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ಮಧ್ಯಂತರಬಾಂಡ್ಗಳು ಮಧ್ಯಮ ಅವಧಿಯ ನಿಧಿಗಳು ಒಂದು ರೀತಿಯ ಸಾಲವಾಗಿದೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 3 ವರ್ಷ ಅಥವಾ ಅದಕ್ಕಿಂತ ಹೆಚ್ಚಿನ ಸಮಯದ ಹಾರಿಜಾನ್ನೊಂದಿಗೆ ಸಾಲ ಭದ್ರತೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು. ಮಧ್ಯಮ ಅವಧಿಯ ಫಂಡ್ಗಳ ಸರಾಸರಿ ಮೆಚುರಿಟಿ ಅವಧಿಯು ದ್ರವ, ಅಲ್ಟ್ರಾ-ಶಾರ್ಟ್ ಮತ್ತು ಅಲ್ಪಾವಧಿಗಿಂತ ಹೆಚ್ಚುಸಾಲ ನಿಧಿ. ಇತ್ತೀಚಿನ ದಿನಗಳಲ್ಲಿ, ಭಾರತದಲ್ಲಿ ಸತತ ದರ ಕಡಿತದಿಂದಾಗಿ ಮಧ್ಯಮ ಫಂಡ್ಗಳು ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡಿವೆ. ಈ ನಿಧಿಗಳು ಬಡ್ಡಿದರಗಳಿಗೆ ಕಡಿಮೆ ಸಂವೇದನಾಶೀಲವಾಗಿರುತ್ತವೆ ಮತ್ತು ಆದ್ದರಿಂದ ದೀರ್ಘಾವಧಿಯ ನಿಧಿಗಳಿಗಿಂತ ಕಡಿಮೆ ಬಾಷ್ಪಶೀಲವಾಗಿರುತ್ತವೆಗಿಲ್ಟ್ ನಿಧಿಗಳು. ಉತ್ತಮ ಫಲಿತಾಂಶಗಳಿಗಾಗಿ, ಹೂಡಿಕೆದಾರರಿಗೆ a ಮೂಲಕ ಉತ್ತಮ ಮಧ್ಯಂತರ ಸಾಲ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸಲಹೆ ನೀಡಲಾಗುತ್ತದೆSIP. ಹೂಡಿಕೆದಾರರು ಕೆಳಗಿನ ಪೂರ್ವ-ಪಟ್ಟಿ ಮಾಡಲಾದ ಉನ್ನತ ದರ್ಜೆಯ ಮಧ್ಯಮ ಅವಧಿಯ ಸಾಲ ನಿಧಿಗಳಿಂದ ಉನ್ನತ ಕಾರ್ಯಕ್ಷಮತೆಯ ಯೋಜನೆಯನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Aditya Birla Sun Life Medium Term Plan Growth ₹39.0089
↑ 0.01 ₹2,144 1,000 4.8 8 13.6 13.9 12.2 10.5 Axis Strategic Bond Fund Growth ₹27.4806
↑ 0.01 ₹1,987 1,000 2.8 4.4 9.2 7.2 7 8.7 Nippon India Strategic Debt Fund Growth ₹15.2037 ₹103 100 2.7 4.3 9 6.5 7.6 8.3 Kotak Dynamic Bond Fund Growth ₹37.0777
↓ -0.01 ₹3,001 1,000 3.1 3.2 9.5 6.9 6.7 9.3 SBI Magnum Medium Duration Fund Growth ₹50.3057
↓ 0.00 ₹6,469 500 2.7 4.2 8.8 6.9 6.9 8.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 25
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. Aditya Birla Sun Life Medium Term Plan is a Debt - Medium term Bond fund was launched on 25 Mar 09. It is a fund with Moderate risk and has given a Below is the key information for Aditya Birla Sun Life Medium Term Plan 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. Axis Strategic Bond Fund is a Debt - Medium term Bond fund was launched on 28 Mar 12. It is a fund with Moderate risk and has given a Below is the key information for Axis Strategic Bond Fund 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. Nippon India Strategic Debt Fund is a Debt - Medium term Bond fund was launched on 26 Jun 14. It is a fund with Moderate risk and has given a Below is the key information for Nippon India Strategic Debt Fund Returns up to 1 year are on (Erstwhile Kotak Flexi Debt Scheme) To maximize returns through active management of a portfolio of debt and money market securities. Kotak Dynamic Bond Fund is a Debt - Medium term Bond fund was launched on 26 May 08. It is a fund with Moderately Low risk and has given a Below is the key information for Kotak Dynamic Bond Fund Returns up to 1 year are on (Erstwhile SBI Regular Savings Fund) To provide attractive returns to the Magnum holders / Unit holders either through periodic dividends or through capital appreciation through an actively managed portfolio of debt,
equity and money market instruments. SBI Magnum Medium Duration Fund is a Debt - Medium term Bond fund was launched on 12 Nov 03. It is a fund with Moderate risk and has given a Below is the key information for SBI Magnum Medium Duration Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Medium Term Plan
CAGR/Annualized
return of 8.9% since its launch. Ranked 6 in Medium term Bond
category. Return for 2024 was 10.5% , 2023 was 6.9% and 2022 was 24.8% . Aditya Birla Sun Life Medium Term Plan
