Medium to Long Duration Mutual Funds
Medium to long duration mutual funds invest in debt securities with an average maturity period of 4–7 years. These funds aim to give higher returns compared to short-term funds by taking advantage of interest rate changes. They can be a good option for people looking for regular income and moderate risk. View More
Medium to Long Duration Mutual Funds List
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
UTI-Medium to Long Duration Fund - Direct Growth
|
314 | 8.58% | 7.43% | |
Nippon India Income Fund - Direct Growth
|
395 | 7.06% | 6.98% | |
ICICI Pru Bond Fund - Direct Growth
|
2,968 | 6.92% | 7.25% | |
LIC MF Medium to Long Duration Fund-Dir Growth
|
181 | 6.92% | 6.37% | |
SBI Magnum Income Fund - Direct Growth
|
1,808 | 6.77% | 7.36% | |
Kotak Bond Fund - Direct Growth
|
2,034 | 6.66% | 7.36% | |
HDFC Income Fund - Direct Growth
|
861 | 6.30% | 6.38% | |
Aditya Birla SL Income Fund - Dir Growth
|
2,182 | 6.17% | 7.21% | |
Canara Robeco Income Fund - Direct (Growth)
|
120 | 6.06% | 6.47% | |
HSBC Medium to Long Duration Fund - Direct Growth
|
50 | 5.65% | 5.90% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
|
UTI-Medium to Long Duration Fund - Direct Growth
|
8.80% Fund Size (Cr.) - 314 |
||
|
Nippon India Income Fund - Direct Growth
|
8.96% Fund Size (Cr.) - 395 |
||
|
ICICI Pru Bond Fund - Direct Growth
|
8.98% Fund Size (Cr.) - 2,968 |
||
|
LIC MF Medium to Long Duration Fund-Dir Growth
|
10.19% Fund Size (Cr.) - 181 |
||
|
SBI Magnum Income Fund - Direct Growth
|
8.74% Fund Size (Cr.) - 1,808 |
||
|
Kotak Bond Fund - Direct Growth
|
9.29% Fund Size (Cr.) - 2,034 |
||
|
HDFC Income Fund - Direct Growth
|
9.18% Fund Size (Cr.) - 861 |
||
|
Aditya Birla SL Income Fund - Dir Growth
|
8.71% Fund Size (Cr.) - 2,182 |
||
|
Canara Robeco Income Fund - Direct (Growth)
|
8.75% Fund Size (Cr.) - 120 |
||
|
HSBC Medium to Long Duration Fund - Direct Growth
|
8.75% Fund Size (Cr.) - 50 |
Who Should Invest in Medium to Long Duration Mutual Funds?
Features of Medium to Long Duration Mutual Funds
Factors to Consider While Investing in Medium to Long Duration Mutual Funds
Popular Medium to Long Duration Mutual Funds
- UTI-Medium to Long Duration Fund - Direct Growth
- ₹ 500
- ₹ 3140
- 8.58%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 314
- 3Y Return
- 8.58%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 314
- 3Y Return
- 8.58%
- Nippon India Income Fund - Direct Growth
- ₹ 100
- ₹ 3950
- 7.06%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 395
- 3Y Return
- 7.06%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 395
- 3Y Return
- 7.06%
- ICICI Pru Bond Fund - Direct Growth
- ₹ 100
- ₹ 2,9680
- 6.92%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 2,968
- 3Y Return
- 6.92%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 2,968
- 3Y Return
- 6.92%
- LIC MF Medium to Long Duration Fund-Dir Growth
- ₹ 200
- ₹ 1810
- 6.92%
- Min SIP Investment Amt
- ₹ ₹ 200
- AUM (Cr.)
- ₹ 181
- 3Y Return
- 6.92%
- Min SIP Investment Amt
- ₹ ₹ 200
- AUM (Cr.)
- ₹ 181
- 3Y Return
- 6.92%
- SBI Magnum Income Fund - Direct Growth
- ₹ 500
- ₹ 1,8080
- 6.77%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 1,808
- 3Y Return
- 6.77%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 1,808
- 3Y Return
- 6.77%
- Kotak Bond Fund - Direct Growth
- ₹ 100
- ₹ 2,0340
- 6.66%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 2,034
- 3Y Return
- 6.66%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 2,034
- 3Y Return
- 6.66%
- HDFC Income Fund - Direct Growth
- ₹ 100
- ₹ 8610
- 6.30%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 861
- 3Y Return
- 6.30%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 861
- 3Y Return
- 6.30%
- Aditya Birla SL Income Fund - Dir Growth
- ₹ 1000
- ₹ 2,1820
- 6.17%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 2,182
- 3Y Return
- 6.17%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 2,182
- 3Y Return
- 6.17%
- Canara Robeco Income Fund - Direct (Growth)
- ₹ 1000
- ₹ 1200
- 6.06%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 120
- 3Y Return
- 6.06%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 120
- 3Y Return
- 6.06%
- HSBC Medium to Long Duration Fund - Direct Growth
- ₹ 500
- ₹ 500
- 5.65%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 50
- 3Y Return
- 5.65%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 50
- 3Y Return
- 5.65%
FAQs
No, Medium to Long Duration funds are taxable. Gains are taxed based on holding duration, similar to other debt funds in India.
These funds have a higher risk compared to short-duration funds due to their sensitivity to interest rate changes over an economic cycle.
They are suitable for investors with a medium-term horizon (4–7 years), moderate risk tolerance, and an interest in stable income and capital appreciation.
Medium to Long Duration funds generally do not have a lock-in period, offering high liquidity for withdrawals at any time without restrictions or penalties.
- 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