Top Ranking Mutual Funds

Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 6,391.33 1.22 6.62 5.47 7.47 8.59
Kotak Medium Term Fund - Growth 21-03-2014 1,729.15 1.60 7.11 5.52 6.06 7.29
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 6,408.55 1.40 6.56 5.76 7.29 7.72
HSBC Medium Duration Fund - Regular Growth 02-02-2015 820.68 1.10 6.64 5.13 6.38 -
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 4,209.70 1.26 6.51 5.34 6.70 7.38
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 1,985.48 1.09 6.89 5.84 6.75 7.99
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 1,863.18 1.58 6.25 12.24 8.59 8.39

Most consistent funds have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc). Also note that, schemes whose AUMs have not yet reached Rs 500 crores have been excluded from ranking.