Medium Duration Mutual Funds

Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.

⏱ Horizon: Medium
🔢 Total funds: 13
💰 Total AUM: 25,392 Cr

Best performing Medium Duration Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Aditya Birla SL Medium Term Plan	3,097.75	0.81	9.12%	10.36%	12.64%
Nippon India Medium Duration Fund	145.13	0.50	7.79%	8.17%	9.47%
Kotak Medium Term Fund	1,840.37	0.67	7.15%	8.60%	7.44%
Axis Strategic Bond Fund	2,075.63	0.71	6.53%	8.18%	7.31%
ICICI Pru Medium Term Bond Fund	5,524.44	0.73	7.21%	8.18%	7.30%
HDFC Medium Term Debt Fund	3,746.29	0.67	5.91%	7.68%	6.77%
HSBC Medium Duration Fund	732.30	0.40	5.63%	7.76%	6.74%
SBI Medium Duration Fund	6,410.46	0.71	5.56%	7.54%	6.71%
UTI Medium Duration Fund	36.28	0.84	4.48%	6.91%	6.63%
DSP Bond Fund	288.40	0.40	4.72%	7.18%	6.13%

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Overview of Medium Duration Mutual Funds

Aditya Birla SL Medium Term Plan

AUM
₹ 3,097.75 Cr.
Expense Ratio
0.81%
5Y CAGR
12.64%

Performance

The fund's annualised performance has been 9.76% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.2% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 70.26% along with the largest allocation towards G-Sec at 21.19%.

Nippon India Medium Duration Fund

AUM
₹ 145.13 Cr.
Expense Ratio
0.5%
5Y CAGR
9.47%

Performance

The fund's annualised performance has been 5.04% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.65% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 52.33% along with the largest allocation towards G-Sec at 26.86%.

Kotak Medium Term Fund

AUM
₹ 1,840.37 Cr.
Expense Ratio
0.67%
5Y CAGR
7.44%

Performance

The fund's annualised performance has been 8.45% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 1.54% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 67.27% along with the largest allocation towards Others at 17.55%.

Axis Strategic Bond Fund

AUM
₹ 2,075.63 Cr.
Expense Ratio
0.71%
5Y CAGR
7.31%

Performance

The fund's annualised performance has been 8.55% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.23% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 67.99% along with the largest allocation towards Others at 24.43%.

ICICI Pru Medium Term Bond Fund

AUM
₹ 5,524.44 Cr.
Expense Ratio
0.73%
5Y CAGR
7.3%

Performance

The fund's annualised performance has been 8.48% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.41% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 64.8% along with the largest allocation towards Investment Banking & Brokerage at 22.48%.

HDFC Medium Term Debt Fund

AUM
₹ 3,746.29 Cr.
Expense Ratio
0.67%
5Y CAGR
6.77%

Performance

The fund's annualised performance has been 8.1% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.3% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 65.8% along with the largest allocation towards Others at 22.76%.

HSBC Medium Duration Fund

AUM
₹ 732.30 Cr.
Expense Ratio
0.4%
5Y CAGR
6.74%

Performance

The fund's annualised performance has been 7.81% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.31% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 63.08% along with the largest allocation towards Public Banks at 21.82%.

SBI Medium Duration Fund

AUM
₹ 6,410.46 Cr.
Expense Ratio
0.71%
5Y CAGR
6.71%

Performance

The fund's annualised performance has been 8.78% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.38% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 63.29% along with the largest allocation towards G-Sec at 22.75%.

UTI Medium Duration Fund

AUM
₹ 36.28 Cr.
Expense Ratio
0.84%
5Y CAGR
6.63%

Performance

The fund's annualised performance has been 6.59% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.34% vs its category average of 1.56%.

Composition

Government Securities makes up for the majority of the fund at 44.67% along with the largest allocation towards G-Sec at 44.67%.

DSP Bond Fund

AUM
₹ 288.40 Cr.
Expense Ratio
0.4%
5Y CAGR
6.13%

Performance

The fund's annualised performance has been 7.01% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.38% vs its category average of 1.56%.

Composition

Corporate Debt makes up for the majority of the fund at 52.54% along with the largest allocation towards G-Sec at 29.74%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.