Medium Duration funds and their returns
Direct plans, growth option, in alphabetical order. Annualised returns to 09 Oct 2026.
| Fund | 1 year | 3 years | 5 years |
|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund | 8.1% | 10.7% | 12.6% |
| Axis Medium Term Fund | 5.9% | 8.4% | 7.3% |
| Bandhan Medium Term Fund | 5.5% | 7.8% | 6.0% |
| DSP Medium Term Fund | 3.7% | 7.1% | 6.1% |
| HDFC Medium Term Fund | 6.0% | 8.0% | 6.8% |
| HSBC Medium Term Fund | 4.7% | 7.7% | n/a |
| ICICI Prudential Medium Term Fund | 6.4% | 8.5% | 7.3% |
| Invesco India Medium Term Fund | 4.1% | 7.1% | 5.9% |
| Kotak Medium Term Fund | 5.9% | 9.0% | 7.3% |
| Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) | 5.7% | 8.5% | 6.8% |
| SBI Medium Term Fund | 5.9% | 7.8% | 6.8% |
| Sundaram Medium Term Fund | 3.0% | 6.0% | 4.8% |
| UTI Medium Term Fund | 3.9% | 6.8% | 5.9% |
| Middle of the category | 5.7% | 7.8% | 6.8% |
Why these are not ranked
Debt funds are not ranked by return here. Among them, a higher return usually means more risk was taken, with credit or with interest rates.
For a debt fund, look at what it holds before what it returned: the credit quality of its bonds, how sensitive it is to interest rates, and whether its time frame matches how long you will hold it.
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Questions
What returns have medium duration funds given?
Over the periods to 09 Oct 2026, the middle fund among medium duration funds returned 5.7% over 1 year, 7.8% a year over 3 years, 6.8% a year over 5 years, measured by direct plans. Individual funds are listed above.
Why are medium duration funds not ranked here?
Debt funds are not ranked by return here. Among them, a higher return usually means more risk was taken, with credit or with interest rates.
What should I look at when choosing a medium duration fund?
For a debt fund, look at what it holds before what it returned: the credit quality of its bonds, how sensitive it is to interest rates, and whether its time frame matches how long you will hold it. What suits you depends on your goals and the rest of your portfolio.
This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.
Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.