Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund )
Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 178 AMFI-registered Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) schemes. Category Median 3Y CAGR: +3.50% p.a. • Category Median 3Y Sortino: -0.94.
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)
| Category Rank | Scheme Name | AMC | Plan | 3Y CAGR | 3Y Sortino | Max Drawdown |
|---|---|---|---|---|---|---|
| #1 | Aditya Birla Sun Life Medium Term Fund - Growth - Direct Plan (AMFI 119539) | Aditya Birla Sun Life Mutual Fund | Direct Plan | +10.54% | 4.59 | -12.65% |
| #2 | NIPPON INDIA MEDIUM TERM FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - IDCW Option (AMFI 148079) | Nippon India Mutual Fund | Direct Plan | N/A | 4.50 | -25.67% |
| #3 | NIPPON INDIA MEDIUM TERM FUND - SEGREGATED PORTFOLIO 1 - QUARTERLY IDCW Option (AMFI 148084) | Nippon India Mutual Fund | Regular Plan | N/A | 4.49 | -25.68% |
| #4 | Nippon India Medium Term Fund - Segregated Portfolio 1 - Direct Plan - Bonus Option (AMFI 148078) | Nippon India Mutual Fund | Direct Plan | N/A | 4.49 | -25.78% |
| #5 | Nippon India Medium Term Fund - Segregated Portfolio 1 - Bonus Option (AMFI 148077) | Nippon India Mutual Fund | Regular Plan | N/A | 4.49 | -25.82% |
| #6 | Nippon India Medium Term Fund - Segregated Portfolio 1 - Growth Option (AMFI 148083) | Nippon India Mutual Fund | Regular Plan | N/A | 4.49 | -25.82% |
| #7 | NIPPON INDIA MEDIUM TERM FUND - SEGREGATED PORTFOLIO 1 - IDCW Option (AMFI 148082) | Nippon India Mutual Fund | Regular Plan | N/A | 4.49 | -25.74% |
| #8 | Nippon India Medium Term Fund - Segregated Portfolio 1 - Direct Plan - Growth Option (AMFI 148080) | Nippon India Mutual Fund | Direct Plan | N/A | 4.48 | -25.78% |
| #9 | NIPPON INDIA MEDIUM TERM FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - QUARTERLY IDCW Option (AMFI 148081) | Nippon India Mutual Fund | Direct Plan | N/A | 4.47 | -25.79% |
| #10 | Aditya Birla Sun Life Medium Term Fund- Growth - Regular Plan (AMFI 111803) | Aditya Birla Sun Life Mutual Fund | Regular Plan | +9.74% | 3.59 | -13.04% |
| #11 | Canara Robeco Short Term Fund- Institutional Plan - Growth (AMFI 111879) | Canara Robeco Mutual Fund | Regular Plan | +9.51% | 3.14 | -1.54% |
| #12 | Nippon India Medium Term Fund - Direct Plan - Bonus Option (AMFI 130052) | Nippon India Mutual Fund | Direct Plan | +8.56% | 2.68 | -29.81% |
| #13 | Nippon India Medium Term Fund - Direct Plan - Growth Option (AMFI 130050) | Nippon India Mutual Fund | Direct Plan | +8.38% | 2.42 | -29.82% |
| #14 | NIPPON INDIA MEDIUM TERM FUND - DIRECT Plan - IDCW Option (AMFI 130054) | Nippon India Mutual Fund | Direct Plan | +8.38% | 2.42 | -29.81% |
| #15 | Axis Strategic Bond Fund - Direct Plan - Growth Option (AMFI 120475) | Axis Mutual Fund | Direct Plan | +8.30% | 2.28 | -7.33% |
| #16 | ICICI Prudential Medium Term Fund - Direct Plan - Growth (AMFI 120670) | ICICI Prudential Mutual Fund | Direct Plan | +8.34% | 2.18 | -5.14% |
| #17 | Canara Robeco Short Term Fund- Direct Plan - Growth (AMFI 118312) | Canara Robeco Mutual Fund | Direct Plan | +7.27% | 1.82 | -1.48% |
| #18 | HDFC Medium Term Fund - Growth Option - Direct Plan (AMFI 119081) | HDFC Mutual Fund | Direct Plan | +7.81% | 1.65 | -3.47% |
| #19 | HDFC Medium Term Fund - IDCW Option - Direct Plan (AMFI 132853) | HDFC Mutual Fund | Direct Plan | +7.81% | 1.65 | -6.66% |
| #20 | NIPPON INDIA MEDIUM TERM FUND - IDCW Option (AMFI 130053) | Nippon India Mutual Fund | Regular Plan | +7.79% | 1.64 | -30.37% |
| #21 | Nippon India Medium Term Fund - Growth Option (AMFI 130037) | Nippon India Mutual Fund | Regular Plan | +7.79% | 1.63 | -30.37% |
