Medium to Long Duration Mutual Funds

Find here some best Medium to Long Duration fund to invest

Annual Returns 5.93%
Average Risk Low
Total Funds 15

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.

Top Performing Medium to Long Duration Funds in India for High Returns

Returns

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NAV Details

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
ICICI Prudential Bond Fund - Growth	2889.06	16 years	0.35%	-0.22%	1.84%	5.28%	5.28%	9.8%	8.65%	8.43%	6.25%	7.51%	Invest
LIC MF Bond Fund-Regular Plan-Growth	201.51	26 years	0.16%	-0.38%	1.92%	5.21%	5.26%	9.72%	8.16%	8.17%	5.34%	6.5%	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	27.41	-	0.29%	-0.18%	2.09%	5.71%	5.75%	9.68%	8.17%	7.6%	5.26%	4.32%	Invest
Jm Medium To Long Duration Fund - Growth Option	26.21	30 years	0.29%	-0.18%	2.09%	5.71%	5.75%	9.67%	8.17%	7.6%	5.26%	4.32%	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	332.21	26 years	0.32%	-0.6%	1.33%	4.74%	4.76%	8.95%	7.71%	7.64%	8.21%	5.8%	Invest
HDFC Income Fund - Growth Option	950.00	24 years	0.32%	-0.72%	1.31%	4.78%	4.82%	8.77%	8.12%	7.66%	5.2%	6.27%	Invest
SBI Magnum Income Fund-Regular Plan-Growth	1982.97	26 years	0.35%	-0.42%	1.61%	4.67%	4.71%	8.61%	7.83%	7.85%	6.18%	7.71%	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	2292.74	29 years	0.34%	-0.67%	1.03%	4.31%	4.37%	8.38%	7.64%	7.48%	5.93%	7.21%	Invest
Kotak Bond Fund (G)	2063.21	25 years	0.31%	-0.49%	1.41%	4.46%	4.53%	8.32%	7.85%	7.62%	5.5%	6.88%	Invest
Kotak Bond Fund - Regular Plan Growth	2063.21	25 years	0.31%	-0.49%	1.41%	4.46%	4.53%	8.32%	7.85%	7.62%	5.5%	6.88%	Invest
HSBC Medium to Long Duration Fund - Regular Growth	50.69	22 years	0.31%	-0.73%	1.1%	4.52%	4.61%	8.19%	7.2%	6.75%	4.46%	5.94%	Invest
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option	429.75	27 years	0.38%	-0.6%	0.88%	4.15%	4.23%	8%	7.49%	7.88%	5.21%	7.1%	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	125.86	22 years	0.26%	-0.64%	0.82%	3.7%	3.78%	7.08%	6.82%	6.51%	4.58%	6.47%	Invest
Bandhan Bond Fund Income Plan Regular-Growth	493.96	24 years	0.48%	-0.68%	0.45%	3.13%	3.24%	6.57%	6.63%	6.45%	4.33%	6.64%	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	53.32	9 months	0.24%	-0.04%	1.84%	5.3%	5.41%	-	-	-	-	-	Invest

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

Fund Name	Jul-2025	Jun-2025	May-2025	Apr-2025	Mar-2025	Feb-2025	Jan-2025	Dec-2024	Nov-2024	Oct-2024	Sep-2024	Aug-2024

