Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium to Long Term Fund )
Open Ended Schemes ( Income/Debt Oriented Schemes - Medium to Long Term Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 107 AMFI-registered Open Ended Schemes ( Income/Debt Oriented Schemes - Medium to Long Term Fund ) schemes. Category Median 3Y CAGR: +5.97% p.a. • Category Median 3Y Sortino: -0.38.
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 | Kotak Bond Regular Plan Bonus Plan (AMFI 100301) | Kotak Mahindra Mutual Fund | Regular Plan | +10.78% | 1.94 | -10.07% |
| #2 | Kotak Bond-Deposit-Growth (AMFI 100292) | Kotak Mahindra Mutual Fund | Regular Plan | +10.66% | 1.88 | -10.07% |
| #3 | Kotak Medium to Long Term Fund - Quaterly Payout of Income Distribution cum capital withdrawal option - Direct (AMFI 119736) | Kotak Mahindra Mutual Fund | Direct Plan | +10.55% | 1.79 | -14.20% |
| #4 | Bandhan Short Term Fund - Regular Plan - Growth (AMFI 108768) | Bandhan Mutual Fund | Regular Plan | +7.11% | 0.92 | -2.57% |
| #5 | LIC MF Medium to Long Term Fund-Direct Plan-Growth (AMFI 120279) | LIC Mutual Fund | Direct Plan | +7.51% | 0.78 | -6.22% |
| #6 | LIC MF Medium to Long Term Fund-Direct Plan-Quarterly IDCW (AMFI 151988) | LIC Mutual Fund | Direct Plan | +7.51% | 0.78 | -1.63% |
| #7 | LIC MF Medium to Long Term Fund-Direct Plan-IDCW (AMFI 120278) | LIC Mutual Fund | Direct Plan | +7.51% | 0.78 | -10.02% |
| #8 | LIC MF Medium to Long Term Fund-Direct Plan-Annual IDCW (AMFI 151990) | LIC Mutual Fund | Direct Plan | +7.51% | 0.78 | -1.63% |
| #9 | ICICI Prudential Bond Fund- Institutional Growth (AMFI 109742) | ICICI Prudential Mutual Fund | Regular Plan | +7.56% | 0.58 | -10.27% |
| #10 | ICICI Prudential Bond Fund - Bonus (AMFI 130932) | ICICI Prudential Mutual Fund | Regular Plan | +7.26% | 0.52 | -2.44% |
| #11 | Kotak Medium to Long Term Fund - Growth - Direct (AMFI 119735) | Kotak Mahindra Mutual Fund | Direct Plan | +7.05% | 0.36 | -9.92% |
| #12 | Kotak Medium to Long Term Fund - Direct Plan - Standard IDCW option (AMFI 119734) | Kotak Mahindra Mutual Fund | Direct Plan | +7.05% | 0.36 | -16.24% |
| #13 | Kotak Medium to Long Term Fund - Regular Plan Quaterly Payout of Income Distribution cum capital withdrawal option (AMFI 100298) | Kotak Mahindra Mutual Fund | Regular Plan | +7.49% | 0.29 | -20.73% |
| #14 | ICICI Prudential Medium to Long Term Fund - Direct Plan - Growth (AMFI 120619) | ICICI Prudential Mutual Fund | Direct Plan | +6.91% | 0.29 | -10.20% |
| #15 | SBI Medium to Long Term Fund-DIRECT PLAN -Growth (AMFI 119714) | SBI Mutual Fund | Direct Plan | +6.86% | 0.27 | -8.54% |
| #16 | SBI Medium to Long Term Fund - Direct Plan - Half Yearly - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 119713) | SBI Mutual Fund | Direct Plan | +6.86% | 0.27 | -8.54% |
| #17 | SBI Medium to Long Term Fund - Direct Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 121940) | SBI Mutual Fund | Direct Plan | +6.86% | 0.27 | -8.54% |
| #18 | SBI Medium to Long Term Fund-DIRECT PLAN - Bonus (AMFI 119712) | SBI Mutual Fund | Direct Plan | +6.83% | 0.25 | -8.54% |
| #19 | Nippon India Medium to Long Term Fund - Direct Plan Growth Plan - Growth Option (AMFI 118687) | Nippon India Mutual Fund | Direct Plan | +6.75% | 0.16 | -9.88% |
| #20 | Nippon India Medium to Long Term Fund - Direct Plan Growth Plan-Bonus Option (AMFI 118679) | Nippon India Mutual Fund | Direct Plan | +6.75% | 0.16 | -40.23% |
| #21 | Bandhan Medium to Long Term Fund - Direct Plan - Growth (AMFI 118394) | Bandhan Mutual Fund | Direct Plan | +6.69% | 0.13 | -6.90% |
| #22 | HDFC Medium to Long Term Fund - Normal IDCW - Direct Plan (AMFI 133365) | HDFC Mutual Fund | Direct Plan | +6.67% | 0.11 | -5.96% |
