Pay ₹0 for 75 days of Genius, On India's 75 years of Independence by signing up within 75 hours
close-calc
 
 
Download Mobile Apps
close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Medium Duration Debt Mutual Funds

  • Average Return 6.05%
  • No of Funds 22

What is Medium Duration Mutual Fund

Medium duration funds are debt funds that lend to quality companies for 3 or more years. The longer tenure of loan means these funds returns are subject to the interest rate changes that borrowing companies undergo due to positive or negative economic cycles over time.

Advantages of Medium Duration Funds

  • Suitable when the interest rates in the economy are expected to stay stable OR move down
  • Can be a worthy replacement of medium-to-long term Fixed Deposits (i.e., for an investment horizon of at least 3 years)
  • Are also more tax-efficient than Bank Fixed Deposits when investment tenure is 3 years or more as these funds qualify for indexation benefit

Top schemes of Medium Duration Mutual Funds sorted by last 5 year returns

22 funds
Show Returns for via
Aditya Birla SL

Fund Size

₹1,628 Crs

Return (p.a)

N.A. + 12.17% N.A. + 50.96% N.A. + 18.2% + 51.81% + 22.95% + 35.32% + 11.89% + 9.87%

VRO rating

5

ETM Rank

#12 of 16

Stable Portfolio

Min SIP

₹ 5,000

5 Yrs Return

+ 10.29 % p.a. + 10.44 % p.a. + 5.47 % + 8.43 % p.a. + 5.21 % p.a. + 13.72 % + 1.71 % p.a. + 8.78 %

ICICI Prudential

Fund Size

₹6,341 Crs

Return (p.a)

N.A. + 7.56% N.A. + 8.25% N.A. + 6.75% + 12.04% + 5.66% + 5.5% + 10.4% + 8.23%

VRO rating

5

ETM Rank

#1 of 16

SBI

Fund Size

₹9,245 Crs

Return (p.a)

N.A. + 7.4% N.A. + 6.91% N.A. + 5.8% + 11.36% + 4.45% + 4.29% + 11.83% + 8.82%

VRO rating

4

ETM Rank

#4 of 16

Axis

Fund Size

₹1,690 Crs

Return (p.a)

N.A. + 7.26% N.A. + 7.77% N.A. + 6.54% + 11.79% + 5.54% + 5.3% + 11.42% + 8.27%

VRO rating

4

ETM Rank

#1 of 16

HDFC

Fund Size

₹3,814 Crs

Return (p.a)

N.A. + 7.06% N.A. + 6.77% N.A. + 5.95% + 11.53% + 4.76% + 4.08% + 10.13% + 7.83%

VRO rating

4

ETM Rank

#5 of 16

Kotak

Fund Size

₹1,931 Crs

Return (p.a)

N.A. + 6.77% N.A. + 6.97% N.A. + 6.29% + 10.69% + 5.45% + 4.87% + 9.17% + 7.52%

VRO rating

3

ETM Rank

#7 of 16

L&T

Fund Size

₹699 Crs

Return (p.a)

N.A. + 6.48% N.A. + 5.44% N.A. + 5.63% + 9.61% + 4.26% + 3.31% + 8.73% + 6.96%

VRO rating

3

ETM Rank

#7 of 16

IDFC

Fund Size

₹2,246 Crs

Return (p.a)

N.A. + 5.85% N.A. + 4.61% N.A. + 3.99% + 9.89% + 2.69% + 2.16% + 4.0% + 7.08%

VRO rating

3

ETM Rank

#10 of 16

DSP

#10 of 16

Fund Size

₹344 Crs

Return (p.a)

N.A. + 4.98% N.A. + 6.4% N.A. + 4.73% + 11.09% + 3.75% + 3.79% + 9.79% + 6.15%

VRO rating

3

ETM Rank

#10 of 16

Tata

Fund Size

₹76 Crs

Return (p.a)

N.A. + 4.54% N.A. + 6.8% N.A. + 6.12% + 11.22% + 4.77% + 4.13% + 9.02% + 5.3%

VRO rating

4

ETM Rank

#1 of 16

UTI

Fund Size

₹61 Crs

Return (p.a)

N.A. + 4.53% N.A. + 5.89% N.A. + 4.62% + 9.91% + 5.23% + 3.83% + 9.18% + 5.28%

VRO rating

2

ETM Rank

#13 of 16

Sundaram

Fund Size

₹45 Crs

Return (p.a)

N.A. + 4.53% N.A. + 4.61% N.A. + 3.08% + 9.24% + 2.17% + 1.87% + 5.89% + 6.12%

VRO rating

2

ETM Rank

#14 of 16

Baroda BNP Paribas

Fund Size

₹35 Crs

Return (p.a)

N.A. + 3.62% N.A. + 7.44% N.A. + 4.0% + 13.6% + 3.46% + 3.9% + 14.86% + 4.53%

VRO rating

2

ETM Rank

#9 of 16

Nippon India

Fund Size

₹187 Crs

Return (p.a)

N.A. + 0.64% N.A. + 3.25% N.A. + 5.13% + 6.4% + 8.48% + 2.02% + 6.07% + 1.48%

VRO rating

2

ETM Rank

#15 of 16

Aditya Birla SL

Fund Size

₹6,880 Crs

Return (p.a)

N.A. N.A. N.A. + 6.03% N.A. N.A. + 11.97% N.A. N.A. + 7.59% + 2.58%

VRO rating

N.A.

