+91-22-48913909SIP રોકાણ 2022 માટે શ્રેષ્ઠ મધ્યવર્તી ડેટ ફંડ્સ
મધ્યમબોન્ડ મધ્યમ ગાળાના ભંડોળ તરીકે પણ ઓળખાય છે તે દેવુંનો એક પ્રકાર છેમ્યુચ્યુઅલ ફંડ જે 3 વર્ષ કે તેથી વધુ સમયની ક્ષિતિજ સાથે ડેટ સિક્યોરિટીઝમાં રોકાણ કરે છે. મિડ-ટર્મ ફંડ્સની સરેરાશ પાકતી મુદત લિક્વિડ, અલ્ટ્રા-શોર્ટ અને શોર્ટ ટર્મ કરતાં લાંબી હોય છે.ડેટ ફંડ. તાજેતરના સમયમાં, ભારતમાં સતત રેટ કટને કારણે મધ્યમ ફંડોએ શ્રેષ્ઠ વળતર આપ્યું છે. આ ફંડ્સ વ્યાજ દરો પ્રત્યે ઓછા સંવેદનશીલ હોય છે, અને તેથી તે લાંબા ગાળાના ફંડ્સ કરતાં ઓછા અસ્થિર હોય છે, જેમ કેગિલ્ટ ફંડ્સ. શ્રેષ્ઠ પરિણામો માટે, રોકાણકારોને એ દ્વારા શ્રેષ્ઠ મધ્યવર્તી ડેટ ફંડ્સમાં રોકાણ કરવાની સલાહ આપવામાં આવે છેSIP. રોકાણકારો નીચે આપેલા પ્રી-લિસ્ટેડ ટોપ રેટેડ મિડ-ટર્મ ડેટ ફંડમાંથી શ્રેષ્ઠ પ્રદર્શન કરનારી સ્કીમ પસંદ કરી શકે છે.
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SIP માં રોકાણ કરવા માટે ટોચના 5 શ્રેષ્ઠ પર્ફોર્મિંગ ઇન્ટરમીડિયેટ અથવા મિડ ટર્મ ડેટ ફંડ્સ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Medium Term Plan Growth ₹41.1703
↓ -0.01 ₹2,807 1,000 2.5 3.5 11.7 9.6 11.9 10.5 Nippon India Strategic Debt Fund Growth ₹16.2048
↑ 0.00 ₹124 100 2.1 4.5 10.3 8.4 8.9 8.3 Axis Strategic Bond Fund Growth ₹28.8579
↑ 0.00 ₹1,928 1,000 2.3 2.9 8.8 8.2 6.7 8.7 Kotak Medium Term Fund Growth ₹23.5623
↑ 0.00 ₹2,082 1,000 3 3.7 9 8.1 6.4 9 DSP Bond Fund Growth ₹84.0301
↓ -0.02 ₹318 500 2 2.3 8.5 7.7 5.9 7.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Medium Term Plan Nippon India Strategic Debt Fund Axis Strategic Bond Fund Kotak Medium Term Fund DSP Bond Fund Point 1 Highest AUM (₹2,807 Cr). Bottom quartile AUM (₹124 Cr). Lower mid AUM (₹1,928 Cr). Upper mid AUM (₹2,082 Cr). Bottom quartile AUM (₹318 Cr). Point 2 Established history (16+ yrs). Established history (11+ yrs). Established history (13+ yrs). Established history (11+ yrs). Oldest track record among peers (28 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 11.67% (top quartile). 1Y return: 10.29% (upper mid). 1Y return: 8.82% (bottom quartile). 1Y return: 9.05% (lower mid). 1Y return: 8.45% (bottom quartile). Point 6 1M return: 0.77% (top quartile). 1M return: 0.72% (lower mid). 1M return: 0.74% (upper mid). 1M return: 0.70% (bottom quartile). 1M return: 0.58% (bottom quartile). Point 7 Sharpe: 2.04 (top quartile). Sharpe: 1.29 (bottom quartile). Sharpe: 1.54 (upper mid). Sharpe: 1.34 (lower mid). Sharpe: 1.01 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.63% (lower mid). Yield to maturity (debt): 7.20% (bottom quartile). Yield to maturity (debt): 7.79% (top quartile). Yield to maturity (debt): 7.64% (upper mid). Yield to maturity (debt): 6.79% (bottom quartile). Point 10 Modified duration: 3.73 yrs (bottom quartile). Modified duration: 3.56 yrs (bottom quartile). Modified duration: 3.17 yrs (upper mid). Modified duration: 2.88 yrs (top quartile). Modified duration: 3.22 yrs (lower mid). Aditya Birla Sun Life Medium Term Plan
Nippon India Strategic Debt Fund
Axis Strategic Bond Fund
Kotak Medium Term Fund
DSP Bond Fund
The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unit holders & secondary objective is growth of capital. Below is the key information for Aditya Birla Sun Life Medium Term Plan Returns up to 1 year are on (Erstwhile Reliance Classic Bond Fund) To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while
maintaining the optimum balance of yield, safety and liquidity. The scheme would focus its investments predominantly in corporate bonds of various maturities and across ratings for the purpose of achieving regular income and
capital appreciation. Research Highlights for Nippon India Strategic Debt Fund Below is the key information for Nippon India Strategic Debt Fund Returns up to 1 year are on (Erstwhile Axis Income Fund) To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments. Research Highlights for Axis Strategic Bond Fund Below is the key information for Axis Strategic Bond Fund Returns up to 1 year are on The investment objective of the scheme is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved Research Highlights for Kotak Medium Term Fund Below is the key information for Kotak Medium Term Fund Returns up to 1 year are on Aims to generate attractive returns consistent with prudent risk from a diversified portfolio substantially constituted of high quality debt securities. Research Highlights for DSP Bond Fund Below is the key information for DSP Bond Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Medium Term Plan
Aditya Birla Sun Life Medium Term Plan
