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Kotak Medium Term Fund - Standard Income Distribution cum capital withdrawal option

Kotak · Medium Duration
Moderate
₹14.74
Current NAV
03 Nov 2026
2.5%
1Y Return
7.0%
3Y CAGR
5.8%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Very large asset base (AUM: ₹16,070 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.12%) which can affect compounding over long horizons.
  • 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
1.52
Sharpe Ratio
0.52
Beta
-0.48
Alpha
1.85
Sortino
Fund Details
Fund House Kotak
Category Medium Duration
AUM ₹16070 Cr
Expense Ratio 2.12%
Min SIP ₹500
Min Lumpsum ₹1000
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