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25120
20327
Kotak Medium Term Fund - Direct (G)
8.74
10.66
7.65
0.03
0.63
2.71
5.67
8.59
4
  • NAV

    25.42

    as on 14 Jul 2025

  • ₹0.01 (0.03%)

    Last Change

  • 8.74%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.67%

    Expense Ratio
  • Rating

  • 1,901 Cr

    Fund Size

  • 11 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • 659
  • Wealth Gained
  • NaN
  • Expected Amount
  • NaN
₹
Yr
  • Invested Amount
  • ₹100
  • Wealth Gained
  • ₹10
  • Expected Amount
  • ₹110

Returns and Ranks ( as on 14 Jul 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 10.66%
  • 8.74%
  • 7.65%
  • 8.59
By Holding By Sector By Asset
8.25%
7.75%
5.02%
4.77%
4.06%
70.15%
View all Holdings
  • 1.98Alpha
  • 0.42SD
  • 0.05Beta
  • 1.68Sharpe
  • Exit Load
  • Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.
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.

Deepak Agrawal

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  • Fund Name
View all schemes
20327
  • Fund Name
  • Address :
  • 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
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FAQs

You can invest in Kotak Medium Term Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Kotak Medium Term Fund - Direct (G) in the search box.
  3. 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"

Kotak Medium Term Fund - Direct (G) has delivered 8.39% since inception

The NAV of Kotak Medium Term Fund - Direct (G) is ₹22.9545 as of 14 Jul 2025

The expense ratio of Kotak Medium Term Fund - Direct (G) is % as of 14 Jul 2025

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

The AUM of Kotak Medium Term Fund - Direct (G) 1744.99 CR as of 14 Jul 2025

The minimum SIP amount of Kotak Medium Term Fund - Direct (G) is 100

The top stock holdings of Kotak Medium Term Fund - Direct (G) are

  1. GSEC2034 - 8.25%
  2. GSEC2033 - 7.75%
  3. TREPS - 5.02%
  4. Bamboo Hotel - 4.77%
  5. Tata Steel - 4.06%

The top sectors Kotak Medium Term Fund - Direct (G) has invested in are

  1. - 0%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Kotak Medium Term Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Kotak Medium Term Fund - Direct (G) based on your investment objective and risk tolerance

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