Mutual Fund Category AMFI: 'Income/Debt Oriented Schemes - Long Term Fund', 'Debt Scheme - Long Duration Fund'

Long Term Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Investment in Debt & Money Market Instruments such that the Macaulay duration of the portfolio is greater than 7 years

Exposure to long term bonds with yield expected to be on the higher side but with increased volatility.

Taxed as debt.

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-LONG-TERM-FUNDS benchmark series. View Long Term Funds Series Details

End Amount

₹28,081.67

Initial: ₹10000 (Lumpsum)

Category CAGR

7.77%

Long Term Funds Return

Benchmark CAGR

6.13%

India GSEC 10 Year Index

Inflation Adj. CAGR

2.79%

Real Annualized Return

Alpha

0.02

Excess Return vs Benchmark

Beta

1.10

Volatility vs Benchmark

Sharpe Ratio

0.33

Risk-Adjusted Return

Sortino Ratio

0.51

Downside Risk-Adjusted Return

Long Term Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (11) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
Aditya Birla Sun Life Long Term Fund-Direct Growth MF_150484	-	-	-	-
Axis Long Duration Fund - Direct Plan - Growth MF_151179	-	-	-	-
Bandhan Long Term Fund - Direct Plan - Growth MF_152520	-	-	-	-
Franklin India Long Duration Fund - Direct - Growth MF_153102	-	-	-	-
HDFC Long Term Fund - Growth Option - Direct Plan MF_151313	-	-	-	-
ICICI Prudential Long Term Fund - Direct Plan - Growth MF_120743	5.19%	7.50%	6.70%	8.00%
Kotak Long Term Fund - Direct Plan - Growth MF_152491	-	-	-	-
Mirae Asset Long Term Fund - Direct Plan - Growth MF_153105	-	-	-	-
Nippon India Nivesh Lakshya Long Term Fund- Direct Plan- Growth Option MF_143704	5.23%	6.81%	-	-
SBI Long Term Fund - Direct Plan - Growth MF_151214	-	-	-	-
UTI Long Term Fund - Direct Plan - Growth Option MF_151523	-	-	-	-