Medium Duration Mutual Funds

Find here some best Medium Duration fund to invest

Annual Returns 6.88%
Average Risk Low
Total Funds 13

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.

List of Medium Duration Funds in India for High Returns

Returns

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Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
Aditya Birla Sun Life Medium Term Fund - Growth - Regular Plan	3318.97	17 years	-0.13%	0.03%	0.53%	3.56%	5.93%	7.62%	10.07%	9.69%	11.81%	8.27%	Invest
ICICI Prudential Medium Term Fund - Growth	5516.42	22 years	-0.22%	0.02%	0.8%	3.93%	4.27%	6.28%	7.5%	7.7%	6.64%	7.11%	Invest
SBI Medium Term Fund - Regular Plan - Growth	6488.59	22 years	-0.17%	-0.16%	0.7%	3.82%	4.1%	5.7%	6.56%	7.1%	6.2%	7.44%	Invest
Axis Medium Term Fund - Regular Plan - Growth Option	2112.31	14 years	-0.04%	-0.01%	0.53%	3.43%	3.98%	5.59%	6.95%	7.59%	6.56%	7.07%	Invest
HDFC Medium Term Fund - Growth Option	3603.87	24 years	-0.05%	0.03%	0.61%	3.52%	3.95%	5.5%	6.45%	7.07%	5.98%	6.67%	Invest
Kotak Medium Term Fund - Growth	1926.02	12 years	-0.21%	-0.12%	0.48%	3.45%	3.53%	5.24%	6.81%	7.8%	6.26%	6.48%	Invest
Nippon India Medium Term Fund - Growth Option	147.02	12 years	-0.03%	0.08%	0.41%	3.24%	3.77%	5.21%	7.51%	7.72%	6.22%	2.92%	Invest
Bandhan Medium Term Fund - Regular Plan - Growth	1260.95	23 years	0.04%	0.28%	0.41%	3.68%	4.06%	5.05%	5.93%	6.73%	5.27%	6.17%	Invest
HSBC Medium Term Fund - Regular Growth	688.99	11 years	-0.1%	-0.1%	-0.01%	2.55%	3.01%	4.4%	6.13%	6.89%	5.84%	6.24%	Invest
DSP Medium Term Fund - Growth	251.42	29 years	-0.13%	-0.47%	-0.09%	2.62%	2.6%	3.74%	5.84%	6.64%	5.71%	5.51%	Invest
UTI Medium Term Fund - Regular Plan - Growth Option	36.75	11 years	-0.19%	-0.52%	-0.07%	2.47%	2.46%	3.61%	5.14%	6.02%	5.19%	5.22%	Invest
Invesco India Medium Term Fund - Regular - Growth	164.68	5 years	-0.23%	-0.43%	-0.07%	2.7%	2.51%	3.51%	5.2%	6.21%	5.04%	-	Invest
Sundaram Medium Term Fund Regular Plan - Growth	33.50	28 years	-0.08%	-0.32%	-0.21%	1.81%	1.53%	2.43%	4.1%	5.01%	3.89%	4.75%	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	Oct-2026	Sep-2026	Aug-2026	Jul-2026	Jun-2026	May-2026	Apr-2026	Mar-2026	Feb-2026	Jan-2026	Dec-2025	Nov-2025

Fund Name	2026-Q4	2026-Q3	2026-Q2	2026-Q1	2025-Q4	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1