Fund Name	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4

Fund Name	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013

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
ICICI Prudential Bond Fund - Growth	2889.06	Moderate	2.03%	9.1%	9.11%	8.72%	7.34%	7.25%	7.77%	Invest
LIC MF Bond Fund-Regular Plan-Growth	201.51	Low to Moderate	2.26%	9.49%	9.26%	8.65%	7.01%	6.48%	7.16%	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	27.41	Moderate	2.31%	9.55%	9.09%	8.39%	6.54%	4.72%	4.96%	Invest
Jm Medium To Long Duration Fund - Growth Option	26.21	Moderate	2.31%	9.55%	9.09%	8.39%	6.54%	4.72%	4.96%	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	332.21	Moderate	1.62%	7.91%	8.31%	7.91%	8.5%	6.17%	6.93%	Invest
HDFC Income Fund - Growth Option	950.00	Moderate	1.55%	7.79%	8.51%	8.07%	6.43%	5.97%	6.72%	Invest
SBI Magnum Income Fund-Regular Plan-Growth	1982.97	Moderately High	1.68%	7.81%	8.15%	7.96%	6.86%	7.24%	7.23%	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	2292.74	Moderate	1.32%	7.13%	7.95%	7.7%	6.6%	6.9%	8.07%	Invest
Kotak Bond Fund (G)	2063.21	Moderate	1.62%	7.47%	8.08%	7.81%	6.51%	6.57%	7.56%	Invest
Kotak Bond Fund - Regular Plan Growth	2063.21	Moderate	1.62%	7.47%	8.08%	7.81%	6.51%	6.57%	7.56%	Invest
HSBC Medium to Long Duration Fund - Regular Growth	50.69	Moderate	1.46%	7.27%	7.71%	7.26%	5.75%	5.66%	6.5%	Invest
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option	429.75	Moderate	1.13%	6.53%	7.57%	7.54%	6.44%	6.64%	7.6%	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	125.86	Moderate	1.08%	5.97%	6.97%	6.75%	5.58%	5.93%	7.47%	Invest
Bandhan Bond Fund Income Plan Regular-Growth	493.96	Moderate	0.59%	4.65%	6.36%	6.43%	5.3%	5.94%	7.17%	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	53.32	Moderate	2.19%	-	-	-	-	-	9.52%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
ICICI Prudential Bond Fund - Growth	Moderate	1.64%	0.19%	0.92%	1.17%	Invest
LIC MF Bond Fund-Regular Plan-Growth	Low to Moderate	2.14%	-	1.22%	0.81%	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	Moderate	2.341%	-	1.048%	-	Invest
Jm Medium To Long Duration Fund - Growth Option	Moderate	2.341%	-	1.048%	-	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	Moderate	2.01%	-	1.14%	0.58%	Invest
HDFC Income Fund - Growth Option	Moderate	2.15%	-	1.20%	0.58%	Invest
SBI Magnum Income Fund-Regular Plan-Growth	Moderately High	1.65%	-	0.92%	0.87%	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	Moderate	1.95%	-	1.07%	0.62%	Invest
Kotak Bond Fund (G)	Moderate	2.18%	-	1.17%	-	Invest
Kotak Bond Fund - Regular Plan Growth	Moderate	2.18%	-	1.17%	-	Invest
HSBC Medium to Long Duration Fund - Regular Growth	Moderate	2.09%	-	1.16%	0.25%	Invest
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option	Moderate	2.05%	-	1.08%	0.62%	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	Moderate	2.01%	-	1.12%	0.12%	Invest
Bandhan Bond Fund Income Plan Regular-Growth	Moderate	2.22%	-	1.20%	0.12%	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	Moderate	-	-	-	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
ICICI Prudential Bond Fund - Growth	₹1000	₹5000	1.03%	Manish Banthia	18-Aug 2008	Invest
LIC MF Bond Fund-Regular Plan-Growth	₹1000	₹5000	1.22%	Marzban Irani	26-Mar 1999	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	₹500	₹1000	1.06%	Gurvinder Singh Wasan	18-Mar 2002	Invest
Jm Medium To Long Duration Fund - Growth Option	₹100	₹1000	1.07%	Gurvinder Singh Wasan	07-Apr 1995	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	₹500	₹500	1.61%	Sunil Madhukar Patil	18-Jul 1998	Invest
