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Medium Duration Funds

All 13 current Medium Duration Funds (Debt) with their latest NAV (up to 22 Oct 2026), returns and worst fall. Figures are for each fund's Direct Growth version, or the nearest equivalent. Funds are compared only within this category.

13open-ended funds
7.5%middle 3-year return (13 funds)
5.8% to 10.4%range of 3-year returns

Open-ended funds tap a column to sort

Fund↕ NAV (₹)↕ 1 year↕ 3 years↓ 5 years↕ 10 years↕ Worst fall (5y)↕
Aditya Birla Sun Life Medium Term FundAditya Birla Sun Life Mutual Fund · since Jan 2013 47.81 +7.3%+10.4%+12.5% +8.9% -1.0%
Kotak Medium Term FundKotak Mahindra Mutual Fund · since Mar 2014 27.39 +5.0%+8.6%+7.2% +7.3% -1.5%
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1)Nippon India Mutual Fund · since Jun 2014 18.31 +4.9%+8.2%+6.7% +3.5% -1.6%
Axis Medium Term FundAxis Mutual Fund · since Jan 2013 33.22 +5.3%+8.2%+7.1% +7.7% -1.2%
ICICI Prudential Medium Term FundICICI Prudential Mutual Fund · since Jan 2013 53.48 +5.5%+8.2%+7.2% +7.7% -1.2%
HDFC Medium Term FundHDFC Mutual Fund · since Jan 2013 65.81 +5.3%+7.7%+6.7% +7.3% -1.9%
Bandhan Medium Term FundBandhan Mutual Fund · since Jan 2013 53.35 +5.1%+7.5%+6.0% +6.8% -3.2%
HSBC Medium Term FundHSBC Mutual Fund · since Nov 2022 23.74 +4.0%+7.5%— — -0.9%
SBI Medium Term FundSBI Mutual Fund · since Jan 2013 59.35 +5.1%+7.5%+6.6% +7.9% -1.7%
Invesco India Medium Term FundInvesco Mutual Fund · since Jul 2021 1,348.49 +3.4%+6.9%+5.8% — -2.3%
DSP Medium Term FundDSP Mutual Fund · since Jan 2013 91.46 +3.0%+6.8%+6.0% +5.8% -1.8%
UTI Medium Term FundUTI Mutual Fund · since Apr 2015 20.57 +3.2%+6.6%+5.7% +5.8% -1.7%
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Sundaram Mutual Fund · since Jan 2013 80.09 +2.3%+5.8%+4.7% +5.6% -2.5%

Returns up to 1 year are simple %; 3, 5 and 10 years are yearly averages (compounded). "Worst fall" is the biggest drop from a peak in the last 5 years. A dash means the fund is too young for that period. Past returns do not indicate future returns.

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