Fund Name	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
Aditya Birla Sun Life Medium Term Fund - Growth - Regular Plan	3318.97	High	1.33%	6.93%	8.31%	9.43%	10.26%	9.55%	9.03%	Invest
ICICI Prudential Medium Term Fund - Growth	5516.42	Very Low	1.41%	6.06%	6.89%	7.39%	7.34%	7.17%	7.59%	Invest
SBI Medium Term Fund - Regular Plan - Growth	6488.59	Low	1.48%	6%	6.22%	6.75%	6.87%	7.02%	7.82%	Invest
Axis Medium Term Fund - Regular Plan - Growth Option	2112.31	Low	1.2%	5.46%	6.27%	6.99%	7.15%	7.01%	7.43%	Invest
HDFC Medium Term Fund - Growth Option	3603.87	Low	1.25%	5.49%	6.01%	6.61%	6.7%	6.63%	7.53%	Invest
Kotak Medium Term Fund - Growth	1926.02	Moderate	1.3%	5.27%	6.34%	7.09%	7.1%	6.62%	6.8%	Invest
Nippon India Medium Term Fund - Growth Option	147.02	High	1.07%	5%	6.55%	7.32%	7.23%	4.58%	4.26%	Invest
Bandhan Medium Term Fund - Regular Plan - Growth	1260.95	Moderate	1.29%	5.41%	5.47%	6.1%	6.12%	5.94%	7.06%	Invest
HSBC Medium Term Fund - Regular Growth	688.99	Moderate	0.78%	4.1%	5.22%	6.14%	6.47%	6.31%	6.42%	Invest
DSP Medium Term Fund - Growth	251.42	High	0.56%	3.46%	4.71%	5.74%	6.2%	5.75%	6.72%	Invest
UTI Medium Term Fund - Regular Plan - Growth Option	36.75	Moderate	0.64%	3.42%	4.32%	5.26%	5.68%	5.21%	5.33%	Invest
Invesco India Medium Term Fund - Regular - Growth	164.68	Moderate	0.79%	3.68%	4.43%	5.37%	5.72%	-	5.66%	Invest
Sundaram Medium Term Fund Regular Plan - Growth	33.50	Moderate	0.41%	2.24%	3.24%	4.15%	4.52%	4.43%	6.08%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Aditya Birla Sun Life Medium Term Fund - Growth - Regular Plan	High	2.08%	2.75%	0.71%	1.53%	Invest
ICICI Prudential Medium Term Fund - Growth	Very Low	1.44%	0.86%	0.76%	0.93%	Invest
SBI Medium Term Fund - Regular Plan - Growth	Low	1.55%	0.34%	0.82%	0.55%	Invest
Axis Medium Term Fund - Regular Plan - Growth Option	Low	1.53%	0.73%	0.83%	0.83%	Invest
HDFC Medium Term Fund - Growth Option	Low	1.59%	0.24%	0.85%	0.49%	Invest
Kotak Medium Term Fund - Growth	Moderate	1.78%	0.92%	0.91%	0.84%	Invest
Nippon India Medium Term Fund - Growth Option	High	2.05%	0.80%	0.89%	0.66%	Invest
Bandhan Medium Term Fund - Regular Plan - Growth	Moderate	1.80%	-	0.93%	0.17%	Invest
HSBC Medium Term Fund - Regular Growth	Moderate	1.60%	0.09%	0.86%	0.40%	Invest
DSP Medium Term Fund - Growth	High	1.81%	-	0.98%	0.30%	Invest
UTI Medium Term Fund - Regular Plan - Growth Option	Moderate	1.64%	-	0.86%	-	Invest
Invesco India Medium Term Fund - Regular - Growth	Moderate	1.81%	-	0.96%	0.04%	Invest
Sundaram Medium Term Fund Regular Plan - Growth	Moderate	1.58%	-	0.80%	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
Aditya Birla Sun Life Medium Term Fund - Growth - Regular Plan	₹1000	₹1000	1.32%	Sunaina Da Cunha	25-Mar 2009	Invest
ICICI Prudential Medium Term Fund - Growth	₹1000	₹5000	1.36%	Manish Banthia	15-Sep 2004	Invest
SBI Medium Term Fund - Regular Plan - Growth	₹500	₹5000	1.22%	Mohit Jain	12-Nov 2003	Invest
Axis Medium Term Fund - Regular Plan - Growth Option	₹100	₹100	1.32%	Devang Shah	28-Mar 2012	Invest
HDFC Medium Term Fund - Growth Option	₹100	₹100	1.3%	Dhruv Muchhal	06-Feb 2002	Invest
