Top 10 Medium to Long Duration funds by 5-year CAGR
All 13 Regular-plan Medium to Long 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 to Long Duration schemes with enough history (1 newer schemes left out) · Growth option · data as of 28 Oct 2026.
| # | Scheme | Category | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | UTI Medium to Long Term Fund UTI | Medium to Long Duration | 6.4% | 1.8% | 5.8% | 2.6% | −2.3% | -0.28 | Moderately High | ₹299 Cr |
| 2 | ICICI Prudential Medium to Long Term Fund ICICI Prudential | Medium to Long Duration | 5.5% | 1.8% | 6.2% | 2.8% | −2.5% | -0.13 | Moderate | ₹1,974 Cr |
| 3 | LIC MF Medium to Long Term Fund LIC | Medium to Long Duration | 5.4% | 2.9% | 6.4% | 2.7% | −2.2% | -0.04 | Moderate | ₹172 Cr |
| 4 | SBI MEDIUM TO LONG TERM FUND SBI | Medium to Long Duration | 5.3% | 2.2% | 5.8% | 2.5% | −1.9% | -0.31 | Moderately High | ₹1,993 Cr |
| 5 | Nippon India Medium to Long Term Fund Nippon India | Medium to Long Duration | 4.9% | 1.8% | 5.5% | 2.9% | −2.3% | -0.34 | Moderate | ₹297 Cr |
| 6 | Aditya Birla Sun Life Medium to Long Term Fund Aditya Birla Sun Life | Medium to Long Duration | 4.7% | 0.8% | 5.4% | 3.0% | −2.6% | -0.37 | Moderate | ₹1,706 Cr |
| 7 | Kotak Medium to Long Term Fund Kotak Mahindra | Medium to Long Duration | 4.7% | 1.6% | 5.7% | 3.0% | −2.9% | -0.28 | Moderate | ₹1,738 Cr |
| 8 | HDFC Medium to Long Term Fund HDFC | Medium to Long Duration | 4.6% | 1.8% | 5.9% | 3.2% | −3.4% | -0.19 | Moderate | ₹801 Cr |
| 9 | JM Medium to Long Term Fund JM Financial | Medium to Long Duration | 4.6% | 1.2% | 5.7% | 2.5% | −3.4% | -0.31 | Moderate | ₹29 Cr |
| 10 | Bandhan Medium to Long Term Fund Bandhan | Medium to Long Duration | 4.5% | 4.3% | 6.0% | 2.8% | −3.6% | -0.17 | Moderate | ₹426 Cr |
| Category median | 4.7% | 1.8% | 5.7% | 2.7% | −2.6% | -0.30 | ||||
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.