Kotak Medium Term Fund - Growth

Medium Duration NAV 19.5143 0 29 September, 2023

The medium duration fund was launched on 21st March, 2014 with an aim to help the Indian investors in achieving their short term financial goals. This medium duration fund of Kotak Asset Management Company falls under the category of debt funds and diversify the AUM in the debt and money market instruments for stable and moderate returns. This scheme is suitable for the investors having moderate risk appetite. The funds allocates the money in the medium quality securities for capital appreciation and thus, it is one the best SIP plans in India.

Fund Details

Category Medium Duration
Fund Type Open Ended
Investment Plan Growth
Launch Date 21 March, 2014
Benchmark NIFTY Medium Duration
Asset Size(Cr) 2135.9880000000003
Turn over 0.0%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load Nil
Expense Ratio 1.58
Fund Manager Deepak Agrawal, Vihag Mishra, Sunit Garg
Fund House Kotak Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.22% 0.33% 0.28%
1 M 1.3% 1.68% 1.31%
3 M 2.31% 2.58% 2.31%
6 M 3.58% 5.48% 4.33%
1 Y 4.6% 7.16% 6.49%
2 Y 4.76% 5.04% 5.77%
3 Y 6.87% 5.69% 6.96%
5 Y 5.94% 8.07% 5.63%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 2.54 1.07 2.45 0.99 8.3 6.03
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 3.23%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Medium Term Fund - Growth 4.6% 6.87% 5.94%
Nippon India Strategic Debt Fund - Growth Option 5.27% 8.41% -1.08%

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Kotak Medium Term Fund: Best Scheme for Achieving Short Term Goals

Want to achieve your short term financial goals? How about investing in Kotak Medium Term Fund? This mutual fund has emerged as one the best investment plans in India under the debt category. The fund parks the cash in the instruments having medium maturity period (3 to 4 years) and has provided 8.65% of returns since the launch. Moreover, as on 31st March, 2019 the AUM of this medium term fund of Kotak is Rs. 4,166 Crore which is again a milestone in the category. The fund manager, Mr. Deepak Agrawal has maintained a diversified portfolio for grabbing the opportunities across the debt markets.

Investment Style Followed by Kotak Medium Term Fund

The medium duration fund of Kotak Mutual Fund picks the debt instruments having medium rating credit quality and high interest rate sensitivity. Doing so, helps the scheme in generating good returns in shorter time horizon. The mutual fund diversify the assets largely in the AA rated credit quality instruments followed by A (and below), AAA, and A1+ rated credit quality securities. The scheme also does mediocre investment in the cash equivalents and SOVs.

Kotak Medium Term Fund: Best Investment Plan for 3 to 5 Years

Kotak Medium Term Fund- Regular Plan is suitable for low risk takers who are looking for a safe investment option for achieving their short term financial goals. The average maturity period of this medium duration fund is 3.65 years. Furthermore, investors who do not want to block their surplus cash in the mutual fund market for a long duration can also consider investing in this fund. However, according to the financial experts, an investor should maintain a long term investment perspective if he wants to ride out short term volatility associated with the finance market. Further, it is always a good choice to begin the investment journey through the SIP.

Kotak Medium Term Fund: An Epitome of Terrific Past Performance

The mutual fund has provided terrific past performance in the past and have provided rich returns to the low risk takers. The 3, and 5-year annualized returns of Kotak Medium Term Fund- Regular Plan is 7.33% and 8.50%, respectively. The past performance depicts that the scheme has a bright future. Moreover, the scheme is suitable for achieving medium term goals but can also help in achieving long term goals as well. The fund has in fact showcased good recovery rate in the past which makes it one of the best mutual funds investment.

Top 4 Benefits of Investing in Kotak Medium Term Fund

  • Low Risk: The mutual fund diversify the assets in the debt and money market instruments which makes it less risky than the equity funds. Also, the scheme also offers the facility of SIP investment which is a disciplined approach that further cushions from the short term volatility pertaining in the financial market.
  • Trust of Kotak AMC: Kotak Asset Management Company Limited is one of the most reputed and leading AMCs in India having a team of well-experienced fund managers on board. Being sponsored by such a renowned AMC makes Kotak Medium Term Fund- Regular Plan one of the best mutual funds for investing the money.
  • Excellent Returns: The mutual fund is one of the best investment plans in India that has the potential of providing stable returns for achieving short term financial goals. The scheme has a healthy track record and if the positive sentiments will continue in the finance market then the scheme has enough capability of providing even more higher returns.
  • Proficient Fund Manager: Kotak Medium Term Fund- Regular Plan is currently managed by Mr. Deepak Agrawal who has a great expertise in the finance management. He is a B.Com graduate along with Chartered Accountant, CFA, and Company Secretary. He has been associated with the Kotak Asset Management Company Limited from the year 2000.

By now, you must have obtained all the basic information about the Kotak Medium Term Fund which is a medium duration fund of Kotak AMC. Thus, if you are also willing to achieve your short term financial goals without exposing your corpus towards risk, then you should definitely start investing in this mutual fund scheme. You can also use the SIP Calculator for making a wise investment in the mutual fund market.

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