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  • Kotak Mutual Fund
  • Kotak Medium Term fund (Growth)

Formerly Kotak M/T Reg Reg Gr

Kotak Mutual Fund

Kotak Medium Term fund (Growth)

DebtMedium Duration

18.5159

NAV (Aug 17)

6.2%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium duration mutual funds.

However, Scripbox does not recommend investing in medium duration mutual funds.

Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.

This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,918 Cr

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

View all 8 analysis

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Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.5159

NAV (Aug 17)

Fund Returns

Last 1Y

3.7%

Last 3Y

6.2%

Last 5Y

5.8%

Last 10Y

NA

Since Inception

7.6%

6 Month CAGR

1%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved

Expense Ratio

1.56

Launched (8y ago)

Mar 25, 2014

AUM in Crores

1917.753

ISIN

INF174K01VL6

Lock-in

No Lock-in

Benchmark

Nifty Medium Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Deepak Agrawal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-08-17

Top Debt Holdings

5.53% govt stock 2033

11.6%
11.6%

power finance corporation ltd.

5.8%
5.8%

lic housing finance limited

5.2%
5.2%

bharti telecom limited

5.1%
5.1%

sikka ports & terminals limited

5.1%
5.1%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 38,404 cr

₹ 14,762 cr

₹ 21,845 cr

₹ 13,395 cr

₹ 38,404 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 278,597 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10%

    6.7%

    -

    4.8%

    10%

    6.7%

    10%

    6.7%

    4.6%

    7.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Medium Term fund (G) Review

    Kotak Medium Term fund (G) is a Medium Duration Debt fund and has delivered an annualised return of 7.6% over a period of 8 years. The fund was previously known as Kotak M/T Reg Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Deepak Agrawal.

    Nav of Kotak Medium Term fund (G) as of 8/17/2022 is ₹18.52 with the total AUM as of 8/18/2022 is ₹1917.753. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Medium Term fund (G) was launched on Mar 25, 2014. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Kotak Medium Term fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Kotak Medium Term fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Medium Duration Debt Index TR INR.

    Kotak Medium Term fund (G) is rated as a 3 fund in Debt and delivered 3.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Medium Term fund (G).

    Frequently Asked Questions

    What is Kotak Medium Term fund (G)?

    Kotak Medium Term fund (G) is a Medium Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Kotak Medium Term fund (G)?

    You can invest in Kotak Medium Term fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Kotak Medium Term fund (G)?

    The minimum sip amount for Kotak Medium Term fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak Medium Term fund (G) good to invest in?

    As per Scripbox experts, Kotak Medium Term fund (G) is a Neutral fund. You can investKotak Medium Term fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Kotak Medium Term fund (G)?

    The expense ratio of the Kotak Medium Term fund (G) is 1.56% for regular plan.