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Debt Medium Term
Medium Duration
Invest in & Enjoy Attractive Returns with Moderate Degree of Liquidity- Total Funds 13
- Average annual returns 21.2%
Debt Medium Term
Medium Duration
Invest in & Enjoy Attractive Returns with Moderate Degree of Liquidity. More
- Total Funds : 13
- Average annual returns 21.2%
What is Medium Duration Mutual Fund?
Medium duration fund are those mutual fund schemes that are apt for investors who are willing to invest their savings for a period of say 3 to 4 years. These open-ended funds mainly invest in the debt and money market instruments. The risk involved in these funds is mainly moderate on the principal amount invested. Medium duration schemes provide investors with a moderate level of liquidity at the same time.
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SIP of ₹5000 for the period of 5 Yrs
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Frequently Asked Questions
Who should invest in Medium Duration Mutual Funds?
Medium Duration funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in Medium Duration funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by Medium Duration companies?
The fund manager of Medium Duration fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in Medium Duration funds?
Medium Duration funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are Medium Duration funds?
Medium Duration funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Medium Duration funds.
Are Medium Duration Funds for long term investment?
Yes, Medium Duration funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Medium Duration mutual funds.
What is the benchmark of Medium Duration Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Medium Duration funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Medium Duration Mutual Funds?
Medium Duration funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.
