This open-ended scheme invests in schemes with duration of ranging from three to four years.

Invest in Best Debt Medium Term Funds

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This open-ended scheme invests in schemes with duration of ranging from three to four years.

Reliance Classic Bond Fund


Debt-Medium-Term

Returns 3Y

4.69%

Returns 5Y

7.51%

Min Order

₹5,000

Min SIP

₹100

Exit load : : 1%, if redeemed or switched out on or before completion of 12 months from the date of allotment of units. Nil, thereafter

Invest
SIP

L&T Resurgent India Bond Fund


Debt-Medium-Term

Returns 2Y

5.59%

Returns 3Y

6.79%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : For redemptions on or before 1 year from the date of allotment or Purchase applying First in First Out basis - 2% of Applicable NAV. For redemptions after 1 year but on or before 2 years from the date of allotment or Purchase applying First in First Out basis - 1% of Applicable NAV. For redemptions After 2 years - NIL

Invest
SIP

Aditya Birla Sun Life Medium Term Plan


Debt-Medium-Term

Returns 3Y

6.95%

Returns 5Y

8.74%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : WEF 10-oct-2016 in respect of each purchase /switch-in of units upto15% of the units may be redeemed / switched-out with out any exit load from date of allotment . Any resumption in excess of the above limit shall be subject to the following exit load : WEF 19-sep-2016, For redemption / switch-out of units on or before 365 days from the date of allotment :1% of applicable NAV. For redemption/switch of units after 365 days from the date of allotment : Nil

Invest
SIP

Franklin India Income Opportunities Fund


Debt-Medium-Term

Returns 3Y

8.74%

Returns 5Y

9.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Nil Exit 3% (< 12 mths) 2% (> 12 mths) 1% (> 18 mths) Nil (>24 mths)

Invest
SIP

IDFC BOND FUND - MEDIUM TERM PLAN


Debt-Medium-Term

Returns 3Y

7.91%

Returns 5Y

8.81%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Nil

Invest
SIP

HDFC Medium Term Debt Fund


Debt-Medium-Term

Returns 3Y

7.77%

Returns 5Y

8.78%

Min Order

₹5,000

Min SIP

₹500

Exit load : Nil

Invest
SIP

Sundaram Medium Term Bond Fund


Debt-Medium-Term

Returns 3Y

7.44%

Returns 5Y

8.54%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within one year from the date of allotment. (w.e.f August 24 2012)

Invest
SIP

Axis Strategic Bond Fund


Debt-Medium-Term

Returns 3Y

7.8%

Returns 5Y

9.56%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed / switched-out within 12 months from the date of allotment For 10% of investment : Nil For remaining investment : 1% If redeemed/switched out after 12 months from the date of allotment : Nil (w.e.f. 30th June 2016)

Invest
SIP

Indiabulls Income Fund


Debt-Medium-Term

Returns 1Y

10.37%

Returns 2Y

8.8%

Min Order

₹500

Min SIP

₹500

Exit load : Entry Load- NA Exit Load- Nil

Invest
SIP

ICICI Prudential Medium Term Bond Fund


Debt-Medium-Term

Returns 3Y

7.62%

Returns 5Y

8.96%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Tata Medium Term Fund- Direct Plan


Debt-Medium-Term

Returns 3Y

1.06%

Returns 5Y

4.97%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% of NAV if redeemed on or before expiry of 365 days from the date of allotment.

Invest
SIP

BNP Paribas Medium Term Fund


Debt-Medium-Term

Returns 3Y

3.42%

Returns 5Y

6.12%

Min Order

₹5,000

Min SIP

₹300

Exit load : -

Invest
SIP

Kotak Medium Term Fund


Debt-Medium-Term

Returns 3Y

7.16%

Returns 5Y

9.11%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : i) For redemption / switch out of upto 15% of the initial investment amount (limit) purchased or switched in within 18 months from the date of allotment: Nil. ii) If units redeemed or switched out are in excess of the limit within 18 months from the date of allotment: 2%. iii) If units are redeemed or switched out on or after 18 months from the date of allotment: Nil. iv) Any exit load charged (net off Service Tax, if any) shall be credited back to the respective Scheme. Units issued on reinvestment of dividends shall not be subject to entry and exit load.

Invest
SIP

SBI MAGNUM MEDIUM DURATION FUND -


Debt-Medium-Term

Returns 3Y

9.38%

Returns 5Y

10.11%

Min Order

₹5,000

Min SIP

₹500

Exit load : For exit within 1 year from the date of allotment - 1.50%; For exit after 1 year from the date of allotment - 1% .For exit after 18 months from the date of allotment - Nil.

Invest
SIP

UTI - Medium Term Fund


Debt-Medium-Term

Returns 2Y

6.25%

Returns 3Y

7.39%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Load - Nil. Exit Load -- < 365 days 1.00% > 365 days and < 548 days 0.50% > 548 days NIL

Invest
SIP

DSP Bond Fund


Debt-Medium-Term

Returns 3Y

4.84%

Returns 5Y

7.55%

Min Order

₹500

Min SIP

₹500

Exit load : Holding Period: < 12 months: 1% >= 12 months: Nil

Invest
SIP

Who should invest in Medium Term Debt Funds

Investors in the volatile markets are advised to invest in Debt Medium Term Funds. Any change in interest rate has adverse effect on the price of the underlying security.


How long should you stay invested in Medium Term Debt Funds ?

Portfolio period is 3 to 4 Years.


How to invest in ?

You can click on the Medium Term Debt Funds link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have inMedium Term Debt Funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing