Medium Term Fund
SEBI’s rule: Debt and money market instruments, with a portfolio Macaulay duration of 3 to 4 years, or 1 to 4 years when adverse conditions are expected. Source: SEBI
- Schemes
- 13
- Fund houses
- 13
- Launched between
- 1997 and 2021
Source: fund houses’ disclosures, as of 28 Oct 2026.
- Low to Moderate 1
- Moderate 5
- Moderately High 7
Riskometer levels as shown on each fund’s page, read by Felix on 28 Oct 2026.
Every scheme, Regular plan – Growth
Order
Sorted A to Z (default)
Fund house
Benchmark, as each SID names it
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched | Riskometer |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 3,370 | 1,000 | 2009 | Moderately High |
| Axis Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 1,972 | 100 | 2012 | Moderately High |
| Bandhan Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 1,244 | 100 | 2003 | Low to Moderate |
| DSP Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 249 | 100 | 1997 | Moderate |
| HDFC Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 3,499 | 100 | 2002 | Moderately High |
| HSBC Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 670 | 1,000 | 2015 | Moderately High |
| ICICI Prudential Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 5,331 | 1,000 | 2004 | Moderately High |
| Invesco India Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 131 | 1,000 | 2021 | Moderate |
| Kotak Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 1,912 | 100 | 2014 | Moderately High |
| Nippon India Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 146 | 100 | 2014 | Moderate |
| SBI Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 6,419 | 500 | 2003 | Moderately High |
| Sundaram Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 32 | 250 | 1997 | Moderate |
| UTI Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 34 | 500 | 2015 | Moderate |
Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as of 28 Oct 2026; benchmarks as each SID names them.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.