Medium to Long Duration Mutual Funds

Find here some best Medium to Long Duration fund to invest

Annual Returns 7.2%
Average Risk Low
Total Funds 12

What is Medium to Long Duration Mutual Fund?

Medium To Long Duration Funds are the open-ended debt mutual fund schemes which invest in debt instruments to maintain the average maturity duration of portfolio between 4-years to 7-years (Macaulay duration). During adverse market situations, the macaulay duration in the portfolio can also be 1-year to 7-years. Longer duration funds may generate high returns as compared to Medium to Long Duration Funds, but they are more sensitive to interest rate fluctuations which increases risk-factor.

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Kotak Bond Fund - Regular Plan Growth 3Y Returns 5.5% VS

UTI Medium to Long Duration Fund- Regular Plan - Growth 3Y Returns 8.22%

HSBC Medium to Long Duration Fund - Regular Growth 3Y Returns 4.5% VS

Canara Robeco Income Fund - Regular Plan - Growth Option 3Y Returns 4.87%

Canara Robeco Income Fund - Regular Plan - Growth Option 3Y Returns 4.87% VS

LIC MF Bond Fund-Regular Plan-Growth 3Y Returns 6.13%

UTI Medium to Long Duration Fund- Regular Plan - Growth 3Y Returns 8.22% VS

ICICI Prudential Bond Fund - Growth 3Y Returns 6.41%

Medium to Long Duration Funds Return Calculator

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

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Frequently Asked Questions

Who should invest in Medium to Long Duration Mutual Funds?

Medium to Long 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 to Long 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 to Long Duration companies?

The fund manager of Medium to Long 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 to Long Duration funds?

Medium to Long 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 to Long Duration funds?

Medium to Long 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 to Long Duration funds.

Are Medium to Long Duration Funds for long term investment?

Yes, Medium to Long 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 to Long Duration mutual funds.

What is the benchmark of Medium to Long Duration Fund?

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

What are the taxes applied on Medium to Long Duration Mutual Funds?

Medium to Long 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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LIC MF Bond Fund-Regular Plan-Growth Debt	Lumpsum 3Y P.a 6.13%	SIP 3Y P.a. 7.46%	Return Vs Category High	Risk Vs Category Above Average	Invest
HDFC Income Fund - Growth Option Debt	Lumpsum 3Y P.a 5.23%	SIP 3Y P.a. 7.08%	Return Vs Category Low	Risk Vs Category Above Average	Invest
ICICI Prudential Bond Fund - Growth Debt	Lumpsum 3Y P.a 6.41%	SIP 3Y P.a. 7.77%	Return Vs Category High	Risk Vs Category Above Average	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt	Lumpsum 3Y P.a 8.22%	SIP 3Y P.a. 7.84%	Return Vs Category High	Risk Vs Category Above Average	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan Debt	Lumpsum 3Y P.a 5.71%	SIP 3Y P.a. 7.08%	Return Vs Category Low	Risk Vs Category Above Average	Invest
Kotak Bond Fund (G) Debt	Lumpsum 3Y P.a 5.5%	SIP 3Y P.a. 7.05%	Return Vs Category Low	Risk Vs Category Above Average	Invest
Kotak Bond Fund - Regular Plan Growth Debt	Lumpsum 3Y P.a 5.5%	SIP 3Y P.a. 7.05%	Return Vs Category Low	Risk Vs Category Above Average	Invest
SBI Magnum Income Fund-Regular Plan-Growth Debt	Lumpsum 3Y P.a 6.07%	SIP 3Y P.a. 7.28%	Return Vs Category Medium	Risk Vs Category Above Average	Invest
Nippon India Income Fund - Growth Plan Growth Option Debt	Lumpsum 3Y P.a 6.03%	SIP 3Y P.a. 7.2%	Return Vs Category Medium	Risk Vs Category Above Average	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option Debt	Lumpsum 3Y P.a 4.87%	SIP 3Y P.a. 6.22%	Return Vs Category Low	Risk Vs Category Above Average	Invest