HDFC Income Fund - Growth Option	₹100	₹100	1.39%	Shobhit Mehrotra	11-Sep 2000	Invest
SBI Magnum Income Fund-Regular Plan-Growth	₹500	₹5000	1.46%	Lokesh Mallya	25-Nov 1998	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	₹1000	₹5000	1.16%	Bhupesh Bameta	21-Oct 1995	Invest
Kotak Bond Fund (G)	₹100	₹100	1.65%	Abhishek Bisen	25-Nov 1999	Invest
Kotak Bond Fund - Regular Plan Growth	₹100	₹100	1.65%	Abhishek Bisen	25-Nov 1999	Invest
HSBC Medium to Long Duration Fund - Regular Growth	₹1000	₹5000	1.9%	Shriram Ramanathan	10-Dec 2002	Invest
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option	₹100	₹5000	1.52%	Vivek Sharma	01-Jan 1998	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	₹1000	₹5000	1.88%	Avnish Jain	19-Sep 2002	Invest
Bandhan Bond Fund Income Plan Regular-Growth	₹100	₹1000	1.98%	Suyash Choudhary	14-Jul 2000	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	₹500	₹5000	0.79%	Chandni Gupta	24-Sep 2024	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
ICICI Prudential Bond Fund - Growth	40.4425 (04-07-2025)	40.4315 (03-07-2025)	0.03%	40.5588	36.876	Invest
LIC MF Bond Fund-Regular Plan-Growth	72.8131 (04-07-2025)	72.8967 (03-07-2025)	-0.11%	73.1663	66.4255	Invest
Jm Medium To Long Duration Fund - Bonus Option - Principal Units	25.6026 (04-07-2025)	25.6016 (03-07-2025)	0%	25.6766	23.366	Invest
Jm Medium To Long Duration Fund - Growth Option	62.5783 (04-07-2025)	62.5758 (03-07-2025)	0%	62.7593	57.111	Invest
UTI Medium to Long Duration Fund- Regular Plan - Growth	73.648 (04-07-2025)	73.6348 (03-07-2025)	0.02%	74.1583	67.6645	Invest
HDFC Income Fund - Growth Option	58.4333 (04-07-2025)	58.4298 (03-07-2025)	0.01%	58.9676	53.7572	Invest
SBI Magnum Income Fund-Regular Plan-Growth	70.9355 (04-07-2025)	70.9253 (03-07-2025)	0.01%	71.3174	65.3463	Invest
Aditya Birla Sun Life Income Fund - Growth - Regular Plan	125.7892 (04-07-2025)	125.7907 (03-07-2025)	-0%	126.843	116.148	Invest
Kotak Bond Fund (G)	77.0479 (04-07-2025)	77.0308 (03-07-2025)	0.02%	77.5486	71.1815	Invest
Kotak Bond Fund - Regular Plan Growth	77.0479 (04-07-2025)	77.0308 (03-07-2025)	0.02%	73.3116	71.1815	Invest
HSBC Medium to Long Duration Fund - Regular Growth	42.256 (04-07-2025)	42.258 (03-07-2025)	-0%	42.6238	39.0927	Invest
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option	89.7825 (04-07-2025)	89.8071 (03-07-2025)	-0.03%	90.5441	83.1951	Invest
Canara Robeco Income Fund - Regular Plan - Growth Option	55.4504 (04-07-2025)	55.4470 (03-07-2025)	0.01%	55.8861	51.8329	Invest
Bandhan Bond Fund Income Plan Regular-Growth	64.6849 (04-07-2025)	64.6707 (03-07-2025)	0.02%	65.2268	60.72	Invest
Franklin India Medium to Long Duration Fund-Reg (G)	10.6971 (04-07-2025)	10.7028 (03-07-2025)	-0.05%	10.7103	9.9868	Invest

Medium to Long Duration Funds Return Calculator

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ICICI Prudential Bond Fund - Growth 3Y Returns 8.43% VS

UTI Medium to Long Duration Fund- Regular Plan - Growth 3Y Returns 7.64%

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option 3Y Returns 7.88% VS

ICICI Prudential Bond Fund - Growth 3Y Returns 8.43%

HSBC Medium to Long Duration Fund - Regular Growth 3Y Returns 6.75% VS

Canara Robeco Income Fund - Regular Plan - Growth Option 3Y Returns 6.51%

Kotak Bond Fund - Regular Plan Growth 3Y Returns 7.62% VS

UTI Medium to Long Duration Fund- Regular Plan - Growth 3Y Returns 7.64%

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.