Kotak Medium Term Fund
Direct · Growth ₹27.49
19 Oct 2026
NAV
8.0%
3Y CAGR
7.7%
5Y CAGR
8.1%
10Y CAGR
8.0%
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.
7.13
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.
0.67%
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 | ₹12.45 L | 8.3% | -1.0% | 16.7% |
| 3 Years | ₹36.00 L | ₹40.25 L | 7.9% | 4.4% | 12.0% |
| 5 Years | ₹60.00 L | ₹72.41 L | 7.6% | 6.0% | 8.8% |
| 7 Years | ₹84.00 L | ₹1.09 Cr | 7.5% | 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% | 7.6% | 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% | 8.2% |
| 5 Years | 7.6% | 7.5% |
| 7 Years | 7.5% | 7.5% |
| 10 Years | 7.7% | 7.7% |
| 12 Years | 7.9% | 7.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.4% | 8.4% | 3.2% | 14.2% | 0.76 | 2.29 | 100% | — | — |
| 3 Years | 8.0% | 7.7% | 5.5% | 11.6% | 1.05 | 8.28 | 100% | — | — |
| 5 Years | 7.7% | 7.5% | 6.4% | 9.8% | 1.49 | 391.91 | 100% | — | — |
| 10 Years | 8.1% | 8.1% | 7.4% | 8.4% | 7.13 | — | 100% | — | — |
-5.2%
Max Drawdown
2 mo
Drawdown Duration
2 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
1.62
1Y
1.54
3Y
1.49
5Y
1.49
7Y
1.56
10Y
1.62
12Y