Kotak Medium Term Fund (Direct)
Kotak Mahindra Mutual Fund · benchmark: the median Medium Term fund · 12.6 years old · AMFI code 128006
Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
B (middle of the peer group), score 55.4 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 3.3% | 3.0% | +0.4% | 4 / 12 |
| 1 year | 5.7% | 5.0% | +0.8% | 5 / 12 |
| 3 years (a year) | 8.7% | 7.4% | +1.3% | 1 / 12 |
| 5 years (a year) | 7.3% | 6.5% | +0.9% | 1 / 11 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Kotak Medium Term Fund (Direct plan)?
₹27.66 on 6 Nov 2026 (Growth option).
What is the expense ratio of Kotak Medium Term Fund (Direct)?
0.67% a year; the Regular plan's is 1.63%.
What return has Kotak Medium Term Fund given over 3 years?
8.7% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.4% for the median Medium Term fund.
How is Kotak Medium Term Fund rated?
B: 6 of 12 Direct plans in Medium Term, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.