Kotak Medium Term Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Kotak Medium Term Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,915 Cr

Lock In Period

N/A

Expense Ratio

1.63

Exit Load

Nil

Benchmark

CRISIL Medium Duration Debt A-III Index

Kotak Medium Term Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.390.50298.31
6M2.792.91316.78
1Y6.675.58340.09
3Y8.0815.1539.54

Portfolio Analysis

  • Equity:
  • Debt: 89.92%
  • Others
As on: 2026-07-31
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About Fund Kotak Medium Term Fund - Growth

Kotak Medium Term Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹1,915 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.

Fund Managers

Deepak Agrawal

Mr. Deepak is a Post Graduate in Commerce, Chartered Account, Company Secretary and currently pursuing CFA. His career has started from Kotak AMC when he joined the organization in December 2002 where he was initially in Research, Dealing and then moved into Fund Management from November 2006.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Medium Term Bond Fund Growth45,481 CR1.36
Kotak Medium Term Fund - Growth31,915 CR1.63
Aditya Birla Sun Life Medium Term Plan Growth53,280 CR1.55
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01,626 CR1.68
Fund Name1Y3Y
This FundICICI Prudential Medium Term Bond Fund Growth7.328825.7039
This FundKotak Medium Term Fund - Growth6.666126.2647
This FundAditya Birla Sun Life Medium Term Plan Growth8.640232.8228
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

Kotak Medium Term Fund - Growth 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 : 0.39%
  • 6 Months : 2.79%
  • 1 Year : 6.67%
  • 3 Years : 8.08%
Returns of Kotak Medium Term Fund - Growth are updated daily based on NAV of ₹ 24.4884 as on Aug 21,2026. Since inception, the return has been 26.26%.

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 ₹1,915 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.