Why should you invest in Mutual Funds for Medium Term?

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.

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

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.

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

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.

Who should look to invest in Funds for Medium Term?

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 .

How can you invest for Medium Term via Mutual Funds?

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.

Best Medium Term Mutual Funds to Invest for Next 3 Years

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Medium Term Mutual Fund with High Returns

Here you get all medium-term mutual fund schemes that have provided yearly returns of 12% or more over the past 3 years, along with the key details essential for your investment analysis. These funds are suitable for medium-term investors looking to achieve solid growth within a 3-year timeframe, balancing risk and reward effectively.

Name	NAV	AUM (in Cr.)	1M Returns	3M Returns	1 Yr Returns	3 Yr Returns	5 Yr Returns	Rating	Exp Ratio	Risk	Min Monthly SIP	Min Lumpsum	Category	Sub Category

HDFC Defence Fund Direct Growth fuzz it	₹ 30.29	₹ 11,493.40	0.22%	-0.80%	19.92%	36.05%	0.00%	NA	0.89%	Very High	₹ 100	₹ 100	Equity	Sectoral Fund
Axis Silver FoF Direct Growth fuzz it	₹ 31.68	₹ 1,253.05	-15.48%	-14.85%	25.76%	35.85%	0.00%	NA	0.14%	Moderately High	₹ 100	₹ 5,000	Other	FoFs Domestic
Kotak Silver ETF FoF Direct Growth fuzz it	₹ 24.64	₹ 965.33	-15.51%	-14.86%	26.04%	35.84%	0.00%	NA	0.28%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
UTI Silver ETF FoF Direct Growth fuzz it	₹ 23.55	₹ 634.31	-15.66%	-15.04%	25.44%	35.76%	0.00%	NA	0.14%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
HDFC Silver ETF FoF Direct Growth fuzz it	₹ 30.45	₹ 4,497.00	-15.48%	-14.89%	25.35%	35.66%	0.00%	NA	0.21%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
ICICI Prudential Silver ETF FoF Direct Growth fuzz it	₹ 28.21	₹ 6,179.98	-15.60%	-14.99%	25.46%	35.63%	0.00%	NA	0.54%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
Aditya Birla Sun Life Silver ETF FoF Direct Growth fuzz it	₹ 28.65	₹ 1,230.23	-15.50%	-14.94%	24.98%	35.49%	0.00%	NA	0.32%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
Nippon India Silver ETF FoF Direct Growth fuzz it	₹ 28.09	₹ 4,353.81	-15.53%	-15.00%	24.98%	35.43%	0.00%	NA	0.22%	Very High	₹ 100	₹ 100	Other	FoFs Domestic
HDFC Pharma And Healthcare Fund Direct Growth fuzz it	₹ 22.48	₹ 3,501.37	2.30%	2.51%	25.49%	31.08%	0.00%	NA	1.03%	Very High	₹ 100	₹ 100	Equity	Sectoral Fund
SBI Healthcare Opportunities Fund Direct Growth fuzz it	₹ 600.66	₹ 5,870.00	2.74%	0.54%	19.88%	25.15%	19.51%	NA	1.01%	Very High	₹ 500	₹ 5,000	Equity	Sectoral Fund
Mirae Asset Healthcare Fund Direct Growth fuzz it	₹ 52.83	₹ 3,494.44	3.29%	2.56%	21.27%	24.39%	16.90%	NA	0.62%	Very High	₹ 99	₹ 5,000	Equity	Sectoral Fund
HDFC Transportation and Logistics Fund Direct Growth fuzz it	₹ 19.86	₹ 2,043.11	2.70%	-2.69%	5.89%	24.25%	0.00%	NA	1.10%	Very High	₹ 100	₹ 100	Equity	Thematic Fund
UTI Healthcare Fund Direct Growth fuzz it	₹ 385.78	₹ 1,429.84	1.88%	0.61%	16.50%	24.19%	16.75%	NA	1.34%	Very High	₹ 500	₹ 5,000	Equity	Sectoral Fund
Invesco India Mid Cap Fund Direct Growth fuzz it	₹ 233.94	₹ 15,748.80	1.98%	-4.02%	4.69%	22.92%	18.03%	5	0.76%	Very High	₹ 100	₹ 100	Equity	Mid Cap Fund
ICICI Prudential Healthcare Fund Direct Growth fuzz it	₹ 46.95	₹ 6,861.20	2.24%	-1.24%	7.31%	22.64%	17.15%	NA	1.32%	Very High	₹ 100	₹ 5,000	Equity	Sectoral Fund
LIC MF Healthcare Fund Direct Growth fuzz it	₹ 37.21	₹ 99.36	2.19%	1.13%	12.92%	22.57%	13.59%	NA	1.37%	Very High	₹ 200	₹ 5,000	Equity	Sectoral Fund
ICICI Prudential Nifty Pharma Index Fund Direct Growth fuzz it	₹ 21.16	₹ 163.10	3.84%	2.72%	22.51%	22.53%	0.00%	NA	0.51%	Very High	₹ 1,000	₹ 1,000	Other	Index Fund
Bandhan Small Cap Fund Direct Growth fuzz it	₹ 55.00	₹ 35,855.60	-1.94%	-2.71%	4.42%	22.37%	18.73%	5	0.61%	Very High	₹ 100	₹ 1,000	Equity	Small Cap Fund
Invesco India Focused Fund Direct Growth fuzz it	₹ 32.92	₹ 6,228.51	6.95%	2.62%	8.90%	22.27%	14.54%	5	0.70%	Very High	₹ 100	₹ 1,000	Equity	Focused Fund
ITI Small Cap Fund Direct Growth fuzz it	₹ 36.99	₹ 3,666.32	-0.97%	-0.89%	14.30%	22.25%	17.13%	5	0.86%	Very High	₹ 500	₹ 5,000	Equity	Small Cap Fund
LIC MF Infrastructure Fund Direct Growth fuzz it	₹ 61.64	₹ 1,153.34	-0.30%	-3.55%	5.07%	22.21%	19.87%	5	1.33%	Very High	₹ 200	₹ 5,000	Equity	Thematic Fund
Invesco India Large & Mid Cap Fund Direct Growth fuzz it	₹ 130.30	₹ 12,177.90	3.69%	-2.50%	6.49%	22.19%	16.52%	5	0.79%	Very High	₹ 100	₹ 100	Equity	Large & Mid Cap Fund
HSBC Midcap Fund Direct Growth fuzz it	₹ 517.63	₹ 16,799.60	0.88%	-2.20%	13.76%	21.89%	17.60%	5	1.15%	Very High	₹ 500	₹ 5,000	Equity	Mid Cap Fund
Bank of India Manufacturing & Infrastructure Fund Direct Growth fuzz it	₹ 79.10	₹ 983.51	1.61%	-0.84%	13.78%	21.85%	20.04%	5	0.98%	Very High	₹ 1,000	₹ 5,000	Equity	Thematic Fund
Motilal Oswal Large and Midcap Fund Direct Growth fuzz it	₹ 40.20	₹ 19,832.30	1.86%	1.54%	5.37%	21.85%	18.11%	5	0.91%	Very High	₹ 500	₹ 500	Equity	Large & Mid Cap Fund

Total 360 records

*The schemes mentioned above are just for research purpose and not recommendations. Please do your own due diligence before investing.

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FAQs on Medium Term Mutual Fund with High Returns

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.

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