Growth Launch Date 25 Mar 09 NAV (03 Apr 25) ₹39.0089 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹2,144 on 28 Feb 25 Category Debt - Medium term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.55 Sharpe Ratio 2.22 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 7.72% Effective Maturity 5 Years 1 Month 20 Days Modified Duration 3 Years 9 Months 18 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,987 31 Mar 22 ₹12,025 31 Mar 23 ₹14,567 31 Mar 24 ₹15,635 31 Mar 25 ₹17,673 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 3 Apr 25 Duration Returns 1 Month 1.6% 3 Month 4.8% 6 Month 8% 1 Year 13.6% 3 Year 13.9% 5 Year 12.2% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 9.5% Fund Manager information for Aditya Birla Sun Life Medium Term Plan
Name Since Tenure Sunaina Cunha 1 Sep 14 10.59 Yr. Mohit Sharma 6 Aug 20 4.65 Yr. Data below for Aditya Birla Sun Life Medium Term Plan as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 3.74% Equity 4.08% Debt 91.93% Other 0.25% Debt Sector Allocation
Sector Value Corporate 51.47% Government 39.97% Cash Equivalent 3.74% Securitized 0.5% Credit Quality
Rating Value A 3.53% AA 30.9% AAA 63.02% BBB 2.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.18% Govt Stock 2033
Sovereign Bonds | -22% ₹483 Cr 47,000,000
↓ -1,500,000 National Bank For Agriculture And Rural Development
Debentures | -5% ₹100 Cr 10,000
↑ 10,000 Nuvama Wealth Finance Ltd
Debentures | -4% ₹95 Cr 9,500
↑ 1,500 7.1% Govt Stock 2034
Sovereign Bonds | -4% ₹94 Cr 9,196,700
↑ 500,000 360 One Prime Ltd. 9.4%
Debentures | -3% ₹65 Cr 6,500
↑ 6,500 Narayana Hrudayalaya Limited
Debentures | -3% ₹60 Cr 6,000 Vedanta Limited
Debentures | -3% ₹60 Cr 6,000 7.23% Government Of India (15/04/2039)
Sovereign Bonds | -2% ₹52 Cr 5,000,000 LIC Housing Finance Limited
Debentures | -2% ₹50 Cr 5,000 Creditaccess Grameen Limited
Debentures | -2% ₹50 Cr 500,000 2. Axis Strategic Bond Fund
CAGR/Annualized
return of 8.1% since its launch. Ranked 7 in Medium term Bond
category. Return for 2024 was 8.7% , 2023 was 7.3% and 2022 was 3.8% . Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (03 Apr 25) ₹27.4806 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹1,987 on 28 Feb 25 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.06 Sharpe Ratio 1.41 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 8.05% Effective Maturity 5 Years Modified Duration 3 Years 6 Months 11 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,801 31 Mar 22 ₹11,410 31 Mar 23 ₹11,926 31 Mar 24 ₹12,870 31 Mar 25 ₹13,992 Returns for Axis Strategic Bond Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Apr 25 Duration Returns 1 Month 1.7% 3 Month 2.8% 6 Month 4.4% 1 Year 9.2% 3 Year 7.2% 5 Year 7% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 6.8% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Devang Shah 5 Nov 12 12.41 Yr. Sachin Jain 1 Feb 23 2.16 Yr. Akhil Thakker 1 Feb 23 2.16 Yr. Data below for Axis Strategic Bond Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 4.99% Equity 0.39% Debt 94.34% Other 0.28% Debt Sector Allocation
Sector Value Corporate 55.97% Government 38.37% Cash Equivalent 4.99% Credit Quality
Rating Value A 10.23% AA 38.82% AAA 50.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -15% ₹298 Cr 29,100,000
↓ -500,000 7.18% Govt Stock 2033
Sovereign Bonds | -5% ₹93 Cr 9,100,000
↓ -12,700,000 Nirma Limited
Debentures | -3% ₹60 Cr 6,000 Vedanta Limited
Debentures | -3% ₹60 Cr 6,000 Nuvama Wealth Finance Limited 9.75%
