Kotak Medium Term Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Medium Term Growth Direct Plan

NAV
₹23.9881
+0.03%
(27 Dec)
AUM
1,824 Cr
TER
0.67%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.1%
+10.0%
+9.4%
+8.7%
+8.7%
3Y
+14.5%
+7.1%
+7.3%
+7.1%
+6.8%
5Y
+12.0%
+7.3%
+7.8%
+7.7%
+7.5%
ALL
+9.6%
+8.4%
+8.6%
+8.5%
+9.0%
VOL
3.9%
2.0%
2.6%
2.0%
2.7%
TER
0.8%
0.7%
0.5%
0.7%
0.7%
AUM
₹1,999 Cr
₹1,824 Cr
₹1,979 Cr
₹5,723 Cr
₹6,642 Cr
INFO
2.43
4.17
3.27
4.26
3.37
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Medium Term (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
7.1% Govt Stock 2034
11.8%
7.18% Govt Stock 2033
9.6%
TATA Steel Limited - NCD & Bonds
4.1%
Pipeline Infrastructure Private Limited - NCD & Bonds
3.5%
PTC SANSAR TRUST (AUGUST 24 V) 25/09/2029(SANSAR TRUST)** SO
3.3%
Aditya Birla Renewables Limited - NCD & Bonds
3.3%
Prestige Projects Private Limited 0.1175% - NCD & Bonds
3.3%
Indostar Capital Finance Limited - NCD & Bonds
3.3%
Embassy Office Parks REIT
3.1%
Century Textiles And Industries Limited - NCD & Bonds
3.0%
Top industry exposure
Real Estate
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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
Fund manager(s)
Deepak Agrawal
Sunit garg

FAQs