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Kotak Medium to Long Term Fund Direct Growth
INF174K01JC0 Kotak Mahindra Asset Management Company Lt Debt Growth
Latest NAV
₹90.2884
+3.95% 1Y
as of 01 Oct 2026
Sign In to Add to Portfolio Benchmark: CRISIL Medium to Long Duration Debt A-III Index
Expense ratio
0.74%
AUM
₹1,777 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
+3.95%
3Y (ann.)
+6.95%
5Y (ann.)
+5.98%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹90.29
52-week range at 73%
₹90.29
Low 02 Apr 2026₹86.79
High 14 Aug 2026₹91.57
Risk level Moderately Low
Low
Very high
NAV history
02 Jan 2013 Since inception 01 Oct 2026
Returns by period
1W
-0.29%
1M
-0.58%
3M
-0.34%
6M
+3.72%
1Y
+3.95%
3Y
+6.95%
5Y
+5.98%

3Y and 5Y returns are annualised.

Return calculator
You invest
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Est. gain
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Est. value
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Invested Gain
Invested Projected value min SIP ₹100

Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.

Where your money goes

Sector allocation is published for schemes that buy shares directly. This is a debt scheme.

About this scheme

The investment objective of the Scheme is to create a portfolio of debt instruments such as bonds, debentures, Government Securities and money market instruments, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets. There is no assurance that the investment objective of the Scheme will be achieved.

Fund manager(s): Abhishek Bisen

Exit load: No charges for withdrawal

Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹100
SIP Purchase Switch STP SWP