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Open Ended Schemes ( Debt Scheme - Medium to Long Duration Fund ) Mutual Funds in India

Quantitative risk-adjusted comparison across 23 AMFI-registered Open Ended Schemes ( Debt Scheme - Medium to Long Duration Fund ) schemes. Category Median 3Y CAGR: +5.53% p.a. • Category Median 3Y Sortino: -0.58.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 DHFL Pramerica Strategic Debt Fund - Direct Plan - Growth (AMFI 138659) PGIM India Mutual Fund Direct Plan N/A 2.04 -1.32%
#2 Tata Income Fund - Direct Plan - Bonus (AMFI 119879) Tata Mutual Fund Direct Plan +10.00% 1.83 -39.84%
#3 Tata Long Term Debt Fund - Regular Plan -Bonus (AMFI 101419) Tata Mutual Fund Regular Plan +9.08% 1.33 -39.97%
#4 DHFL Pramerica Strategic Debt Fund - Regular Plan - Bonus (AMFI 138662) PGIM India Mutual Fund Regular Plan N/A 1.20 -1.37%
#5 DHFL Pramerica Strategic Debt Fund - Regular Plan - Growth (AMFI 138663) PGIM India Mutual Fund Regular Plan N/A 1.20 -1.37%
#6 BARODA INCOME FUND - Plan B (Direct) - Growth Option (AMFI 119362) Baroda BNP Paribas Mutual Fund Direct Plan +6.59% 0.04 -7.51%
#7 Tata Income Fund - Direct Plan - Growth Option (AMFI 119876) Tata Mutual Fund Direct Plan +5.97% -0.23 -6.68%
#8 TATA Income Fund Direct Plan - Periodic Payout of Income Distribution cum capital withdrawal option (AMFI 119875) Tata Mutual Fund Direct Plan +5.96% -0.24 -3.11%
#9 BARODA INCOME FUND - Plan A - Growth Option (AMFI 101154) Baroda BNP Paribas Mutual Fund Regular Plan +5.90% -0.29 -7.74%
#10 DHFL Pramerica Strategic Debt Fund - Direct Plan - Regular Dividend (AMFI 138657) PGIM India Mutual Fund Direct Plan N/A -0.32 -4.10%
#11 TATA Income Fund-Direct Plan - Half Yearly Payout of IDCW Option (AMFI 119877) Tata Mutual Fund Direct Plan +5.13% -0.41 -6.67%
#12 Tata Income Fund- Regular Plan - Periodic Payout of IDCW Option (AMFI 101186) Tata Mutual Fund Regular Plan +5.15% -0.58 -8.59%
#13 Tata Income Fund -Regular Plan - Growth Option (AMFI 100418) Tata Mutual Fund Regular Plan +5.13% -0.59 -8.59%
#14 DHFL Pramerica Strategic Debt Fund - Regular Plan - Regular Dividend (AMFI 138661) PGIM India Mutual Fund Regular Plan N/A -0.65 -4.88%
#15 Tata Income Fund-Regular Plan - Half Yearly Payout of IDCW Option (AMFI 100417) Tata Mutual Fund Regular Plan +4.19% -0.67 -9.62%
#16 BARODA INCOME FUND - Plan B (Direct) - Dividend Option (AMFI 119361) Baroda BNP Paribas Mutual Fund Direct Plan N/A -0.99 -10.18%
#17 Tata Long Term Debt Fund - Regular Plan - Quarterly Dividend (AMFI 100416) Tata Mutual Fund Regular Plan +2.51% -1.07 -10.48%
#18 BARODA INCOME FUND - Plan A - Dividend Option (AMFI 101155) Baroda BNP Paribas Mutual Fund Regular Plan -1.09% -1.08 -10.30%
#19 Tata Long Term Debt Fund - Direct Plan - Quartelry Dividend Plan (AMFI 119873) Tata Mutual Fund Direct Plan N/A -1.12 -6.53%
#20 DHFL Pramerica Strategic Debt Fund - Direct Plan - Quarterly Dividend (AMFI 138665) PGIM India Mutual Fund Direct Plan N/A -1.15 -12.07%
#21 DHFL Pramerica Strategic Debt Fund - Regular Plan - Quarterly Dividend (AMFI 138664) PGIM India Mutual Fund Regular Plan N/A -1.31 -12.57%
#22 DHFL Pramerica Strategic Debt Fund - Regular Plan - Monthly Dividend (AMFI 138666) PGIM India Mutual Fund Regular Plan N/A -2.58 -6.93%
#23 DHFL Pramerica Strategic Debt Fund - Direct Plan - Monthly Dividend (AMFI 138658) PGIM India Mutual Fund Direct Plan N/A -2.87 -6.30%

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