Medium Duration Mutual Funds

Find here some best Medium Duration fund to invest

Annual Returns 6.83%
Average Risk Low
Total Funds 15

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.

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DSP Bond Fund - Growth 3Y Returns 5.73% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 5.22%

Invesco India Medium Duration Fund - Regular - Growth 3Y Returns 5.02% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 5.22%

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth 3Y Returns 4.78% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 5.22%

HDFC Medium Term Debt Fund - Growth Option 3Y Returns 5.74% VS

UTI Medium Duration Fund - Regular Plan - Growth Option 3Y Returns 5.22%

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

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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.

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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	Lumpsum 3Y P.a 13.56%	SIP 3Y P.a. 11.35%	Return Vs Category High	Risk Vs Category Above Average	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	Lumpsum 3Y P.a 6.48%	SIP 3Y P.a. 7.83%	Return Vs Category High	Risk Vs Category Above Average	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	Lumpsum 3Y P.a 6.37%	SIP 3Y P.a. 7.53%	Return Vs Category High	Risk Vs Category Above Average	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	Lumpsum 3Y P.a 6.19%	SIP 3Y P.a. 7.24%	Return Vs Category Medium	Risk Vs Category Above Average	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	Lumpsum 3Y P.a 5.98%	SIP 3Y P.a. 7.22%	Return Vs Category Low	Risk Vs Category Above Average	Invest
Kotak Medium Term Fund - Growth Debt	Lumpsum 3Y P.a 5.93%	SIP 3Y P.a. 7.53%	Return Vs Category Low	Risk Vs Category Above Average	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	Lumpsum 3Y P.a 5.74%	SIP 3Y P.a. 7.1%	Return Vs Category Low	Risk Vs Category Above Average	Invest
DSP Bond Fund - Growth Debt	Lumpsum 3Y P.a 5.73%	SIP 3Y P.a. 7.03%	Return Vs Category Low	Risk Vs Category Above Average	Invest
HSBC Medium Duration Fund - Regular Growth Debt	Lumpsum 3Y P.a 5.67%	SIP 3Y P.a. 7.07%	Return Vs Category Low	Risk Vs Category Above Average	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	Lumpsum 3Y P.a 5.56%	SIP 3Y P.a. 6.99%	Return Vs Category Low	Risk Vs Category Above Average	Invest

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	1 Week 0.02%	1 Month 0.35%	3 Months 3.45%	6 Months 6.55%	1 Year 10.4%	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	1 Week 0.07%	1 Month 0.44%	3 Months 2%	6 Months 4.69%	1 Year 8.9%	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	1 Week 0.1%	1 Month 0.53%	3 Months 1.91%	6 Months 4.4%	1 Year 8.75%	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	1 Week 0.15%	1 Month 0.6%	3 Months 1.96%	6 Months 4.3%	1 Year 8.11%	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	1 Week 0.07%	1 Month 0.51%	3 Months 1.83%	6 Months 4.23%	1 Year 8.05%	Invest
Kotak Medium Term Fund - Growth Debt	1 Week 0.04%	1 Month 0.33%	3 Months 2.2%	6 Months 4.95%	1 Year 9.34%	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	1 Week 0.06%	1 Month 0.38%	3 Months 1.83%	6 Months 4.33%	1 Year 8.17%	Invest
DSP Bond Fund - Growth Debt	1 Week 0.1%	1 Month 0.41%	3 Months 2.01%	6 Months 4.22%	1 Year 7.97%	Invest
HSBC Medium Duration Fund - Regular Growth Debt	1 Week 0.08%	1 Month 0.42%	3 Months 1.73%	6 Months 4.09%	1 Year 8.26%	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	1 Week 0.06%	1 Month 0.48%	3 Months 1.91%	6 Months 4.36%	1 Year 8.2%	Invest

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	2 Years 8.55%	3 Years 13.56%	5 Years 9.7%	Annual Rt 8.58%	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	2 Years 8.1%	3 Years 6.48%	5 Years 7.3%	Annual Rt 8.19%	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	2 Years 7.81%	3 Years 6.37%	5 Years 7.02%	Annual Rt 8%	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	2 Years 7.46%	3 Years 6.19%	5 Years 7.08%	Annual Rt 7.41%	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	2 Years 7.57%	3 Years 5.98%	5 Years 6.94%	Annual Rt 7.79%	Invest
Kotak Medium Term Fund - Growth Debt	2 Years 7.57%	3 Years 5.93%	5 Years 6.23%	Annual Rt 7.43%	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	2 Years 7.35%	3 Years 5.74%	5 Years 6.51%	Annual Rt 7.63%	Invest
DSP Bond Fund - Growth Debt	2 Years 7.35%	3 Years 5.73%	5 Years 6.07%	Annual Rt 7.71%	Invest
HSBC Medium Duration Fund - Regular Growth Debt	2 Years 7.48%	3 Years 5.67%	5 Years 6.33%	Annual Rt 6.95%	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	2 Years 7.53%	3 Years 5.56%	5 Years 0.78%	Annual Rt 3.65%	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 - Direct Plan 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
ICICI Prudential Medium Term Bond Fund - Growth 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
Kotak Medium Term Fund - Growth 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
DSP Bond Fund - 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
Nippon India Strategic Debt Fund - Growth Option Debt	1 Year -	2 Years -	3 Years -	5 Years -	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 - Direct Plan 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
ICICI Prudential Medium Term Bond Fund - Growth 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
Kotak Medium Term Fund - Growth 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
DSP Bond Fund - 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
Nippon India Strategic Debt Fund - 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 in India for High Return

Comparison of Top Medium Duration Funds

Medium Duration Funds Return Calculator

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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 - Direct Plan Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Medium Term Fund - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
HDFC Medium Term Debt Fund - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
DSP Bond Fund - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
HSBC Medium Duration Fund - Regular Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Nippon India Strategic Debt Fund - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Debt	Min SIP ₹1000	Min Lumpsum ₹1000	Expense Ratio 1.58%	Fund Manager Sunaina da Cunha	Launch Date 25-Mar 2009	Invest
HDFC Medium Term Debt Fund - Growth Option - Direct Plan Debt	Min SIP ₹1500	Min Lumpsum ₹100	Expense Ratio 0.59%	Fund Manager Shobhit Mehrotra	Launch Date 01-Jan 2013	Invest
Axis Strategic Bond Fund - Regular Plan - Growth Option Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.03%	Fund Manager Devang Shah	Launch Date 28-Mar 2012	Invest
ICICI Prudential Medium Term Bond Fund - Growth Debt	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 1.4%	Fund Manager Manish Banthia	Launch Date 15-Sep 2004	Invest
SBI Magnum Medium Duration Fund - Regular Plan - Growth Debt	Min SIP ₹500	Min Lumpsum ₹5000	Expense Ratio 1.21%	Fund Manager Lokesh Mallya	Launch Date 12-Nov 2003	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
HDFC Medium Term Debt Fund - Growth Option Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.28%	Fund Manager Shobhit Mehrotra	Launch Date 06-Feb 2002	Invest
DSP Bond Fund - Growth Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 0.77%	Fund Manager Vivekanand Ramakrishnan	Launch Date 29-Apr 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
Nippon India Strategic Debt Fund - Growth Option Debt	Min SIP ₹100	Min Lumpsum ₹5000	Expense Ratio 1.05%	Fund Manager Kinjal Desai	Launch Date 01-Jun 2014	Invest