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Medium to Long Duration Fund
These mutual funds select bonds/debt for investment such that average maturity (remaining) period for portfolio is between 4 to 7 years (Macaulay duration). Longer duration funds may provide higher returns but are more sensitive to interest rate changes.
Medium to Long Duration Fund - Returns (in %) - as on Nov 13, 2018
Mutual Fund Scheme |
Crisil Rank | AUM (Rs. cr.) Sep 18 |
1mth | 3mth | 6mth | 1yr | 2yr | 3yr | 5yr | |
|---|---|---|---|---|---|---|---|---|---|---|
| * Returns over 1 year are Annualised | ||||||||||
| JM Income Fund - Direct (G) | Not Ranked |
5.70 | 1.2 | 1.9 | 3.4 | 3.8 | 5.2 | 5.5 | 7.6 | |
| DHFL Pramerica Strategic Debt - D (G) | Not Ranked |
2.39 | 0.5 | 1.4 | 1.9 | 3.7 | 5.9 | 8.6 | -- | |
| CR Income Fund - D (G) | Rank 3 |
15.31 | 1.2 | 1.5 | 3.0 | 3.5 | 5.0 | 7.0 | 8.6 | |
| SBI Magnum Income Fund - Direct (G) | Rank 3 |
453.78 | 1.0 | 1.0 | 2.7 | 3.4 | 6.2 | 7.9 | 8.8 | |
| ICICI Pru Bond Fund - D (G) | Rank 2 |
1,980.35 | 0.9 | 1.2 | 2.7 | 2.9 | 5.0 | 7.0 | 9.2 | |
| Reliance Income Fund - Direct (G) | Rank 1 |
303.66 | 1.4 | 2.3 | 3.9 | 3.1 | 4.3 | 7.1 | 8.7 | |
DHFL Pramerica Strategic Debt (G)  |
Not Ranked |
3.83 | 0.4 | 1.1 | 1.4 | 2.8 | 5.0 | 7.7 | -- |  |
| CR Income Fund (G) |
Rank 3 |
107.32 | 1.1 | 1.2 | 2.5 | 2.6 | 4.1 | 6.2 | 7.8 | |
| ABSL Income Fund - D (G) | Rank 2 |
565.65 | 1.5 | 2.1 | 3.5 | 2.6 | 3.9 | 6.9 | 8.8 | |
| JM Income Fund (G) | Not Ranked |
13.41 | 1.1 | 1.6 | 2.9 | 2.7 | 4.1 | 4.5 | 6.4 | |
| SBI Magnum Income Fund (G) |
Rank 3 |
1,704.70 | 0.9 | 0.8 | 2.2 | 2.4 | 5.3 | 7.1 | 8.1 | |
| ICICI Pru Bond Fund (G) |
Rank 2 |
2,133.67 | 0.9 | 1.1 | 2.4 | 2.3 | 4.3 | 6.4 | 8.7 | |
| ICICI Pru Bond Fund - IP (G) |
Not Ranked |
135.38 | 0.9 | 1.1 | 2.4 | 2.3 | 4.3 | 6.4 | 8.7 | |
| Kotak Bond - Plan A - Direct Plan (G) | Rank 4 |
906.81 | 0.9 | 1.4 | 2.9 | 2.4 | 3.1 | 6.4 | 8.4 | |
| HSBC DF - DP (G) | Not Ranked |
30.26 | 1.7 | 2.2 | 3.5 | 2.5 | 3.1 | 5.6 | 7.7 | |
| LIC Bond Fund -Direct (G) | Rank 3 |
104.87 | 1.4 | 1.8 | 3.1 | 2.4 | 3.6 | 6.0 | 7.7 | |
| Reliance Income Fund (G) |
Rank 1 |
300.68 | 1.4 | 2.1 | 3.5 | 2.3 | 3.4 | 6.2 | 7.9 | |
| ABSL Income Fund (DAP) |
Rank 2 |
0.02 | 1.4 | 1.9 | 3.1 | 1.9 | 3.1 | 6.1 | 8.0 | |
| ABSL Income Fund (G) |
Rank 2 |
1,404.74 | 1.4 | 1.9 | 3.1 | 1.9 | 3.1 | 6.1 | 8.0 | |
| UTI Bond Fund - Direct (G) | Rank 4 |
654.57 | 0.6 | 0.8 | 1.8 | 1.9 | 5.1 | 7.2 | 9.3 | |
| LIC Bond Fund (G) | Rank 3 |
256.05 | 1.3 | 1.6 | 2.8 | 1.9 | 3.1 | 5.5 | 7.2 | |
| Baroda Pioneer Income -Direct (G) | Not Ranked |
2.05 | 1.5 | 1.3 | 2.2 | 1.6 | 3.4 | 6.0 | 8.2 | |
| HSBC DF - RP (G) | Not Ranked |
19.60 | 1.6 | 2.0 | 3.1 | 1.7 | 2.3 | 4.8 | 6.9 | |
| Kotak Bond - Plan A - Regular Plan (G) |
Rank 4 |
1,225.29 | 0.9 | 1.2 | 2.5 | 1.5 | 2.2 | 5.5 | 7.5 | |
| HDFC Income Fund - Direct (G) | Rank 5 |
499.97 | 1.1 | 1.3 | 2.4 | 1.2 | 2.3 | 6.2 | 8.6 | |
| UTI Bond Fund (G) |
Rank 3 |
913.63 | 0.6 | 0.6 | 1.4 | 1.2 | 4.3 | 6.4 | 8.4 | |
| Baroda Pioneer Income (G) | Not Ranked |
17.49 | 1.4 | 1.2 | 1.9 | 1.0 | 2.6 | 5.3 | 7.4 | |
| Tata Income Fund (G) |
Rank 4 |
89.62 | 1.0 | 0.8 | 1.7 | 0.6 | 3.3 | 5.5 | 7.4 | |
| HDFC Income Fund (G) |
Rank 5 |
856.98 | 1.0 | 1.1 | 2.1 | 0.6 | 1.7 | 5.4 | 7.8 | |
| CATEGORY AVERAGE | 1.0 | 1.1 | 2.4 | 1.7 | 3.5 | 6.0 | 7.4 | |||
Note : Returns have been calculated based on NAV's as on Nov 13, 2018 & Index values as on Nov 13, 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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