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Medium to Long Duration Mutual Funds

Find here some best Medium to Long Duration fund to invest

  • Annual Returns 7.11%
  • Average Risk Low
  • Total Funds 13

What is Medium to Long Duration Mutual Fund?

Medium To Long Duration Funds are the open-ended debt mutual fund schemes which invest in debt instruments to maintain the average maturity duration of portfolio between 4-years to 7-years (Macaulay duration). During adverse market situations, the macaulay duration in the portfolio can also be 1-year to 7-years. Longer duration funds may generate high returns as compared to Medium to Long Duration Funds, but they are more sensitive to interest rate fluctuations which increases risk-factor.

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Top Performing Medium to Long Duration in India for High Return

AMC List

  • Kotak
  • Aditya Birla Sun Life
  • ICICI
  • Tata
  • HDFC
  • SBI
  • UTI
  • Nippon
  • Sundaram
  • Canara
  • Invesco
  • Axis
  • Baroda BNP Paribas
  • DSP
  • EDELWEISS
  • Franklin
  • HSBC
  • LIC
  • Mirae Asset
  • Motilal Oswal
  • Mahindra
  • PGIM
  • WOC
  • Bandhan
  • 360 One
  • Bajaj Finserv
  • Quant
  • Parag Parikh
  • ITI

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 7.83%
SIP 3Y P.a. 12.07%
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Lumpsum 3Y P.a 6.15%
SIP 3Y P.a. 11.63%
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Lumpsum 3Y P.a 5.88%
SIP 3Y P.a. 9.69%
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Lumpsum 3Y P.a 5.73%
SIP 3Y P.a. 9.7%
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Lumpsum 3Y P.a 5.63%
SIP 3Y P.a. 9.19%
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Lumpsum 3Y P.a 5.37%
SIP 3Y P.a. 9.29%
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Lumpsum 3Y P.a 5.37%
SIP 3Y P.a. 9.29%
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Lumpsum 3Y P.a 5.36%
SIP 3Y P.a. 9.53%
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Lumpsum 3Y P.a 4.83%
SIP 3Y P.a. 8.98%
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Lumpsum 3Y P.a 4.49%
SIP 3Y P.a. 7.96%
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Short Term

Long Term

SIP

Rolling Term

1 Week -0.14%
1 Month 0.22%
3 Months 2.46%
6 Months 5.31%
1 Year 9.26%
Invest
1 Week -0.05%
1 Month 0.43%
3 Months 2.52%
6 Months 5.4%
1 Year 9.45%
Invest
1 Week -0.08%
1 Month 0.38%
3 Months 2.31%
6 Months 5.15%
1 Year 8.81%
Invest
1 Week -0.19%
1 Month 0.1%
3 Months 2.3%
6 Months 5.36%
1 Year 9.55%
Invest
1 Week -0.1%
1 Month 0.41%
3 Months 2.49%
6 Months 5.62%
1 Year 9.73%
Invest
1 Week 0.01%
1 Month -0.07%
3 Months 2.1%
6 Months 5.14%
1 Year 9.58%
Invest
1 Week 0.01%
1 Month -0.07%
3 Months 2.1%
6 Months 5.14%
1 Year 9.58%
Invest
1 Week 0.09%
1 Month 1.03%
3 Months 2.41%
6 Months 4.14%
1 Year 7.78%
Invest
1 Week 0.1%
1 Month 0.94%
3 Months 2.55%
6 Months 4.48%
1 Year 8.56%
Invest
1 Week 0.02%
1 Month 0.83%
3 Months 2.41%
6 Months 4.03%
1 Year 7.46%
Invest
2 Years 7.83%
3 Years 7.83%
5 Years 6.83%
Annual Rt 7.61%
Invest
2 Years 8.38%
3 Years 6.15%
5 Years 6.79%
Annual Rt 8.58%
Invest
2 Years 8.17%
3 Years 5.88%
5 Years 7.06%
Annual Rt 7.6%
Invest
2 Years 7.9%
3 Years 5.73%
5 Years 5.98%
Annual Rt 8.34%
Invest
2 Years 7.93%
3 Years 5.63%
5 Years 6.75%
Annual Rt 8.92%
Invest
2 Years 7.64%
3 Years 5.37%
5 Years 6.27%
Annual Rt 8.3%
Invest
2 Years 7.64%
3 Years 5.37%
5 Years 6.27%
Annual Rt 8.3%
Invest
2 Years 7.21%
3 Years 5.36%
5 Years 5.49%
Annual Rt 7.87%
Invest
2 Years 7.04%
3 Years 4.83%
5 Years 5.34%
Annual Rt 7.34%
Invest
2 Years 6.22%
3 Years 4.49%
5 Years 5.2%
Annual Rt 7.85%
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Min SIP ₹500
Min Lumpsum ₹500
Expense Ratio 1.62%
Fund Manager Sunil Madhukar Patil
Launch Date 17-May 1998
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.03%
Fund Manager Manish Banthia
Launch Date 05-Aug 2008
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.46%
Fund Manager Lokesh Mallya
Launch Date 25-Nov 1998
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 1.52%
Fund Manager Vivek Sharma
Launch Date 01-Jan 1998
Invest
Min SIP ₹1000
Min Lumpsum ₹1000
Expense Ratio 1.09%
Fund Manager Bhupesh Bameta
Launch Date 05-Oct 1995
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.64%
Fund Manager Abhishek Bisen
Launch Date 25-Nov 1999
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.64%
Fund Manager Abhishek Bisen
Launch Date 25-Nov 1999
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.22%
Fund Manager Marzban Irani
Launch Date 19-Jun 1999
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.39%
Fund Manager Shobhit Mehrotra
Launch Date 01-Sep 2000
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.88%
Fund Manager Avnish Jain
Launch Date 19-Sep 2002
Invest
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Comparison of Top Medium to Long Duration Funds

Medium to Long Duration Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

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

Frequently Asked Questions

Who should invest in Medium to Long Duration Mutual Funds?
Medium to Long 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 to Long 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 to Long Duration companies?
The fund manager of Medium to Long 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 to Long Duration funds?
Medium to Long 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 to Long Duration funds?
Medium to Long 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 to Long Duration funds.
Are Medium to Long Duration Funds for long term investment?
Yes, Medium to Long 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 to Long Duration mutual funds.
What is the benchmark of Medium to Long Duration Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Medium to Long Duration funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Medium to Long Duration Mutual Funds?
Medium to Long 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.

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