PunjiPUNJI

CATEGORY

Best Medium to Long Duration mutual funds

13 funds in this category, ranked by 3-year rolling CAGR.

#Fund3Y CAGRAMCAUM
#1SBI Medium to Long Term Fund-8.3%SBI Funds Management Limited₹1,994.525 Cr
#2ICICI Prudential Medium to Long Term Fund7.9%ICICI Prudential Asset Management Company Limited₹1,981.141 Cr
#3UTI Medium to Long Term Fund-Growth7.7%UTI Asset Mgmt. Co. Ltd.₹299.867 Cr
#4Nippon India Medium to Long Term Fund7.7%Nippon Life India Asset Management Limited₹299.236 Cr
#5Canara Robeco Medium To Long Term Fund7.6%Canara Robeco Asset Management Company Limited₹110.77 Cr
#6Bandhan Medium to Long Term Fund7.6%Bandhan AMC Limited₹425.977 Cr
#7Kotak Medium to Long Term Fund7.5%Kotak Mahindra Asset Management Company Limited.₹1,747.958 Cr
#8Aditya Birla Sun Life Medium to Long Term Fund7.4%Aditya Birla Sun Life AMC Limited₹1,709.23 Cr
#9LIC MF Medium to Long Term Fund-7.2%LIC Mutual Fund Asset Management Limited₹171.997 Cr
#10HDFC Medium to Long Term Fund6.8%HDFC Asset Management Company Limited₹803.011 Cr
#11HSBC Medium to Long Term Fund6.8%HSBC Asset Management (India) Private Ltd.₹47.829 Cr
#12JM Medium to Long Term Fund (Direct)5.2%JM Financial Asset Management Limited₹28.675 Cr

Not yet ranked

1 fund too recently launched for a full 3-year CAGR - listed for reference, not ranked.

Punji tracks 13 Medium to Long Duration Fund funds from 0 AMCs, together managing roughly ₹9,660.955 Cr in assets. Across the 12 funds with a full 3-year track record, the average 3-year rolling CAGR is 7.3%. SBI Medium to Long Term Fund- leads the category at 8.3% 3Y CAGR.

Figures here are computed directly from each fund's own NAV history and AUM - not survivor-biased averages from a fact sheet - so a fund that merged, closed, or changed category drops out of the comparison rather than skewing it. Click any fund in the table for its full return history, expense ratio, holdings, and risk profile, or jump to a specific AMC's Medium to Long Duration Fund funds below.

Medium to Long Duration Fund is one of the standardized scheme categories SEBI mandated in its 2017 product categorization circular, so every AMC's Medium to Long Duration Fund fund follows the same investment-mandate rules - the same broad universe of permitted holdings, the same category-level restrictions - which is what makes a ranking across 0 different AMCs a genuine like-for-like comparison rather than an apples-to-oranges one. A fund's position here moves as new NAV data comes in or as AMCs launch or close schemes in the category, so treat it as a point-in-time snapshot, not a fixed league table.

Category alone doesn't tell you a fund's risk level or whether it's the right fit for your own time horizon - two Medium to Long Duration Fund funds can take meaningfully different approaches within the same mandate (concentration, turnover, credit quality for debt categories) and end up with very different risk profiles despite sharing a label. Use the Riskometer rating and risk metrics (Sharpe Ratio, Max Drawdown, Standard Deviation) shown on each fund's own page alongside this category-level ranking, not instead of it.