Kotak Medium Term Fund
Direct · Growth ₹26.88
05 Jun 2026
NAV
7.9%
3Y CAGR
7.7%
5Y CAGR
8.1%
10Y CAGR
8.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
10.96
Sharpe
-5.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.46 L | 8.3% | -1.0% | 16.7% |
| 3 Years | ₹36.00 L | ₹40.21 L | 7.9% | 4.4% | 12.0% |
| 5 Years | ₹60.00 L | ₹72.38 L | 7.5% | 6.0% | 8.8% |
| 7 Years | ₹84.00 L | ₹1.09 Cr | 7.4% | 6.4% | 8.4% |
| 10 Years | ₹1.20 Cr | ₹1.77 Cr | 7.7% | 7.4% | 8.0% |
| 12 Years | ₹1.44 Cr | ₹2.34 Cr | 7.9% | 7.7% | 8.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 8.3% | 7.8% |
| 3 Years | 7.9% | 7.5% |
| 5 Years | 7.5% | 6.9% |
| 7 Years | 7.4% | 7.0% |
| 10 Years | 7.7% | 7.2% |
| 12 Years | 7.9% | 7.5% |