DEBT•MEDIUM DURATION FUND
Kotak Medium Term Fund
3 Year return
9.31%
NAV on August 18, 2026
27.6198
1D Returns
-0.05%
Launched on February 2014(12 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
15.75%₹567
Total Value ₹4,167
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹1,915.3 Cr.
Expense Ratio
0.6724% (inclusive of GST)
Exit Load
Nil
Ratings
4
Ratings by other agencies
Value Research
4
Crisil
4
Morning Star
4
Tax Implications
Tax on gains as per your income tax bracket
Kotak Mahindra Mutual Fund Manager
DA
Deepak Agrawal
Fund Manager since Jun 2015
VM
Vihag Mishra
Fund Manager since Oct 2025
Fund House Details
Kotak Mahindra Mutual Fund
Asset management company
AUM
₹6,09,561.12 Cr.
No. of Schemes
280
Setup Date
1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Aditya Birla Sun Life Medium Term | 10.8735% | 4 |
| ICICI Prudential Medium Term Bond Fund | 8.7498% | 5 |
| Axis Strategic Bond Fund | 8.6693% | 5 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Kotak Aggressive Hybrid Fund Direct Plan IDCW Payout and Payout of IDCW Option Payout14.6686%
Equity . Sectoral / Thematic
Kotak Active Momentum Fund Direct Plan IDCW Reinvestment and Reinvestment0%
Key Features of The Fund
5-year return
7.6715%
Expense Ratio
0.6724%
Fund Manager
Deepak Agrawal
Fund Size
₹1915.3 Cr.
Risk Profile
Moderate
AMC Contact Details
| Name | Kotak Mahindra Mutual Fund |
| Launch Date | N/A |
| Address | N/A |
| Contact | N/A |
| N/A | |
| Website | N/A |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Kotak Medium Term Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Kotak Medium Term Fund on August 18, 2026, is ₹27.6198
What is the AUM of Kotak Medium Term Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Kotak Medium Term Fund, is ₹1915.3 crore.
What is the expense ratio of Kotak Medium Term Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Kotak Medium Term Fund is 0.6724%
What are the returns of Kotak Medium Term Fund since inception?
The Kotak Medium Term Fund was launched on February 28, 2014. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Kotak Medium Term Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Kotak Medium Term Fund is ₹100.
How do I invest in Kotak Medium Term Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Medium Term Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Medium Term Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Medium Term Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,167 in 3Y at 9.3086% returns
SIP Date1st of every month
Your next SIP Payment will be on 18 September 2026
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