Medium Term Fund: rolling returns of every fund

The 12 active Direct Growth funds in AMFI's Medium Term Fund sub-category (Debt Scheme), one row per fund. Every figure is computed from AMFI's published NAV history, with metrics as of 2026-10-31.

Listed A to Z, not ranked. Sort and filter this sub-category in the screener, or compare up to five funds side by side.

Analytics and research only. Not investment advice. Historical returns do not guarantee future returns.

Fund
Aditya Birla Sun Life Medium Term Fund - Growth - Direct Plan	10.37%	12.54%	10.36%	0.95%	8.89%	4.56%	0.83%
Axis Strategic Bond Fund - Direct Plan - Growth Option	8.14%	7.20%	8.43%	6.06%	7.93%	7.16%	-
Bandhan Medium Term Fund - Direct Plan - Growth	7.49%	6.01%	7.76%	3.83%	7.03%	5.55%	0.66%
DSP Medium Term Fund - Direct Plan - Growth	6.68%	5.96%	6.12%	3.74%	6.40%	4.63%	0.41%
HDFC Medium Term Fund - Growth Option - Direct Plan	7.70%	6.68%	8.14%	5.55%	7.73%	6.66%	0.70%
HSBC Medium Term Fund - Direct Growth	7.48%	-	8.01%	7.48%	-	-	0.41%
ICICI Prudential Medium Term Fund - Direct Plan - Growth	8.14%	7.21%	8.27%	6.13%	8.00%	7.21%	0.73%
Invesco India Medium Term Fund - Direct Plan - Growth	6.87%	5.88%	7.19%	5.61%	-	-	0.32%
Nippon India Medium Term Fund - Direct Plan - Growth Option	8.21%	6.75%	7.55%	-8.15%	0.17%	-1.46%	0.50%
SBI MEDIUM TERM FUND - DIRECT PLAN - GROWTH	7.44%	6.65%	9.37%	5.31%	8.31%	6.56%	0.72%
Sundaram Medium Term Fund Direct Plan - Growth	5.73%	4.74%	6.91%	3.21%	5.69%	4.73%	1.17%
UTI Medium Term Fund - Direct Plan - Growth Option	6.57%	5.75%	6.31%	3.22%	5.53%	4.45%	0.94%

A rolling return is the per-year return over every overlapping 3 or 5-year stretch of a fund’s history: the typical figure is the median of those stretches and the worst is the lowest, which is what an unlucky investor actually got. Why rolling returns say more than one trailing return. A dash means the figure could not be computed, usually because the fund is too young; the fund’s own page says why.