Medium to Long Duration Mutual Funds

Find here some best Medium to Long Duration fund to invest

Annual Returns 7.51%
Average Risk Low
Total Funds 16

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.

List of Medium to Long Duration Funds in India for High 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
Jm Medium To Long Duration Fund - Bonus Option - Bonus Units	30.30	12 years	-0.08%	0.58%	1.05%	1.88%	0.74%	5.77%	6.55%	7.06%	5.26%	4.24%
Bandhan Medium to Long Term Fund Regular-Growth	424.92	26 years	-0.06%	-0.05%	-0.02%	3.65%	3.99%	4.85%	4.34%	5.76%	4.55%	5.87%	Invest
Franklin India Medium to Long Term Fund-Reg (G)	43.52	2 years	-0.05%	-0.67%	0.25%	2.78%	2.79%	4.12%	5.61%	-	-	-	Invest
LIC MF Bond Fund-Regular Plan-Growth	174.85	27 years	-0.01%	-0.11%	0.37%	3.16%	3.06%	4.08%	5.24%	6.33%	5.52%	5.7%	Invest
ICICI Prudential Medium to Long Term Fund - Growth	2048.17	18 years	-0.07%	-0.68%	-0.01%	2.95%	2.61%	4.06%	5.46%	6.6%	5.75%	6.56%	Invest
SBI Medium to Long Term Fund-Regular Plan-Growth	2046.06	27 years	-0.17%	-0.33%	0.19%	2.68%	2.59%	3.7%	4.8%	6.04%	5.41%	6.75%	Invest
Nippon India Medium to Long Term Fund - Growth Plan - Growth Option	351.04	28 years	-0.04%	-0.46%	-	2.8%	2.54%	3.65%	4.14%	5.7%	5.06%	5.96%	Invest
Kotak Medium to Long Term Fund (G)	1841.08	26 years	-0.21%	-0.74%	-0.02%	3.06%	2.51%	3.53%	4.37%	5.92%	4.93%	5.72%	Invest
Kotak Medium to Long Term Fund - Regular Plan Growth	1841.08	26 years	-0.21%	-0.74%	-0.02%	3.06%	2.51%	3.53%	4.37%	5.92%	4.93%	5.72%	Invest
HDFC Medium to Long Term Fund - Growth Option	839.28	26 years	-0.21%	-0.59%	-0.1%	2.79%	2.43%	3.38%	4.46%	6.11%	4.77%	5.01%	Invest
UTI Medium to Long Term Fund- Regular Plan - Growth	302.16	28 years	-0.14%	-0.41%	0.26%	2.47%	2.22%	3.17%	4.52%	5.83%	7.27%	4.81%	Invest
HSBC Medium to Long Term Fund - Regular Growth	49.40	23 years	-	-0.34%	-0.11%	2.39%	2.21%	3.02%	4.19%	5.53%	4.27%	5.02%	Invest
Aditya Birla Sun Life Medium to Long Term Fund - Growth - Regular Plan	1770.21	30 years	-0.09%	-0.71%	-0.28%	2.55%	1.89%	2.81%	4.06%	5.61%	4.97%	6.05%	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	30.30	-	-0.15%	-0.75%	-0.25%	1.78%	1.71%	2.6%	4.59%	5.94%	4.71%	3.81%
JM Medium To Long Term Fund - Growth Option	30.30	31 years	-0.15%	-0.75%	-0.25%	1.78%	1.71%	2.6%	4.59%	5.94%	4.71%	3.81%	Invest
Canara Robeco Medium to Long Term Fund - Regular Plan - Growth Option	111.18	24 years	-0.08%	-0.57%	-0.06%	1.78%	1.85%	2.19%	3.43%	4.99%	4.14%	5.45%	Invest

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

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

Fund Name	2026-Q3	2026-Q2	2026-Q1	2025-Q4	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4

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
Jm Medium To Long Duration Fund - Bonus Option - Bonus Units	30.30	Moderate	-	0.79%	2.59%	4.14%	4.98%	4.14%	5.14%
Bandhan Medium to Long Term Fund Regular-Growth	424.92	High	0.9%	5.14%	4.58%	5.09%	5.31%	5.44%	6.96%	Invest
Franklin India Medium to Long Term Fund-Reg (G)	43.52	Moderate	0.71%	3.73%	4.53%	-	-	-	4.6%	Invest
LIC MF Bond Fund-Regular Plan-Growth	174.85	Low	0.99%	4.28%	4.43%	5.51%	6.04%	5.79%	6.88%	Invest
ICICI Prudential Medium to Long Term Fund - Growth	2048.17	Low	0.6%	3.65%	4.36%	5.5%	6.21%	6.42%	7.29%	Invest
SBI Medium to Long Term Fund-Regular Plan-Growth	2046.06	Very Low	0.74%	3.64%	4.07%	5.05%	5.75%	6.29%	6.96%	Invest
Nippon India Medium to Long Term Fund - Growth Plan - Growth Option	351.04	Moderate	0.65%	3.59%	3.66%	4.63%	5.42%	5.76%	7.29%	Invest
Kotak Medium to Long Term Fund (G)	1841.08	Moderate	0.68%	3.57%	3.8%	4.8%	5.45%	5.76%	7.23%	Invest
Kotak Medium to Long Term Fund - Regular Plan Growth	1841.08	Moderate	0.68%	3.57%	3.8%	4.8%	5.45%	5.76%	7.23%	Invest
HDFC Medium to Long Term Fund - Growth Option	839.28	High	0.58%	3.42%	3.7%	4.86%	5.46%	5.27%	6.43%	Invest
UTI Medium to Long Term Fund- Regular Plan - Growth	302.16	High	0.66%	3.21%	3.63%	4.78%	5.84%	5.6%	6.64%	Invest
HSBC Medium to Long Term Fund - Regular Growth	49.40	Moderate	0.51%	3.01%	3.48%	4.51%	4.97%	4.99%	6.18%	Invest
Aditya Birla Sun Life Medium to Long Term Fund - Growth - Regular Plan	1770.21	Moderate	0.41%	2.67%	3.15%	4.37%	5.18%	5.87%	7.73%	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	30.30	Moderate	0.25%	2.11%	3.34%	4.66%	5.32%	4.32%	4.3%
JM Medium To Long Term Fund - Growth Option	30.30	Moderate	0.25%	2.11%	3.34%	4.66%	5.32%	4.32%	5.19%	Invest
Canara Robeco Medium to Long Term Fund - Regular Plan - Growth Option	111.18	Low	0.38%	2.31%	2.72%	3.81%	4.52%	4.98%	7.03%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Jm Medium To Long Duration Fund - Bonus Option - Bonus Units	Moderate	2.34%	-	0.91%	-
Bandhan Medium to Long Term Fund Regular-Growth	High	2.86%	-	1.02%	-	Invest
Franklin India Medium to Long Term Fund-Reg (G)	Moderate	-	-	-	-	Invest
LIC MF Bond Fund-Regular Plan-Growth	Low	2.68%	-	1.04%	0.03%	Invest
ICICI Prudential Medium to Long Term Fund - Growth	Low	2.50%	0.03%	0.96%	0.20%	Invest
SBI Medium to Long Term Fund-Regular Plan-Growth	Very Low	2.34%	-	0.91%	-	Invest
Nippon India Medium to Long Term Fund - Growth Plan - Growth Option	Moderate	2.82%	-	1.07%	-	Invest
Kotak Medium to Long Term Fund (G)	Moderate	2.86%	-	1.12%	-	Invest
Kotak Medium to Long Term Fund - Regular Plan Growth	Moderate	2.86%	-	1.12%	-	Invest
HDFC Medium to Long Term Fund - Growth Option	High	3.04%	-	1.18%	-	Invest
UTI Medium to Long Term Fund- Regular Plan - Growth	High	2.52%	-	0.98%	-	Invest
HSBC Medium to Long Term Fund - Regular Growth	Moderate	2.62%	-	1.02%	-	Invest
Aditya Birla Sun Life Medium to Long Term Fund - Growth - Regular Plan	Moderate	2.88%	-	1.12%	-	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	Moderate	2.34%	-	0.91%	-
JM Medium To Long Term Fund - Growth Option	Moderate	2.34%	-	0.91%	-	Invest
Canara Robeco Medium to Long Term Fund - Regular Plan - Growth Option	Low	2.31%	-	0.86%	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
Jm Medium To Long Duration Fund - Bonus Option - Bonus Units	₹0	₹1000	1.08%	Ruchi Fozdar	04-Mar 2014
Bandhan Medium to Long Term Fund Regular-Growth	₹100	₹1000	1.68%	Suyash Choudhary	14-Jul 2000	Invest
Franklin India Medium to Long Term Fund-Reg (G)	₹500	₹5000	0.85%	Chandni Gupta	24-Sep 2024	Invest
LIC MF Bond Fund-Regular Plan-Growth	₹200	₹5000	0.61%	Pratik Harish Shroff	26-Mar 1999	Invest
ICICI Prudential Medium to Long Term Fund - Growth	₹1000	₹5000	0.95%	Manish Banthia	18-Aug 2008	Invest
SBI Medium to Long Term Fund-Regular Plan-Growth	₹500	₹5000	1.49%	Mohit Jain	25-Nov 1998	Invest
