Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
Medium Duration
+10.4% 3Y CAGR
Kotak Mahindra Mutual Fund
Medium Duration · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Kotak Medium Term Fund is a Medium Duration fund from Kotak Mahindra Mutual Fund, with NAVs going back to March 2014. This page covers its direct plan, growth option. It manages ₹1,864 crore, the 5th largest of 12 Medium Duration funds. Its expense ratio is 0.67% a year, lower than the median of 0.69% for Medium Duration funds.
Over the last three years it returned 8.58% a year, 2nd of 12 Medium Duration funds (median 7.49%). Over five years it returned 7.20% a year, 3rd of 11. It is 2.30 percentage points a year ahead of its benchmark, the CRISIL Medium Duration Debt A-III Index, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 1.2%, and AMFI's riskometer rates it Moderately High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+5.09%
3 Years
+8.58%
5 Years
+7.20%
Since launch (25 Mar 2014)
+8.31%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +4.85% | +2.18% | +2.67 pts |
| 3 Years | +8.55% | +6.25% | +2.30 pts |
| 5 Years | +7.16% | +5.31% | +1.85 pts |
| 10 Years | +7.33% | +6.69% | +0.64 pts |
| Since launch | +8.31% | +7.63% | +0.68 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
1.5%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-1.2%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 25 Mar 2014.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Kotak Mahindra Mutual Fund's website before you invest.
Funds next to Kotak Medium Term Fund, in the same category, ranked by 3-year return.
Aditya Birla Sun Life Mutual Fund
Medium Duration
+10.4% 3Y CAGR
Nippon India Mutual Fund
Medium Duration
+8.2% 3Y CAGR
ICICI Prudential Mutual Fund
Medium Duration
+8.1% 3Y CAGR
Kotak Medium Term Fund - Direct Growth
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