DA
Deepak AgrawalFund Manager Since 25 Mar 2014
Fixed IncomeMedium Duration
Kotak Medium Term Direct Growth
3Y Annualised
7.28%
-0.03% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
0.23%
-0.03% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
9 years 10 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹1864.15 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
NIL
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Medium Term Plan Direct Plan Payout Inc Dist cum Cap Wdrl
2.38%
2nd
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
2.38%
3rd
Aditya Birla Sun Life Medium Term Plan Direct Plan Half Yearly Payout Inc Dist cum Cap Wdrl
2.38%
4th
Aditya Birla Sun Life Medium Term Plan Direct Plan Quarterly Payout Inc Dist cum Cap Wdrl
2.38%
5th
Aditya Birla Sun Life Medium Term Plan Regular Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl
2.33%
171st
Kotak Medium Term Direct Growth
0.23%
Fund Managers
About Kotak Medium Term Direct Growth
Kotak Medium Term Direct Growth is a Fixed Income mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 10 years, having been launched on 2014-03-25. Kotak Medium Term Direct Growth has ₹1864.15 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of Kotak Medium Term Direct Growth as of Wed Mar 05 2025 is ₹24.3156. The fund has an expense ratio of 0.67%, which is medium comparable to most other Fixed Income funds.
Kotak Medium Term Direct Growth returns for the last 1 year are 8.80%. Since launch, it has delivered 8.42% average annual returns.
The Kotak Medium Term Direct Growth has the majority of its money invested in null, Real Estate sectors.
Top 5 Holdings of Kotak Medium Term Direct Growth.
- 7.1% Govt Stock 2034: 16.05%
- 7.18% Govt Stock 2033: 9.55%
- Bamboo Hotel And Global Centre (Delhi) Private Limited: 4.81%
- TATA Steel Limited: 4.06%
- Pipeline Infrastructure Private Limited: 3.42%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2014-03-25 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Medium Term Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
Kotak Flexicap Fund Growth
EquityFlexi Cap
3Y CAGR
14.96%
expense ratio
1.48%
fund size
₹49112.04 Cr
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
EquityEquity - Infrastructure
3Y CAGR
24.03%
expense ratio
0.67%
fund size
₹2251.13 Cr
Kotak Nifty PSU Bank ETF
EquitySector - Financial Services
3Y CAGR
32.59%
expense ratio
0.49%
fund size
₹1393.79 Cr
Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
16.37%
expense ratio
0.67%
fund size
₹5892.76 Cr
Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
7.28%
expense ratio
0.67%
fund size
₹1864.15 Cr
FAQs
What is the current NAV of Kotak Medium Term Direct Growth?
What are the average returns of Kotak Medium Term Direct Growth?
How do I invest in Kotak Medium Term Direct Growth?
What is the expense ratio of Kotak Medium Term Direct Growth?
What are net assets under management (AUM) of Kotak Medium Term Direct Growth?
What is the PE and PB ratio of Kotak Medium Term Direct Growth?
What are the top 5 holdings of Kotak Medium Term Direct Growth?
What are the top 3 sectors that Kotak Medium Term Direct Growth has invested in?
Who is the manager of Kotak Medium Term Direct Growth?
What is the exit load of Kotak Medium Term Direct Growth?
How to Redeem Kotak Medium Term Direct Growth?
Can I invest in SIP and a Lump Sum of Kotak Medium Term Direct Growth?
