Medium Duration Fund Funds
Detailed analysis of 44 Medium Duration Fund mutual funds with comprehensive performance metrics and investment insights.
What are Medium Duration Fund Funds?
Medium Duration Fund funds are a specialized category within Debt mutual funds, designed for specific investment objectives and risk profiles. These funds collectively manage assets worth ₹10.26L Cr across 44 different schemes.
With an average expense ratio of 0.78%, Medium Duration Fund funds offer cost-effective investment options for various types of investors. The category has demonstrated average returns of 4.45% over 1 year and 4.78% over 3 years.
All Medium Duration Fund Funds
| Fund Name | AMC | AUM | Expense | 1Y Return | 3Y Return | NAV |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan - Direct - IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹282.70 Cr | 0.82% | 5.70% | 5.65% | ₹18.56 |
| Aditya Birla Sun Life Medium Term Plan - DIRECT - HALF YEARLY IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹267.52 Cr | 0.82% | 6.57% | 3.95% | ₹14.82 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
Plan: Growth | Aditya Birla Sun Life Mutual Fund | ₹1.10L Cr | 0.82% | 13.06% | 10.69% | ₹45.79 |
| Aditya Birla Sun Life Medium Term Plan - DIRECT - Quarterly IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹453.66 Cr | 0.82% | 6.50% | 3.84% | ₹14.20 |
| DSP Bond Fund - Direct Plan - Growth
Plan: Growth | DSP Mutual Fund | ₹8.80K Cr | 0.40% | 7.41% | 7.61% | ₹89.08 |
| DSP Bond Fund - Direct Plan - IDCW
Plan: IDCW | DSP Mutual Fund | ₹25.35 Cr | 0.40% | -0.62% | 0.97% | ₹12.00 |
| DSP Bond Fund - Direct Plan - IDCW - Monthly
Plan: IDCW | DSP Mutual Fund | ₹14.47 Cr | 0.40% | -0.18% | 0.24% | ₹11.24 |
| HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan
Plan: IDCW | HDFC Mutual Fund | ₹199.89 Cr | 0.67% | -0.35% | -0.11% | ₹10.09 |
| HDFC Medium Term Debt Fund - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹1.68L Cr | 0.67% | 7.82% | 8.03% | ₹63.11 |
| HDFC Medium Term Debt Fund - IDCW Option - Direct Plan
Plan: IDCW | HDFC Mutual Fund | ₹87.24 Cr | 0.67% | 7.82% | 5.68% | ₹21.09 |
| Kotak Medium Term Fund - Direct - Standard Income Distribution cum capital withdrawal option
Plan: IDCW | Kotak Mahindra Mutual Fund | ₹25.36 Cr | 0.67% | 9.37% | 8.89% | ₹26.38 |
| Kotak Medium Term Fund - Direct Growth
Plan: Growth | Kotak Mahindra Mutual Fund | ₹64.19K Cr | 0.67% | 9.36% | 8.89% | ₹26.38 |
| ICICI Prudential Medium Term Bond Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | ICICI Prudential Mutual Fund | ₹251.39 Cr | 0.74% | 0.21% | 0.52% | ₹11.31 |
| ICICI Prudential Medium Term Bond Fund - Direct Plan - Growth
Plan: Growth | ICICI Prudential Mutual Fund | ₹2.23L Cr | 0.74% | 9.07% | 8.54% | ₹51.32 |
| Nippon India Medium Duration Fund - Direct Plan - Growth Option
Plan: Growth | Nippon India Mutual Fund | ₹4.70K Cr | 0.67% | 9.70% | 8.81% | ₹17.63 |
| NIPPON INDIA MEDIUM DURATION FUND - DIRECT Plan - IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹24.77 Cr | 0.67% | 9.70% | 8.81% | ₹14.87 |
| NIPPON INDIA MEDIUM DURATION FUND - DIRECT Plan - QUARTERLY IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹23.15 Cr | 0.67% | 0.33% | 4.14% | ₹11.01 |
| Nippon India Medium Duration Fund - Direct Plan - Bonus Option
Plan: Bonus | Nippon India Mutual Fund | ₹0.43 Cr | 0.67% | 9.70% | 8.81% | ₹17.63 |
| SBI MAGNUM MEDIUM DURATION FUND - DIRECT PLAN - GROWTH
Plan: Growth | SBI Mutual Fund | ₹2.84L Cr | 0.71% | 7.51% | 8.00% | ₹57.05 |
| SBI Magnum Medium Duration Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹584.45 Cr | 0.71% | 7.51% | 8.00% | ₹22.18 |
| UTI Medium Duration Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | UTI Mutual Fund | ₹0.28 Cr | 0.83% | 6.76% | 7.39% | ₹15.03 |
