DA
Deepak AgrawalFund Manager Since 25 Mar 2014
Fixed IncomeMedium Duration
Kotak Medium Term Regular Growth
3Y Annualised
6.33%
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.39%
0.06% 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
11 years 3 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1879.61 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
2.62%
2nd
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
2.62%
3rd
Aditya Birla Sun Life Medium Term Plan Direct Plan Half Yearly Payout Inc Dist cum Cap Wdrl
2.62%
4th
Aditya Birla Sun Life Medium Term Plan Direct Plan Quarterly Payout Inc Dist cum Cap Wdrl
2.62%
5th
Aditya Birla Sun Life Medium Term Plan Regular Plan Quarterly Payout Inc Dist cum Cap Wdrl
2.57%
183rd
Kotak Medium Term Regular Growth
0.39%
Fund Managers
About Kotak Medium Term Regular Growth
Kotak Medium Term Regular 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 Regular Growth has ₹1879.61 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Kotak Medium Term Regular Growth as of Thu Mar 13 2025 is ₹22.0035. The fund has an expense ratio of 1.63%, which is medium comparable to most other Fixed Income funds.
Kotak Medium Term Regular Growth returns for the last 1 year are 7.83%. Since launch, it has delivered 7.42% average annual returns.
The Kotak Medium Term Regular Growth has the majority of its money invested in null, Real Estate sectors.
Top 5 Holdings of Kotak Medium Term Regular 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 Regular 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
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EquityFlexi Cap
3Y CAGR
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expense ratio
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fund size
₹45433.37 Cr
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
EquityEquity - Infrastructure
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expense ratio
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Kotak Nifty PSU Bank ETF
EquitySector - Financial Services
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expense ratio
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Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
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expense ratio
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Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
7.40%
expense ratio
0.67%
fund size
₹1879.61 Cr
FAQs
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