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
|
2,144 | 14.38% | 13.14% | |
AXIS Strategic Bond Fund - Direct Growth
|
1,987 | 7.65% | 8.11% | |
ICICI Pru Medium Term Bond Fund - Direct Growth
|
5,690 | 7.56% | 8.15% | |
Kotak Medium Term Fund - Direct Growth
|
1,880 | 7.43% | 7.99% | |
SBI Magnum Medium Duration Fund - Direct Growth
|
6,515 | 7.22% | 7.82% | |
HSBC Medium Duration Fund - Direct Growth
|
656 | 7.19% | 7.76% | |
HDFC Medium Term Debt Fund - Direct Growth
|
3,945 | 7.01% | 7.65% | |
Nippon India Strategic Debt Fund - Direct Growth
|
103 | 6.78% | 8.53% | |
DSP Bond Fund - Direct Growth
|
303 | 6.77% | 7.12% | |
UTI-Medium Duration Fund - Direct Growth
|
39 | 6.62% | 6.58% |
Who Should Invest in Medium Duration Mutual Funds?
Medium Duration Mutual Funds are suitable for investors seeking higher returns than traditional fixed deposits within a short investment window of three to four years. Their moderate risk profile makes them an ideal option for conservative investors who can tolerate some risk for better returns.
With an average annual return of 7-9%, these funds attempt to strike an appropriate balance between risk and reward. They cater to people seeking a flexible, medium-term investment to meet financial goals. Investors who are willing to take on moderate credit risk and wish to explore debt instruments may think about including these funds in their investment strategy. Before investing, conduct thorough research and choose investments that align with your risk appetite and financial goals.