Kotak Medium Term Fund Direct Growth
Scheme code: INF174K01VQ5
NAV value:
₹ 26.5944
NAV date: 18 March, 2026
TER: 0.67%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 3.17 | 14.19 | 8.66 | 8.42 | 8.07 |
| 3 year | 5.50 | 11.55 | 7.52 | 7.89 | 6.96 |
| 5 year | 6.42 | 9.79 | 7.49 | 7.71 | 6.31 |
| 7 year | 6.62 | 9.14 | 7.66 | 7.71 | 6.54 |
| 10 year | 7.92 | 8.39 | 8.15 | 8.17 | 7.22 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,45,855 - Absolute Returns: ₹45,855 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,23,928 - Absolute Returns: ₹4,23,928 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,21,480 - Absolute Returns: ₹12,21,480 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,99,163 - Absolute Returns: ₹24,99,163 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,77,19,355 - Absolute Returns: ₹57,19,355 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,35,99,131 - Absolute Returns: ₹91,99,131 - CAGR: %Drawdown Metrics
Max Drawdown
-5.17 %
Drawdown Duration
2 months
Recovery Time
2 months
Avg Drawdown
-0.19 %
Calmar Ratio by Duration
1
Y
1.6301
3
Y
1.5275
5
Y
1.4926
7
Y
1.4926
10
Y
1.5817