Growth Launch Date 25 Mar 09 NAV (27 Nov 25) ₹41.1703 ↓ -0.01 (-0.04 %) Net Assets (Cr) ₹2,807 on 31 Oct 25 Category Debt - Medium term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.57 Sharpe Ratio 2.04 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Yield to Maturity 7.63% Effective Maturity 5 Years 29 Days Modified Duration 3 Years 8 Months 23 Days Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Medium Term Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.8% 3 Month 2.5% 6 Month 3.5% 1 Year 11.7% 3 Year 9.6% 5 Year 11.9% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 2023 6.9% 2022 24.8% 2021 7.1% 2020 8.1% 2019 -4.4% 2018 5.6% 2017 7% 2016 10.9% 2015 9.5% Fund Manager information for Aditya Birla Sun Life Medium Term Plan
Name Since Tenure Data below for Aditya Birla Sun Life Medium Term Plan as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Nippon India Strategic Debt Fund
Nippon India Strategic Debt Fund
Growth Launch Date 26 Jun 14 NAV (27 Nov 25) ₹16.2048 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹124 on 31 Oct 25 Category Debt - Medium term Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 1.29 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 7.2% Effective Maturity 4 Years 9 Months 4 Days Modified Duration 3 Years 6 Months 22 Days Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Strategic Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2.1% 6 Month 4.5% 1 Year 10.3% 3 Year 8.4% 5 Year 8.9% 10 Year 15 Year Since launch 4.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.3% 2023 7% 2022 2% 2021 17.4% 2020 -23.5% 2019 -3.4% 2018 4.7% 2017 6.9% 2016 11.1% 2015 9% Fund Manager information for Nippon India Strategic Debt Fund
Name Since Tenure Data below for Nippon India Strategic Debt Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Axis Strategic Bond Fund
Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (27 Nov 25) ₹28.8579 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹1,928 on 31 Oct 25 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 1.54 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 7.79% Effective Maturity 4 Years 3 Months 11 Days Modified Duration 3 Years 2 Months 1 Day Growth of 10,000 investment over the years.
Date Value Returns for Axis Strategic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2.3% 6 Month 2.9% 1 Year 8.8% 3 Year 8.2% 5 Year 6.7% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 7.3% 2022 3.8% 2021 5.2% 2020 10.5% 2019 7.1% 2018 6.7% 2017 7.5% 2016 11.6% 2015 6.8% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Data below for Axis Strategic Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Kotak Medium Term Fund
Kotak Medium Term Fund
Growth Launch Date 25 Mar 14 NAV (27 Nov 25) ₹23.5623 ↑ 0.00 (0.02 %) Net Assets (Cr) ₹2,082 on 31 Oct 25 Category Debt - Medium term Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.63 Sharpe Ratio 1.34 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-18 Months (2%),18 Months and above(NIL) Yield to Maturity 7.64% Effective Maturity 4 Years 5 Months 8 Days Modified Duration 2 Years 10 Months 17 Days Growth of 10,000 investment over the years.
Date Value Returns for Kotak Medium Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.7% 3 Month 3% 6 Month 3.7% 1 Year 9% 3 Year 8.1% 5 Year 6.4% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 9% 2023 6.1% 2022 3.2% 2021 4.7% 2020 8.5% 2019 7% 2018 5.4% 2017 6.6% 2016 10.9% 2015 9.3% Fund Manager information for Kotak Medium Term Fund
Name Since Tenure Data below for Kotak Medium Term Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. DSP Bond Fund
DSP Bond Fund
Growth Launch Date 29 Apr 97 NAV (27 Nov 25) ₹84.0301 ↓ -0.02 (-0.02 %) Net Assets (Cr) ₹318 on 31 Oct 25 Category Debt - Medium term Bond AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 0.75 Sharpe Ratio 1.01 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-6 Months (0.25%),6 Months and above(NIL) Yield to Maturity 6.79% Effective Maturity 3 Years 11 Months 23 Days Modified Duration 3 Years 2 Months 19 Days Growth of 10,000 investment over the years.
Date Value Returns for DSP Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 2.3% 1 Year 8.5% 3 Year 7.7% 5 Year 5.9% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 7% 2022 2.9% 2021 3.4% 2020 10% 2019 3% 2018 3.6% 2017 5% 2016 12.9% 2015 6% Fund Manager information for DSP Bond Fund
Name Since Tenure Data below for DSP Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Aditya Birla Sun Life Medium Term Plan