Medium to Long Duration funds

13 Direct-plan Growth funds ranked.

Median 1 year
+3.01%
Median 3Y CAGR
+5.89%
Median 5Y CAGR
+4.93%
Median volatility 1Y
2.1%
Median Sharpe (3Y)
-0.08
Median 5Y SIP
+5.32%
Median expense ratio
1.42%
Median AUM (Cr)
208

All Medium to Long Duration funds

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FundNAV3M6M1Y3Y CAGR5Y CAGRSharpeVol 1YExp. ratioAUM (Cr)Rank 1Y
Bandhan Medium to Long Term Fund
Bandhan Mutual Fund
74.99 -0.18% 4.39% 5.59% 6.63% 5.30% 0.25 2.1% 0.99% 55 1/13
LIC MF Medium to Long Term Fund
LIC Mutual Fund
82.15 0.11% 3.71% 4.52% 7.29% 6.29% 0.63 2.2% 0.22% 80 2/13
Franklin India Medium to Long Term Fund
Franklin Templeton Mutual Fund
11.26 -0.14% 3.39% 4.28% — — — 2.0% 0.34% 23 3/13
SBI MEDIUM TO LONG TERM FUND
SBI Mutual Fund
80.06 -0.14% 3.33% 4.12% 6.75% 6.11% 0.37 2.0% 0.78% — 4/13
ICICI Prudential Medium to Long Term Fund
ICICI Prudential Mutual Fund
44.67 -0.63% 3.20% 3.96% 6.96% 6.21% 0.45 2.4% 0.59% 1,476 5/13
Kotak Medium to Long Term Fund
Kotak Mahindra Mutual Fund
90.29 -0.34% 3.72% 3.95% 6.94% 5.98% 0.41 2.3% 0.74% 1,279 6/13
Nippon India Medium to Long Term Fund
Nippon India Mutual Fund
104.62 -0.40% 3.41% 3.91% 6.62% 6.03% 0.25 2.4% 0.67% 140 7/13
HDFC Medium to Long Term Fund
HDFC Mutual Fund
67.06 -0.65% 3.58% 3.48% 6.63% 5.70% 0.24 2.7% 0.80% 370 8/13
UTI Medium to Long Term Fund
UTI Mutual Fund
83.10 -0.13% 2.98% 3.35% 6.26% 6.96% 0.10 2.0% 1.32% 77 9/13
Canara Robeco Medium To Long Term Fund
Canara Robeco Mutual Fund
64.42 -0.19% 2.44% 2.88% 6.17% 5.30% 0.06 1.9% 0.72% 27 10/13
HSBC Medium to Long Term Fund
HSBC Mutual Fund
48.73 -0.32% 2.87% 2.88% 6.42% 5.19% 0.17 2.2% 0.63% 15 11/13
Aditya Birla Sun Life Medium to Long Term Fund
Aditya Birla Sun Life Mutual Fund
139.78 -0.85% 2.96% 2.73% 6.08% 5.39% 0.01 2.6% 0.69% 1,030 12/13
JM Medium to Long Term Fund
JM Financial Mutual Fund
71.77 -0.52% 2.14% 2.73% 6.44% 5.25% 0.18 2.1% 0.59% 22 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.