Medium Duration Mutual Funds
Medium Duration Funds offer a compelling solution for investors aiming to balance risk and returns over a slightly longer horizon than low-duration debt options. As per SEBI's classification, these funds invest in debt instruments such that the Macaulay duration of the portfolio is between 3 and 4 years. This makes the best Medium Duration Funds moderately sensitive to interest rate changes, providing a sweet spot between short-term stability and medium-term growth.
These funds are generally ideal for those who are looking to stay invested for at least 3 years, benefit from the accrual and potential price appreciation, and are comfortable with moderate fluctuations in returns.
List of Medium Duration Mutual Funds
Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
---|---|---|---|---|
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|
2,627 | 15.70% | 13.02% | |
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|
100 | 8.90% | 8.92% | |
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|
1,942 | 8.88% | 7.66% | |
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|
1,901 | 8.81% | 7.62% | |
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|
655 | 8.68% | 7.48% | |
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|
5,701 | 8.64% | 7.66% | |
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|
6,506 | 8.41% | 6.94% | |
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|
3,871 | 8.41% | 7.22% | |
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|
315 | 8.22% | 6.25% | |
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|
169 | 8.08% | - |
What is a Medium Duration Fund?
A medium-duration fund is a type of debt fund that typically invests in bonds and money market instruments with maturities aligned to maintain a Macaulay duration between 3 and 4 years. The goal is to optimise returns by combining interest income with moderate capital gains while keeping volatility within acceptable limits for medium-term investors.
Popular Medium Duration Mutual Funds
- Aditya Birla SL Medium Term Plan - Direct Growth
- ₹ 1000
- ₹ 2,6270
- 15.70%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 2,627
- 3Y Return
- 15.70%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 2,627
- 3Y Return
- 15.70%
- Nippon India Medium Duration Fund - Direct Growth
- ₹ 100
- ₹ 1000
- 8.90%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 100
- 3Y Return
- 8.90%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 100
- 3Y Return
- 8.90%
- AXIS Strategic Bond Fund - Direct Growth
- ₹ 100
- ₹ 1,9420
- 8.88%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,942
- 3Y Return
- 8.88%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,942
- 3Y Return
- 8.88%
- Kotak Medium Term Fund - Direct Growth
- ₹ 100
- ₹ 1,9010
- 8.81%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,901
- 3Y Return
- 8.81%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,901
- 3Y Return
- 8.81%
- HSBC Medium Duration Fund - Direct Growth
- ₹ 500
- ₹ 6550
- 8.68%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 655
- 3Y Return
- 8.68%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 655
- 3Y Return
- 8.68%
- ICICI Pru Medium Term Bond Fund - Direct Growth
- ₹ 1000
- ₹ 5,7010
- 8.64%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 5,701
- 3Y Return
- 8.64%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 5,701
- 3Y Return
- 8.64%
- SBI Magnum Medium Duration Fund - Direct Growth
- ₹ 500
- ₹ 6,5060
- 8.41%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 6,506
- 3Y Return
- 8.41%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 6,506
- 3Y Return
- 8.41%
- HDFC Medium Term Debt Fund - Direct Growth
- ₹ 100
- ₹ 3,8710
- 8.41%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,871
- 3Y Return
- 8.41%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,871
- 3Y Return
- 8.41%
- DSP Bond Fund - Direct Growth
- ₹ 100
- ₹ 3150
- 8.22%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 315
- 3Y Return
- 8.22%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 315
- 3Y Return
- 8.22%
- Invesco India Medium Duration Fund-DirGrowth
- ₹ 1000
- ₹ 1690
- 8.08%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 169
- 3Y Return
- 8.08%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 169
- 3Y Return
- 8.08%