4
1,107.99 1.0 2.3 3.6 6.1 6.6 8.3 9.3
Kotak Medium Term Fund - D (G) Rank 3
636.66 1.1 2.8 3.9 6.5 6.7 8.8 --
Tata Medium Term - Direct (G) Rank 5
10.01 1.1 2.8 4.6 6.4 5.6 8.2 8.9
IDFC Bond Fund - MTP (G) Rank 1
1,243.21 0.9 2.8 4.3 6.4 5.6 7.1 7.9
UTI Medium Term Fund - Direct (G) Rank 3
47.09 1.0 2.4 3.7 6.3 6.7 8.5 --
Sundaram Medium Term Bond Fund - D(G) Not Ranked
1.98 1.1 2.7 3.7 6.2 5.9 8.3 8.5
SBI Magnum Medium Duration Fund (G) Rank 3
1,169.26 0.8 2.7 3.8 6.2 6.6 9.2 10.1
ICICI Pru Medium Term Bond - D (G) Rank 4
1,107.99 1.0 2.3 3.6 6.1 6.6 8.3 9.3
Reliance Classic Bond Fund - D (G) Rank 3
1,453.22 1.1 2.4 3.6 5.9 6.6 8.6 --
HDFC Medium Term Debt Fund (G) Rank 2
887.35 0.9 2.6 3.6 5.9 5.4 7.6 8.2
DHFL Pramerica Medium Term Fund - D (G) Rank 2
200.72 1.3 2.9 3.9 5.9 5.8 8.3 --
Kotak Medium Term Fund (G) Rank 3
3,638.65 1.0 2.6 3.5 5.8 5.8 7.7 --
BNP Paribas Medium Term Inc-DP (G) Rank 3
57.09 1.0 3.2 3.8 5.7 5.9 7.4 --
ABSL Medium Term Plan - RP (G) Rank 3
8,801.08 0.9 2.5 2.8 5.7 6.0 7.9 8.9
ABSL Medium Term Plan - IP (G) Not Ranked
2.46 0.9 2.5 2.8 5.7 6.1 7.9 8.9
L&T Resurgent India Bond - D (G) Not Ranked
440.78 1.1 2.9 3.7 5.5 6.0 8.2 --
Tata Medium Term - Regular Plan (G) Rank 5
78.90 1.1 2.6 4.2 5.5 4.7 7.2 7.8
ICICI Pru Medium Term Bond (G) Rank 4
5,428.99 0.9 2.1 3.2 5.3 5.7 7.3 8.4
ICICI Pru Medium Term Bond - B (G) Not Ranked
52.52 0.9 2.1 3.2 5.3 5.6 7.3 8.4
Sundaram Medium Term Bond Fund - IP (G) Not Ranked
0.01 1.1 2.5 3.2 5.0 4.9 7.4 7.7
Sundaram Medium Term Bond Fund (G) Not Ranked
93.08 1.1 2.5 3.2 5.0 4.9 7.4 7.7
DHFL Pramerica Medium Term Fund(G) Not Ranked
55.06 1.2 2.7 3.5 5.0 4.9 7.5 --
BNP Paribas Medium Term Inc-RP (G) Rank 3
163.37 0.9 3.0 3.4 4.9 5.0 6.6 --
Reliance Classic Bond Fund (G) Rank 4
5,244.50 1.0 2.2 3.1 4.8 5.5 7.6 --
L&T Resurgent India Bond (G) Not Ranked
1,745.64 1.0 2.7 3.2 4.5 5.1 7.2 --
DSP Bond Fund - Direct (G) Not Ranked
143.79 -0.3 1.6 1.7 4.1 4.8 7.7 8.6
DSP Bond Fund - Retail (G) Not Ranked
394.63 -0.3 1.4 1.4 3.6 4.3 7.2 8.0
CATEGORY AVERAGE 0.9 2.6 3.6 6.2 6.1 8.0 8.9

Note : Returns have been calculated based on NAV's as on Jan 15, 2019 & Index values as on Jan 16, 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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