Debentures | -3% ₹58 Cr 5,800 DLF Cyber City Developers Ltd. 8.4%
Debentures | -3% ₹55 Cr 5,500 Aadhar Housing Finance Ltd. 8.65%
Debentures | -3% ₹52 Cr 5,200 Mahanagar Telephone Nigam Limited
Debentures | -3% ₹50 Cr 5,000 Aptus Finance India Pvt Ltd. 8.95%
Debentures | -3% ₹49 Cr 5,000
↑ 5,000 Tata Projects Limited
Debentures | -2% ₹46 Cr 4,600 3. Nippon India Strategic Debt Fund
CAGR/Annualized
return of 4% since its launch. Ranked 7 in Medium term Bond
category. Return for 2024 was 8.3% , 2023 was 7% and 2022 was 2% . Nippon India Strategic Debt Fund
Growth Launch Date 26 Jun 14 NAV (03 Apr 25) ₹15.2037 Net Assets (Cr) ₹103 on 28 Feb 25 Category Debt - Medium term Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.92 Sharpe Ratio 1.48 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 8.03% Effective Maturity 4 Years 9 Months 29 Days Modified Duration 3 Years 5 Months 5 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,148 31 Mar 22 ₹11,959 31 Mar 23 ₹12,390 31 Mar 24 ₹13,244 31 Mar 25 ₹14,379 Returns for Nippon India Strategic Debt Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Apr 25 Duration Returns 1 Month 1.6% 3 Month 2.7% 6 Month 4.3% 1 Year 9% 3 Year 6.5% 5 Year 7.6% 10 Year 15 Year Since launch 4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 9% Fund Manager information for Nippon India Strategic Debt Fund
Name Since Tenure Kinjal Desai 25 May 18 6.86 Yr. Sushil Budhia 1 Feb 20 5.17 Yr. Akshay Sharma 1 Dec 22 2.33 Yr. Data below for Nippon India Strategic Debt Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 15.36% Debt 84.19% Other 0.45% Debt Sector Allocation
Sector Value Corporate 51.94% Government 32.25% Cash Equivalent 15.36% Credit Quality
Rating Value AA 62.54% AAA 37.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.18% Govt Stock 2037
Sovereign Bonds | -25% ₹26 Cr 2,500,000 Truhome Finance Ltd. 9.25%
Debentures | -5% ₹5 Cr 500 Godrej Industries Limited
Debentures | -5% ₹5 Cr 500 Aadhar Housing Finance Limited
Debentures | -5% ₹5 Cr 500 JSW Steel Limited
Debentures | -5% ₹5 Cr 50 Manappuram Finance Limited
Debentures | -5% ₹5 Cr 500 Century Textiles And Industries Limited
Debentures | -5% ₹5 Cr 500 Delhi International Airport Limited
Debentures | -4% ₹4 Cr 400 Indostar Capital Finance Limited
Debentures | -4% ₹4 Cr 400 5.63% Govt Stock 2026
Sovereign Bonds | -3% ₹3 Cr 351,700 4. Kotak Dynamic Bond Fund
CAGR/Annualized
return of 8.1% since its launch. Ranked 23 in Medium term Bond
category. Return for 2024 was 9.3% , 2023 was 6.5% and 2022 was 2.5% . Kotak Dynamic Bond Fund
Growth Launch Date 26 May 08 NAV (03 Apr 25) ₹37.0777 ↓ -0.01 (-0.04 %) Net Assets (Cr) ₹3,001 on 28 Feb 25 Category Debt - Medium term Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.3 Sharpe Ratio 0.09 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.24% Effective Maturity 18 Years 4 Months 2 Days Modified Duration 8 Years 3 Months 18 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,789 31 Mar 22 ₹11,293 31 Mar 23 ₹11,624 31 Mar 24 ₹12,647 31 Mar 25 ₹13,721 Returns for Kotak Dynamic Bond Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Apr 25 Duration Returns 1 Month 2.6% 3 Month 3.1% 6 Month 3.2% 1 Year 9.5% 3 Year 6.9% 5 Year 6.7% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 9.3% 2022 6.5% 2021 2.5% 2020 3.2% 2019 11.7% 2018 11.1% 2017 7.3% 2016 5.6% 2015 13.4% 2014 7.5% Fund Manager information for Kotak Dynamic Bond Fund
