Medium Duration Mutual Funds — Live NAV & Returns

Medium Duration funds hold debt with a duration of roughly 3–4 years, sitting between short- and long-duration funds on yield and rate sensitivity.

There are about 1 Medium Duration schemes in Trustner's fund research universe, listed on this page with their live AMFI NAV, 1-year return and AUM. Open any one for its full return history, risk metrics and peer comparison.

Across the Medium Duration funds listed here, the median 3-year return is about 5.2% (annualised). Returns vary widely between funds within a category, and past performance is not indicative of future returns — use it as one input alongside risk, costs and consistency, not as a prediction.

Medium Duration funds suit investors seeking relatively steady, lower-volatility returns for short-to-medium horizons, or the stable portion of a portfolio. Match the fund's duration to how long you can stay invested.

You can invest in Medium Duration funds through Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886) offering the Regular plans of these schemes with ongoing service. Open any fund on this page and use the contact option to begin.

Debt-fund taxation changed in recent years, and gains on many debt funds are now taxed at your income-tax slab rather than at a separate long-term rate. Because the treatment depends on when you invested and the fund's equity exposure, confirm the exact rule with a Chartered Accountant.