Kotak Medium Term Fund - Standard Income Distribution Cum Capital Withdrawal Option

Medium DurationDebt Rank 7 of 15

NAV · Regular-Growth

—-0.02-0.12%

As of — · AMFI

NAV growth+7.1%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Steady

positive in 8 of 12 years

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

1Y return

+7.1%

+0.4 vs cat

3Y CAGR

+8.2%

-2.8 vs cat

5Y CAGR

+6.5%

-2.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.8%

3Y std dev

Go deeper on Kotak Medium Term Fund - Standard Income Distribution Cum Capital Withdrawal Option

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

Kotak Medium Term Fund - Standard Income Distribution Cum Capital Withdrawal Option 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 - Standard Income Distribution Cum Capital Withdrawal Option 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 - Standard Income Distribution cum capital withdrawal option is a Medium Duration scheme from Kotak Mahindra. Long-run track record: about 6.5% CAGR over 5 years. Worst historical drawdown: -13% in Apr 2020, recovered in 31 months.

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

NAV history

Showing Regular · Growth · INF174K01VN2

NAV (Direct-Growth)

₹15.0688

Last 1Y

+7.11%

Aug 25Min ₹14.04 · Max ₹15.11 · 243 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Apr 2020

-12.8%

Peak ₹11.44 on 4 Mar 2020 → trough ₹9.97 on 29 Apr 2020 (2 months down).

Recovered in 31 months· 11 Nov 2022

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

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

Period	Returns	Category avg	Rank
1W	-0.00%	+0.03%	9/ 15
1M	+0.62%	+0.60%	7/ 15
3M	+3.35%	+3.15%	6/ 15
6M	+2.98%	+3.31%	12/ 15
YTD	+3.97%	+4.20%	9/ 15
1Y	+7.11%	+6.71%	7/ 15
2Y	+7.81%	+12.85%	9/ 15
3Y	+8.19%	+11.03%	7/ 15
5Y	+6.54%	+8.63%	11/ 15
7Y	+5.02%	+7.93%	13/ 14
10Y	+3.38%	+7.54%	14/ 14

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