Comprehensive analysis of Kotak Medium Term Fund - Direct (IDCW-Standard) (25122) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Mahindra Asset Management Company Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
Moderate Risk
Low Expense Ratio
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Recent performance momentum
Outperformance vs benchmark
Fund manager experience
Fund management costs
Risk-adjusted returns
Historical performance consistency
Assets under management
Market exposure level
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC2034 | Govt. Securities | 8.60% |
| GSEC2034 | Govt. Securities | 8.46% |
| GSEC2033 | Govt. Securities | 8.09% |
| GSEC2033 | Govt. Securities | 7.94% |
| REC Ltd | Finance - Term-Lending Institutions | 5.51% |
| Bamboo Hotel | Debt Others | 4.99% |
| Bamboo Hotel | Debt Others | 4.90% |
| Sansar Trust | Debt Others | 4.59% |
| Vedanta Ltd | Metal - Others | 4.44% |
| DME Development | Debt Others | 4.36% |
Compare against Medium Duration Fund category average
This comparison shows how the fund performs relative to the Medium Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Medium Duration Fund-Dir(G) | ₹1286.71 | 5.30% | 9.72% | 8.12% |
| Invesco India Medium Duration Fund-Dir(IDCW-Discr) | ₹1286.62 | 5.30% | 9.72% | 8.12% |
| Invesco India Medium Duration Fund-Reg(IDCW-Discr) | ₹1244.70 | 4.97% | 8.95% | 7.26% |
| Invesco India Medium Duration Fund-Reg(G) | ₹1244.70 | 4.97% | 8.95% | 7.26% |
| Invesco India Medium Duration Fund-Dir(IDCW-Q) | ₹1097.35 | 5.30% | 9.72% | 8.11% |
| Invesco India Medium Duration Fund-Reg(IDCW-Q) | ₹1058.16 | 4.96% | 8.95% | 7.29% |
| DSP Bond Fund - Direct (G) | ₹87.36 | 5.71% | 10.06% | 8.22% |
| DSP Bond Fund - Regular (G) | ₹82.28 | 5.54% | 9.68% | 7.84% |
| Sundaram Medium Duration Fund - Direct (G) | ₹77.41 | 4.69% | 8.52% | 7.03% |
| Sundaram Medium Duration Fund - (G) | ₹69.32 | 4.25% | 7.58% | 6.08% |
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