TickerKhojKotak Mahindra Mutual Fund · Debt · Medium to Long Term · Regular plan
Kotak Medium to Long Term Fund - Regular Plan - Growth
₹79.3131NAV on 3 Nov 2026Expense ratio 1.65%
3 Nov 2025NAV low 76.74 · high 80.68+2.4%
In plain words
Over 3 years it returned +5.8% a year, against +8.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -2.4%.
On 3-year return it ranks 2 of 12 funds in Medium to Long Term.
A monthly SIP over 10 years ended ₹93,868 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +6.2% |
| 3 months | -0.9% | -3.8% |
| 6 months | +2.1% | -0.0% |
| 1 year | +2.4% | -6.8% |
| 3 years (yearly) | +5.8% | +8.4% |
| 5 years (yearly) | +4.9% | +7.0% |
| 10 years (yearly) | +5.6% | +11.9% |
| Since start (yearly) | +7.4% | +11.5% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,527 | +2.3% |
| 3 years | ₹3,60,000 | ₹3,83,748 | +4.2% |
| 5 years | ₹6,00,000 | ₹6,82,194 | +5.1% |
| 10 years | ₹12,00,000 | ₹15,95,261 | +5.5% |
Other plan of this fund: Kotak Medium to Long Term Fund - Direct Plan - Growth