13 Direct-plan Growth funds ranked.
| Aditya Birla Sun Life Medium Term Fund | +8.42% |
| ICICI Prudential Medium Term Fund | +6.67% |
| Kotak Medium Term Fund | +6.26% |
| Axis Medium Term Fund | +6.25% |
| SBI MEDIUM TERM FUND | +6.22% |
| Fund | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund Aditya Birla Sun Life Mutual Fund |
48.00 | 0.71% | 3.95% | 8.42% | 10.50% | 12.63% | 1.89 | 2.3% | 0.83% | 1,471 | 1/13 |
| ICICI Prudential Medium Term Fund ICICI Prudential Mutual Fund |
53.71 | 0.79% | 4.13% | 6.67% | 8.34% | 7.32% | 1.84 | 1.6% | 0.73% | 2,124 | 2/13 |
| Kotak Medium Term Fund Kotak Mahindra Mutual Fund |
27.52 | 0.72% | 3.95% | 6.26% | 8.85% | 7.32% | 1.93 | 1.7% | 0.67% | 661 | 3/13 |
| Axis Medium Term Fund Axis Mutual Fund |
33.33 | 0.69% | 3.75% | 6.25% | 8.28% | 7.27% | 1.85 | 1.4% | 0.71% | 1,131 | 4/13 |
| SBI MEDIUM TERM FUND SBI Mutual Fund |
59.62 | 0.82% | 4.09% | 6.22% | 7.66% | 6.75% | 1.31 | 1.4% | 0.72% | — | 5/13 |
| HDFC Medium Term Fund HDFC Mutual Fund |
65.96 | 0.77% | 3.85% | 6.17% | 7.78% | 6.71% | 1.46 | 1.4% | 0.70% | 1,671 | 6/13 |
| Bandhan Medium Term Fund Bandhan Mutual Fund |
53.39 | 0.59% | 4.05% | 5.80% | 7.50% | 6.03% | 1.03 | 1.5% | 0.66% | 308 | 7/13 |
| Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) Nippon India Mutual Fund |
18.37 | 0.56% | 3.53% | 5.79% | 8.31% | 6.80% | 1.27 | 1.4% | 0.50% | 70 | 8/13 |
| HSBC Medium Term Fund HSBC Mutual Fund |
23.84 | 0.17% | 2.91% | 5.12% | 7.64% | — | 1.26 | 1.4% | 0.41% | 211 | 9/13 |
| Invesco India Medium Term Fund Invesco Mutual Fund |
1354.37 | 0.14% | 3.12% | 4.39% | 7.02% | 5.92% | 0.71 | 1.6% | 0.32% | 128 | 10/13 |
| UTI Medium Term Fund UTI Mutual Fund |
20.68 | 0.09% | 2.80% | 4.28% | 6.72% | 5.87% | 0.55 | 1.4% | 0.92% | 15 | 11/13 |
| DSP Medium Term Fund DSP Mutual Fund |
91.92 | -0.00% | 2.81% | 4.13% | 7.02% | 6.09% | 0.78 | 1.6% | 0.41% | 87 | 12/13 |
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Sundaram Mutual Fund |
80.50 | -0.03% | 2.19% | 3.26% | 5.91% | 4.81% | -0.12 | 1.5% | 1.16% | 3 | 13/13 |
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
