Best Medium Term Mutual Funds to Invest for Next 3 Years

Best Mutual Funds for Medium Term

Download CSV

CSV

Frequently Asked Questions

When picking medium-term mutual funds, consider the fund's historical performance, risk profile, and expense ratio. Evaluate the fund manager's expertise and ensure the fund's strategy aligns with your medium-term financial goals. Look for stability and consistent returns over the medium investment horizon.

Investing in medium-term mutual funds offers a balance between risk and return, ideal for goals that are a few years away. These funds provide the potential for higher returns than short-term investments, making them suitable for financial goals like buying a car, home renovation, or planning a vacation.

Medium-term mutual funds offer the advantages of potentially higher returns than short-term options, with a manageable risk level. They provide professional management, diversification, and the ability to achieve financial goals within a medium time frame, balancing growth and stability.

Medium-term mutual funds are subject to market risks, with investment values fluctuating over time. Economic changes and market volatility can impact returns. Regular portfolio reviews and adjustments are necessary to manage these risks and ensure alignment with your medium-term financial objectives.

Medium-term mutual funds are ideal for investors with financial goals set for the next three to five years. They suit those who seek a balance between growth and risk, aiming for higher returns than short-term investments while preparing for goals like education fees, a down payment, or travel. You can navigate to best SIP for 3 years .

To invest in medium-term mutual funds, select a fund that matches your financial goals. Register online through the Dhan app. Complete the KYC process, set up your investment amount and frequency, and link your bank account for automatic deductions.

Explore | Sitemap

*All securities mentioned on this website are exemplary and not recommendatory.

*Current prices on the website are delayed by 15 mins, login to check live prices.

We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.

Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.

That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.

We are doing so by giving you access to not just one but 6 products within the Dhan ecosystem:

Dhan App: The only online trading app you need for buying and selling equity, futures, options, commodity, and currency.
Dhan Web: Trade on the big screen across segments with our web trading platform.
Options Trader App: A dedicated option trading app built for India's F&O traders.
Options Trader Web: Love big screens and F&O trading? Use our web option trading platform.
Dhan + TradingView: The magic of Tradingview charts for free with the Lightning-Fast experience of Dhan on tv.dhan.co.
Connect to TradingView: Our Tradingview broker integration allows you to trade in Stocks, Futures, and Commodities directly from tradingview.com via Dhan.

This means that with Dhan, you'll be able to start:

Lakhs of users already trust Dhan for their online stock trading and investing needs. Dhan is growing rapidly because of the love we receive from SuperTraders and Long-Term Investors who acknowledge that the platform is innovating for them, building super useful features that help them do everything from investing in stock market to trading F&O like a pro on the Tradingview charts and much more.

While we are growing, we will always remember why we started building in the first place - you. Our user-first approach will always be at the heart of our philosophy. Come join us on this incredible journey!

Try it out, you can close your account at anytime using this link.

SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016 | SEBI Research Analyst Registration No: INH000023357
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered & Corporate Office: Unit No. 2201, 22nd Floor, Gold Medal Avenue, S.V. Road, Beside Patel Petrol Pump, Piramal Nagar, Goregaon West, Mumbai – 400104, Customer Care: 9987761000.

Details of client bank account

For any query / feedback / clarifications, email at help@dhan.co.

In case of grievances for any of the services rendered by Raise Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.

Disclaimer: All communications with the client via chat, phone, or email are for support purposes only. Any commitments or statements made by the agent (human or virtual) shall not be binding on the company.

DHAN is a brand owned by Raise Securities Private Limited. All DHAN clients are registered under Raise Securities Private Limited. Clients are advised to refer to our company as Raise Securities Private Limited when communicating with regulatory authorities.

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances. You may refer the website https://scores.sebi.gov.in/ for more information. You may also download the SEBI Scores app to log a complaint Android: https://play.google.com store apps sebiscores iOS: https://apps.apple.com app sebiscores.

Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit

Attention investors:

Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.

Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website. Issued in the interest of the investors.

Raise Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account. Raise Securities Private Limited (Dhan) does not engage in proprietary trading on its own account.

Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/

Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX

Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets

Medium Term Mutual Fund with High Returns

Best Mutual Funds for Medium Term

Frequently Asked Questions

How to choose Best Mutual Funds for Medium Term before investing?

Why should you invest in Mutual Funds for Medium Term?

What are the advantages of investing in Medium Term Mutual Funds?

What are the risks of investing for Medium Term in Mutual Funds?

Who should look to invest in Funds for Medium Term?

How can you invest for Medium Term via Mutual Funds?

