Best Medium Duration Fund Mutual Funds
This debt category invests in bonds and money-market instruments. Two risks drive returns: interest-rate risk (NAVs fall when yields rise, more so for longer maturities) and credit risk (the chance an issuer fails to pay).
We currently track 2 direct-plan Medium Duration Fund schemes from 1 fund house with a median 5-year CAGR of 7.1%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.
Showing 2 of 2 schemes · sorted by Y5 high to low · page 1 of 1
- Kotak Medium Term Fund - Direct Plan - GrowthKotak Mahindra · Debt₹27.48#11Y+5.69%3Y+8.79%5Y+7.29%10Y+7.38%
- Kotak Medium Term Fund - Direct Plan - Standard Income Distribution cum capital withdrawal optioKotak Mahindra · Debt₹27.04#21Y+4.00%3Y+8.21%5Y+6.95%10Y+7.18%
| # | Fund | Category | NAV | Today | 1Mreturn | 6Mreturn | 1YCAGR | 3YCAGR | 5YCAGR | 10YCAGR | 30D |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Medium Term Fund - Direct Plan - GrowthKotak Mahindra · #128006 | Medium Duration Fund | ₹27.48 | -0.17% | -0.34% | +2.81% | +5.69% | +8.79% | +7.29% | +7.38% | |
| 2 | Kotak Medium Term Fund - Direct Plan - Standard Income Distribution cum capital withdrawal optioKotak Mahindra · #128079 | Medium Duration Fund | ₹27.04 | -0.17% | -1.94% | +1.16% | +4.00% | +8.21% | +6.95% | +7.18% |
Medium Duration Fund funds — frequently asked questions
Which Medium Duration Fund fund has the highest 5-year CAGR?
Kotak Medium Term Fund - Direct Plan - Growth currently leads the Medium Duration Fund category with a 5-year CAGR of 7.3%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.
What is a good 5-year return for a Medium Duration Fund fund?
Across the 2 Medium Duration Fund schemes we track, the median 5-year CAGR is 7.1%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.
How is CAGR calculated on this page?
CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.
Why does this list only show direct plans?
Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.