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Kotak Medium Term Fund - Growth

Kotak · Medium Duration
Moderate
₹24.41
Current NAV
03 Nov 2026
4.2%
1Y Return
7.5%
3Y CAGR
6.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹23,340 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.79
Sharpe Ratio
0.99
Beta
-1.21
Alpha
1.10
Sortino
Fund Details
Fund House Kotak
Category Medium Duration
AUM ₹23340 Cr
Expense Ratio 1.79%
Min SIP ₹500
Min Lumpsum ₹1000
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