| UTI Medium Duration Fund - Direct Plan - Monthly IDCW
Plan: IDCW | UTI Mutual Fund | ₹1.31 Cr | 0.83% | -0.23% | 0.29% | ₹10.54 |
| UTI Medium Duration Fund - Direct Plan - Annual IDCW
Plan: IDCW | UTI Mutual Fund | ₹0.49 Cr | 0.83% | 6.76% | 5.70% | ₹14.88 |
| UTI Medium Duration Fund - Direct Plan - Growth Option
Plan: Growth | UTI Mutual Fund | ₹1.35K Cr | 0.83% | 6.76% | 7.40% | ₹20.09 |
| UTI Medium Duration Fund - Direct Plan - Half-Yearly IDCW
Plan: IDCW | UTI Mutual Fund | ₹1.60 Cr | 0.83% | 6.76% | 7.40% | ₹15.05 |
| UTI Medium Duration Fund - Direct Plan - Flexi IDCW
Plan: IDCW | UTI Mutual Fund | ₹0.07 Cr | 0.83% | 6.76% | 7.39% | ₹15.62 |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan-Income Distribution cum Capital Withdrawal (IDCW)
Plan: IDCW | Sundaram Mutual Fund | ₹5.70 Cr | 1.09% | 2.74% | 4.64% | ₹27.31 |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
Plan: Growth | Sundaram Mutual Fund | ₹297.45 Cr | 1.09% | 6.11% | 6.50% | ₹78.80 |
| HSBC Medium Duration Fund - Direct IDCW
Plan: IDCW | HSBC Mutual Fund | ₹15.64 Cr | 0.40% | 0.22% | 0.34% | ₹11.61 |
| HSBC Medium Duration Fund - Direct Growth
Plan: Growth | HSBC Mutual Fund | ₹23.47K Cr | 0.40% | 7.89% | 8.21% | ₹22.99 |
| HSBC Medium Duration Fund - Direct Annual IDCW
Plan: IDCW | HSBC Mutual Fund | ₹14.25 Cr | 0.40% | -0.69% | -0.14% | ₹12.26 |
| Invesco India Medium Duration Fund - Direct - Discretionary IDCW (Payout/Reinvestment)
Plan: IDCW | Invesco Mutual Fund | ₹0.35 Cr | 0.40% | 6.95% | 7.52% | ₹1312.42 |
| Invesco India Medium Duration Fund - Direct - Growth
Plan: Growth | Invesco Mutual Fund | ₹12.79K Cr | 0.40% | 6.95% | 7.52% | ₹1312.48 |
| Invesco India Medium Duration Fund - Direct - Quarterly IDCW (Payout / Reinvestment))
Plan: IDCW | Invesco Mutual Fund | ₹13.09 Cr | 0.40% | -1.56% | 0.19% | ₹1039.25 |
| BANDHAN Bond Fund - Medium Term Plan-Direct Plan-Bi Monthly IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹2.62 Cr | 1.32% | -16.30% | -5.22% | ₹10.56 |
| BANDHAN Bond Fund - Medium Term Plan-Direct Plan-Growth
Plan: Growth | Bandhan Mutual Fund | ₹32.10K Cr | 1.32% | 6.75% | 7.37% | ₹51.01 |
| BANDHAN Bond Fund - Medium Term Plan-Direct Plan-Daily IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹0.23 Cr | 1.32% | -0.12% | 0.06% | ₹10.41 |
| BANDHAN Bond Fund - Medium Term Plan-Direct Plan-Quartely IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹10.72 Cr | 1.32% | 0.62% | 0.53% | ₹11.28 |
| BANDHAN Bond Fund - Medium Term Plan-Direct Plan-Monthly IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹2.34 Cr | 1.32% | -0.62% | -0.23% | ₹10.45 |
| BANDHAN Bond Fund - Medium Term Plan-Direct Plan-Fortnightly IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹5.40 Cr | 1.32% | -0.03% | 0.00% | ₹10.27 |
| BANDHAN Bond Fund - Medium Term Plan-Direct Plan-Periodic IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹127.29 Cr | 1.32% | 6.75% | 7.36% | ₹13.32 |
| Axis Strategic Bond Fund - Direct Plan - Growth Option
Plan: Growth | Axis Mutual Fund | ₹90.77K Cr | 0.72% | 8.43% | 8.59% | ₹31.90 |
| Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW
Plan: IDCW | Axis Mutual Fund | ₹57.17 Cr | 0.72% | 1.37% | 1.09% | ₹11.99 |
| Axis Strategic Bond Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | Axis Mutual Fund | ₹70.47 Cr | 0.72% | 0.48% | 0.37% | ₹10.42 |
Key Investment Insights
Average Performance
Medium Duration Fund funds have delivered an average return of 4.45% over 1 year, with the category's expense ratio averaging 0.78%.
Market Coverage
With 44 funds managing ₹10.26L Cr, this subcategory offers diverse investment options across various fund houses.
Investment Strategy
Medium Duration Fund funds are part of the Debt category, designed for investors seeking stable returns through debt instruments.