Medium Duration Funds

Debt funds with a portfolio duration of 3 to 4 years; more sensitive to interest rate changes.

Funds

13

Average 1Y

6.2%

Average 3Y (p.a.)

7.9%

Average 5Y (p.a.)

7.1%

All medium duration funds by returns

Medium Duration Funds with NAV and returns

Fund	Fund house	NAV	1Y	3Y	5Y	Expense	Fund size
Aditya Birla Sun Life Medium Term Fund	Aditya Birla Sun Life Mutual Fund	₹48.03	9.1%	10.5%	12.7%	0.71%	₹3,319 Cr
Kotak Medium Term Fund	Kotak Mahindra Mutual Fund	₹27.59	7.2%	9%	7.4%	0.67%	₹1,926 Cr
ICICI Prudential Medium Term Fund	ICICI Prudential Mutual Fund	₹53.82	7.5%	8.5%	7.4%	0.73%	₹5,419 Cr
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1)	Nippon India Mutual Fund	₹18.39	6.2%	8.4%	6.8%	0.5%	₹147 Cr
Axis Medium Term Fund	Axis Mutual Fund	₹33.37	6.8%	8.4%	7.3%	0.71%	₹2,112 Cr
HDFC Medium Term Fund	HDFC Mutual Fund	₹66.01	6.6%	7.9%	6.8%	0.7%	₹3,599 Cr
SBI Medium Term Fund	SBI Mutual Fund	₹59.74	6.8%	7.8%	6.8%	0.72%	₹6,489 Cr
HSBC Medium Term Fund	HSBC Mutual Fund	₹23.88	5.6%	7.7%	–	0.41%	₹684 Cr
Bandhan Medium Term Fund	Bandhan Mutual Fund	₹53.34	5.9%	7.5%	6%	0.66%	₹1,261 Cr
DSP Medium Term Fund	DSP Mutual Fund	₹92.14	4.7%	7.2%	6.1%	0.42%	₹251 Cr
Invesco India Medium Term Fund	Invesco Mutual Fund	₹1,358.34	4.9%	7.2%	6%	0.27%	₹165 Cr
UTI Medium Term Fund	UTI Mutual Fund	₹20.74	4.9%	6.9%	6.6%	0.84%	₹36 Cr
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)	Sundaram Mutual Fund	₹80.62	3.8%	6%	4.8%	0.99%	₹33 Cr

Direct plan, Growth option where available. 3Y and 5Y returns are annualised. Past performance does not guarantee future returns.

NAVs as of 20 September 2026. Source: AMFI.