KO
Kotak Medium Term Fund Direct Growth
Latest NAV
+6.26% 1Y
Sign In to Add to Portfolio
Benchmark: CRISIL Medium Duration Debt A-III Index
Expense ratio
0.67%
AUM
₹1,925 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
+6.26%
3Y (ann.)
+8.87%
5Y (ann.)
+7.32%
Launched
Mar 2014
Where the NAV sits & how risky it is
₹27.52
52-week range
at 92%
₹27.52
Low 06 Oct 2025₹25.96
High 14 Aug 2026₹27.66
Risk level
Moderate
Low
Very high
NAV history
25 Mar 2014
Since inception
01 Oct 2026
Returns by period
1W
-0.19%
1M
-0.04%
3M
+0.72%
6M
+3.95%
1Y
+6.26%
3Y
+8.87%
5Y
+7.32%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
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 generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved
Fund manager(s): Deepak Agrawal, Vihag Mishra
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
25 Mar 2014
Lump-sum min
₹100
SIP
Purchase
Switch
STP
SWP
Similar schemes
RANKED BY 1Y RETURN
Bank of India Credit Risk Fund Direct Growth
1▲ 10.9 pts ahead of this fund
Aditya Birla Sun Life Credit Risk Fund Direct Growth
2▲ 5.7 pts ahead of this fund
DSP Credit Risk Fund Direct Growth
3▲ 4.6 pts ahead of this fund
Jm Dynamic Term Fund Direct Plan Half Yearly Bonus Option Principal Units
4▲ 2.9 pts ahead of this fund
Aditya Birla Sun Life Medium Term Fund Direct Growth
5▲ 2.2 pts ahead of this fund
Baroda BNP Paribas Banking & PSU Bond Fund Direct Growth
6▲ 2.0 pts ahead of this fund