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Open Ended Schemes ( Income/Debt Oriented Schemes - Long Term Fund ) Mutual Funds in India

Quantitative risk-adjusted comparison across 70 AMFI-registered Open Ended Schemes ( Income/Debt Oriented Schemes - Long Term Fund ) schemes. Category Median 3Y CAGR: +4.67% p.a. • Category Median 3Y Sortino: -0.76.

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 ICICI Prudential Long Term Bond Fund - Bonus (AMFI 122673) ICICI Prudential Mutual Fund Regular Plan +9.35% 0.88 -12.05%
#2 Aditya Birla Sun Life Long Term Fund-Direct Growth (AMFI 150484) Aditya Birla Sun Life Mutual Fund Direct Plan +6.78% 0.13 -3.34%
#3 ICICI Prudential Long Term Fund - Direct Plan - Growth (AMFI 120743) ICICI Prudential Mutual Fund Direct Plan +6.47% -0.01 -12.03%
#4 Nippon India Nivesh Lakshya Long Term Fund- Direct Plan- Growth Option (AMFI 143704) Nippon India Mutual Fund Direct Plan +6.36% -0.05 -5.84%
#5 NIPPON INDIA NIVESH LAKSHYA LONG TERM FUND - DIRECT Plan - IDCW Option (AMFI 143707) Nippon India Mutual Fund Direct Plan +6.36% -0.05 -5.84%
#6 SBI Long Term Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 151215) SBI Mutual Fund Direct Plan +6.28% -0.08 -4.45%
#7 SBI Long Term Fund - Direct Plan - Growth (AMFI 151214) SBI Mutual Fund Direct Plan +6.28% -0.08 -4.45%
#8 HDFC Long Term Fund - Growth Option - Direct Plan (AMFI 151313) HDFC Mutual Fund Direct Plan +6.11% -0.13 -5.99%
#9 Nippon India Nivesh Lakshya Long Term Fund- Growth Option (AMFI 143702) Nippon India Mutual Fund Regular Plan +6.03% -0.17 -6.00%
#10 NIPPON INDIA NIVESH LAKSHYA LONG TERM FUND - IDCW Option (AMFI 143706) Nippon India Mutual Fund Regular Plan +6.03% -0.17 -6.00%
#11 Aditya Birla Sun Life Long Term Fund-Regular Growth (AMFI 150482) Aditya Birla Sun Life Mutual Fund Regular Plan +6.11% -0.18 -3.77%
#12 Axis Long Duration Fund - Direct Plan - Growth (AMFI 151179) Axis Mutual Fund Direct Plan +5.89% -0.20 -5.59%
#13 SBI Long Term Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 151213) SBI Mutual Fund Regular Plan +5.87% -0.24 -4.74%
#14 SBI Long Term Fund - Regular Plan - Growth (AMFI 151212) SBI Mutual Fund Regular Plan +5.86% -0.24 -4.74%
#15 HDFC Long Term Fund - Growth Option (AMFI 151314) HDFC Mutual Fund Regular Plan +5.75% -0.24 -6.25%
#16 ICICI Prudential Long Term Fund - Growth (AMFI 100365) ICICI Prudential Mutual Fund Regular Plan +5.91% -0.25 -12.21%
#17 Axis Long Duration Fund - Direct Plan - Annual IDCW (AMFI 151205) Axis Mutual Fund Direct Plan +5.67% -0.27 -5.78%
#18 UTI Long Term Fund - Direct Plan - Growth Option (AMFI 151523) UTI Mutual Fund Direct Plan +5.64% -0.29 -5.68%
#19 UTI Long Term Fund - Direct Plan - Quarterly IDCW Option (AMFI 151524) UTI Mutual Fund Direct Plan +5.64% -0.29 -5.68%
#20 UTI Long Term Fund - Direct Plan - Half Yearly IDCW Option (AMFI 151530) UTI Mutual Fund Direct Plan +5.64% -0.29 -5.68%
#21 Axis Long Duration Fund - Regular Plan - Growth (AMFI 151178) Axis Mutual Fund Regular Plan +5.46% -0.34 -5.95%
#22 Axis Long Duration Fund - Regular Plan - Annual IDCW (AMFI 151206) Axis Mutual Fund Regular Plan +5.23% -0.41 -6.15%
#23 Bandhan Long Term Fund - Direct Plan - Growth (AMFI 152520) Bandhan Mutual Fund Direct Plan N/A -0.44 -4.57%
#24 Axis Long Duration Fund - Direct Plan - Quarterly IDCW (AMFI 151204) Axis Mutual Fund Direct Plan +4.99% -0.48 -6.37%
#25 Bandhan Long Term Fund - Regular Plan - Growth (AMFI 152518) Bandhan Mutual Fund Regular Plan N/A -0.58 -4.67%
#26 Kotak Long Term Fund - Direct Plan - Growth (AMFI 152491) Kotak Mahindra Mutual Fund Direct Plan N/A -0.60 -6.11%
#27 Kotak Long Term Fund - Direct Plan - IDCW (AMFI 152492) Kotak Mahindra Mutual Fund Direct Plan N/A -0.60 -6.11%
#28 Axis Long Duration Fund - Regular Plan - Quarterly IDCW (AMFI 151203) Axis Mutual Fund Regular Plan +4.55% -0.62 -6.74%
#29 UTI Long Term Fund - Regular Plan - Half Yearly IDCW Option (AMFI 151529) UTI Mutual Fund Regular Plan +4.67% -0.62 -6.43%
#30 UTI Long Term Fund - Regular Plan - Flexi IDCW Option (AMFI 151532) UTI Mutual Fund Regular Plan +4.67% -0.62 -6.43%
#31 UTI Long Term Fund - Regular Plan - Quarterly IDCW Option (AMFI 151528) UTI Mutual Fund Regular Plan +4.67% -0.62 -6.43%
#32 UTI Long Term Fund - Regular Plan - Growth Option (AMFI 151527) UTI Mutual Fund Regular Plan +4.67% -0.62 -6.43%
#33 Kotak Long Term Fund - Regular Plan - Growth (AMFI 152489) Kotak Mahindra Mutual Fund Regular Plan N/A -0.69 -6.35%
#34 Kotak Long Term Fund - Regular Plan - IDCW (AMFI 152490) Kotak Mahindra Mutual Fund Regular Plan N/A -0.69 -6.35%
#35 ICICI Prudential Long Term Bond Fund-Institutional Quarterly Dividend (AMFI 100366) ICICI Prudential Mutual Fund Regular Plan +1.34% -0.76 -17.84%
#36 UTI Long Term Fund - Direct Plan - Flexi IDCW Option (AMFI 151526) UTI Mutual Fund Direct Plan N/A -0.76 -5.68%
#37 Bandhan Long Term Fund - Direct Plan - IDCW (AMFI 152519) Bandhan Mutual Fund Direct Plan N/A -0.76 -11.78%
#38 UTI Long Term Fund - Direct Plan - Annual IDCW Option (AMFI 151525) UTI Mutual Fund Direct Plan +2.82% -0.81 -6.45%
#39 Bandhan Long Term Fund - Regular Plan - IDCW (AMFI 152517) Bandhan Mutual Fund Regular Plan N/A -0.83 -12.89%
#40 Franklin India Long Duration Fund - Direct - Growth (AMFI 153102) Franklin Templeton Mutual Fund Direct Plan N/A -0.86 -4.29%

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