Top 10 Medium Duration funds by 5-year CAGR
All 13 Regular-plan Medium Duration schemes in AMFI’s data with a current NAV, ranked by 5-year CAGR. The table also shows shorter and longer returns, volatility, the deepest fall in five years and the Sharpe ratio, so one number is not read in isolation.
Ranked among 12 Regular-plan Medium Duration schemes with enough history (1 newer schemes left out) · Growth option · data as of 27 Oct 2026.
| # | Scheme | Category | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life Medium Term Fund Aditya Birla Sun Life | Medium Duration | 11.7% | 6.5% | 9.5% | 2.2% | −1.0% | 1.38 | Moderately High | ₹3,342 Cr |
| 2 | ICICI Prudential Medium Term Fund ICICI Prudential | Medium Duration | 6.5% | 4.8% | 7.4% | 1.6% | −1.2% | 0.55 | Moderately High | ₹5,262 Cr |
| 3 | Axis Medium Term Fund Axis | Medium Duration | 6.5% | 4.7% | 7.5% | 1.6% | −1.3% | 0.56 | Moderately High | ₹1,938 Cr |
| 4 | Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) Nippon India | Medium Duration | 6.2% | 4.3% | 7.6% | 2.1% | −1.7% | 0.52 | Moderate | ₹144 Cr |
| 5 | Kotak Medium Term Fund Kotak Mahindra | Medium Duration | 6.1% | 3.8% | 7.5% | 2.0% | −1.7% | 0.48 | Moderately High | ₹1,868 Cr |
| 6 | SBI MEDIUM TERM FUND SBI | Medium Duration | 6.1% | 4.6% | 6.9% | 1.7% | −1.7% | 0.21 | Moderately High | ₹6,330 Cr |
| 7 | HDFC Medium Term Fund HDFC | Medium Duration | 5.9% | 4.6% | 7.0% | 1.7% | −2.0% | 0.26 | Moderately High | ₹3,509 Cr |
| 8 | DSP Medium Term Fund DSP | Medium Duration | 5.6% | 2.5% | 6.3% | 2.0% | −1.8% | -0.10 | Moderate | ₹246 Cr |
| 9 | Bandhan Medium Term Fund Bandhan | Medium Duration | 5.2% | 4.5% | 6.7% | 1.8% | −3.3% | 0.12 | Moderate | ₹1,237 Cr |
| 10 | UTI Medium Term Fund UTI | Medium Duration | 5.0% | 2.6% | 5.9% | 1.8% | −1.8% | -0.37 | Moderate | ₹34 Cr |
| Category median | 6.0% | 4.3% | 6.9% | 1.8% | −1.8% | 0.21 | ||||
Regular plans, Growth option. Returns are after expenses (TER is deducted from NAV). MFIC calculates returns, volatility, drawdown and Sharpe from AMFI NAVs; benchmark excess, riskometer and AUM are as published by AMFI. Schemes without enough history for the measure are left out, not estimated.
How to read this list
Is #1 the best fund to buy?
No. A “Top 5” or “Top 10” place means highest or lowest on this one historical measure. Past performance is not indicative of future performance, and a ranking does not consider your goals, time horizon, taxes or existing portfolio.
Why compare several columns?
A high return with a deep fall or high volatility is a different experience from a steadier path to a similar return. Use the dashboard to rank by consistency, risk-adjusted return, SIP returns or your own weights.
Where does the data come from?
Daily NAVs and published returns from AMFI; scheme details from Scheme Summary Documents. Full methodology is on the MFIC Intelligence methodology section.
More rankings
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Past performance is not indicative of future performance. MFIC rankings are based on historical data and selected criteria and should not be interpreted as a guarantee of future performance. Integrato Financial Services Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-173155), not a SEBI-registered Investment Adviser; this page is analytical and educational and is not investment advice.