Debt: Medium to Long Duration - Risk Stats - Value Research Online
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Debt: Medium to Long Duration

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Debt: Medium to Long Duration
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Closed-end
Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Income Fund (Erstwhile Aditya Birla Sun Life Income Plus)  | 3 Above Avg. 5.13 0.11 0.16 2.00 -0.66 0.92
Aditya Birla Sun Life Income Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Income Plus)  | 3 Above Avg. 5.15 0.26 0.38 2.01 0.11 0.92
Canara Robeco Income Fund - Direct Plan  | 4 Below Avg. 3.91 0.50 0.86 1.51 1.03 0.90
Canara Robeco Income Fund - Regular Plan  | 4 Avg. 3.90 0.27 0.48 1.51 0.15 0.90
HDFC Income Fund  | 2 Above Avg. 4.88 -0.24 -0.33 1.86 -2.30 0.88
HDFC Income Fund - Direct Plan  | 2 Above Avg. 4.88 -0.12 -0.16 1.86 -1.71 0.88
HSBC Debt Fund (Erstwhile HSBC Income Investment)  | 4 Above Avg. 4.38 0.02 0.04 1.73 -0.96 0.94
HSBC Debt Fund - Direct Plan (Erstwhile HSBC Income Investment)  | 3 Above Avg. 4.39 0.19 0.33 1.73 -0.20 0.94
ICICI Prudential Bond Fund (Erstwhile ICICI Prudential Income Opportunities )  | 4 Below Avg. 3.02 0.28 0.48 1.10 0.18 0.81
ICICI Prudential Bond Fund - Direct Plan (Erstwhile ICICI Prudential Income Opportunities )  | 3 Below Avg. 3.02 0.47 0.79 1.11 0.75 0.81
ICICI Prudential Debt Management Fund (Erstwhile ICICI Prudential Advisor Series-Debt Management Fund)  | 4 Low 1.64 0.69 1.06 0.57 0.78 0.72
ICICI Prudential Debt Management Fund - Direct Plan (Erstwhile ICICI Prudential Advisor Series-Debt Management Fund)  | 4 Low 1.64 1.04 1.58 0.57 1.36 0.73
IDFC Bond Fund Income Plan - Direct Plan (Erstwhile IDFC Bond Fund Long Term Plan)  | 4 Avg. 4.69 0.54 1.10 1.77 1.47 0.86
IDFC Bond Fund Income Plan - Regular Plan (Erstwhile IDFC Bond Fund Long Term Plan)  | 4 Avg. 4.68 0.37 0.75 1.77 0.66 0.86
JM Income Fund  | 2 Avg. 5.82 -0.59 -0.43 0.61 -3.82 0.07
JM Income Fund - Direct Plan  | 2 Avg. 5.84 -0.42 -0.30 0.61 -2.82 0.07
Kotak Bond Fund - Direct Plan (Erstwhile Kotak Bond Deposit)  | 3 Avg. 4.87 0.18 0.26 1.87 -0.28 0.90
Kotak Bond Fund - Regular Plan (Erstwhile Kotak Bond Deposit)  | 3 Avg. 4.85 -0.01 -0.02 1.87 -1.19 0.90
LIC MF Bond Fund  | 3 Avg. 3.74 0.07 0.12 1.47 -0.64 0.93
LIC MF Bond Fund - Direct Plan  | 2 Avg. 3.75 0.21 0.36 1.47 -0.11 0.93
Reliance Income Fund  | 4 Above Avg. 5.10 0.24 0.40 2.00 0.02 0.93
Reliance Income Fund - Direct Plan  | 5 Above Avg. 5.10 0.40 0.67 2.00 0.84 0.93
SBI Magnum Income Fund  | 4 Below Avg. 3.23 0.44 1.03 1.17 0.70 0.80
SBI Magnum Income Fund - Direct Plan  | 4 Below Avg. 3.22 0.68 1.58 1.17 1.49 0.80
Tata Income Fund - Direct Plan (Erstwhile Tata Long Term Debt Fund)  | 2 Avg. 3.75 0.27 0.49 1.41 0.17 0.86
Tata Income Fund - Regular Plan (Erstwhile Tata Long Term Debt Fund)  | 2 Avg. 3.76 -0.02 -0.04 1.42 -0.94 0.86
UTI Bond Fund - Direct Plan  | 1 Above Avg. 6.04 -0.43 -0.52 1.43 -3.46 0.34
UTI Bond Fund - Regular Plan  | 2 Above Avg. 6.03 -0.55 -0.68 1.43 -4.21 0.34
The Risk Measures have been calculated using calendar month returns for the last three years.