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Kotak Medium Term Fund Direct growth
Fixed Income • Medium Duration • Direct growth
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Fixed Income
Medium Duration
Direct growth
Launched On
25 Mar 2014
11.5 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹25.76
+0.0334% (0.10)
AUM
₹1,878 Cr
Expense ratio
0.67%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold anytime
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,68,258 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Deepak Agrawal
Experience: 18.90 yrs • Total AUM: 14,59,845 Cr
Vihag Mishra
Experience: 2.73 yrs • Total AUM: 18,782 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
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