Name Since Tenure Deepak Agrawal 25 Nov 12 12.35 Yr. Abhishek Bisen 1 Nov 22 2.42 Yr. Data below for Kotak Dynamic Bond Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 2.29% Equity 4.97% Debt 91.25% Other 1.5% Debt Sector Allocation
Sector Value Government 74.23% Corporate 17.02% Cash Equivalent 2.29% Credit Quality
Rating Value AA 9.48% AAA 90.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.3% Govt Stock 2053
Sovereign Bonds | -43% ₹1,261 Cr 122,000,000 7.1% Govt Stock 2034
Sovereign Bonds | -13% ₹375 Cr 36,609,620
↓ -500,000 7.18% Govt Stock 2033
Sovereign Bonds | -9% ₹278 Cr 27,053,280 7.25% Govt Stock 2063
Sovereign Bonds | -6% ₹169 Cr 16,500,000
↓ -1,000,000 Muthoot Finance Limited
Debentures | -5% ₹152 Cr 15,000 HDFC Bank Limited
Debentures | -3% ₹86 Cr 850 Embassy Office Parks REIT (Real Estate)
-, Since 31 May 21 | 5426023% ₹81 Cr 2,209,204 TATA Steel Limited
Debentures | -3% ₹75 Cr 750 HDFC Bank Limited
Debentures | -2% ₹71 Cr 7,000 HDFC Bank Limited
Debentures | -2% ₹51 Cr 500 5. SBI Magnum Medium Duration Fund
CAGR/Annualized
return of 7.8% since its launch. Ranked 18 in Medium term Bond
category. Return for 2024 was 8.1% , 2023 was 7.2% and 2022 was 3.4% . SBI Magnum Medium Duration Fund
Growth Launch Date 12 Nov 03 NAV (03 Apr 25) ₹50.3057 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹6,469 on 15 Mar 25 Category Debt - Medium term Bond AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderate Expense Ratio 1.22 Sharpe Ratio 0.88 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1.5%),12 Months and above(NIL) Yield to Maturity 7.9% Effective Maturity 4 Years 9 Months 25 Days Modified Duration 3 Years 4 Months 13 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,898 31 Mar 22 ₹11,430 31 Mar 23 ₹11,925 31 Mar 24 ₹12,836 31 Mar 25 ₹13,902 Returns for SBI Magnum Medium Duration Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Apr 25 Duration Returns 1 Month 1.7% 3 Month 2.7% 6 Month 4.2% 1 Year 8.8% 3 Year 6.9% 5 Year 6.9% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 8.1% 2022 7.2% 2021 3.4% 2020 3.8% 2019 12.3% 2018 11.1% 2017 6.2% 2016 7.6% 2015 14% 2014 6.6% Fund Manager information for SBI Magnum Medium Duration Fund
Name Since Tenure Lokesh Mallya 1 Dec 23 1.33 Yr. Mohit Jain 30 Nov 17 7.34 Yr. Data below for SBI Magnum Medium Duration Fund as on 15 Mar 25
Asset Allocation
Asset Class Value Cash 22.1% Debt 77.6% Other 0.3% Debt Sector Allocation
Sector Value Corporate 50.65% Government 31.12% Cash Equivalent 17.92% Credit Quality
Rating Value A 7.66% AA 44.78% AAA 47.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.18% Govt Stock 2033
Sovereign Bonds | -12% ₹786 Cr 76,500,000 7.18% Govt Stock 2037
Sovereign Bonds | -8% ₹550 Cr 53,500,000 6.79% Government Of India (07/10/2034)
Sovereign Bonds | -5% ₹342 Cr 34,000,000 Godrej Properties Limited
Debentures | -5% ₹301 Cr 30,000 7.23% Government Of India (15/04/2039)
Sovereign Bonds | -4% ₹284 Cr 27,500,000 Avanse Financial Services Ltd.
Debentures | -4% ₹250 Cr 25,000 Renew Solar Energy (Jharkhand Five) Private Limited
Debentures | -4% ₹234 Cr 24,000 Century Textiles And Industried Limited
Debentures | -3% ₹220 Cr 22,000 Yes Bank Limited
Debentures | -3% ₹220 Cr 2,250 Renserv Global Pvt Ltd.
Debentures | -3% ₹210 Cr 21,000
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