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.

Top Performing Medium to Long 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
ICICI Prudential Bond Fund - Growth	2909.3	16 years	0.59%	1.67%	2.81%	4.25%	2.7%	8.95%	8.78%	7.41%	6.7%	7.38%	Invest
LIC MF Bond Fund-Regular Plan-Growth	184.53	26 years	0.67%	1.75%	2.57%	3.83%	2.54%	8.79%	8.24%	6.89%	5.67%	6.25%	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	2211.93	29 years	0.68%	1.98%	2.74%	3.67%	2.61%	8.59%	8.03%	6.36%	6.63%	6.99%	Invest
HDFC Income Fund - Growth Option	869.3	24 years	0.64%	1.86%	2.83%	3.6%	2.69%	8.56%	8.19%	6.26%	5.41%	6.01%	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	315.98	26 years	0.65%	1.65%	2.61%	3.64%	2.5%	8.43%	7.91%	9.23%	8.85%	5.61%	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	27.41	-	0.46%	1.45%	2.83%	3.67%	2.71%	8.33%	7.85%	6%	5.31%	3.96%	Invest
Jm Medium To Long Duration Fund - Growth Option	26.21	29 years	0.46%	1.45%	2.83%	3.67%	2.71%	8.33%	7.85%	6%	5.31%	3.96%	Invest
Nippon India Income Fund - Growth Plan Growth Option	401.37	27 years	0.72%	1.96%	2.86%	3.46%	2.73%	8.3%	8.05%	7.02%	5.82%	6.91%	Invest
SBI Magnum Income Fund-Regular Plan-Growth	1890.38	26 years	0.48%	1.45%	2.46%	3.45%	2.34%	8.16%	8.02%	6.82%	6.53%	7.48%	Invest
Kotak Bond Fund (G)	2087.67	25 years	0.47%	1.7%	2.47%	3.19%	2.35%	8.03%	7.94%	6.34%	6.04%	6.62%	Invest
Kotak Bond Fund - Regular Plan Growth	2087.67	25 years	0.47%	1.7%	2.47%	3.19%	2.35%	8.03%	7.94%	6.34%	6.04%	6.62%	Invest
HSBC Medium to Long Duration Fund - Regular Growth	48.51	22 years	0.65%	1.87%	2.8%	3.36%	2.67%	7.93%	7.26%	5.51%	4.83%	5.74%	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	117.46	22 years	0.5%	1.75%	2.49%	3.05%	2.36%	7.6%	7.04%	5.72%	5.18%	6.33%	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	50.86	6 months	0.59%	1.33%	2.66%	3.91%	2.52%	-	-	-	-	-	Invest

