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SIP में निवेश करने के लिए शीर्ष 5 सर्वश्रेष्ठ प्रदर्शन करने वाले इंटरमीडिएट या मिड टर्म डेट फंड
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 ₹42.3047
↑ 0.00 ₹2,982 1,000 2.9 4.6 9.8 9.9 12 10.9 Nippon India Strategic Debt Fund Growth ₹16.4042
↓ 0.00 ₹136 100 1.3 2.7 9.2 8.4 9.1 9.6 Axis Strategic Bond Fund Growth ₹29.2051
↓ -0.01 ₹2,044 1,000 1.2 2.8 7.7 8 6.9 8.2 Kotak Medium Term Fund Growth ₹23.7573
↓ 0.00 ₹1,987 1,000 0.9 2.8 8 8.1 6.7 8.9 HDFC Medium Term Debt Fund Growth ₹58.444
↑ 0.01 ₹3,857 300 1.1 2.6 7 7.4 6.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 26 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 HDFC Medium Term Debt Fund Point 1 Upper mid AUM (₹2,982 Cr). Bottom quartile AUM (₹136 Cr). Lower mid AUM (₹2,044 Cr). Bottom quartile AUM (₹1,987 Cr). Highest AUM (₹3,857 Cr). Point 2 Established history (16+ yrs). Established history (11+ yrs). Established history (13+ yrs). Established history (11+ yrs). Oldest track record among peers (24 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: 9.85% (top quartile). 1Y return: 9.16% (upper mid). 1Y return: 7.70% (bottom quartile). 1Y return: 7.95% (lower mid). 1Y return: 6.98% (bottom quartile). Point 6 1M return: 0.05% (lower mid). 1M return: 0.26% (top quartile). 1M return: 0.20% (upper mid). 1M return: -0.45% (bottom quartile). 1M return: 0.04% (bottom quartile). Point 7 Sharpe: 2.33 (top quartile). Sharpe: 1.03 (bottom quartile). Sharpe: 1.06 (lower mid). Sharpe: 1.32 (upper mid). Sharpe: 0.56 (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): 7.78% (bottom quartile). Yield to maturity (debt): 7.10% (bottom quartile). Yield to maturity (debt): 8.16% (upper mid). Yield to maturity (debt): 8.24% (top quartile). Yield to maturity (debt): 8.08% (lower mid). Point 10 Modified duration: 3.40 yrs (bottom quartile). Modified duration: 3.58 yrs (bottom quartile). Modified duration: 3.22 yrs (upper mid). Modified duration: 3.08 yrs (top quartile). Modified duration: 3.24 yrs (lower mid). Aditya Birla Sun Life Medium Term Plan
Nippon India Strategic Debt Fund
Axis Strategic Bond Fund
Kotak Medium Term Fund
HDFC Medium Term Debt 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 (Erstwhile HDFC High Interest Fund - Short Term Plan) To generate income by investing in a range of debt and money market instruments of various maturity dates with a view to maximising income while maintaining the optimum balance of yield, safety and liquidity. The objective is to cater to the needs of investors with shorter term investment horizons and
to provide stable returns over shorter periods. Research Highlights for HDFC Medium Term Debt Fund Below is the key information for HDFC Medium Term Debt 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 (17 Mar 26) ₹42.3047 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹2,982 on 31 Jan 26 Category Debt - Medium term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.57 Sharpe Ratio 2.33 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 7.78% Effective Maturity 4 Years 6 Months 7 Days Modified Duration 3 Years 4 Months 24 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 17 Mar 26 Duration Returns 1 Month 0.1% 3 Month 2.9% 6 Month 4.6% 1 Year 9.8% 3 Year 9.9% 5 Year 12% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.9% 2023 10.5% 2022 6.9% 2021 24.8% 2020 7.1% 2019 8.1% 2018 -4.4% 2017 5.6% 2016 7% 2015 10.9% 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 Jan 26
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 (17 Mar 26) ₹16.4042 ↓ 0.00 (-0.02 %) Net Assets (Cr) ₹136 on 31 Jan 26 Category Debt - Medium term Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 1.03 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 7.1% Effective Maturity 4 Years 8 Months 8 Days Modified Duration 3 Years 6 Months 29 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 17 Mar 26 Duration Returns 1 Month 0.3% 3 Month 1.3% 6 Month 2.7% 1 Year 9.2% 3 Year 8.4% 5 Year 9.1% 10 Year 15 Year Since launch 4.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.6% 2023 8.3% 2022 7% 2021 2% 2020 17.4% 2019 -23.5% 2018 -3.4% 2017 4.7% 2016 6.9% 2015 11.1% Fund Manager information for Nippon India Strategic Debt Fund
Name Since Tenure Data below for Nippon India Strategic Debt Fund as on 31 Jan 26
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 (17 Mar 26) ₹29.2051 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹2,044 on 31 Jan 26 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 1.06 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 8.16% Effective Maturity 4 Years 4 Months 6 Days Modified Duration 3 Years 2 Months 19 Days 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 17 Mar 26 Duration Returns 1 Month 0.2% 3 Month 1.2% 6 Month 2.8% 1 Year 7.7% 3 Year 8% 5 Year 6.9% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.2% 2023 8.7% 2022 7.3% 2021 3.8% 2020 5.2% 2019 10.5% 2018 7.1% 2017 6.7% 2016 7.5% 2015 11.6% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Data below for Axis Strategic Bond Fund as on 31 Jan 26
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 (17 Mar 26) ₹23.7573 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹1,987 on 31 Jan 26 Category Debt - Medium term Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.63 Sharpe Ratio 1.32 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 8.24% Effective Maturity 4 Years 4 Months 10 Days Modified Duration 3 Years 29 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 17 Mar 26 Duration Returns 1 Month -0.5% 3 Month 0.9% 6 Month 2.8% 1 Year 8% 3 Year 8.1% 5 Year 6.7% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.9% 2023 9% 2022 6.1% 2021 3.2% 2020 4.7% 2019 8.5% 2018 7% 2017 5.4% 2016 6.6% 2015 10.9% Fund Manager information for Kotak Medium Term Fund
Name Since Tenure Data below for Kotak Medium Term Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Medium Term Debt Fund
HDFC Medium Term Debt Fund
Growth Launch Date 6 Feb 02 NAV (17 Mar 26) ₹58.444 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹3,857 on 15 Feb 26 Category Debt - Medium term Bond AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 1.29 Sharpe Ratio 0.56 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Yield to Maturity 8.08% Effective Maturity 5 Years 7 Days Modified Duration 3 Years 2 Months 26 Days Growth of 10,000 investment over the years.
Date Value Returns for HDFC Medium Term Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month 0% 3 Month 1.1% 6 Month 2.6% 1 Year 7% 3 Year 7.4% 5 Year 6.3% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 8.1% 2022 6.7% 2021 2.9% 2020 5% 2019 10% 2018 9.1% 2017 5.6% 2016 5.5% 2015 11.5% Fund Manager information for HDFC Medium Term Debt Fund
Name Since Tenure Data below for HDFC Medium Term Debt Fund as on 15 Feb 26
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