LIC MF Bond Fund-Regular Plan-Growth Debt	1 Week 0.13%	1 Month 0.77%	3 Months 1.37%	6 Months 4.35%	1 Year 9.07%	Invest
HDFC Income Fund - Growth Option Debt	1 Week -0.09%	1 Month 0.82%	3 Months 0.94%	6 Months 3.82%	1 Year 9.02%	Invest
ICICI Prudential Bond Fund - Growth Debt	1 Week 0.03%	1 Month 0.77%	3 Months 1.53%	6 Months 4.26%	1 Year 8.7%	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt	1 Week -0.08%	1 Month 0.79%	3 Months 1.17%	6 Months 3.97%	1 Year 8.53%	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan Debt	1 Week -0.2%	1 Month 0.68%	3 Months 1.02%	6 Months 3.78%	1 Year 8.36%	Invest
Kotak Bond Fund (G) Debt	1 Week -0.17%	1 Month 0.67%	3 Months 0.87%	6 Months 3.55%	1 Year 8.29%	Invest
Kotak Bond Fund - Regular Plan Growth Debt	1 Week -0.17%	1 Month 0.67%	3 Months 0.87%	6 Months 3.55%	1 Year 8.29%	Invest
SBI Magnum Income Fund-Regular Plan-Growth Debt	1 Week -0.09%	1 Month 0.63%	3 Months 1.12%	6 Months 3.67%	1 Year 8.16%	Invest
Nippon India Income Fund - Growth Plan Growth Option Debt	1 Week -0.15%	1 Month 0.72%	3 Months 0.74%	6 Months 3.56%	1 Year 8.13%	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option Debt	1 Week -0.14%	1 Month 0.66%	3 Months 0.72%	6 Months 3.15%	1 Year 7.63%	Invest

LIC MF Bond Fund-Regular Plan-Growth Debt	2 Years 7.79%	3 Years 6.13%	5 Years 5.68%	Annual Rt 7.87%	Invest
HDFC Income Fund - Growth Option Debt	2 Years 7.43%	3 Years 5.23%	5 Years 5.41%	Annual Rt 7.34%	Invest
ICICI Prudential Bond Fund - Growth Debt	2 Years 8.07%	3 Years 6.41%	5 Years 6.7%	Annual Rt 8.58%	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt	2 Years 7.36%	3 Years 8.22%	5 Years 7.03%	Annual Rt 7.61%	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan Debt	2 Years 7.4%	3 Years 5.71%	5 Years 6.75%	Annual Rt 8.92%	Invest
Kotak Bond Fund (G) Debt	2 Years 7.41%	3 Years 5.5%	5 Years 6.23%	Annual Rt 8.28%	Invest
Kotak Bond Fund - Regular Plan Growth Debt	2 Years 7.41%	3 Years 5.5%	5 Years 6.23%	Annual Rt 8.28%	Invest
SBI Magnum Income Fund-Regular Plan-Growth Debt	2 Years 7.62%	3 Years 6.07%	5 Years 6.9%	Annual Rt 7.6%	Invest
Nippon India Income Fund - Growth Plan Growth Option Debt	2 Years 7.37%	3 Years 6.03%	5 Years 5.96%	Annual Rt 8.34%	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option Debt	2 Years 6.53%	3 Years 4.87%	5 Years 5.28%	Annual Rt 7.85%	Invest

LIC MF Bond Fund-Regular Plan-Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
HDFC Income Fund - Growth Option Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
ICICI Prudential Bond Fund - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak Bond Fund (G) Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak Bond Fund - Regular Plan Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
SBI Magnum Income Fund-Regular Plan-Growth Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Nippon India Income Fund - Growth Plan Growth Option Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option Debt	1 Year -	2 Years -	3 Years -	5 Years -	Invest

LIC MF Bond Fund-Regular Plan-Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
HDFC Income Fund - Growth Option Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
ICICI Prudential Bond Fund - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak Bond Fund (G) Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak Bond Fund - Regular Plan Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
SBI Magnum Income Fund-Regular Plan-Growth Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Nippon India Income Fund - Growth Plan Growth Option Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option Debt	1 Year 0%	3 Years 0%	5 Years 0%	Invest

Medium to Long Duration Mutual Funds

Find here some best Medium to Long Duration fund to invest

What is Medium to Long Duration Mutual Fund?

