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 (₹) | AUM (₹ cr) | TER | 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 | 3,370 | n/a | 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 | 1,971 | 1.32% | 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 | 1,244 | n/a | 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 | 249 | n/a | 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 | 3,499 | n/a | 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 | 670 | 1.12% | 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 | 5,331 | n/a | 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 | 131 | 1.14% | 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 | 1,930 | n/a | 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 | 146 | n/a | 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 | 6,419 | n/a | 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 | 32 | n/a | 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 | 34 | 1.54% | 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. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "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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