Medium Duration Mutual Funds

Find here some best Medium Duration fund to invest

Annual Returns 5.9%
Average Risk Low
Total Funds 14

What is Medium Duration Mutual Fund?

Medium duration fund are those mutual fund schemes that are apt for investors who are willing to invest their savings for a period of say 3 to 4 years. These open-ended funds mainly invest in the debt and money market instruments. The risk involved in these funds is mainly moderate on the principal amount invested. Medium duration schemes provide investors with a moderate level of liquidity at the same time.

Top Performing Medium Duration Funds in India for High Returns

Join 50,000+ Investors Who Tested Their Suitability

Are Medium Duration Funds Suitable for You?

Take Suitability Test Now!

Suitability Test?

Check Suitability of Medium Duration Funds for your Portfolio

What is your investing style?

Aggressive
Quality
Conservative

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth 3Y Returns 5.19% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 5.68%

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 5.68% VS

Axis Strategic Bond Fund - Regular Plan - Growth Option 3Y Returns 6.69%

HDFC Medium Term Debt Fund - Growth Option 3Y Returns 5.99% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 5.68%

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth 3Y Returns 4.28% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 5.68%

Medium Duration Funds Return Calculator

What you would like to Calculate?

Historical Returns

Future Value

Select Fund

Select Investment Type

SIP

Lumpsum

SIP amount (Monthly)

Tenure

Lumpsum amount

Tenure

Invested Amt.

Net Profit

Total Wealth

Scheme Return Analysis Start SIP

Select Investment Type

SIP

Lumpsum

Target Amount

SIP amount (Monthly)

Tenure (Years)

Annual Returns

Lumpsum Amount

Tenure(Years)

Annual Returns

Target Amount

Tenure (Years)

Annual Returns

Invested Amount
Estimated Returns

Invested Amount ₹43,855
Interest Earned ₹6,145

Explore Other Popular Calculators

SWP Calculator STP Calculator TAX Planning Calculator SIP Planner Retirement Calculator Child Future Calculator

View All Calculators

Frequently Asked Questions

Who should invest in Medium Duration Mutual Funds?

Medium Duration funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.

What is the minimum investment required for investing in Medium Duration funds?

The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.

What is the investment philosophy followed by Medium Duration companies?

The fund manager of Medium Duration fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.

Why to invest in Medium Duration funds?

Medium Duration funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.

How risky are Medium Duration funds?

Medium Duration funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Medium Duration funds.

Are Medium Duration Funds for long term investment?

Yes, Medium Duration funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Medium Duration mutual funds.

What is the benchmark of Medium Duration Fund?

Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Medium Duration funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.

What are the taxes applied on Medium Duration Mutual Funds?

Medium Duration funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.

Explore Other Categories

Park Your Savings

Better than FDs

Debt for Long Term

Others

Kotak Medium Term Fund - Growth	1D NAV Changed 0.07%	SIP 3Y P.a. 7.46%	Return Vs Category Low	Risk Vs Category Average	Invest
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	1D NAV Changed 0.04%	SIP 3Y P.a. 11.67%	Return Vs Category High	Risk Vs Category Average	Invest
HDFC Medium Term Debt Fund - Growth Option	1D NAV Changed 0.03%	SIP 3Y P.a. 7.14%	Return Vs Category Low	Risk Vs Category Above Average	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan	1D NAV Changed 0.03%	SIP 3Y P.a. 7.87%	Return Vs Category High	Risk Vs Category Average	Invest
DSP Bond Fund - Growth	1D NAV Changed 0.02%	SIP 3Y P.a. 7.16%	Return Vs Category Low	Risk Vs Category Average	Invest
ICICI Prudential Medium Term Bond Fund - Growth	1D NAV Changed 0.02%	SIP 3Y P.a. 7.49%	Return Vs Category Medium	Risk Vs Category Average	Invest
Nippon India Strategic Debt Fund - Growth Option	1D NAV Changed 0.02%	SIP 3Y P.a. 7.28%	Return Vs Category Low	Risk Vs Category Average	Invest
Invesco India Medium Duration Fund - Regular - Growth	1D NAV Changed 0.02%	SIP 3Y P.a. 6.77%	Return Vs Category Low	Risk Vs Category Above Average	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option	1D NAV Changed 0.01%	SIP 3Y P.a. 7.69%	Return Vs Category High	Risk Vs Category Average	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth	1D NAV Changed 0.01%	SIP 3Y P.a. 7.41%	Return Vs Category Low	Risk Vs Category Average	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth	1D NAV Changed 0.01%	SIP 3Y P.a. 6.72%	Return Vs Category Low	Risk Vs Category Average	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth	1D NAV Changed 0%	SIP 3Y P.a. 5.55%	Return Vs Category Low	Risk Vs Category Average	Invest
HSBC Medium Duration Fund - Regular Growth	1D NAV Changed 0%	SIP 3Y P.a. 7.34%	Return Vs Category Low	Risk Vs Category Average	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option	1D NAV Changed -0.03%	SIP 3Y P.a. 6.81%	Return Vs Category Low	Risk Vs Category Average	Invest

