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

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Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	2048.53	16 years	0.49%	1.08%	4.61%	7.72%	4.36%	13.03%	10.2%	13.69%	12.07%	8.59%	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan	3933.16	12 years	0.51%	1.3%	2.53%	4.03%	2.42%	8.92%	8.63%	7.14%	7.28%	7.92%	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option	1981.41	13 years	0.49%	1.25%	2.46%	4.16%	2.35%	8.72%	8.35%	7.06%	6.97%	7.48%	Invest
Nippon India Strategic Debt Fund - Growth Option	114.68	10 years	0.44%	1.18%	2.38%	4.05%	2.26%	8.56%	8.38%	6.32%	7.63%	3.33%	Invest
HSBC Medium Duration Fund - Regular Growth	744.08	10 years	0.54%	1.37%	2.67%	4.08%	2.53%	8.53%	8.11%	6.55%	6.33%	7.01%	Invest
ICICI Prudential Medium Term Bond Fund - Growth	5695.11	20 years	0.38%	1.13%	2.52%	4.19%	2.39%	8.47%	8.02%	6.99%	6.96%	7.43%	Invest
DSP Bond Fund - Growth	305.79	27 years	0.52%	1.49%	2.71%	4.02%	2.65%	8.43%	8.08%	6.53%	6.24%	6.12%	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth	6552.34	21 years	0.45%	1.2%	2.38%	3.91%	2.25%	8.31%	8.03%	6.77%	6.85%	7.95%	Invest
Kotak Medium Term Fund - Growth	1879.26	11 years	0.34%	0.9%	2.13%	3.47%	2.1%	8.27%	8.29%	6.44%	6.42%	7.04%	Invest
HDFC Medium Term Debt Fund - Growth Option	4016.39	23 years	0.49%	1.26%	2.37%	3.7%	2.28%	8.2%	7.9%	6.41%	6.51%	7.17%	Invest
Invesco India Medium Duration Fund - Regular - Growth	227.81	3 years	0.48%	1.29%	2.45%	3.7%	2.33%	7.96%	7.5%	5.84%	-	-	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth	1469.12	21 years	0.4%	1.23%	2.29%	3.5%	2.32%	7.95%	7.31%	5.55%	5.57%	6.63%	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option	39.35	10 years	0.4%	1.13%	2.31%	3.64%	2.21%	7.9%	7.48%	6.07%	5.62%	-	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth	43.84	27 years	0.32%	1.01%	1.88%	2.86%	1.93%	6.54%	6.07%	4.63%	4.24%	5.41%	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	Apr-2025	Mar-2025	Feb-2025	Jan-2025	Dec-2024	Nov-2024	Oct-2024	Sep-2024	Aug-2024	Jul-2024	Jun-2024	May-2024

