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25120
20327
Kotak Medium Term Fund - Direct Growth
8.53
10.75
8.19
0.12
1.03
3.12
4.83
8.57
4
  • NAV

    25.07

    as on 13 May 2025

  • ₹0.06 (0.24%)

    Last Change

  • 8.53%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.67%

    Expense Ratio
  • Rating

  • 1,925 Cr

    Fund Size

  • 11 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • 1,200
  • Wealth Gained
  • ₹72
  • Expected Amount
  • ₹1272

Returns and Ranks ( as on 13 May 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 10.75%
  • 8.53%
  • 8.19%
  • 8.57
By Holding By Sector By Asset
14.31%
9.32%
4.70%
4.01%
3.36%
64.30%
View all Holdings
  • 1.33Alpha
  • 0.48SD
  • 0.06Beta
  • 1.03Sharpe
  • Exit Load
  • Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.
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.

Deepak Agrawal

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes
20327
  • Fund Name
  • Address :
  • 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

FAQs

You can invest in Kotak Medium Term Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Kotak Medium Term Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Kotak Medium Term Fund - Direct Growth has delivered 8.39% since inception

The NAV of Kotak Medium Term Fund - Direct Growth is ₹22.9545 as of 13 May 2025

The expense ratio of Kotak Medium Term Fund - Direct Growth is % as of 13 May 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Kotak Medium Term Fund - Direct Growth 1744.99 CR as of 13 May 2025

The minimum SIP amount of Kotak Medium Term Fund - Direct Growth is 100

The top stock holdings of Kotak Medium Term Fund - Direct Growth are

  1. GSEC2034 - 14.31%
  2. GSEC2033 - 9.32%
  3. Bamboo Hotels & - 4.70%
  4. Tata Steel - 4.01%
  5. Pipeline Infra - 3.36%

The top sectors Kotak Medium Term Fund - Direct Growth has invested in are

  1. - 0%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Kotak Medium Term Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Kotak Medium Term Fund - Direct Growth based on your investment objective and risk tolerance

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