HDFC Silver ETF FoF Fund Direct - Growth	₹ 39.29	₹ 5,811.22	-16.01%	47.83%	138.27%	51.32%	0.00%	NA	0.18%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
Axis Silver FoF Fund Direct - Growth	₹ 40.63	₹ 1,441.87	-15.59%	47.66%	137.50%	51.27%	0.00%	NA	0.14%	Moderately High	₹ 100	₹ 5,000	Other	FoFs Domestic
ICICI Prudential Silver ETF FoF Fund Direct - Growth	₹ 36.41	₹ 8,161.83	-15.94%	47.99%	137.85%	51.22%	0.00%	NA	0.52%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
Nippon India Silver ETF FoF Fund Direct - Growth	₹ 36.27	₹ 6,099.15	-16.06%	47.39%	137.44%	51.01%	0.00%	NA	0.27%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
Aditya Birla Sun Life Silver ETF FoF Fund Direct - Growth	₹ 36.90	₹ 1,724.36	-16.19%	47.43%	136.70%	50.99%	0.00%	NA	0.65%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
Edelweiss Gold and Silver ETF FoF Fund Direct - Growth	₹ 35.27	₹ 3,082.61	1.82%	35.43%	114.03%	45.37%	0.00%	NA	0.23%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
Motilal Oswal Gold and Silver Passive FoF Fund Direct - Growth	₹ 31.60	₹ 2,977.76	-2.13%	29.72%	92.13%	41.59%	0.00%	NA	0.69%	Very High	₹ 500	₹ 500	Other	FoFs Domestic
UTI Gold ETF FoF Fund Direct - Growth	₹ 29.48	₹ 1,214.11	7.62%	22.32%	75.91%	38.56%	0.00%	NA	0.17%	High	₹ 500	₹ 5,000	Other	FoFs Domestic
SBI Gold Fund Direct - Growth	₹ 46.96	₹ 15,024.30	7.92%	22.63%	75.88%	38.25%	25.33%	NA	0.24%	Very High	₹ 500	₹ 5,000	Other	FoFs Domestic
Quantum Gold Savings Fund Direct - Growth	₹ 58.75	₹ 499.34	7.91%	22.46%	76.33%	38.21%	25.20%	NA	0.60%	High	₹ 500	₹ 500	Other	FoFs Domestic
Aditya Birla Sun Life Gold Fund Direct - Growth	₹ 46.43	₹ 1,781.05	8.14%	22.94%	76.93%	38.18%	25.29%	NA	0.67%	High	₹ 100	₹ 100	Other	FoFs Domestic
ICICI Prudential Gold ETF FoF Fund Direct - Growth	₹ 49.13	₹ 6,338.49	7.94%	22.62%	76.44%	38.15%	25.23%	NA	0.59%	High	₹ 100	₹ 100	Other	FoFs Domestic
HDFC Gold ETF Fund of Fund Direct - Growth	₹ 47.92	₹ 11,457.70	7.75%	22.34%	75.62%	38.13%	25.16%	NA	0.18%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
LIC MF Gold ETF FoF Fund Direct - Growth	₹ 41.75	₹ 808.61	7.00%	21.33%	73.81%	38.03%	25.18%	NA	0.32%	High	₹ 200	₹ 5,000	Other	FoFs Domestic
Axis Gold Fund Direct - Growth	₹ 48.41	₹ 2,834.85	7.74%	22.54%	74.66%	37.91%	25.15%	NA	0.17%	High	₹ 100	₹ 100	Other	FoFs Domestic
Nippon India Gold Savings Fund Direct - Growth	₹ 61.19	₹ 7,160.44	7.72%	22.18%	75.43%	37.90%	24.97%	NA	0.13%	High	₹ 100	₹ 100	Other	FoFs Domestic
Kotak Gold Fund Direct - Growth	₹ 61.82	₹ 6,556.25	7.81%	22.07%	74.70%	37.78%	24.99%	NA	0.71%	High	₹ 100	₹ 100	Other	FoFs Domestic
Invesco India Gold ETF FoF Fund Direct - Growth	₹ 44.50	₹ 476.11	7.81%	22.44%	73.99%	37.50%	24.55%	NA	0.10%	High	₹ 100	₹ 1,000	Other	FoFs Domestic
Motilal Oswal BSE Enhanced Value Index Fund Direct - Growth	₹ 29.81	₹ 1,454.07	3.59%	6.81%	37.72%	35.43%	0.00%	NA	0.37%	Very High	₹ 500	₹ 500	Other	Index Fund
SBI PSU Fund Direct - Growth	₹ 40.26	₹ 5,979.80	6.43%	7.15%	34.40%	35.11%	29.90%	NA	0.83%	Very High	₹ 500	₹ 5,000	Equity	Sectoral / Thematic
Invesco India PSU Equity Fund Direct - Growth	₹ 80.93	₹ 1,491.71	1.04%	1.77%	31.89%	33.00%	28.28%	2	0.90%	Very High	₹ 100	₹ 1,000	Equity	Sectoral / Thematic