Kotak Medium Term Fund - Growth Debt	1 Week 0.13%	1 Month 0.55%	3 Months 1.71%	6 Months 3.77%	1 Year 8.15%	Invest
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	1 Week 0.14%	1 Month 2.78%	3 Months 4.23%	6 Months 7.76%	1 Year 12.54%	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	1 Week 0.11%	1 Month 0.57%	3 Months 1.68%	6 Months 3.45%	1 Year 7.63%	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	1 Week 0.12%	1 Month 0.62%	3 Months 1.85%	6 Months 3.8%	1 Year 8.36%	Invest
DSP Bond Fund - Growth Debt	1 Week 0.08%	1 Month 0.64%	3 Months 1.62%	6 Months 3.63%	1 Year 7.62%	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	1 Week 0.12%	1 Month 0.64%	3 Months 1.93%	6 Months 3.9%	1 Year 7.97%	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	1 Week 0.1%	1 Month 0.56%	3 Months 1.87%	6 Months 3.82%	1 Year 8.07%	Invest
Invesco India Medium Duration Fund - Regular - Growth Debt	1 Week 0.09%	1 Month 0.58%	3 Months 1.72%	6 Months 3.34%	1 Year 7.28%	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	1 Week 0.12%	1 Month 0.62%	3 Months 1.9%	6 Months 3.82%	1 Year 8.17%	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	1 Week 0.1%	1 Month 0.6%	3 Months 1.87%	6 Months 3.69%	1 Year 7.81%	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Debt	1 Week 0.1%	1 Month 0.6%	3 Months 1.86%	6 Months 3.44%	1 Year 7.3%	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth Debt	1 Week 0.08%	1 Month 0.43%	3 Months 1.5%	6 Months 2.78%	1 Year 5.96%	Invest
HSBC Medium Duration Fund - Regular Growth Debt	1 Week 0.09%	1 Month 0.6%	3 Months 1.9%	6 Months 3.64%	1 Year 7.72%	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option Debt	1 Week 0.13%	1 Month 0.59%	3 Months 1.82%	6 Months 3.59%	1 Year 7.35%	Invest

