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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 Mar 25, 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 1.5 2.5 4.3 5.2 6.1 7.8 8.9
Indiabulls Income Fund - Direct (G) Not Ranked
17.97 0.9 2.5 5.7 11.9 8.5 8.4 9.6
Indiabulls Income Fund (G) Not Ranked
2.86 0.8 2.4 5.4 11.4 7.9 7.9 8.7
Franklin (I) Inc. Opp. -Direct (G) Rank 2
514.88 1.2 2.2 6.3 8.9 9.0 10.0 10.0
Axis Strategic Bond Fund - D (G) Rank 1
312.71 1.3 2.5 5.8 8.3 8.3 9.3 10.3
IDFC Bond Fund - MTP - D (G) Rank 1
797.26 1.5 2.5 6.1 8.2 6.9 7.9 8.7
Franklin India Income Oppor. (G) Rank 2
3,275.38 1.1 2.0 5.8 8.1 8.2 9.2 9.1
SBI Magnum Medium Duration Fund - D (G) Rank 2
437.16 1.4 2.4 6.0 8.1 8.0 10.2 10.9
Axis Strategic Bond Fund (G) Rank 1
941.51 1.3 2.3 5.5 7.5 7.5 8.6 9.4
HDFC Medium Term Debt Fund - D (G) Rank 2
298.44 1.2 2.4 5.3 7.5 7.0 8.2 8.8
IDFC Bond Fund - MTP (G) Rank 1
1,243.21 1.4 2.3 5.7 7.5 6.2 7.3 8.0
Sponsored Advt.
ICICI Pru Medium Term Bond - D (G) Rank 4
1,107.99 1.1 1.9 4.3 6.4 6.8 8.2 9.2
SBI Magnum Medium Duration Fund (G) Rank 2
1,169.26 1.4 2.3 5.8 7.3 7.1 9.1 10.0
Tata Medium Term - Direct (G) Rank 5
10.01 1.2 1.9 5.5 7.0 6.5 8.0 8.9
Kotak Medium Term Fund - D (G) Rank 3
636.66 1.2 2.3 5.1 7.0 7.2 8.6 9.7
Sundaram Medium Term Bond Fund - D(G) Not Ranked
1.98 1.3 2.2 5.2 6.9 7.0 8.0 8.7
HDFC Medium Term Debt Fund (G) Rank 2
887.35 1.1 2.1 4.6 6.5 6.1 7.5 8.2
UTI Medium Term Fund - Direct (G) Rank 3
47.09 1.2 2.0 4.7 6.5 7.1 8.4 --
Reliance Classic Bond Fund - D (G) Rank 4
1,453.22 1.2 2.2 4.6 6.4 7.0 8.5 --
ICICI Pru Medium Term Bond - D (G) Rank 4
1,107.99 1.1 1.9 4.3 6.4 6.8 8.2 9.2
Kotak Medium Term Fund (G) Rank 3
3,638.65 1.2 2.0 4.6 6.2 6.3 7.6 8.7
Tata Medium Term - Regular Plan (G) Rank 5
78.90 1.2 1.7 5.1 6.1 5.6 7.0 7.8
L&T Resurgent India Bond - D (G) Not Ranked
440.78 1.6 2.0 5.2 6.0 6.6 8.0 --
Sundaram Medium Term Bond Fund (G) Not Ranked
93.08 1.2 2.0 4.8 5.8 5.9 7.1 7.9
Sundaram Medium Term Bond Fund - IP (G) Not Ranked
0.01 1.2 2.0 4.8 5.8 5.9 7.1 7.9
ICICI Pru Medium Term Bond (G) Rank 4
5,428.99 1.1 1.7 3.9 5.5 5.9 7.2 8.3
ICICI Pru Medium Term Bond - B (G) Not Ranked
52.52 1.1 1.7 3.9 5.5 5.9 7.2 8.3
Reliance Classic Bond Fund (G) Rank 4
5,244.50 1.1 1.9 4.1 5.3 5.9 7.5 --
DSP Bond Fund - Direct (G) Rank 5
143.79 1.5 2.5 4.3 5.2 6.1 7.8 8.9
DHFL Pramerica Medium Term Fund - D (G) Rank 3
200.72 0.7 0.7 3.9 5.0 5.9 7.7 9.2
L&T Resurgent India Bond (G) Not Ranked
1,745.64 1.5 1.8 4.8 5.0 5.6 7.1 --
ABSL Medium Term Plan - D (G) Rank 4
1,556.29 1.2 0.2 2.8 4.8 6.6 7.8 9.1
DSP Bond Fund - Retail (G) Rank 5
394.63 1.5 2.4 4.1 4.7 5.6 7.2 8.3
DHFL Pramerica Medium Term Fund(G) Not Ranked
55.06 0.7 0.5 3.5 4.2 5.1 6.8 8.4
ABSL Medium Term Plan - IP (G) Not Ranked
2.46 1.2 -- 2.4 4.0 5.7 7.0 8.4
ABSL Medium Term Plan - RP (G) Rank 4
8,801.08 1.2 -- 2.4 4.0 5.7 7.0 8.4
CATEGORY AVERAGE 1.1 1.8 4.3 6.5 6.6 7.9 8.9

Note : Returns have been calculated based on NAV's as on Mar 25, 2019 & Index values as on Mar 25, 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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