Aditya Birla Sun Life PSU Equity Fund Direct - Growth	₹ 40.75	₹ 5,713.52	5.30%	6.73%	33.43%	32.44%	29.54%	NA	0.61%	Very High	₹ 100	₹ 500	Equity	Sectoral / Thematic
Bandhan Small Cap Fund Direct - Growth	₹ 50.19	₹ 19,266.50	-0.12%	-3.98%	16.95%	31.50%	24.99%	5	0.47%	Very High	₹ 100	₹ 1,000	Equity	Small Cap Fund
ICICI Prudential PSU Equity Fund Direct - Growth	₹ 23.67	₹ 1,924.01	5.43%	5.34%	27.67%	31.41%	0.00%	NA	0.87%	Very High	₹ 100	₹ 5,000	Equity	Sectoral / Thematic
Franklin India Opportunities Fund Direct - Growth	₹ 285.26	₹ 8,271.28	0.36%	-1.27%	17.30%	30.84%	21.01%	3	0.54%	Very High	₹ 500	₹ 5,000	Equity	Sectoral / Thematic
LIC MF Infrastructure Fund Direct - Growth	₹ 57.56	₹ 946.24	4.45%	0.10%	23.57%	30.13%	24.60%	4	0.83%	Very High	₹ 200	₹ 5,000	Equity	Sectoral / Thematic
ICICI Prudential Strategic Metal and Energy Equity FoF Fund Direct - Growth	₹ 28.23	₹ 178.75	11.63%	29.04%	73.03%	29.95%	0.00%	NA	1.45%	Very High	₹ 100	₹ 1,000	Other	FoFs Overseas
ICICI Prudential Transportation and Logistics Fund Direct - Growth	₹ 22.04	₹ 2,935.69	2.70%	2.51%	29.12%	29.84%	0.00%	NA	0.96%	Very High	₹ 100	₹ 5,000	Equity	Sectoral / Thematic
ICICI Prudential NASDAQ 100 Index Fund Direct - Growth	₹ 19.47	₹ 2,759.86	-3.36%	1.23%	17.08%	29.58%	0.00%	NA	0.61%	Very High	₹ 100	₹ 1,000	Other	Index Fund
Franklin Build India Fund Direct - Growth	₹ 171.54	₹ 3,002.96	5.53%	2.11%	23.81%	29.02%	25.02%	5	0.99%	Very High	₹ 500	₹ 5,000	Equity	Sectoral / Thematic
ICICI Prudential Nifty Auto Index Fund Direct - Growth	₹ 22.50	₹ 198.83	1.66%	2.93%	27.65%	28.80%	0.00%	NA	0.40%	Very High	₹ 1,000	₹ 1,000	Other	Index Fund
Invesco India Mid Cap Fund Direct - Growth	₹ 219.91	₹ 10,058.40	1.74%	-1.51%	26.33%	28.73%	22.55%	5	0.54%	Very High	₹ 100	₹ 100	Equity	Mid Cap Fund
Edelweiss US Technology Equity FoF Fund Direct - Growth	₹ 32.40	₹ 3,683.49	-9.94%	-6.50%	2.70%	28.72%	9.79%	NA	1.51%	Very High	₹ 100	₹ 100	Other	FoFs Overseas
ICICI Prudential BHARAT 22 FOF Fund Direct - Growth	₹ 36.53	₹ 2,551.54	6.24%	6.63%	29.13%	28.48%	27.38%	NA	0.12%	Very High	₹ 1,000	₹ 5,000	Other	FoFs Domestic
HDFC Infrastructure Fund Direct - Growth	₹ 52.94	₹ 2,366.20	2.19%	-1.73%	18.11%	28.29%	24.93%	3	1.15%	Very High	₹ 100	₹ 100	Equity	Sectoral / Thematic
ICICI Prudential Retirement Fund - Pure Equity Plan Direct - Growth	₹ 37.79	₹ 1,652.05	0.80%	-0.37%	24.47%	27.48%	22.43%	NA	0.66%	Very High	₹ 100	₹ 5,000	Solution Oriented	Retirement Fund
WhiteOak Capital Mid Cap Fund Direct - Growth	₹ 20.64	₹ 4,467.89	-1.17%	-3.54%	21.97%	27.42%	0.00%	5	0.53%	Very High	₹ 100	₹ 500	Equity	Mid Cap Fund
Canara Robeco Infrastructure Fund Direct - Growth	₹ 185.16	₹ 878.33	6.62%	0.21%	24.30%	27.36%	24.55%	4	1.01%	Very High	₹ 1,000	₹ 5,000	Equity	Sectoral / Thematic
Bandhan Transportation and Logistics Fund Direct - Growth	₹ 20.96	₹ 659.01	1.82%	2.39%	31.31%	27.31%	0.00%	NA	0.85%	Moderately High	₹ 100	₹ 1,000	Equity	Sectoral / Thematic
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct - Growth	₹ 41.07	₹ 6,658.41	-1.86%	-6.62%	7.60%	27.21%	17.45%	NA	1.02%	Very High	₹ 100	₹ 5,000	Equity	Sectoral / Thematic