Fundalysisby DARKHORSESTOCKS

Scheme type · Debt · Sept 2026

Medium Term

Every medium term scheme, largest first.

Schemes
12
Fund houses
12
AUMDown by 1.6% on the month before
₹24,991 Cr
In stocks
6.4%
New this month
0
Largest
SBI Medium Term Fund
Lead managers
8
Median TER
0.70%
Median 1y return
+5.9%
Beat benchmark (3y)
90.9%
  • SBI Medium Term Fund27.4%
  • ICICI Prudential Medium Term Fund22.7%
  • HDFC Medium Term Fund14.9%
  • Aditya Birla Sun Life Medium Term Fund14.4%
  • Axis Medium Term Fund8.4%
  • Other12.2%
Fig. 1.AUM by scheme, Sept 2026.
Every scheme with its figures in Sept 2026. Click a column's header to sort by it.
SBI Medium Term Fund
SBI
Lokesh Mallya
86,419–6.2%+5.9%+7.8%+6.8%Aug '25Sep '26
ICICI Prudential Medium Term Fund
ICICI
Manish Banthia
75,3310.73%9.0%+6.4%+8.5%+7.3%Sep '24Sep '26
HDFC Medium Term Fund
HDFC
Bhavyesh Divecha
53,4990.70%4.6%+6.0%+7.9%+6.8%Dec '23Sep '26
Aditya Birla Sun Life Medium Term Fund
Aditya Birla
Sunaina Da Cunha
63,3700.71%4.3%+8.1%+10.7%+12.6%May '17Sep '26
Axis Medium Term Fund
Axis
Devang Shah
81,9710.71%3.7%+5.9%+8.4%+7.3%Nov '24Sep '26
Kotak Medium Term Fund
Kotak
Deepak Agrawal
51,9300.67%9.8%+5.9%+9.0%+7.3%Mar '14Sep '26
HSBC Medium Term Fund
HSBC
Shriram Ramanathan
–6700.41%–+4.7%+7.7%+6.6%Mar '23Aug '26
DSP Medium Term Fund Ex DSP Bond Fund
DSP
Vivek Ramakrishnan
–2490.41%–+3.7%+7.1%+6.1%Mar '25May '26