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Kotak Medium Term Fund
Fund Overview
| AUM (Fund size) | ₹2,082 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 11 yrs 8 m since Feb 28, 2014 |
| Benchmark | CRISIL Medium Duration Debt A-III Index |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.63% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Moderately High |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Medium Term Fund | 0.56% | 3.54% | 8.89% | 8.0% | 6.38% | 7.05% |
| ICICI Prudential Debt Management Fund (FOF) | 0.28% | 2.22% | 7.8% | 7.69% | 6.33% | 7.31% |
| ICICI Prudential Medium Term Bond Fund | 0.58% | 3.57% | 9.13% | 7.99% | 6.7% | 7.46% |
| Axis Strategic Bond Fund | 0.52% | 2.67% | 8.59% | 8.05% | 6.69% | 7.59% |
| SBI Magnum Medium Duration Fund | 0.54% | 2.17% | 7.84% | 7.63% | 6.03% | 8.05% |
| Aditya Birla Sun Life Medium Term Fund | 0.52% | 3.2% | 11.39% | 9.48% | 11.9% | 8.53% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Medium Term Fund | 1.42 | 0.67 | 1.05 | 1.79 |
| ICICI Prudential Debt Management Fund (FOF) | 1.13 | 0.60 | 1.13 | 1.46 |
| ICICI Prudential Medium Term Bond Fund | 1.03 | 0.54 | 1.47 | 2.57 |
| Axis Strategic Bond Fund | 1.17 | 0.64 | 1.41 | 2.50 |
| SBI Magnum Medium Duration Fund | 1.21 | 0.66 | 1.07 | 1.69 |
| Aditya Birla Sun Life Medium Term Fund | 1.71 | 0.47 | 1.73 | 3.74 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Medium Term Fund | 2,082 Cr | 11 yrs 8 m | 1.63% |
| ICICI Prudential Debt Management Fund (FOF) | 110 Cr | 22 yrs | 0.61% |
| ICICI Prudential Medium Term Bond Fund | 5,757 Cr | 21 yrs 3 m | 1.38% |
| Axis Strategic Bond Fund | 1,928 Cr | 13 yrs 8 m | 1.32% |
| SBI Magnum Medium Duration Fund | 6,886 Cr | 22 yrs 1 m | 1.17% |
| Aditya Birla Sun Life Medium Term Fund | 2,807 Cr | 16 yrs 8 m | 1.57% |