| #23 | HDFC Medium to Long Term Fund - Growth Option - Direct Plan (AMFI 119069) | HDFC Mutual Fund | Direct Plan | +6.67% | 0.11 | -10.64% |
| #24 | Bandhan Medium to Long Term Fund - Direct Plan - Periodic IDCW (AMFI 131386) | Bandhan Mutual Fund | Direct Plan | +6.63% | 0.09 | -19.03% |
| #25 | LIC MF Medium to Long Term Fund-Regular Plan-IDCW (AMFI 100314) | LIC Mutual Fund | Regular Plan | +6.61% | 0.08 | -17.91% |
| #26 | LIC MF Medium to Long Term Fund-Regular Plan-Growth (AMFI 100315) | LIC Mutual Fund | Regular Plan | +6.61% | 0.08 | -6.42% |
| #27 | LIC MF Medium to Long Term Fund-Regular Plan-Annual IDCW (AMFI 151989) | LIC Mutual Fund | Regular Plan | +6.61% | 0.08 | -1.64% |
| #28 | JM Medium to Long Term Fund (Direct) - Growth Option (AMFI 120430) | JM Financial Mutual Fund | Direct Plan | +6.54% | 0.03 | -10.57% |
| #29 | JM Medium to Long Term Fund (Direct) - Quarterly IDCW (AMFI 120431) | JM Financial Mutual Fund | Direct Plan | +6.54% | 0.03 | -10.57% |
| #30 | HSBC Medium to Long Term Fund - Direct Growth (AMFI 120059) | HSBC Mutual Fund | Direct Plan | +6.53% | 0.02 | -8.84% |
| #31 | ICICI Prudential Medium to Long Term Fund - Growth (AMFI 109740) | ICICI Prudential Mutual Fund | Regular Plan | +6.50% | -0.00 | -13.25% |
| #32 | UTI Medium to Long Term Fund-Growth - Direct (AMFI 120689) | UTI Mutual Fund | Direct Plan | +6.38% | -0.09 | -13.07% |
| #33 | UTI Medium to Long Term Fund - Direct Plan - Discontinued Quarterly IDCW (AMFI 120690) | UTI Mutual Fund | Direct Plan | +6.38% | -0.09 | -13.07% |
| #34 | UTI Medium to Long Term Fund - Direct Plan - Half-Yearly IDCW (AMFI 134998) | UTI Mutual Fund | Direct Plan | +6.38% | -0.09 | -15.10% |
| #35 | UTI Medium to Long Term Fund - Direct Plan - Discontinued Flexi IDCW (AMFI 133280) | UTI Mutual Fund | Direct Plan | +6.38% | -0.09 | -14.89% |
| #36 | CANARA ROBECO MEDIUM TO LONG TERM FUND - DIRECT PLAN - GROWTH OPTION (AMFI 118282) | Canara Robeco Mutual Fund | Direct Plan | +6.35% | -0.11 | -5.52% |
| #37 | JM Medium to Long Term Fund (Direct) - Bonus Option - Principal Units (AMFI 120428) | JM Financial Mutual Fund | Direct Plan | +6.18% | -0.18 | -10.56% |
| #38 | Aditya Birla Sun Life Medium to Long Term Fund - Growth - Direct Plan (AMFI 119657) | Aditya Birla Sun Life Mutual Fund | Direct Plan | +6.16% | -0.21 | -10.26% |
| #39 | HDFC Medium to Long Term Fund - Normal IDCW Option (AMFI 133366) | HDFC Mutual Fund | Regular Plan | +6.14% | -0.22 | -6.20% |
| #40 | HDFC Income Fund - Growth Option (AMFI 100124) | HDFC Mutual Fund | Regular Plan | +6.14% | -0.22 | -10.79% |
Explore Other SEBI Mutual Fund Categories
- Open Ended Schemes ( Other Scheme - Index Funds ) (1098 schemes)
- Open Ended Schemes ( Income ) (772 schemes)
- Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) (758 schemes)
- Close Ended Schemes ( Income ) (559 schemes)
- Open Ended Schemes ( Debt Scheme - Liquid Fund ) (408 schemes)
- Open Ended Schemes ( Other Scheme - FoF Domestic ) (371 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) (324 schemes)
- Open Ended Schemes ( Growth ) (312 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Liquid Fund ) (273 schemes)
- Open Ended Schemes ( Index Funds - Equity Funds ) (255 schemes)
- Open Ended Schemes ( Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) ) (255 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short Term Fund ) (253 schemes)
- Open Ended Schemes ( Equity Schemes - Thematic Fund ) (242 schemes)
- Open Ended Schemes ( Debt Scheme - Overnight Fund ) (224 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) (222 schemes)
- Open Ended Schemes ( Other Scheme - Other ETFs ) (216 schemes)