TickerKhojKotak Mahindra Mutual Fund · Debt · Medium Duration · Regular plan
Kotak Medium Term Fund - Regular Plan - Growth
₹24.4013NAV on 2 Nov 2026Expense ratio 1.63%
29 Oct 2025NAV low 23.4 · high 24.62+4.0%
In plain words
Over 3 years it returned +7.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.3%.
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 | -0.2% | -5.1% |
| 6 months | +2.3% | -3.2% |
| 1 year | +4.1% | -10.2% |
| 3 years (yearly) | +7.6% | +7.4% |
| 5 years (yearly) | +6.1% | +6.5% |
| 10 years (yearly) | +6.4% | +11.3% |
| Since start (yearly) | +7.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,575 | +3.5% |
| 3 years | ₹3,60,000 | ₹3,98,264 | +6.4% |
| 5 years | ₹5,90,000 | ₹6,99,116 | +6.6% |
| 10 years | ₹11,90,000 | ₹16,55,690 | +6.4% |
Other plan of this fund: Kotak Medium Term Fund - Direct Plan - Growth