Medium Duration mutual funds
Portfolio Macaulay duration of three to four years. This page lists every Medium Duration scheme (Regular plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
Category AUM and net inflow cover all plans and options of the 13 Medium Term Fund schemes in AMFI's monthly report for August 2026 (source); net inflow is money invested minus money redeemed during the month.
| Scheme | NAV (₹) | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund Aditya Birla Sun Life Mutual Fund | 43.74 | 7.6% | 9.7% | 11.8% | 9.9% | 0.1% | n/a | 2.1% | −1.0% | 17.5 y |
| Axis Medium Term Fund Axis Mutual Fund | 30.10 | 5.6% | 7.6% | 6.6% | 7.9% | 5.3% | n/a | 1.6% | −1.3% | 14.5 y |
| Bandhan Medium Term Fund Bandhan Mutual Fund | 48.56 | 5.0% | 6.8% | 5.3% | 7.8% | 3.0% | n/a | 1.8% | −3.3% | 18.3 y |
| DSP Medium Term Fund DSP Mutual Fund | 86.17 | 3.7% | 6.6% | 5.7% | 6.7% | 3.0% | n/a | 1.9% | −1.8% | 20.5 y |
| HDFC Medium Term Fund HDFC Mutual Fund | 60.29 | 5.5% | 7.1% | 6.0% | 7.8% | 4.8% | n/a | 1.6% | −2.0% | 20.5 y |
| HSBC Medium Term Fund HSBC Mutual Fund | 21.66 | 4.4% | 6.9% | n/a | 7.3% | 6.7% | n/a | 1.7% | n/a | 3.8 y |
| ICICI Prudential Medium Term Fund ICICI Prudential Mutual Fund | 48.53 | 6.0% | 7.7% | 6.6% | 7.5% | 5.4% | n/a | 1.5% | −1.2% | 20.5 y |
| Invesco India Medium Term Fund Invesco Mutual Fund | 1,296.56 | 3.5% | 6.2% | 5.0% | 6.5% | 4.6% | n/a | 1.9% | −2.4% | 5.2 y |
| Kotak Medium Term Fund Kotak Mahindra Mutual Fund | 24.46 | 5.2% | 7.8% | 6.3% | 6.7% | 4.4% | n/a | 1.9% | −1.7% | 12.5 y |
| Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) Nippon India Mutual Fund | 16.85 | 5.2% | 7.7% | 6.2% | 6.5% | -9.1% | n/a | 2.1% | −1.6% | 12.3 y |
| SBI MEDIUM TERM FUND SBI Mutual Fund | 54.82 | 5.7% | 7.1% | 6.2% | 7.8% | 3.6% | n/a | 1.6% | −1.7% | 20.5 y |
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Sundaram Mutual Fund | 71.38 | 2.4% | 5.0% | 3.9% | 6.1% | 2.1% | n/a | 1.6% | −2.6% | 20.5 y |
| UTI Medium Term Fund UTI Mutual Fund | 19.13 | 3.6% | 6.0% | 5.2% | 5.6% | 2.6% | n/a | 1.7% | −1.8% | 11.5 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of a benchmark — not available for this category in MFIC's free data. Std dev is annualised over 36 months. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
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