| #22 | HSBC Medium Term Fund - Direct Growth (AMFI 151146) | HSBC Mutual Fund | Direct Plan | +7.71% | 1.43 | -0.97% |
| #23 | Axis Strategic Bond Fund - Regular Plan - Growth Option (AMFI 116894) | Axis Mutual Fund | Regular Plan | +7.62% | 1.39 | -7.49% |
| #24 | SBI MEDIUM TERM FUND - DIRECT PLAN - GROWTH (AMFI 119824) | SBI Mutual Fund | Direct Plan | +7.62% | 1.34 | -7.45% |
| #25 | ICICI Prudential Medium Term Fund - Growth (AMFI 102741) | ICICI Prudential Mutual Fund | Regular Plan | +7.65% | 1.34 | -5.33% |
| #26 | Bandhan Medium Term Fund - Direct Plan - Growth (AMFI 118401) | Bandhan Mutual Fund | Direct Plan | +7.46% | 1.10 | -3.60% |
| #27 | Bandhan Medium Term Fund - Direct Plan - Periodic IDCW (AMFI 131384) | Bandhan Mutual Fund | Direct Plan | +7.46% | 1.09 | -37.55% |
| #28 | ICICI Prudential Medium Term Bond Fund - Direct Plan Bonus (AMFI 130936) | ICICI Prudential Mutual Fund | Direct Plan | +7.75% | 0.96 | -2.94% |
| #29 | UTI Medium Term Fund - Regular Plan - Quarterly IDCW (AMFI 134496) | UTI Mutual Fund | Regular Plan | +7.20% | 0.94 | -6.68% |
| #30 | SBI Medium Term Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 119825) | SBI Mutual Fund | Direct Plan | +7.34% | 0.93 | -7.46% |
| #31 | UTI Medium Term Fund - Direct Plan - Discontinued Flexi IDCW (AMFI 134506) | UTI Mutual Fund | Direct Plan | +7.14% | 0.82 | -6.09% |
| #32 | HDFC Medium Term Fund - Growth Option (AMFI 101989) | HDFC Mutual Fund | Regular Plan | +7.11% | 0.75 | -3.53% |
| #33 | HDFC Medium Term Fund - IDCW Option (AMFI 132852) | HDFC Mutual Fund | Regular Plan | +7.11% | 0.75 | -6.79% |
| #34 | SBI MEDIUM TERM FUND - REGULAR PLAN - GROWTH (AMFI 102053) | SBI Mutual Fund | Regular Plan | +7.07% | 0.67 | -11.91% |
| #35 | Invesco India Medium Term Fund - Direct Plan - Growth (AMFI 149011) | Invesco Mutual Fund | Direct Plan | +7.09% | 0.64 | -2.30% |
| #36 | Invesco India Medium Term Fund - Direct Plan - Discretionary IDCW (Payout/Reinvestment) (AMFI 149013) | Invesco Mutual Fund | Direct Plan | +7.09% | 0.63 | -2.30% |
| #37 | Canara Robeco Short Term Fund- Regular Plan - Growth (AMFI 111883) | Canara Robeco Mutual Fund | Regular Plan | +6.77% | 0.61 | -1.52% |
| #38 | HSBC Medium Term Fund - Regular Growth (AMFI 151149) | HSBC Mutual Fund | Regular Plan | +6.97% | 0.54 | -1.10% |
| #39 | DSP Medium Term Fund - Direct Plan - Growth (AMFI 118924) | DSP Mutual Fund | Direct Plan | +6.92% | 0.50 | -5.43% |
| #40 | Sundaram Medium Term Fund Institutional Bonus (AMFI 100611) | Sundaram Mutual Fund | Regular Plan | +7.69% | 0.36 | -35.05% |
Explore Other SEBI Mutual Fund Categories
- Open Ended Schemes ( Other Scheme - Index Funds ) (1098 schemes)
- Open Ended Schemes ( Income ) (772 schemes)
- Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) (758 schemes)
- Close Ended Schemes ( Income ) (559 schemes)
- Open Ended Schemes ( Debt Scheme - Liquid Fund ) (408 schemes)
- Open Ended Schemes ( Other Scheme - FoF Domestic ) (371 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) (324 schemes)
- Open Ended Schemes ( Growth ) (312 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Liquid Fund ) (273 schemes)
- Open Ended Schemes ( Index Funds - Equity Funds ) (255 schemes)
- Open Ended Schemes ( Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) ) (255 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short Term Fund ) (253 schemes)
- Open Ended Schemes ( Equity Schemes - Thematic Fund ) (242 schemes)
- Open Ended Schemes ( Debt Scheme - Overnight Fund ) (224 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) (222 schemes)
- Open Ended Schemes ( Other Scheme - Other ETFs ) (216 schemes)