Kotak Medium Term Fund (Regular)
Kotak Mahindra Mutual Fund · benchmark: the median Medium Term fund · 12.6 years old · AMFI code 128009
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 43.3 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.8% | 2.6% | +0.2% | 10 / 12 |
| 1 year | 4.7% | 4.3% | +0.4% | 8 / 12 |
| 3 years (a year) | 7.7% | 6.7% | +1.0% | 4 / 12 |
| 5 years (a year) | 6.3% | 5.8% | +0.5% | 7 / 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 (Regular plan)?
₹24.56 on 6 Nov 2026 (Growth option).
What is the expense ratio of Kotak Medium Term Fund (Regular)?
1.63% a year; the Direct plan's is 0.67%.
What return has Kotak Medium Term Fund given over 3 years?
7.7% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Medium Term fund.
How is Kotak Medium Term Fund rated?
B: 8 of 12 Regular 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.