Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.16%
1 Month-0.96%
3 Months+0.26%
6 Months+1.92%
1 Year+6.71%
3 Years (CAGR)+7.68%
5 Years (CAGR)+6.40%
10 Years (CAGR)+6.78%
Since Inception (Mar 2014)+7.40%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.67%
3 Year SIP+7.25%
5 Year SIP+6.84%
Since Inception (Mar 2014)+6.75%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
AUM₹2,007 Cr
Expense Ratio1.63%
Min SIP₹100
Min Lumpsum₹100
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
Performance Comparison
Performance Comparison
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Investment Objective
Kotak Medium Term Fund - Growth by Kotak Mahindra Mutual Fund is a Medium Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Duration category.
About This Fund
Kotak Medium Term Fund - Growth is a Medium Duration mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 12 years. It manages assets worth ₹2,007 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.63%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations