Kotak Medium Term Fund

Medium DurationDebt Rank 3 of 15

NAV · Direct-Growth

₹27.59-0.03-0.12%

As of 18 Aug 2026 · AMFI

NAV growth+8.2%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Medium Duration category on 1Y but trails on 3Y & 5Y.

1Y return

+8.2%

+1.4 vs cat

3Y CAGR

+9.2%

-1.8 vs cat

5Y CAGR

+7.6%

-1.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.8%

3Y std dev

Go deeper on Kotak Medium Term Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Medium Term Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Medium Term Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Medium Term Fund is a Medium Duration scheme from Kotak Mahindra. Long-run track record: about 7.6% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174K01VS1

NAV (Direct-Growth)

₹27.5897

Last 1Y

+8.15%

Aug 25Min ₹25.46 · Max ₹27.67 · 243 ptsAug 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.02%	+0.03%	8/ 15
1M	+0.70%	+0.60%	5/ 15
3M	+3.60%	+3.15%	1/ 15
6M	+3.48%	+3.31%	7/ 15
YTD	+4.61%	+4.20%	5/ 15
1Y	+8.15%	+6.71%	3/ 15
2Y	+8.86%	+12.85%	5/ 15
3Y	+9.24%	+11.03%	3/ 15
5Y	+7.61%	+8.63%	3/ 15
7Y	+7.88%	+7.93%	5/ 14
10Y	+7.69%	+7.54%	6/ 14

Available plans & options

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