• Home
  • Mutual Funds
  • Kotak Medium Term Fund - Growth

Kotak Medium Term Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Medium Term Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,830 Cr

Lock In Period

N/A

Expense Ratio

1.63

Exit Load

Nil

Benchmark

CRISIL Medium Duration Debt A-III Index

Summary

Kotak Medium Term Fund - Growth NAV is ₹24.1745 as of 25 Jun, 2026. Kotak Medium Term Fund - Growth has delivered 25.38% returns since its launch. The minimum SIP investment amount in Kotak Medium Term Fund - Growth is ₹100. The AUM of Kotak Medium Term Fund - Growth is ₹1,830 Cr. The expense ratio of the fund is 1.63%, and its benchmark is CRISIL Medium Duration Debt A-III Index. The current exit load of the fund is Nil. In the last 1M months, Kotak Medium Term Fund - Growth has delivered 1.54% returns.

Kotak Medium Term Fund - Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.54-0.05298.31
6M2.612.09316.78
1Y6.155.11340.09
3Y7.8312.6639.54

Portfolio Analysis

  • Equity: 7.02%
  • Debt: 89.83%
  • Others
As on: 2026-05-31
View allocation % by

1. EMBASSY OFFICE PARKS REIT4.21%
2. BROOKFIELD REIT2.20%
3. NEXUS SELECT TRUST REIT0.61%

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 ₹1,830 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 Growth45463.83 CR1.38
Nippon India Medium Duration Fund Growth0148.26 CR1.11
Kotak Medium Term Fund - Growth31829.81 CR1.63
Aditya Birla Sun Life Medium Term Plan Growth53174.18 CR1.55
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01626.19 CR1.68
Fund Name1Y3Y
This FundICICI Prudential Medium Term Bond Fund Growth6.705824.863
This FundNippon India Medium Duration Fund Growth7.927225.3276
This FundKotak Medium Term Fund - Growth6.151425.3799
This FundAditya Birla Sun Life Medium Term Plan Growth8.307732.1681
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 : 1.54%
  • 6 Months : 2.61%
  • 1 Year : 6.15%
  • 3 Years : 7.83%
Returns of Kotak Medium Term Fund - Growth are updated daily based on NAV of ₹ 24.1745 as on Jun 23,2026. Since inception, the return has been 25.38%.

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 ₹1,830 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.