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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,992 Cr
Lock In Period
N/A
Expense Ratio
1.63
Benchmark
CRISIL Medium Duration Debt A-III Index
Exit Load
Nil
Summary
Latest details for Kotak Medium Term Fund - Growth include a ₹23.8127 NAV as of Feb 10,2026 and returns since inception of 26.90%. Minimum investments start at SIP ₹100. The Kotak Medium Term Fund - Growth AUM is ₹1,992 Cr, with a lock-in of N/A years, expense ratio of 1.63%, and benchmark CRISIL Medium Duration Debt A-III Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-15
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About Fund
Kotak Medium Term Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹1,992 Crore. The fund benchmarks its performance against the CRISIL Medium Duration Debt A-III Index while maintaining an expense ratio of 1.63. Under the expert guidance of Deepak Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis Strategic Bond Fund Growth | 5 | 2048.49 CR | 1.32 |
| This FundICICI Prudential Medium Term Bond Fund Growth | 4 | 5687.6 CR | 1.37 |
| This FundKotak Medium Term Fund - Growth | 3 | 1991.85 CR | 1.63 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 2973.42 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 5 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Strategic Bond Fund Growth | 7.7571 | 25.775 |
| This FundICICI Prudential Medium Term Bond Fund Growth | 8.4664 | 25.8873 |
| This FundKotak Medium Term Fund - Growth | 8.5952 | 26.8213 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 12.232 | 32.9187 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
Kotak Medium Term Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Medium Term Fund - Growth is 1.63. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Medium Term Fund - Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Kotak Medium Term Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Medium Term Fund - Growth is ₹1,992 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Medium Term Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500