Home› Funds› Kotak Medium Term Fund - Standard Income Distribut

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

Kotak · Medium Duration
Moderate
₹14.87
Current NAV
25 Jun 2026
23.2%
1Y Return
19.2%
3Y CAGR
13.2%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Very large asset base (AUM: ₹16,070 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.12%) which can affect compounding over long horizons.
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
SIP Calculator Compare Funds
Similar Funds in Medium Duration
ICICI Prudential Medium Term Bond Fund - Direct Plan - Half Yearly IDCW
ICICI Prudential
₹11.13 31.8%
ICICI Prudential Medium Term Bond Fund Plan B - Quarterly Dividend
ICICI Prudential
₹10.60 31.7%
Bandhan Medium Duration Fund - Direct Plan - Daily IDCW
Bandhan
₹10.42 31.6%
SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH
SBI
₹54.22 31.5%