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

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

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
ICICI Prudential Bond Fund - Growth	2909.3	Moderate	2.96%	9.74%	9%	8.61%	7.1%	7.19%	7.74%	Invest
LIC MF Bond Fund-Regular Plan-Growth	184.53	Low to Moderate	2.76%	9.34%	8.62%	8.25%	6.53%	6.3%	7.11%	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	2211.93	Moderate	2.77%	9.1%	8.46%	7.98%	6.66%	6.97%	8.1%	Invest
HDFC Income Fund - Growth Option	869.3	Moderate	2.79%	9.06%	8.7%	8.09%	6.24%	5.93%	6.71%	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	315.98	Moderate	2.63%	8.89%	8.26%	8.03%	8.54%	6.07%	6.91%	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	27.41	Moderate	2.76%	8.94%	8.28%	7.78%	5.97%	4.4%	4.78%	Invest
Jm Medium To Long Duration Fund - Growth Option	26.21	Moderate	2.76%	8.94%	8.28%	7.78%	5.97%	4.4%	4.78%	Invest
Nippon India Income Fund - Growth Plan Growth Option	401.37	Moderate	2.82%	8.89%	8.36%	8.07%	6.53%	6.76%	7.64%	Invest
SBI Magnum Income Fund-Regular Plan-Growth	1890.38	Moderately High	2.47%	8.41%	8.07%	7.9%	6.7%	7.23%	7.21%	Invest
Kotak Bond Fund (G)	2087.67	Moderate	2.48%	8.3%	8.14%	7.79%	6.33%	6.54%	7.56%	Invest
Kotak Bond Fund - Regular Plan Growth	2087.67	Moderate	2.48%	8.3%	8.14%	7.79%	6.33%	6.54%	7.56%	Invest
HSBC Medium to Long Duration Fund - Regular Growth	48.51	Moderate	2.74%	8.53%	7.85%	7.28%	5.56%	5.64%	6.5%	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	117.46	Moderate	2.44%	7.85%	7.51%	7.06%	5.59%	6.02%	7.52%	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	50.86	Moderate	2.79%	-	-	-	-	-	9.27%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
ICICI Prudential Bond Fund - Growth	Moderate	1.714%	0.339%	0.775%	0.193%	Invest
LIC MF Bond Fund-Regular Plan-Growth	Low to Moderate	2.22%	-	1.017%	-	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	Moderate	2.143%	-	0.985%	-	Invest
HDFC Income Fund - Growth Option	Moderate	2.289%	-	1.057%	-	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	Moderate	4.312%	2.074%	-	0.478%	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	Moderate	2.341%	-	1.048%	-	Invest
Jm Medium To Long Duration Fund - Growth Option	Moderate	2.341%	-	1.048%	-	Invest
Nippon India Income Fund - Growth Plan Growth Option	Moderate	2.006%	-	0.842%	-	Invest
SBI Magnum Income Fund-Regular Plan-Growth	Moderately High	1.763%	-	0.803%	-	Invest
Kotak Bond Fund (G)	Moderate	2.18%	-	1.17%	-	Invest
Kotak Bond Fund - Regular Plan Growth	Moderate	2.18%	-	1.17%	-	Invest
HSBC Medium to Long Duration Fund - Regular Growth	Moderate	2.279%	-	1.036%	-	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	Moderate	2.064%	-	0.936%	-	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	Moderate	-	-	-	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
ICICI Prudential Bond Fund - Growth	₹1000	₹5000	1.03%	Manish Banthia	18-Aug 2008	Invest
LIC MF Bond Fund-Regular Plan-Growth	₹1000	₹5000	1.22%	Marzban Irani	26-Mar 1999	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	₹1000	₹5000	1.16%	Bhupesh Bameta	21-Oct 1995	Invest
HDFC Income Fund - Growth Option	₹100	₹100	1.39%	Shobhit Mehrotra	11-Sep 2000	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	₹500	₹500	1.61%	Sunil Madhukar Patil	18-Jul 1998	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	₹500	₹1000	1.06%	Gurvinder Singh Wasan	18-Mar 2002	Invest
Jm Medium To Long Duration Fund - Growth Option	₹100	₹1000	1.07%	Gurvinder Singh Wasan	07-Apr 1995	Invest
Nippon India Income Fund - Growth Plan Growth Option	₹100	₹5000	1.52%	Vivek Sharma	01-Jan 1998	Invest
SBI Magnum Income Fund-Regular Plan-Growth	₹500	₹5000	1.46%	Lokesh Mallya	25-Nov 1998	Invest
Kotak Bond Fund (G)	₹100	₹100	1.65%	Abhishek Bisen	25-Nov 1999	Invest
Kotak Bond Fund - Regular Plan Growth	₹100	₹100	1.65%	Abhishek Bisen	25-Nov 1999	Invest
HSBC Medium to Long Duration Fund - Regular Growth	₹1000	₹5000	1.9%	Shriram Ramanathan	10-Dec 2002	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	₹1000	₹5000	1.88%	Avnish Jain	19-Sep 2002	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	₹500	₹5000	0.79%	Chandni Gupta	24-Sep 2024	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
ICICI Prudential Bond Fund - Growth	39.4491 (28-03-2025)	39.3609 (27-03-2025)	0.22%	39.4491	35.9823	Invest
LIC MF Bond Fund-Regular Plan-Growth	70.9365 (31-03-2025)	70.9151 (28-03-2025)	0.03%	70.9365	64.9566	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	123.6703 (28-03-2025)	123.3328 (27-03-2025)	0.27%	123.67	113.113	Invest
HDFC Income Fund - Growth Option	57.2444 (28-03-2025)	57.1547 (27-03-2025)	0.16%	57.2444	52.3925	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	72.0594 (28-03-2025)	71.9069 (27-03-2025)	0.21%	72.0594	66.0443	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	24.8677 (28-03-2025)	24.8351 (27-03-2025)	0.13%	24.8677	22.813	Invest
Jm Medium To Long Duration Fund - Growth Option	60.7821 (28-03-2025)	60.7024 (27-03-2025)	0.13%	60.7821	55.76	Invest
Nippon India Income Fund - Growth Plan Growth Option	88.4862 (28-03-2025)	88.2975 (27-03-2025)	0.21%	88.4862	81.0784	Invest
SBI Magnum Income Fund-Regular Plan-Growth	69.3271 (28-03-2025)	69.2212 (27-03-2025)	0.15%	69.3271	63.8109	Invest
Kotak Bond Fund (G)	75.4394 (28-03-2025)	75.299 (27-03-2025)	0.19%	75.4394	69.3428	Invest
Kotak Bond Fund - Regular Plan Growth	75.4394 (28-03-2025)	75.299 (27-03-2025)	0.19%	73.3116	69.3428	Invest
HSBC Medium to Long Duration Fund - Regular Growth	41.4715 (28-03-2025)	41.3833 (27-03-2025)	0.21%	41.4715	38.173	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	54.6904 (28-03-2025)	54.6072 (27-03-2025)	0.15%	54.6904	50.4565	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	10.4044 (28-03-2025)	10.3803 (27-03-2025)	0.23%	10.4044	9.9868	Invest

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UTI Medium to Long Duration Fund- Regular Plan - Growth 3Y Returns 9.23% VS

ICICI Prudential Bond Fund - Growth 3Y Returns 7.41%

Canara Robeco Income Fund - Regular Plan - Growth Option 3Y Returns 5.72% VS

LIC MF Bond Fund-Regular Plan-Growth 3Y Returns 6.89%

HDFC Income Fund - Growth Option 3Y Returns 6.26% VS

Canara Robeco Income Fund - Regular Plan - Growth Option 3Y Returns 5.72%

HSBC Medium to Long Duration Fund - Regular Growth 3Y Returns 5.51% VS

Canara Robeco Income Fund - Regular Plan - Growth Option 3Y Returns 5.72%

Medium to Long Duration Funds Return Calculator

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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.