Kotak Medium Term Fund - Growth	₹100	₹100	1.63%	Deepak Agrawal	21-Mar 2014	Invest
Nippon India Medium Term Fund - Growth Option	₹100	₹5000	1.08%	Kinjal Desai	26-Jun 2014	Invest
Bandhan Medium Term Fund - Regular Plan - Growth	₹100	₹1000	1.15%	Suyash Choudhary	08-Jul 2003	Invest
HSBC Medium Term Fund - Regular Growth	₹1000	₹5000	1.12%	Shriram Ramanathan	02-Feb 2015	Invest
DSP Medium Term Fund - Growth	₹100	₹100	0.79%	Karan Mundhra	29-Apr 1997	Invest
UTI Medium Term Fund - Regular Plan - Growth Option	₹500	₹500	1.49%	Anurag Mittal	31-Mar 2015	Invest
Invesco India Medium Term Fund - Regular - Growth	₹1000	₹1000	0.99%	Vikas Garg	17-Jul 2021	Invest
Sundaram Medium Term Fund Regular Plan - Growth	₹250	₹5000	1.63%	Sandeep Agarwal	18-Dec 1997	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
Aditya Birla Sun Life Medium Term Fund - Growth - Regular Plan	43.7386 (01-10-2026)	43.7653 (30-09-2026)	-0.06%	43.8685	40.7166	Invest
ICICI Prudential Medium Term Fund - Growth	48.5285 (01-10-2026)	48.5861 (30-09-2026)	-0.12%	48.7399	45.873	Invest
SBI Medium Term Fund - Regular Plan - Growth	54.8177 (01-10-2026)	54.8700 (30-09-2026)	-0.1%	55.0627	51.9833	Invest
Axis Medium Term Fund - Regular Plan - Growth Option	30.0975 (01-10-2026)	30.1162 (30-09-2026)	-0.06%	30.1911	28.5586	Invest
HDFC Medium Term Fund - Growth Option	60.2934 (01-10-2026)	60.3364 (30-09-2026)	-0.07%	60.4765	57.282	Invest
Kotak Medium Term Fund - Growth	24.4628 (01-10-2026)	24.4915 (30-09-2026)	-0.12%	24.6205	23.297	Invest
Nippon India Medium Term Fund - Growth Option	16.8470 (01-10-2026)	16.8546 (30-09-2026)	-0.05%	16.9061	16.0395	Invest
Bandhan Medium Term Fund - Regular Plan - Growth	48.5583 (01-10-2026)	48.5534 (30-09-2026)	0.01%	48.6316	46.358	Invest
HSBC Medium Term Fund - Regular Growth	21.6646 (01-10-2026)	21.6746 (30-09-2026)	-0.05%	21.7945	20.7969	Invest
DSP Medium Term Fund - Growth	86.1727 (01-10-2026)	86.2564 (30-09-2026)	-0.1%	87.0344	83.2518	Invest
UTI Medium Term Fund - Regular Plan - Growth Option	19.1265 (01-10-2026)	19.1439 (30-09-2026)	-0.09%	19.2797	18.4915	Invest
Invesco India Medium Term Fund - Regular - Growth	1296.5557 (01-10-2026)	1296.9991 (30-09-2026)	-0.03%	1307.45	1255.11	Invest
Sundaram Medium Term Fund Regular Plan - Growth	71.3798 (01-10-2026)	71.4451 (30-09-2026)	-0.09%	71.9511	69.7652	Invest

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Invested Amount ₹43,855
Interest Earned ₹6,145

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HSBC Medium Term Fund - Regular Growth 3Y Returns 6.89% VS

UTI Medium Term Fund - Regular Plan - Growth Option 3Y Returns 6.02%

Nippon India Medium Term Fund - Growth Option 3Y Returns 7.72% VS

Axis Medium Term Fund - Regular Plan - Growth Option 3Y Returns 7.59%

Axis Medium Term Fund - Regular Plan - Growth Option 3Y Returns 7.59% VS

Aditya Birla Sun Life Medium Term Fund - Growth - Regular Plan 3Y Returns 9.69%

Invesco India Medium Term Fund - Regular - Growth 3Y Returns 6.21% VS

UTI Medium Term Fund - Regular Plan - Growth Option 3Y Returns 6.02%

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.