NSE ScannerKotak Mahindra Mutual Fund · Debt · Medium Duration · Direct plan
Kotak Medium Term Fund - Direct Plan - Growth
₹27.4257NAV on 30 Oct 2026Expense ratio 0.67%
29 Oct 2025NAV low 26.1 · high 27.66+5.0%
In plain words
Over 3 years it returned +8.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.2%.
On 3-year return it ranks 1 of 1 funds in Medium Duration.
A monthly SIP over 10 years ended ₹91,542 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 | -0.5% | +1.9% |
| 3 months | +0.0% | -5.1% |
| 6 months | +2.8% | -3.2% |
| 1 year | +5.1% | -10.2% |
| 3 years (yearly) | +8.6% | +7.4% |
| 5 years (yearly) | +7.2% | +6.5% |
| 10 years (yearly) | +7.3% | +11.3% |
| Since start (yearly) | +8.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,304 | +4.5% |
| 3 years | ₹3,60,000 | ₹4,04,752 | +7.4% |
| 5 years | ₹5,90,000 | ₹7,17,852 | +7.7% |
| 10 years | ₹11,90,000 | ₹17,47,232 | +7.4% |
Other plan of this fund: Kotak Medium Term Fund - Regular Plan - Growth