Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
category-icon

Medium to Long Duration Mutual Funds

Find here some best Medium to Long Duration fund to invest

  • Annual Returns 5.93%
  • Average Risk Low
  • Total Funds 14

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.

More

Top Performing Medium to Long Duration Funds in India for High Returns

Returns

SIP Returns

Risk

Information

NAV Details

Compare Funds

Filters 1

  • Historic Returns
  • Investment Returns
  • Monthly
  • Quarterly
  • Annual
  • Point to Point Return

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

Select date points :

Submit
Fund Name AUM (Cr.) Fund Age 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
2909.3 16 years 0.51% 2.42% 3.85% 5.31% 4.08% 10.95% 9.12% 8.13% 7% 7.46% Invest
184.53 26 years 0.71% 2.96% 3.98% 5.16% 4.18% 10.89% 8.72% 7.73% 6.07% 6.42% Invest
27.41 - 0.58% 2.61% 4.13% 5.29% 4.42% 10.71% 8.35% 7.1% 5.6% 4.11% Invest
26.21 30 years 0.58% 2.61% 4.13% 5.3% 4.42% 10.71% 8.36% 7.1% 5.6% 4.11% Invest
869.3 24 years 0.54% 2.61% 3.91% 4.98% 4.15% 10.7% 8.62% 7.22% 5.79% 6.13% Invest
315.98 26 years 0.45% 2.55% 3.8% 4.95% 3.99% 10.54% 8.27% 10.07% 9.05% 5.72% Invest
2211.93 29 years 0.37% 2.2% 3.6% 4.53% 3.72% 10.36% 8.18% 7.04% 6.93% 7.07% Invest
2087.67 25 years 0.55% 2.33% 3.52% 4.46% 3.7% 10.07% 8.34% 7.22% 6.29% 6.72% Invest
2087.67 25 years 0.55% 2.33% 3.52% 4.46% 3.7% 10.07% 8.34% 7.22% 6.29% 6.72% Invest
1890.38 26 years 0.46% 2.32% 3.62% 4.66% 3.77% 10.07% 8.4% 7.63% 6.88% 7.6% Invest
401.37 27 years 0.35% 2.2% 3.52% 4.41% 3.72% 10.02% 8.24% 7.42% 5.92% 6.98% Invest
48.51 22 years 0.52% 2.58% 3.9% 4.71% 4.06% 9.97% 7.54% 6.49% 5.11% 5.85% Invest
117.46 22 years 0.42% 1.96% 3.23% 4.01% 3.38% 9.33% 7.23% 6.32% 5.42% 6.4% Invest
50.86 6 months 0.52% 2.69% 3.89% 5.46% 4.25% - - - - - 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
2909.3 Moderate
3.63%
11.62%
9.96%
9.26%
7.49%
7.37%
7.84%
Invest
184.53 Low to Moderate
3.8%
11.84%
9.88%
9.07%
7.05%
6.54%
7.18%
Invest
27.41 Moderate
3.85%
11.59%
9.62%
8.68%
6.52%
4.68%
4.94%
Invest
26.21 Moderate
3.85%
11.59%
9.62%
8.68%
6.52%
4.68%
4.94%
Invest
869.3 Moderate
3.69%
11.23%
9.78%
8.83%
6.69%
6.14%
6.79%
Invest
315.98 Moderate
3.57%
11.12%
9.4%
8.61%
8.95%
6.3%
6.98%
Invest
2211.93 Moderate
3.3%
10.46%
9.2%
8.49%
6.96%
7.11%
8.13%
Invest
2087.67 Moderate
3.3%
10.21%
9.13%
8.46%
6.73%
6.73%
7.61%
Invest
2087.67 Moderate
3.3%
10.21%
9.13%
8.46%
6.73%
6.73%
7.61%
Invest
1890.38 Moderately High
3.34%
10.5%
9.13%
8.6%
7.12%
7.41%
7.27%
Invest
401.37 Moderate
3.27%
10.1%
8.98%
8.47%
6.8%
6.88%
7.68%
Invest
48.51 Moderate
3.61%
10.63%
8.92%
7.98%
5.99%
5.84%
6.57%
Invest
117.46 Moderate
2.97%
9.15%
8.2%
7.52%
5.87%
6.14%
7.56%
Invest
50.86 Moderate
3.78%
-
-
-
-
-
14.65%
Invest
Fund Name Min SIP Min Lumpsum Expense Ratio Fund Manager Launch Date
₹1000
₹5000
1.03%
Manish Banthia
18-Aug 2008
Invest
₹1000
₹5000
1.22%
Marzban Irani
26-Mar 1999
Invest
₹500
₹1000
1.06%
Gurvinder Singh Wasan
18-Mar 2002
Invest
₹100
₹1000
1.07%
Gurvinder Singh Wasan
07-Apr 1995
Invest
₹100
₹100
1.39%
Shobhit Mehrotra
11-Sep 2000
Invest
₹500
₹500
1.61%
Sunil Madhukar Patil
18-Jul 1998
Invest
₹1000
₹5000
1.16%
Bhupesh Bameta
21-Oct 1995
Invest
₹100
₹100
1.65%
Abhishek Bisen
25-Nov 1999
Invest
₹100
₹100
1.65%
Abhishek Bisen
25-Nov 1999
Invest
₹500
₹5000
1.46%
Lokesh Mallya
25-Nov 1998
Invest
₹100
₹5000
1.52%
Vivek Sharma
01-Jan 1998
Invest
₹1000
₹5000
1.9%
Shriram Ramanathan
10-Dec 2002
Invest
₹1000
₹5000
1.88%
Avnish Jain
19-Sep 2002
Invest
₹500
₹5000
0.79%
Chandni Gupta
24-Sep 2024
Invest
Filters
AMC List
Amount
Fund Option1

Join 50,000+ Investors Who Tested Their Suitability

Are Medium to Long Duration Funds Suitable for You?

test Suitability Test?

Check Suitability of Medium to Long Duration Funds for your Portfolio

What is your investing style?
  • Aggressive

  • Quality

  • Conservative

Comparison of Top Medium to Long Duration Funds

Medium to Long 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

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

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.

Top Videos and Blogs on Medium to Long Duration Mutual Funds

Blogs

alert-icon You can select three funds for compare. cross-icon
balance-scale 0

Fund Name Not Found.

Select Investment Type

Enter Amount

Plese Enter a Valid Amount !
  • ₹1,000
  • ₹3,000
  • ₹5,000

Select SIP Date

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • 28

Only Lumpsum investmentS available for this fund.

Add To Cart

Fund Suspended: Currently this fund is not available for Investments.

Fund Added Successfully!

Your selected fund has been added. Complete your investment now.