Kotak Medium Term Fund - Regular Plan - Growth
Fixed Income | Medium Duration Fund
3Y Returns
5.45%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
1.58%
Fund Size
₹1848 Cr
Inception Date
21-Mar-14
Fund Manager
Deepak Agrawal
Exit Load
Nil.
Interest Rate Sensitivity
Net Yield to Maturity
Fund Size
1Y Returns
Portfolio Credit Quality
Bad Credit Event
Overall Fund Zi Tag
Asset Allocation
Equity
0.00%
Debt & Others
100.00%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Other Cap
100.00%
Investment Objective
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 House Detail
AMC Name
Kotak Mahindra Asset Management Company Limited
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
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3Y
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5Y
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Nippon India Strategic Debt Fund- Direct Growth Plan
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5Y
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5Y
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3Y
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5Y
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3Y
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5Y
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1Y
6.67%
3Y
5.39%
5Y
NA
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1Y
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3Y
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5Y
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1Y
6.87%
3Y
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5Y
NA
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1Y
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3Y
4.75%
5Y
6.6%
Union Medium Duration Fund - Direct Plan - Growth
1Y
6.12%
3Y
4.64%
5Y
NA
Sundaram Medium Term Bond Fund Direct Growth
1Y
5.28%
3Y
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5Y
5.23%
Bharat Bond Fof - April 2023 - Direct Plan - Growth
1Y
NA
3Y
3.13%
5Y
NA
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1Y
NA
3Y
2.28%
5Y
5.03%
Nippon India Nifty Aaa Psu Bond Plus Sdl - Sep 2026 Maturity 50:50 Index Fund Direct Growth Plan
1Y
6.61%
3Y
NA
5Y
NA
Kotak Nifty Sdl Apr2027 Top 12 Equal Weight Index Fund-Direct Plan - Growth
1Y
6.55%
3Y
NA
5Y
NA
Axis Cpse Plus Sdl 2025 70:30 Debt Index Fund Direct Growth
1Y
6.91%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx Sdl Sep 2028 Index Fund - Direct Growth
1Y
NA
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl Aaa Psu Apr 2026 Index Fund-Direct Growth
1Y
6.64%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx Aaa Mar 2024 Index Fund - Direct Growth
1Y
6.9%
3Y
NA
5Y
NA
Uti Crisil Sdl Maturity June 2027 Index Fund - Direct Plan - Growth
1Y
6.61%
3Y
NA
5Y
NA
Baroda Bnp Paribas Nifty Sdl December 2026 Index Fund Direct Plan Growth
1Y
6.57%
3Y
NA
5Y
NA
Aditya Birla Sun Life Nifty Sdl Apr 2027 Index Fund Direct Growth
1Y
6.59%
3Y
NA
5Y
NA
Axis Nifty Sdl September 2026 Debt Index Fund Direct Growth
1Y
6.62%
3Y
NA
5Y
NA
Mirae Asset Nifty Aaa Psu Bond Plus Sdl Apr 2026 50:50 Index Fund Direct Plan - Growth
1Y
6.7%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl Aaa Psu - Apr 2027 Index Fund-Direct Growth
1Y
6.51%
3Y
NA
5Y
NA
Aditya Birla Sun Life Nifty Sdl Sep 2027 Index Fund- Direct Plan Growth
1Y
6.58%
3Y
NA
5Y
NA
Edelweiss Crisil Psu Plus Sdl50:50 Oct 2025 Index Fund - Direct Plan - Growth
1Y
6.76%
3Y
NA
5Y
NA
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