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: 26,132 Cr

Best performing Medium Duration Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Aditya Birla SL Medium Term Plan	2,734.09	0.82	12.27%	10.36%	13.29%
Nippon India Medium Duration Fund	123.63	0.52	10.85%	9.03%	9.56%
Kotak Medium Term Fund	2,082.21	0.67	10.06%	9.11%	7.50%
Axis Strategic Bond Fund	1,927.79	0.71	9.41%	8.87%	7.48%
ICICI Pru Medium Term Bond Fund	5,756.89	0.74	9.88%	8.74%	7.45%
HSBC Medium Duration Fund	782.04	0.40	9.12%	8.58%	7.08%
HDFC Medium Term Debt Fund	3,842.40	0.67	8.60%	8.31%	6.92%
SBI Magnum Medium Duration Fund	6,886.45	0.71	8.43%	8.28%	6.64%
UTI Medium Duration Fund	40.68	0.83	7.89%	7.71%	6.59%
DSP Bond Fund	318.23	0.40	8.75%	8.14%	6.31%

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Overview of Medium Duration Mutual Funds

Aditya Birla SL Medium Term Plan

AUM
₹ 2,734.09 Cr.
Expense Ratio
0.82%
5Y CAGR
13.29%

Performance

The fund's annualised performance has been 9.79% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.55% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 62.98% along with the largest allocation towards G-Sec at 27.8%.

Nippon India Medium Duration Fund

AUM
₹ 123.63 Cr.
Expense Ratio
0.52%
5Y CAGR
9.56%

Performance

The fund's annualised performance has been 5.06% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.56% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 44.58% along with the largest allocation towards G-Sec at 36.98%.

Kotak Medium Term Fund

AUM
₹ 2,082.21 Cr.
Expense Ratio
0.67%
5Y CAGR
7.5%

Performance

The fund's annualised performance has been 8.62% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.32% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 62.8% along with the largest allocation towards Others at 15.54%.

Axis Strategic Bond Fund

AUM
₹ 1,927.79 Cr.
Expense Ratio
0.71%
5Y CAGR
7.48%

Performance

The fund's annualised performance has been 8.69% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.15% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 66.57% along with the largest allocation towards G-Sec at 24.28%.

ICICI Pru Medium Term Bond Fund

AUM
₹ 5,756.89 Cr.
Expense Ratio
0.74%
5Y CAGR
7.45%

Performance

The fund's annualised performance has been 8.6% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.11% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 68.24% along with the largest allocation towards Investment Banking & Brokerage at 18.22%.

HSBC Medium Duration Fund

AUM
₹ 782.04 Cr.
Expense Ratio
0.4%
5Y CAGR
7.08%

Performance

The fund's annualised performance has been 7.98% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.29% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 60.89% along with the largest allocation towards G-Sec at 28.44%.

HDFC Medium Term Debt Fund

AUM
₹ 3,842.40 Cr.
Expense Ratio
0.67%
5Y CAGR
6.92%

Performance

The fund's annualised performance has been 8.23% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.19% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 62.49% along with the largest allocation towards G-Sec at 22.92%.

SBI Magnum Medium Duration Fund

AUM
₹ 6,886.45 Cr.
Expense Ratio
0.71%
5Y CAGR
6.64%

Performance

The fund's annualised performance has been 8.94% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.22% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 69.1% along with the largest allocation towards G-Sec at 21.79%.

UTI Medium Duration Fund

AUM
₹ 40.68 Cr.
Expense Ratio
0.83%
5Y CAGR
6.59%

Performance

The fund's annualised performance has been 6.74% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.17% vs its category average of 1.74%.

Composition

Government Securities makes up for the majority of the fund at 48.3% along with the largest allocation towards G-Sec at 48.3%.

DSP Bond Fund

AUM
₹ 318.23 Cr.
Expense Ratio
0.4%
5Y CAGR
6.31%

Performance

The fund's annualised performance has been 7.17% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.22% vs its category average of 1.74%.

Composition

Corporate Debt makes up for the majority of the fund at 57.53% along with the largest allocation towards G-Sec at 24.59%.

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.

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