Kotak Medium Term Fund - Growth Debt	2 Years 8.08%	3 Years 6.15%	5 Years 5.94%	Annual Rt 7.47%	Invest
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	2 Years 9.98%	3 Years 13.36%	5 Years 11.68%	Annual Rt 8.68%	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	2 Years 7.55%	3 Years 5.99%	5 Years 6.19%	Annual Rt 7.52%	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	2 Years 8.29%	3 Years 6.73%	5 Years 6.97%	Annual Rt 8.16%	Invest
DSP Bond Fund - Growth Debt	2 Years 7.64%	3 Years 6.06%	5 Years 5.88%	Annual Rt 7.7%	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	2 Years 7.74%	3 Years 6.62%	5 Years 6.72%	Annual Rt 7.43%	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	2 Years 7.95%	3 Years 5.89%	5 Years 1.37%	Annual Rt 3.83%	Invest
Invesco India Medium Duration Fund - Regular - Growth Debt	2 Years 7.22%	3 Years 5.41%	5 Years -	Annual Rt 5.16%	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	2 Years 8.11%	3 Years 6.69%	5 Years 6.77%	Annual Rt 7.79%	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	2 Years 7.81%	3 Years 6.38%	5 Years 6.63%	Annual Rt 7.78%	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Debt	2 Years 7.29%	3 Years 5.19%	5 Years 5.37%	Annual Rt 7.11%	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth Debt	2 Years 6.03%	3 Years 4.28%	5 Years 3.78%	Annual Rt 7.25%	Invest
HSBC Medium Duration Fund - Regular Growth Debt	2 Years 7.78%	3 Years 6.07%	5 Years 6%	Annual Rt 6.72%	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option Debt	2 Years 7.21%	3 Years 5.68%	5 Years 4.71%	Annual Rt 5.74%	Invest

Kotak Medium Term Fund - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
DSP Bond Fund - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Invesco India Medium Duration Fund - Regular - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
HSBC Medium Duration Fund - Regular Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest

Kotak Medium Term Fund - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
DSP Bond Fund - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Invesco India Medium Duration Fund - Regular - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
HSBC Medium Duration Fund - Regular Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest

Medium Duration Mutual Funds

Find here some best Medium Duration fund to invest

What is Medium Duration Mutual Fund?

Top Performing Medium Duration Funds in India for High Returns

Comparison of Top Medium Duration Funds

Medium Duration Funds Return Calculator

Explore Other Categories

Top Videos and Blogs on Medium Duration Mutual Funds

Kotak Medium Term Fund - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
DSP Bond Fund - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Invesco India Medium Duration Fund - Regular - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
HSBC Medium Duration Fund - Regular Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest

Kotak Medium Term Fund - Growth Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.63%	Fund Manager Deepak Agrawal	Launch Date 21-Mar 2014	Invest
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	Min SIP ₹1000	Min Lumpsum ₹1000	Expense Ratio 1.56%	Fund Manager Sunaina da Cunha	Launch Date 25-Mar 2009	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.33%	Fund Manager Shobhit Mehrotra	Launch Date 06-Feb 2002	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	Min SIP ₹1500	Min Lumpsum ₹100	Expense Ratio 0.65%	Fund Manager Shobhit Mehrotra	Launch Date 01-Jan 2013	Invest
DSP Bond Fund - Growth Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 0.75%	Fund Manager Vivekanand Ramakrishnan	Launch Date 29-Apr 1997	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 1.35%	Fund Manager Manish Banthia	Launch Date 15-Sep 2004	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	Min SIP ₹100	Min Lumpsum ₹5000	Expense Ratio 1.1%	Fund Manager Kinjal Desai	Launch Date 26-Jun 2014	Invest
Invesco India Medium Duration Fund - Regular - Growth Debt	Min SIP ₹1000	Min Lumpsum ₹1000	Expense Ratio 1.15%	Fund Manager Krishna Venkat Cheemalapati	Launch Date 17-Jul 2021	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.16%	Fund Manager Devang Shah	Launch Date 28-Mar 2012	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	Min SIP ₹500	Min Lumpsum ₹5000	Expense Ratio 1.22%	Fund Manager Lokesh Mallya	Launch Date 12-Nov 2003	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Debt	Min SIP ₹100	Min Lumpsum ₹1000	Expense Ratio 1.31%	Fund Manager Suyash Choudhary	Launch Date 08-Jul 2003	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth Debt	Min SIP ₹250	Min Lumpsum ₹5000	Expense Ratio 2.19%	Fund Manager Dwijendra Srivastava	Launch Date 18-Dec 1997	Invest
HSBC Medium Duration Fund - Regular Growth Debt	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 1.1%	Fund Manager Shriram Ramanathan	Launch Date 02-Feb 2015	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option Debt	Min SIP ₹500	Min Lumpsum ₹500	Expense Ratio 1.49%	Fund Manager Ritesh Nambiar	Launch Date 31-Mar 2015	Invest