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
|
312 | 9.39% | 9.70% | |
Nippon India Income Fund - Direct Growth
|
411 | 7.79% | 7.09% | |
ICICI Pru Bond Fund - Direct Growth
|
2,905 | 7.71% | 7.87% | |
LIC MF Medium to Long Duration Fund-Dir Growth
|
193 | 7.56% | 6.64% | |
SBI Magnum Income Fund - Direct Growth
|
1,899 | 7.38% | 7.70% | |
Kotak Bond Fund - Direct Growth
|
2,134 | 7.31% | 7.61% | |
HDFC Income Fund - Direct Growth
|
870 | 7.06% | 6.69% | |
Canara Robeco Income Fund - Direct (Growth)
|
119 | 6.75% | 6.82% | |
Aditya Birla SL Income Fund - Dir Growth
|
2,209 | 6.59% | 7.70% | |
HSBC Medium to Long Duration Fund - Direct Growth
|
49 | 6.46% | 6.17% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
|
UTI-Medium to Long Duration Fund - Direct Growth
|
8.67% Fund Size (Cr.) - 312 |
||
|
Nippon India Income Fund - Direct Growth
|
9.01% Fund Size (Cr.) - 411 |
||
|
ICICI Pru Bond Fund - Direct Growth
|
9.24% Fund Size (Cr.) - 2,905 |
||
|
LIC MF Medium to Long Duration Fund-Dir Growth
|
9.55% Fund Size (Cr.) - 193 |
||
|
SBI Magnum Income Fund - Direct Growth
|
8.80% Fund Size (Cr.) - 1,899 |
||
|
Kotak Bond Fund - Direct Growth
|
9.02% Fund Size (Cr.) - 2,134 |
||
|
HDFC Income Fund - Direct Growth
|
8.97% Fund Size (Cr.) - 870 |
||
|
Canara Robeco Income Fund - Direct (Growth)
|
8.76% Fund Size (Cr.) - 119 |
||
|
Aditya Birla SL Income Fund - Dir Growth
|
8.81% Fund Size (Cr.) - 2,209 |
||
|
HSBC Medium to Long Duration Fund - Direct Growth
|
9.02% Fund Size (Cr.) - 49 |
Who Should Invest in Medium to Long Duration Mutual Funds?
These funds are suitable if you can invest for 4–7 years and want to achieve medium-term financial goals. For instance, they work well for saving for education, travel, or other planned expenses.
If you’re looking for higher returns than fixed deposits but don’t want the high risk of stocks, these funds may be a good choice. They also help balance your portfolio by reducing the impact of stock market volatility.
Additionally, medium to long duration funds can be tax-efficient, especially for those in higher tax brackets. They combine interest earnings and capital gains, making them an attractive option for earning steady income while growing your wealth.