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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 Nov 16, 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 0.7 0.2 2.3 3.6 4.4 7.3 9.0
Indiabulls Income Fund - Direct (G) Not Ranked
23.80 1.1 1.5 3.7 8.5 6.3 8.0 9.5
Indiabulls Income Fund (G) Not Ranked
2.29 1.0 1.4 3.4 7.9 5.7 7.3 8.6
Franklin (I) Inc. Opp. -Direct (G) Rank 3
438.54 0.8 1.5 4.3 7.2 8.3 8.7 10.0
Franklin India Income Oppor. (G) Rank 3
2,897.49 0.8 1.3 3.9 6.4 7.6 7.9 9.1
Axis Strategic Bond Fund - D (G) Rank 2
358.27 0.8 1.6 3.9 6.1 6.7 8.8 10.4
SBI Magnum Medium Duration Fund - D (G) Rank 3
421.92 0.8 1.4 3.7 5.7 7.5 9.8 11.0
Axis Strategic Bond Fund (G) Rank 2
889.39 0.7 1.5 3.6 5.3 6.0 8.0 9.4
IDFC Bond Fund - MTP - D (G) Rank 1
1,462.99 0.9 2.0 4.1 5.1 5.8 7.4 8.6
ABSL Medium Term Plan - D (G) Rank 4
1,807.22 0.6 0.5 2.8 5.1 6.5 8.2 9.7
HDFC Medium Term Debt Fund - D (G) Rank 2
594.13 0.8 1.4 3.5 5.1 5.6 7.8 8.9
UTI Medium Term Fund - Direct (G) Rank 3
37.98 0.5 1.1 3.0 5.0 6.4 8.2 --
ICICI Pru Medium Term Bond - D (G) Rank 4
1,209.92 0.7 1.1 3.2 4.9 6.1 8.0 9.6
Kotak Medium Term Fund - D (G) Rank 3
648.76 0.7 1.1 3.2 4.9 6.0 8.5 --
Sundaram Medium Term Bond Fund - D(G) Not Ranked
2.15 0.7 1.1 3.3 4.6 5.1 7.3 8.6
SBI Magnum Medium Duration Fund (G) Rank 3
1,213.81 0.7 1.2 3.2 4.6 6.5 8.7 10.1
Reliance Classic Bond Fund - D (G) Rank 3
2,050.20 0.7 1.1 3.2 4.7 6.1 8.4 --
IDFC Bond Fund - MTP (G) Rank 1
1,881.95 0.8 1.8 3.7 4.4 5.1 6.7 7.9
ABSL Medium Term Plan - IP (G) Not Ranked
2.60 0.5 0.3 2.4 4.3 5.6 7.4 9.0
ABSL Medium Term Plan - RP (G) Rank 3
9,669.55 0.5 0.3 2.4 4.3 5.6 7.4 9.0
Tata Medium Term - Direct (G) Rank 5
6.75 0.8 1.7 3.6 4.5 4.9 7.5 9.0
HDFC Medium Term Debt Fund (G) Rank 2
1,217.47 0.7 1.2 3.0 4.3 4.9 7.1 8.3
Kotak Medium Term Fund (G) Rank 3
4,161.87 0.7 0.9 2.9 4.1 5.1 7.4 --
ICICI Pru Medium Term Bond (G) Rank 4
6,658.08 0.6 1.0 2.8 4.1 5.2 7.0 8.6
ICICI Pru Medium Term Bond - B (G) Not Ranked
65.84 0.6 1.0 2.8 4.0 5.2 7.0 8.6
BNP Paribas Medium Term Inc-DP (G) Rank 3
158.59 0.9 1.0 2.7 3.7 5.1 6.9 --
DHFL Pramerica Medium Term Fund - D (G) Rank 2
414.26 0.6 1.0 2.8 3.7 4.9 7.8 --
DSP Bond Fund - Direct (G) Not Ranked
378.38 0.7 0.2 2.3 3.6 4.4 7.3 9.0
L&T Resurgent India Bond - D (G) Not Ranked
428.47 0.5 0.7 2.5 3.6 5.1 7.5 --
Reliance Classic Bond Fund (G) Rank 4
6,059.15 0.6 0.8 2.7 3.6 5.0 7.4 --
Tata Medium Term - Regular Plan (G) Rank 5
73.21 0.7 1.5 3.2 3.6 4.0 6.5 7.9
Sundaram Medium Term Bond Fund - IP (G) Not Ranked
0.01 0.6 0.8 2.7 3.3 4.1 6.5 7.7
Sundaram Medium Term Bond Fund (G) Not Ranked
112.79 0.6 0.8 2.7 3.3 4.1 6.5 7.7
DSP Bond Fund - Retail (G) Not Ranked
468.31 0.7 0.1 2.1 3.2 3.9 6.8 8.3
BNP Paribas Medium Term Inc-RP (G) Rank 3
242.85 0.8 0.8 2.3 2.9 4.3 6.1 --
DHFL Pramerica Medium Term Fund(G) Not Ranked
98.30 0.5 0.7 2.4 2.8 4.1 7.0 --
L&T Resurgent India Bond (G) Not Ranked
2,087.92 0.5 0.5 2.1 2.6 4.1 6.6 --
CATEGORY AVERAGE 0.7 0.9 2.7 4.1 5.3 7.1 6.3

Note : Returns have been calculated based on NAV's as on Nov 16, 2018 & Index values as on Nov 16, 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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