Best Medium Term Fund in India 2026

Compare all 14 Medium Term Fund Direct Growth funds by stability score, returns, expense ratio and risk metrics. Independent analysis by FundMatrix.

14 Funds₹11K Cr Category AUM0.67% Avg TER5.3% Avg 1Y Return

🛡 Top by Stability Score

📈 Top by 1Y Returns

🏦 Top by AUM

14 funds

Fund Name	AMC	Stability	AUM	TER	1Y Return	Sharpe
Sbi Medium Term Fund	SBI Mutual Fund	75High	₹3K Cr	0.72%	+5.70%	-0.66	→
ICICI Prudential Medium Term Fund	ICICI Prudential Mutual Fund	79High	₹2K Cr	0.73%	+6.47%	-0.07	→
HDFC Medium Term Fund	HDFC Mutual Fund	73High	₹2K Cr	0.70%	+6.08%	-0.33	→
Aditya Birla Sun Life Medium Term Fund	Aditya Birla Sun Life Mutual Fund	83High	₹2K Cr	0.83%	+8.14%	0.65	→
Axis Medium Term Fund	Axis Mutual Fund	78High	₹1K Cr	0.72%	+5.79%	-0.64	→
Kotak Medium Term Fund	Kotak Mahindra Mutual Fund	76High	₹674 Cr	0.67%	+5.91%	-0.35	→
Bandhan Medium Term Fund	Bandhan Mutual Fund	64Moderate	₹292 Cr	0.66%	+5.44%	-0.83	→
HSBC Medium Term Fund	HSBC Mutual Fund	77High	₹200 Cr	0.41%	+4.80%	-1.23	→
Invesco India Medium Term Fund	Invesco Mutual Fund	72High	₹125 Cr	0.32%	+4.00%	-1.51	→
DSP Medium Term Fund	DSP Mutual Fund	72High	₹88 Cr	0.41%	+3.61%	-1.80	→
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1)	Nippon India Mutual Fund	77High	₹72 Cr	0.50%	+5.56%	-0.68	→
UTI Medium Term Fund	UTI Mutual Fund	73High	₹15 Cr	0.87%	+4.13%	-1.81	→
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)	Sundaram Mutual Fund	61Moderate	₹3 Cr	1.17%	+2.84%	-2.48	→
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1)	Nippon India Mutual Fund	—	—	—	—	—	→

Direct Growth plans only · Data from AMFI India · Stability Score is a FundMatrix proprietary metric · Not investment advice