Kotak Medium Term Fund - Direct (G)

  • 3 years return (%) 8.13%
  • AUM (₹) ₹1964.15 Cr
  • NAV (₹) 18.9039
  • Rating

Performance

1Y 3Y 5Y Max
Fund Return 10.49% 8.13% 8.18% 2.16%
Category Average 60.31% 15.23% 16.19% 5.47%
Rank 6 2 2 --
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
10.49%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 1 Year
Kotak Mahindra Mutual Fund 0.69 1964.1486 +10%
LIC Mutual Fund 0.83 2240.2437 +5%
Franklin Templeton Mutual Fund 0.04 2084.7676 +15%
Aditya Birla Sun Life Mutual Fund 1 2067.5152 +7%
Axis Mutual Fund 0.67 1989.2051 +7%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Coastal Guj Pow

    Automobile Sector
    Corporate Debts Instrument
    7.2% % Assets
  • Pun. & Sind Bank

    Automobile Sector
    Corporate Debts Instrument
    7.2% % Assets
  • Power Fin.Corpn.

    Automobile Sector
    Corporate Debts Instrument
    6.0% % Assets
  • Muthoot Finance

    Automobile Sector
    Corporate Debts Instrument
    4.5% % Assets
  • H D F C

    Automobile Sector
    Corporate Debts Instrument
    4.0% % Assets

AMC Details

Kotak Mahindra Mutual Fund

  • 234742.6521 Cr

    AUM

Contact Details

27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.

61152100 | 67082213
fundaccops@kotakmutual.com