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Medium to Long Duration Fund

These mutual funds select bonds/debt for investment such that the average maturity (remaining) period for the portfolio is between 4 to 7 years. Longer duration funds may provide higher returns but are more sensitive to interest rate changes. 

Suitability:

These are ideal for investors with a long term investment horizon.

Minimum Investment: 

The minimum investment varies from scheme to scheme. It could range between Rs.100/ – to Rs.5,000/ -.

Taxability:

  • • If an investor has made an investment in a debt mutual fund and withdraws the amount before 3 years of investment, Short Term Capital Gains Tax would be levied, as per the income tax slab of the investor.
  • • If an investor withdraws the investment including capital gains post 3 years of investment, 20% Long Term Capital Gains Tax of 20% is levied, with the benefit of indexation.
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