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Medium Duration Debt Mutual Funds
- Average Return 6.47%
- No of Funds 15
What is Medium Duration Mutual Fund
Medium duration funds are debt funds that lend to quality companies for 3 or more years. The longer tenure of loan means these funds returns are subject to the interest rate changes that borrowing companies undergo due to positive or negative economic cycles over time.
Advantages of Medium Duration Funds
- Suitable when the interest rates in the economy are expected to stay stable OR move down
- Can be a worthy replacement of medium-to-long-term Fixed Deposits (i.e., for an investment horizon of at least 3 years)
Top schemes of Medium Duration Mutual Funds sorted by last 5 year returns
15 funds
ShowReturns for
via
Fund Size
₹1,891 Crs
Return (p.a)
+ 12.00% + 35.13% + 9.52% + 63.62% + 2.14% + 2.14% + 14.87% + 24.65% + 0.91% + 0.91% + 15.21% + 16.21% + 4.17% + 4.17% + 0.46% + 0.46%
ETM Rank
#8 of 13
Min SIP
₹ 5,000
5 Yrs Return
+ 8.36 % p.a. + 9.52 % p.a. + 8.5 % + 5.25 % p.a. + 4.29 % p.a. + 4.52 % + 6.55 % p.a. -0.16 %
Fund Size
₹6,531 Crs
Return (p.a)
+ 7.36% + 20.39% + 8.00% + 51.03% + 2.12% + 2.12% + 6.47% + 10.29% + 0.91% + 0.91% + 6.70% + 7.04% + 4.04% + 4.04% + 0.44% + 0.44%
ETM Rank
#1 of 13
#2 of 13
Fund Size
₹1,959 Crs
Return (p.a)
+ 7.11% + 19.64% + 8.03% + 51.29% + 2.16% + 2.16% + 6.42% + 10.20% + 0.83% + 0.83% + 6.68% + 7.01% + 4.13% + 4.13% + 0.40% + 0.40%
ETM Rank
#2 of 13
#3 of 13
Fund Size
₹7,107 Crs
Return (p.a)
+ 7.11% + 19.62% + 8.49% + 54.96% + 2.20% + 2.20% + 5.96% + 9.45% + 0.89% + 0.89% + 6.47% + 6.79% + 4.19% + 4.19% + 0.45% + 0.45%
ETM Rank
#3 of 13
#4 of 13
Fund Size
₹4,324 Crs
Return (p.a)
+ 6.86% + 18.87% + 7.63% + 48.15% + 2.16% + 2.16% + 5.96% + 9.44% + 0.90% + 0.90% + 6.19% + 6.49% + 4.03% + 4.03% + 0.48% + 0.48%
ETM Rank
#4 of 13
#5 of 13
Fund Size
₹690 Crs
Return (p.a)
+ 6.70% + 18.42% N.A. N.A. + 2.15% + 2.15% + 5.96% + 9.44% + 0.87% + 0.87% + 6.24% + 6.54% + 4.15% + 4.15% + 0.43% + 0.43%
ETM Rank
#5 of 13
#7 of 13
Fund Size
₹2,023 Crs
Return (p.a)
+ 6.48% + 17.77% N.A. N.A. + 2.12% + 2.12% + 5.83% + 9.23% + 0.96% + 0.96% + 5.82% + 6.10% + 3.60% + 3.60% + 0.67% + 0.67%
ETM Rank
#7 of 13
Fund Size
₹1,882 Crs
Return (p.a)
+ 5.52% + 14.97% + 6.83% + 42.03% + 1.55% + 1.55% + 4.39% + 6.91% + 0.37% + 0.37% + 4.87% + 5.09% + 3.33% + 3.33% + 0.21% + 0.21%
ETM Rank
#6 of 13
#11 of 13
Fund Size
₹350 Crs
Return (p.a)
+ 5.47% + 14.82% + 6.13% + 36.95% + 1.99% + 1.99% + 5.18% + 8.17% + 0.75% + 0.75% + 5.75% + 6.03% + 3.79% + 3.79% + 0.40% + 0.40%
ETM Rank
#11 of 13
#9 of 13
Fund Size
₹45 Crs
Return (p.a)
+ 5.12% + 13.80% N.A. N.A. + 1.98% + 1.98% + 5.91% + 9.36% + 0.80% + 0.80% + 5.87% + 6.15% + 3.73% + 3.73% + 0.42% + 0.42%
ETM Rank
#9 of 13
Fund Size
₹32 Crs
Return (p.a)
+ 4.73% + 12.70% N.A. N.A. + 2.07% + 2.07% + 5.16% + 8.15% + 0.72% + 0.72% + 5.96% + 6.25% + 3.96% + 3.96% + 0.33% + 0.33%
ETM Rank
#12 of 13
#10 of 13
Fund Size
₹45 Crs
Return (p.a)
+ 4.51% + 12.08% + 5.92% + 35.50% + 1.48% + 1.48% + 3.87% + 6.07% + 0.38% + 0.38% + 4.41% + 4.61% + 3.09% + 3.09% + 0.19% + 0.19%
ETM Rank
#10 of 13
#13 of 13
Fund Size
₹126 Crs
Return (p.a)
+ 3.45% + 9.11% N.A. N.A. + 2.17% + 2.17% + 7.99% + 12.79% + 0.67% + 0.67% + 5.81% + 6.09% + 4.15% + 4.15% + 0.33% + 0.33%
ETM Rank
#13 of 13
Fund Size
₹245 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 1.86% + 1.86% N.A. N.A. + 0.68% + 0.68% + 5.41% + 5.67% + 3.64% + 3.64% + 0.38% + 0.38%
ETM Rank
Unranked
Unranked
Fund Size
₹140 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 1.73% + 1.73% N.A. N.A. + 0.59% + 0.59% + 4.79% + 5.02% + 3.44% + 3.44% + 0.30% + 0.30%
ETM Rank
UnrankedMedium Duration Funds Returns Calculator
See what your investment would have yielded in
Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
This fund has generated an XIRR of 12.0% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorHow to invest in Medium Duration Funds?
It is quite easy to invest in Medium Duration mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Medium Duration fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Medium Duration Mutual Funds to invest in 2023?
These are top 5 Medium Duration funds you can invest in 2023
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund | Debt | # 7 of 16 | 8.75 % p.a. | |
| ICICI Prudential Medium Term Bond Fund | Debt | # 1 of 16 | 7.84 % p.a. | |
| Axis Strategic Bond Fund | Debt | # 2 of 16 | 7.58 % p.a. | |
| SBI Magnum Medium Duration Fund | Debt | # 3 of 16 | 8.12 % p.a. | |
| HDFC Medium Term Debt Fund | Debt | # 3 of 16 | 7.61 % p.a. |
How long should I stay invested in Medium Duration Mutual Funds?
Since Medium Duration Funds lend for, well, medium duration, you should invest in these funds for at least 3 years.
Where do Medium Duration Mutual Funds invest?
Medium duration funds lend for 3 or more years. There is no regulation on the kind of borrowers they can lend to. However, most funds in this category lend to good quality borrowers.
Are Medium Duration Mutual Funds high risk?
The long lending tenure of Medium Duration Funds means their returns are subject to the interest rate changes that borrowing companies undergo due to positive or negative economic cycles over time. For this reason, the returns from these funds can be volatile.
What kind of returns can i earn from Medium Duration ?
Medium Duration Funds have on an average delivered 6.79% p.a. returns in the last 1 year. Their 3 and 5 year annualized returns are 6.47% and 6.12%. p.a.