Fund Name	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3

Fund Name	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	2048.53	Moderately High	4.63%	15.12%	12%	11.53%	12.58%	9.47%	9.14%	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan	3933.16	Moderately High	2.66%	9.16%	8.76%	8.43%	7.44%	7.67%	7.89%	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option	1981.41	Moderately High	2.66%	9.03%	8.61%	8.23%	7.22%	7.29%	7.62%	Invest
Nippon India Strategic Debt Fund - Growth Option	114.68	Moderately High	2.58%	8.83%	8.21%	7.85%	7.83%	3.41%	3.45%	Invest
HSBC Medium Duration Fund - Regular Growth	744.08	Moderate	2.8%	9.02%	8.41%	8%	6.84%	6.65%	6.67%	Invest
ICICI Prudential Medium Term Bond Fund - Growth	5695.11	Moderately High	2.66%	8.95%	8.3%	7.94%	7.1%	7.23%	7.63%	Invest
DSP Bond Fund - Growth	305.79	Moderate	2.86%	9.05%	8.29%	7.89%	6.58%	6.02%	6.85%	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth	6552.34	Moderately High	2.55%	8.63%	8.14%	7.89%	6.82%	7.51%	8%	Invest
Kotak Medium Term Fund - Growth	1879.26	Moderate	2.17%	8.32%	8.43%	7.88%	6.82%	6.62%	6.77%	Invest
HDFC Medium Term Debt Fund - Growth Option	4016.39	Moderately High	2.48%	8.45%	8.04%	7.71%	6.7%	6.9%	7.67%	Invest
Invesco India Medium Duration Fund - Regular - Growth	227.81	Moderate	2.53%	8.36%	7.88%	7.4%	-	-	6.67%	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth	1469.12	Moderate	2.51%	8.4%	7.83%	7.36%	5.85%	6.25%	7.24%	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option	39.35	Moderate	2.46%	8.33%	7.74%	7.37%	6.41%	-	5.56%	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth	43.84	Moderate	2.09%	6.91%	6.41%	6.08%	4.75%	4.97%	6.29%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	Moderately High	9.216%	6.914%	3.163%	0.725%	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan	Moderately High	1.475%	0.368%	1.291%	0.212%	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option	Moderately High	1.313%	0.308%	1.108%	0.198%	Invest
Nippon India Strategic Debt Fund - Growth Option	Moderately High	1.541%	-	1.146%	-	Invest
HSBC Medium Duration Fund - Regular Growth	Moderate	1.516%	-	1.306%	-	Invest
ICICI Prudential Medium Term Bond Fund - Growth	Moderately High	1.173%	0.222%	0.982%	0.15%	Invest
DSP Bond Fund - Growth	Moderate	1.497%	-	1.325%	-	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth	Moderately High	1.341%	0.018%	1.163%	-	Invest
Kotak Medium Term Fund - Growth	Moderate	1.604%	-	1.21%	-	Invest
HDFC Medium Term Debt Fund - Growth Option	Moderately High	1.474%	-	1.292%	-	Invest
Invesco India Medium Duration Fund - Regular - Growth	Moderate	1.743%	-	1.535%	-	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth	Moderate	2.093%	-	1.857%	-	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option	Moderate	1.436%	-	1.21%	-	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth	Moderate	1.81%	-	1.575%	-	Invest

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

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	38.8028 (28-03-2025)	38.7477 (27-03-2025)	0.14%	38.8028	34.2937	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan	59.669 (28-03-2025)	59.5932 (27-03-2025)	0.13%	59.669	54.7698	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option	27.3523 (28-03-2025)	27.3166 (27-03-2025)	0.13%	27.3523	25.1527	Invest
Nippon India Strategic Debt Fund - Growth Option	15.1379 (28-03-2025)	15.1233 (27-03-2025)	0.1%	15.1379	13.942	Invest
HSBC Medium Duration Fund - Regular Growth	19.9834 (28-03-2025)	19.9544 (27-03-2025)	0.15%	19.9834	18.4018	Invest
ICICI Prudential Medium Term Bond Fund - Growth	43.7654 (28-03-2025)	43.7079 (27-03-2025)	0.13%	43.7654	40.3209	Invest
DSP Bond Fund - Growth	79.9601 (28-03-2025)	79.836 (27-03-2025)	0.16%	79.9601	73.7566	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth	50.0783 (28-03-2025)	50.0104 (27-03-2025)	0.14%	50.0783	46.2213	Invest
Kotak Medium Term Fund - Growth	22.1499 (28-03-2025)	22.1373 (27-03-2025)	0.06%	22.1499	20.417	Invest
HDFC Medium Term Debt Fund - Growth Option	55.0775 (28-03-2025)	55.0085 (27-03-2025)	0.13%	55.0775	50.8752	Invest
Invesco India Medium Duration Fund - Regular - Growth	1212.678 (28-03-2025)	1210.6959 (27-03-2025)	0.16%	1212.68	1121.55	Invest
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth	44.7885 (31-03-2025)	44.7724 (28-03-2025)	0.04%	44.7885	41.4074	Invest
UTI Medium Duration Fund - Regular Plan - Growth Option	17.9103 (28-03-2025)	17.8903 (27-03-2025)	0.11%	17.9103	16.5719	Invest
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth	67.7479 (31-03-2025)	67.7325 (28-03-2025)	0.02%	67.7479	63.4042	Invest

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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 3Y Returns 13.69% VS

Nippon India Strategic Debt Fund - Growth Option 3Y Returns 6.32%

Kotak Medium Term Fund - Growth 3Y Returns 6.44% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 6.07%

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 6.07% VS

Axis Strategic Bond Fund - Regular Plan - Growth Option 3Y Returns 7.06%

HDFC Medium Term Debt Fund - Growth Option 3Y Returns 6.41% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 6.07%

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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.