Nippon India Medium to Long Term Fund - Growth Plan - Growth Option	₹100	₹5000	1.5%	Kinjal Desai	01-Jan 1998	Invest
Kotak Medium to Long Term Fund (G)	₹100	₹100	1.65%	Abhishek Bisen	25-Nov 1999	Invest
Kotak Medium to Long Term Fund - Regular Plan Growth	₹100	₹100	1.65%	Abhishek Bisen	25-Nov 1999	Invest
HDFC Medium to Long Term Fund - Growth Option	₹100	₹100	1.36%	Dhruv Muchhal	11-Sep 2000	Invest
UTI Medium to Long Term Fund- Regular Plan - Growth	₹500	₹500	1.67%	Amit Sharma	18-Jul 1998	Invest
HSBC Medium to Long Term Fund - Regular Growth	₹1000	₹5000	1.19%	Shriram Ramanathan	10-Dec 2002	Invest
Aditya Birla Sun Life Medium to Long Term Fund - Growth - Regular Plan	₹1000	₹5000	0.93%	Bhupesh Bameta	21-Oct 1995	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	₹500	₹1000	1.08%	Ruchi Fozdar	18-Mar 2002
JM Medium To Long Term Fund - Growth Option	₹100	₹1000	1.08%	Ruchi Fozdar	07-Apr 1995	Invest
Canara Robeco Medium to Long Term Fund - Regular Plan - Growth Option	₹1000	₹5000	1.59%	Avnish Jain	19-Sep 2002	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
Jm Medium To Long Duration Fund - Bonus Option - Bonus Units	()	()	0%	26.03	25.56
Bandhan Medium to Long Term Fund Regular-Growth	67.8796 (25-09-2026)	67.9123 (24-09-2026)	-0.05%	68.4185	64.621	Invest
Franklin India Medium to Long Term Fund-Reg (G)	11.1541 (25-09-2026)	11.1626 (24-09-2026)	-0.08%	11.2702	10.7158	Invest
LIC MF Bond Fund-Regular Plan-Growth	75.6656 (25-09-2026)	75.6881 (24-09-2026)	-0.03%	76.1246	72.564	Invest
ICICI Prudential Medium to Long Term Fund - Growth	42.0864 (25-09-2026)	42.1170 (24-09-2026)	-0.07%	42.5648	40.463	Invest
SBI Medium to Long Term Fund-Regular Plan-Growth	73.6537 (25-09-2026)	73.7041 (24-09-2026)	-0.07%	74.2243	70.9582	Invest
Nippon India Medium to Long Term Fund - Growth Plan - Growth Option	92.7998 (25-09-2026)	92.8356 (24-09-2026)	-0.04%	93.8711	89.4584	Invest
Kotak Medium to Long Term Fund (G)	79.6802 (25-09-2026)	79.7023 (24-09-2026)	-0.03%	80.6833	76.7354	Invest
Kotak Medium to Long Term Fund - Regular Plan Growth	79.6802 (25-09-2026)	79.7023 (24-09-2026)	-0.03%	-	-	Invest
HDFC Medium to Long Term Fund - Growth Option	60.3195 (25-09-2026)	60.3642 (24-09-2026)	-0.07%	61.1035	58.0498	Invest
UTI Medium to Long Term Fund- Regular Plan - Growth	76.0029 (25-09-2026)	76.0622 (24-09-2026)	-0.08%	76.5708	73.5875	Invest
HSBC Medium to Long Term Fund - Regular Growth	43.5837 (25-09-2026)	43.6086 (24-09-2026)	-0.06%	44.0322	42.2756	Invest
Aditya Birla Sun Life Medium to Long Term Fund - Growth - Regular Plan	129.2440 (25-09-2026)	129.3211 (24-09-2026)	-0.06%	130.974	124.926	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	26.2662 (25-09-2026)	26.2729 (24-09-2026)	-0.03%	26.5391	25.5644
JM Medium To Long Term Fund - Growth Option	64.2002 (25-09-2026)	64.2167 (24-09-2026)	-0.03%	64.8673	62.4849	Invest
Canara Robeco Medium to Long Term Fund - Regular Plan - Growth Option	56.8153 (25-09-2026)	56.8222 (24-09-2026)	-0.01%	57.3273	55.4481	Invest

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Interest Earned ₹6,145

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SBI Medium to Long Term Fund-Regular Plan-Growth 3Y Returns 6.04% VS

UTI Medium to Long Term Fund- Regular Plan - Growth 3Y Returns 5.83%

HSBC Medium to Long Term Fund - Regular Growth 3Y Returns 5.53% VS

Canara Robeco Medium to Long Term Fund - Regular Plan - Growth Option 3Y Returns 4.99%

Aditya Birla Sun Life Medium to Long Term Fund - Growth - Regular Plan 3Y Returns 5.61% VS

UTI Medium to Long Term Fund- Regular Plan - Growth 3Y Returns 5.83%

Nippon India Medium to Long Term Fund - Growth Plan - Growth Option 3Y Returns 5.7% VS

ICICI Prudential Medium to Long Term Fund - Growth 3Y Returns 6.6%

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.