Kotak Medium Term Fund
1,000
Min SIP
5,000
Min Lumpsum
0.58 %
Expense Ratio
Rating
2,127
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7% | 7.2% | 7.1% | 8.4% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2033
Power Fin.Corpn.
GSEC2031
L&T Metro Rail
Bharti Telecom
Others
Advance Ratio
0.39
Alpha
0.75
SD
0.09
Beta
0.77
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The Scheme is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Fund Managers
Deepak Agrawal
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium Duration .
-
- 136
-
7.3%Fund Size - 136
-
8.8%Fund Size - 136
-
-0.3%Fund Size - 136
-
- Debt .
- Medium Duration .
-
- 6,579
-
8.5%Fund Size - 6,579
-
7.6%Fund Size - 6,579
-
8%Fund Size - 6,579
-
- Debt .
- Medium Duration .
-
- 1,764
-
8.4%Fund Size - 1,764
-
7.3%Fund Size - 1,764
-
7.8%Fund Size - 1,764
-
- Debt .
- Medium Duration .
-
- 4,110
-
8%Fund Size - 4,110
-
7.1%Fund Size - 4,110
-
7.8%Fund Size - 4,110
-
- Debt .
- Medium Duration .
-
- 7,221
-
8.2%Fund Size - 7,221
-
6.6%Fund Size - 7,221
-
8.4%Fund Size - 7,221
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Medium Term Fund ?
You can invest in Kotak Medium Term Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Medium Term Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Medium Term Fund ?
The NAV of Kotak Medium Term Fund is ₹21 as of 01 June 2023.
How to redeem Kotak Medium Term Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Medium Term Fund?
The minimum SIP amount of Kotak Medium Term Fund is ₹1000
How much returns have Kotak Medium Term Fund generated ?
The Kotak Medium Term Fund has delivered 8.4% since inception
What is the expense ratio of Kotak Medium Term Fund ?
The expense ratio of Kotak Medium Term Fund is 0.58 % as of 01 June 2023.
What is the AUM of Kotak Medium Term Fund?
The AUM of Kotak Medium Term Fund is ₹2,83,896 Cr as of 01 June 2023
What are the top stock holdings of Kotak Medium Term Fund?
The top stock holdings of Kotak Medium Term Fund are
- GSEC2033 - 10.62%
- H D F C - 7.45%
- Power Fin.Corpn. - 5.79%
- GSEC2031 - 5.26%
- Sikka Ports - 5.13%