Open Ended Schemesdebt Scheme Medium Duration Fundregulargrowth

Kotak Medium Term Fund - Growth

Kotak Mahindra Mutual Fund · AMFI Code: 128009

₹₹23.6432

NAV as of 30 Mar 2026

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Returns (Lumpsum)

CAGR for periods ≥ 1 year

1 Week-0.04%

1 Month-0.97%

3 Months+0.24%

6 Months+2.04%

1 Year+6.74%

3 Years (CAGR)+7.67%

5 Years (CAGR)+6.40%

10 Years (CAGR)+6.77%

Since Inception (Mar 2014)+6.38%

SIP Returns (XIRR)

₹1,000/month SIP, annualised

1 Year SIP+4.66%

3 Year SIP+7.25%

5 Year SIP+6.84%

Since Inception (Mar 2014)+6.63%

Fund Details

Fund HouseKotak Mahindra Mutual Fund

CategoryOpen Ended Schemesdebt Scheme Medium Duration Fund

Plan Typeregular

Optiongrowth

Min SIP₹500

Min Lumpsum₹1,000

Launch Date25 Mar 2014

AMFI Code128009

Risk Metrics

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Sharpe Ratio

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Alpha

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Beta

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Sortino

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Std Dev

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Max Drawdown

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