Medium Duration Funds

Debt

AVERAGE RETURN

NA

nO. OF FUNDS

13

WHAT ARE Medium Duration Funds?

Medium Duration Funds hold securities with average maturities between 3 and 4 years. They offer moderate returns with slightly higher interest rate sensitivity. Best suited for investors seeking consistent income over a medium-term period and willing to accept minor fluctuations in value for better potential returns.

Top Medium Duration Funds

Here are some of the leading Medium Duration based on performance and AUM

Fund Size (In Cr.)
2,829
3Y Return
9.82%
DebtMedium Duration
Fund Size (In Cr.)
110
3Y Return
8.17%
DebtMedium Duration
Fund Size (In Cr.)
1,837
3Y Return
8.07%
Fund Size (In Cr.)
5,708
3Y Return
7.83%
DebtMedium Duration
Fund Size (In Cr.)
1,888
3Y Return
7.82%
DebtMedium Duration
Fund Size (In Cr.)
779
3Y Return
7.40%
DebtMedium Duration
Fund Size (In Cr.)
6,516
3Y Return
7.37%
DebtMedium Duration
Fund Size (In Cr.)
3,895
3Y Return
7.25%
DebtMedium Duration
Fund Size (In Cr.)
318
3Y Return
7.17%
DebtMedium Duration
Fund Size (In Cr.)
40
3Y Return
6.60%

FAQs

What are Medium Duration Funds?

Medium Duration Funds are a type of equity mutual fund that primarily invest in [core focus — e.g., large, mid, small, or mixed market capitalization companies, or a specific investment strategy]. These funds aim to generate long-term capital appreciation by investing in businesses with strong growth potential. They are ideal for investors looking for wealth creation through equity exposure.

These funds are suitable for investors who want to participate in the stock market and can stay invested for the long term, ideally 5 years or more. Medium Duration Funds are best for those with a [risk level — e.g., moderate, high, or aggressive] risk appetite, seeking long-term returns that can outperform inflation and traditional saving options.

Like all equity investments, Medium Duration Funds are subject to market fluctuations. The level of risk depends on the type of fund — for example, Large Cap Funds carry relatively lower risk, while Small and Mid Cap Funds are more volatile but may offer higher returns. Understanding your risk tolerance and investment horizon is key before investing.

Investors should ideally stay invested for at least 3–5 years or longer, depending on the fund type. Longer investment horizons help ride out short-term volatility and allow the fund to benefit from compounding. Medium Duration Funds are designed to reward patience and disciplined investing.

Yes, you can start investing in Medium Duration Funds through Systematic Investment Plans (SIPs) or lump sum investments on RingMoney. SIPs allow you to invest small amounts regularly, making equity investing more accessible and less risky. Lumpsum investments can be ideal for investors confident about market conditions and their risk profile.

RingMoney offers a seamless, paperless experience where you can compare, analyze, and invest in mutual funds easily. You get access to fund performance history, category insights, risk ratings, and calculators — empowering you to make informed decisions. Whether it’s Large Cap or Contra Funds, RingMoney helps you choose what fits your goals best.

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