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₹21.57
(-0.01%)
Current NAV 14-11-2024
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9.78%
Returns
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Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Returns
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 0.09% | -0.04% | 0.17% |
| 1M | 0.54% | 0.58% | 1.46% |
| 3M | 2.42% | 2.37% | 2.03% |
| 6M | 5.13% | 4.75% | 5.29% |
| 1Y | 9.78% | 8.62% | 7.49% |
| 2Y | 7.63% | 7.63% | 8.29% |
| 3Y | 5.98% | 6.02% | 5.99% |
| 5Y | 6.39% | 5.98% | 7.41% |
| ALL | 7.43% | 6.83% | 8.74% |
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Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 1.55% | -0.01% | 0.74% | 0.02% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Kotak Medium Term Fund - Growth
Compare your fund with the top category schemes.
Kotak Medium Term Fund - Growth
3Y Returns5.98% (p.a.)
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns6.18% (p.a.)
Kotak Medium Term Fund - Growth
3Y Returns5.98% (p.a.)
HSBC Medium Duration Fund - Regular Growth
3Y Returns5.69% (p.a.)
Kotak Medium Term Fund - Growth
3Y Returns5.98% (p.a.)
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns3.84% (p.a.)
SIP Returns Calculator
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Start SIPPortfolio Summary (as on 31-May-2024)
An insight into your portfolio composition.
Debt88.95% Others10.77%
Debt Market Cap
Top 5 Sectors of Debt
Construction 27.19%
Sovereign 22.37%
Financial 20.93%
Capital Goods 10.23%
Metals & Mining 4.33%
Top 5 Companies of Debt
7.18% GOI 24/07/2037 10.29%
7.18% GOI 14/08/2033 6.79%
HDFC Bank Ltd.% 27/07/2032 4.35%
7.76% Tata Steel Ltd. 20/09/2032 4.29%
7.88% India Grid Trust 30/04/2029 3.73%
Others Market Cap
Top 5 Sectors of Others
Construction 6.86%
Others 3.91%
Top 5 Companies of Others
Others 3.75%
Others 0.16%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From Kotak Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Kotak NIFTY Midcap 50 Index Fund - Regular (G) | -6.06% | 10.11% | 21.06% | 53.41% | 24.65% | |
| Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | -7.16% | -3.47% | 9.42% | 52.47% | 0% | |
| KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH | -7.78% | -3.44% | 7.51% | 45.86% | 0% | |
| Kotak Multicap Fund-Regular Plan-Growth | -3.45% | -0.36% | 14.04% | 43.81% | 0% | |
| Kotak India EQ Contra Fund - Growth | -3.95% | -0.81% | 12.15% | 41.32% | 22.12% |
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Chat with usFrequently Asked Questions
What is the current NAV of Kotak Medium Term Fund - Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Kotak Medium Term Fund - Growth as of 14-11-2024 is 21.5673.
What is the benchmark of Kotak Medium Term Fund - Growth?
Kotak performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Kotak Medium Term Fund - Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Kotak Medium Term Fund - Growth?
The fund's top 5 sectors holdings are Construction, Sovereign, Financial, Capital Goods, Metals & Mining, Construction, Others
How can I redeem my investments in Kotak Medium Term Fund - Growth?
Redeeming your investments in Kotak Medium Term Fund - Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Deepak Agrawal, Sunit Garg, Palha Khanna, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Kotak Medium Term Fund - Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Kotak Medium Term Fund - Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Kotak Medium Term Fund - Growth is Rs 1682.17 Crs. Crs.
Should I invest in Kotak Medium Term Fund - Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Kotak Medium Term Fund - Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
