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: 25,375 Cr

Best performing Medium Duration Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Aditya Birla SL Medium Term Plan	3,213.19	0.83	9.26%	10.73%	12.85%
Kotak Medium Term Fund	1,795.72	0.67	7.53%	9.04%	7.60%
ICICI Pru Medium Term Bond Fund	5,492.19	0.73	7.62%	8.55%	7.53%
Axis Strategic Bond Fund	2,119.95	0.72	6.97%	8.52%	7.52%
Nippon India Medium Duration Fund	145.99	0.50	6.26%	8.55%	6.97%
HDFC Medium Term Debt Fund	3,640.68	0.69	6.59%	8.02%	6.95%
HSBC Medium Duration Fund	693.49	0.41	5.94%	8.01%	6.92%
SBI Medium Duration Fund	6,465.54	0.72	6.54%	7.88%	6.90%
UTI Medium Duration Fund	38.09	0.84	5.10%	7.19%	6.85%
DSP Bond Fund	250.53	0.40	5.30%	7.54%	6.45%

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Overview of Medium Duration Mutual Funds

Aditya Birla SL Medium Term Plan

AUM
₹ 3,213.19 Cr.
Expense Ratio
0.83%
5Y CAGR
12.85%

Performance

The fund's annualised performance has been 9.78% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.29% vs its category average of 1.6%.

Composition

Corporate Debt makes up for the majority of the fund at 72.6% along with the largest allocation towards G-Sec at 19.13%.

Kotak Medium Term Fund

AUM
₹ 1,795.72 Cr.
Expense Ratio
0.67%
5Y CAGR
7.6%

Performance

The fund's annualised performance has been 8.5% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.68% vs its category average of 1.6%.

Composition

Corporate Debt makes up for the majority of the fund at 63.57% along with the largest allocation towards Investment Banking & Brokerage at 21.48%.

ICICI Pru Medium Term Bond Fund

AUM
₹ 5,492.19 Cr.
Expense Ratio
0.73%
5Y CAGR
7.53%

Performance

The fund's annualised performance has been 8.52% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.56% vs its category average of 1.6%.

Composition

Corporate Debt makes up for the majority of the fund at 66.76% along with the largest allocation towards Investment Banking & Brokerage at 22.26%.

Axis Strategic Bond Fund

AUM
₹ 2,119.95 Cr.
Expense Ratio
0.72%
5Y CAGR
7.52%

Performance

The fund's annualised performance has been 8.59% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.35% vs its category average of 1.6%.

Composition

Corporate Debt makes up for the majority of the fund at 65.76% along with the largest allocation towards Others at 24.9%.

Nippon India Medium Duration Fund

AUM
₹ 145.99 Cr.
Expense Ratio
0.5%
5Y CAGR
6.97%

Performance

The fund's annualised performance has been 5.13% 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 1.6%.

Composition

Corporate Debt makes up for the majority of the fund at 51.43% along with the largest allocation towards G-Sec at 33.18%.

HDFC Medium Term Debt Fund

AUM
₹ 3,640.68 Cr.
Expense Ratio
0.69%
5Y CAGR
6.95%

Performance

The fund's annualised performance has been 8.14% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.4% vs its category average of 1.6%.

Composition

Corporate Debt makes up for the majority of the fund at 66.46% along with the largest allocation towards Others at 23.09%.

HSBC Medium Duration Fund

AUM
₹ 693.49 Cr.
Expense Ratio
0.41%
5Y CAGR
6.92%

Performance

The fund's annualised performance has been 7.85% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.39% vs its category average of 1.6%.

Composition

Corporate Debt makes up for the majority of the fund at 63.1% along with the largest allocation towards G-Sec at 26.29%.

SBI Medium Duration Fund

AUM
₹ 6,465.54 Cr.
Expense Ratio
0.72%
5Y CAGR
6.9%

Performance

The fund's annualised performance has been 8.82% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.49% vs its category average of 1.6%.

Composition

Corporate Debt makes up for the majority of the fund at 61.28% along with the largest allocation towards G-Sec at 22.76%.

UTI Medium Duration Fund

AUM
₹ 38.09 Cr.
Expense Ratio
0.84%
5Y CAGR
6.85%

Performance

The fund's annualised performance has been 6.64% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.42% vs its category average of 1.6%.

Composition

Government Securities makes up for the majority of the fund at 43.33% along with the largest allocation towards G-Sec at 43.33%.

DSP Bond Fund

AUM
₹ 250.53 Cr.
Expense Ratio
0.4%
5Y CAGR
6.45%

Performance

The fund's annualised performance has been 7.07% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.47% vs its category average of 1.6%.

Composition

Government Securities makes up for the majority of the fund at 81.11% along with the largest allocation towards G-Sec at 81.11%.

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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