Medium Duration Mutual Funds
Medium Duration Mutual Funds invest primarily in debt securities and money market instruments with a Macaulay Duration between three and four years. This makes them an attractive choice for conservative investors planning to achieve financial goals within a medium-term horizon of around four years. View More
Medium Duration Mutual Funds List
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Aditya Birla SL Medium Term Plan - Direct Growth
|
1,981 | 14.55% | 12.04% | |
AXIS Strategic Bond Fund - Direct Growth
|
1,938 | 7.28% | 7.81% | |
Kotak Medium Term Fund - Direct Growth
|
1,828 | 7.14% | 7.36% | |
ICICI Pru Medium Term Bond Fund - Direct Growth
|
5,928 | 7.07% | 7.71% | |
SBI Magnum Medium Duration Fund - Direct Growth
|
6,661 | 6.78% | 7.48% | |
HSBC Medium Duration Fund - Direct Growth
|
841 | 6.68% | 7.24% | |
HDFC Medium Term Debt Fund - Direct Growth
|
3,988 | 6.59% | 7.31% | |
Nippon India Strategic Debt Fund - Direct Growth
|
117 | 6.33% | 1.78% | |
DSP Bond Fund - Direct Growth
|
379 | 6.20% | 6.55% | |
UTI-Medium Duration Fund - Direct Growth
|
40 | 6.11% | 5.15% |
Who Should Invest in Medium Duration Mutual Funds?
Features of Medium Duration Mutual Funds
Factors to Consider While Investing in Medium Duration Mutual Funds
Popular Medium Duration Mutual Funds
- Aditya Birla SL Medium Term Plan - Direct Growth
- ₹ 1000
- ₹ 1,9810
- 14.55%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 1,981
- 3Y Return
- 14.55%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 1,981
- 3Y Return
- 14.55%
- AXIS Strategic Bond Fund - Direct Growth
- ₹ 100
- ₹ 1,9380
- 7.28%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,938
- 3Y Return
- 7.28%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,938
- 3Y Return
- 7.28%
- Kotak Medium Term Fund - Direct Growth
- ₹ 100
- ₹ 1,8280
- 7.14%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,828
- 3Y Return
- 7.14%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,828
- 3Y Return
- 7.14%
- ICICI Pru Medium Term Bond Fund - Direct Growth
- ₹ 1000
- ₹ 5,9280
- 7.07%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 5,928
- 3Y Return
- 7.07%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 5,928
- 3Y Return
- 7.07%
- SBI Magnum Medium Duration Fund - Direct Growth
- ₹ 500
- ₹ 6,6610
- 6.78%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 6,661
- 3Y Return
- 6.78%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 6,661
- 3Y Return
- 6.78%
- HSBC Medium Duration Fund - Direct Growth
- ₹ 500
- ₹ 8410
- 6.68%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 841
- 3Y Return
- 6.68%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 841
- 3Y Return
- 6.68%
- HDFC Medium Term Debt Fund - Direct Growth
- ₹ 100
- ₹ 3,9880
- 6.59%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,988
- 3Y Return
- 6.59%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,988
- 3Y Return
- 6.59%
- Nippon India Strategic Debt Fund - Direct Growth
- ₹ 100
- ₹ 1170
- 6.33%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 117
- 3Y Return
- 6.33%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 117
- 3Y Return
- 6.33%
- DSP Bond Fund - Direct Growth
- ₹ 100
- ₹ 3790
- 6.20%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 379
- 3Y Return
- 6.20%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 379
- 3Y Return
- 6.20%
- UTI-Medium Duration Fund - Direct Growth
- ₹ 500
- ₹ 400
- 6.11%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 40
- 3Y Return
- 6.11%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 40
- 3Y Return
- 6.11%
FAQs
Gains from funds held under three years are taxed as per the investor's income tax slab. Gains from funds held over three years attract a 20% tax with indexation benefits, reducing tax liability.
These funds have a moderate risk rating, offering more stability than high-risk options while retaining some risk exposure due to their portfolio composition.
They are ideal for investors seeking medium-term investment options with moderate risk and returns higher than fixed deposits, typically in the range of 7-9% per annum.
Medium Duration Mutual Funds generally do not have a lock-in period. They are open-ended investments and can be redeemed at any time, offering flexibility to investors.
- Aggressive Hybrid
- Arbitrage
- Balanced Hybrid
- Banking and PSU
- Childrens
- Conservative Hybrid
- Contra
- Corporate Bond
- Credit Risk
- Dividend Yield
- Dynamic Asset
- Dynamic Bond
- ELSS
- Equity Savings
- Fixed Maturity Plans
- Flexi Cap
- Floater
- Focused
- FoFs Domestic
- FoFs Overseas
- Gilt Fund with 10 year
- Gilt
- Index
- Large & Mid Cap
- Large Cap
- Liquid
- Long Duration
- Low Duration
- Medium Duration
- Medium to Long Duration
- Mid Cap
- Money Market
- Multi Asset Allocation
- Multi Cap
- Overnight
- Passive ELSS
- Retirement
- Sectoral / Thematic
- Short Duration
- Small Cap
- Ultra Short Duration
- Value