Medium to Long Duration mutual funds
Portfolio Macaulay duration of four to seven years. This page lists every Medium to Long 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 to Long 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 to Long Term Fund Aditya Birla Sun Life Mutual Fund | 128.92 | 1,734 | n/a | 2.3% | 5.6% | 4.9% | 7.5% | 2.9% | n/a | 2.9% | −2.6% | 20.5 y |
| Bandhan Medium to Long Term Fund Bandhan Mutual Fund | 67.91 | 428 | n/a | 4.8% | 5.9% | 4.6% | 7.4% | 2.1% | n/a | 2.8% | −3.6% | 18.3 y |
| Bandhan Medium to Long Term Fund Bandhan Mutual Fund | 61.20 | 428 | n/a | 5.6% | 7.2% | 6.0% | 7.5% | 4.0% | n/a | 1.5% | −1.9% | 18.3 y |
| Canara Robeco Medium To Long Term Fund Canara Robeco Mutual Fund | 56.65 | 111 | 1.84% | 1.7% | 5.0% | 4.1% | 7.6% | 2.5% | n/a | 2.3% | −2.3% | 20.5 y |
| Franklin India Medium to Long Term Fund Franklin Templeton Mutual Fund | 11.14 | 41 | 0.85% | 3.8% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.0 y |
| HDFC Medium to Long Term Fund HDFC Mutual Fund | 60.17 | 813 | n/a | 2.9% | 6.1% | 4.8% | 6.9% | 2.6% | n/a | 3.1% | −3.3% | 20.5 y |
| HSBC Medium to Long Term Fund HSBC Mutual Fund | 43.53 | 48 | 1.30% | 2.7% | 5.6% | 4.3% | 7.0% | 2.1% | n/a | 2.6% | −3.4% | 20.5 y |
| ICICI Prudential Medium to Long Term Fund ICICI Prudential Mutual Fund | 41.97 | 2,019 | n/a | 3.5% | 6.6% | 5.7% | 7.6% | 4.1% | n/a | 2.6% | −2.2% | 18.1 y |
| JM Medium to Long Term Fund JM Financial Mutual Fund | 64.03 | 29 | 1.03% | 2.2% | 5.9% | 4.7% | 4.5% | -2.0% | n/a | 2.4% | −3.4% | 20.5 y |
| Kotak Medium to Long Term Fund Kotak Mahindra Mutual Fund | 79.46 | 1,780 | n/a | 3.0% | 5.9% | 4.9% | 7.6% | 3.4% | n/a | 2.9% | −2.8% | 20.5 y |
| LIC MF Medium to Long Term Fund LIC Mutual Fund | 75.60 | 173 | 0.62% | 3.9% | 6.4% | 5.5% | 7.2% | 3.1% | n/a | 2.6% | −2.2% | 20.5 y |
| Nippon India Medium to Long Term Fund Nippon India Mutual Fund | 92.57 | 312 | n/a | 3.0% | 5.7% | 5.0% | 7.4% | 3.2% | n/a | 2.8% | −2.3% | 20.5 y |
| SBI MEDIUM TO LONG TERM FUND SBI Mutual Fund | 73.55 | 2,036 | n/a | 3.4% | 6.0% | 5.4% | 7.5% | 2.7% | n/a | 2.4% | −1.9% | 20.5 y |
| UTI Medium to Long Term Fund UTI Mutual Fund | 75.92 | 303 | 1.64% | 3.0% | 5.9% | 6.6% | 7.4% | -2.6% | n/a | 2.5% | −2.3% | 20.5 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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