DebtMedium Duration FundDirect · Growth
Kotak Medium Term Fund - Direct Growth
Kotak Mahindra · Scheme 128006
₹27.59▼ 0.12%NAV · 2026-09-18
Decent FundScore
AUM
₹1,915 cr
Expense ratio
0.67%
3Y CAGR
9.2%
Risk level
Low to Moderate
Min SIP
₹100
Benchmark
CRISIL Medium Duration Debt Index
Fund manager: Deepak AgrawalExit load: Nil
Decent · 67/100
A solid option with a few areas worth a closer look.
🎯 Suited to short-to-medium horizons and investors wanting stability over growth.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 5%.
- ✓Low volatility (2% a year) — a steady, low-drama ride.
- ✓Low cost — 0.67% expense ratio means more of the return stays with you.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •5Y CAGR: +7.6%
- •10Y CAGR: +7.7%
FundScore breakdown
67/100 · Decent
Returns
Weak
Consistency
Decent
Risk-adjusted
Decent
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.