Top Performing Medium to Long Duration in India for High Returns

Comparison of Top Medium to Long Duration Funds

Medium to Long Duration Funds Return Calculator

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LIC MF Bond Fund-Regular Plan-Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
HDFC Income Fund - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
ICICI Prudential Bond Fund - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Bond Fund (G) Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Bond Fund - Regular Plan Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
SBI Magnum Income Fund-Regular Plan-Growth Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Nippon India Income Fund - Growth Plan Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option Debt	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest

LIC MF Bond Fund-Regular Plan-Growth Debt	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 1.22%	Fund Manager Marzban Irani	Launch Date 26-Mar 1999	Invest
HDFC Income Fund - Growth Option Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.39%	Fund Manager Shobhit Mehrotra	Launch Date 11-Sep 2000	Invest
ICICI Prudential Bond Fund - Growth Debt	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 1.03%	Fund Manager Manish Banthia	Launch Date 18-Aug 2008	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt	Min SIP ₹500	Min Lumpsum ₹500	Expense Ratio 1.62%	Fund Manager Sunil Madhukar Patil	Launch Date 18-Jul 1998	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan Debt	Min SIP ₹1000	Min Lumpsum ₹1000	Expense Ratio 1.16%	Fund Manager Bhupesh Bameta	Launch Date 21-Oct 1995	Invest
Kotak Bond Fund (G) Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.64%	Fund Manager Abhishek Bisen	Launch Date 25-Nov 1999	Invest
Kotak Bond Fund - Regular Plan Growth Debt	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.64%	Fund Manager Abhishek Bisen	Launch Date 25-Nov 1999	Invest
SBI Magnum Income Fund-Regular Plan-Growth Debt	Min SIP ₹500	Min Lumpsum ₹5000	Expense Ratio 1.46%	Fund Manager Lokesh Mallya	Launch Date 25-Nov 1998	Invest
Nippon India Income Fund - Growth Plan Growth Option Debt	Min SIP ₹100	Min Lumpsum ₹5000	Expense Ratio 1.52%	Fund Manager Vivek Sharma	Launch Date 01-Jan 1998	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option Debt	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 1.88%	Fund Manager Avnish Jain	Launch Date 19-Sep 2002	Invest

LIC MF Bond Fund-Regular Plan-Growth Debt	Latest NAV 69.1823(24-12-2024)	Previous NAV 69.1823(24-12-2024)	NAV Change 0.137652%	52- Week High NAV -	52- Week Low NAV -	Invest
HDFC Income Fund - Growth Option Debt	Latest NAV 55.719(24-12-2024)	Previous NAV 55.719(24-12-2024)	NAV Change -0.0331913%	52- Week High NAV -	52- Week Low NAV -	Invest
ICICI Prudential Bond Fund - Growth Debt	Latest NAV 38.3815(24-12-2024)	Previous NAV 38.3815(24-12-2024)	NAV Change 0.000781633%	52- Week High NAV -	52- Week Low NAV -	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt	Latest NAV 70.2831(24-12-2024)	Previous NAV 70.2831(24-12-2024)	NAV Change -0.000711403%	52- Week High NAV -	52- Week Low NAV -	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan Debt	Latest NAV 120.3738(24-12-2024)	Previous NAV 120.3738(24-12-2024)	NAV Change -0.0251653%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak Bond Fund (G) Debt	Latest NAV 73.6487(24-12-2024)	Previous NAV 73.6487(24-12-2024)	NAV Change -0.0179197%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak Bond Fund - Regular Plan Growth Debt	Latest NAV 73.6487(24-12-2024)	Previous NAV 73.6487(24-12-2024)	NAV Change -0.0179197%	52- Week High NAV -	52- Week Low NAV -	Invest
SBI Magnum Income Fund-Regular Plan-Growth Debt	Latest NAV 67.6881(24-12-2024)	Previous NAV 67.6881(24-12-2024)	NAV Change -0.0221556%	52- Week High NAV -	52- Week Low NAV -	Invest
Nippon India Income Fund - Growth Plan Growth Option Debt	Latest NAV 86.0637(24-12-2024)	Previous NAV 86.0637(24-12-2024)	NAV Change -0.0325235%	52- Week High NAV -	52- Week Low NAV -	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option Debt	Latest NAV 53.3945(24-12-2024)	Previous NAV 53.3945(24-12-2024)	NAV Change -0.0351972%	52- Week High NAV -	52- Week Low NAV -	Invest