ETM Rank

Unranked

Edelweiss

Fund Size

₹2,879 Crs

Return (p.a)

N.A. N.A. N.A. + 5.2% N.A. N.A. + 6.33% + 4.27% + 4.16% + 3.94% + 5.02%

VRO rating

N.A.

ETM Rank

Unranked

Edelweiss

Fund Size

₹4,087 Crs

Return (p.a)

N.A. N.A. N.A. + 5.31% N.A. N.A. + 10.7% + 3.54% + 2.78% + 11.18% + 3.6%

VRO rating

N.A.

ETM Rank

Unranked

Edelweiss

Fund Size

₹741 Crs

Return (p.a)

N.A. N.A. N.A. + 4.77% N.A. N.A. + 9.39% N.A. N.A. + 6.26% + 4.69%

VRO rating

N.A.

ETM Rank

Unranked

Edelweiss

Fund Size

₹7,038 Crs

Return (p.a)

N.A. N.A. N.A. + 5.75% N.A. N.A. + 11.14% N.A. + 2.87% + 6.84% + 3.29%

VRO rating

N.A.

ETM Rank

Unranked

ICICI Prudential

Fund Size

₹207 Crs

Return (p.a)

N.A. N.A. N.A. + 7.44% N.A. + 5.77% + 12.38% + 4.54% + 4.58% + 15.66% + 6.45%

VRO rating

4

ETM Rank

#6 of 16

ICICI Prudential

Fund Size

₹5,642 Crs

Return (p.a)

N.A. N.A. N.A. + 6.79% N.A. N.A. + 13.82% N.A. N.A. + 9.91% + 2.88%

VRO rating

N.A.

ETM Rank

Unranked

Invesco

Fund Size

₹314 Crs

Return (p.a)

N.A. N.A. N.A. + 5.84% N.A. N.A. + 10.67% N.A. + 3.14% + 7.47% + 3.02%

VRO rating

N.A.

ETM Rank

Unranked

Show all funds

Medium Duration Funds Returns Calculator

See what your investment would have yielded in

Select fund
Aditya Birla Sun Life Medium Term Fund
via in I want to invest of for a period of for

How to invest in Medium Duration Funds?

It is quite easy to invest in Medium Duration mutual funds on ET Money. Here are the steps that you have to follow.

  • Register online on ET Money app or website
  • Head to Mutual Funds sections and choose the Medium Duration fund you want to invest in.
  • Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
  • Provide your KYC details (Pan number, Bank details) and complete your investment.

Frequently asked Questions

Which are the best Medium Duration Mutual Funds to invest in 2022?

These are top 5 Medium Duration funds you can invest in 2022

Fund Name Fund Category ETM Rank Consistency 5 Year Return (Annualized)
Aditya Birla Sun Life Medium Term Fund Debt # 12 of 16
8.44 % p.a.
ICICI Prudential Medium Term Bond Fund Debt # 1 of 16
7.37 % p.a.
SBI Magnum Medium Duration Fund Debt # 4 of 16
7.75 % p.a.
Axis Strategic Bond Fund Debt # 1 of 16
7.35 % p.a.
HDFC Medium Term Debt Fund Debt # 5 of 16
7.24 % p.a.

Since Medium Duration Funds lend for, well, medium duration, you should invest in these funds for at least 3 years.

Medium duration funds lend for 3 or more years. There is no regulation on the kind of borrowers they can lend to. However, most funds in this category lend to good quality borrowers.

The long lending tenure of Medium Duration Funds means their returns are subject to the interest rate changes that borrowing companies undergo due to positive or negative economic cycles over time. For this reason, the returns from these funds can be volatile.

Medium Duration Funds have on an average delivered 4.16% p.a. returns in the last 1 year. Their 3 and 5 year annualized returns are 6.05% and 5.57%. p.a.

Explore Other Top Categories

Hide comparison
亚博电竞 csgo 日博电竞外围全球9.4.2 dota2投注线上 lpl电竞比分注册APP v2.6(lpl电竞选手下载v3.1版) JJ竞技(拉萨)登录手游