Kotak Medium Term Fund Regular-Growth
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Debt, Medium Duration, Principal at moderately high risk
1 Year Return 8.34% at 05 Feb 2026 10:14 AM
Fund Details
NAV 23.7335
Sub-Type Medium Duration
Rating 1
Min. SIP Amount ₹100.0
Fund Age(Year) 11.88
Fund Size(in Crores) 2014.86
Fund Performance
1 Month 0.42%
3 Month 1.26%
6 Month 3.34%
1 Year 8.34%
3 Year 8.12%
5 Year 6.57%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.09%) Market Cap Mid Cap 17.55 Large Cap 59.83 Small Cap 18.71 Top Sectors Financial 28.37 Automobile 12.04 Capital Goods 11.32 Services 8.67 Technology 8.5 Chemicals 4.37 Construction 4.37 Communication 4.34 Energy 3.9 Healthcare 2.96 Metals & Mining 2.58 Consumer Discretionary 2.04 Insurance 1.48 Materials 1.15 Top Holding Max Healthcare Institute 1.28 ZF Commercial 1.04 FSN E-Commerce Ventures 0.64 HDFC Bank 5.79 Dixon Technologies (India) 0.3 Cummins India 2.32 Tata Steel 1.98 SBI Life Insurance Company 1.48 Larsen & Toubro 4.37 Swiggy 0.81 Latent View Analytics 0.69 Mahindra & Mahindra 2.82 ICICI Bank 4.72 Tata Capital 0.5 Maruti Suzuki India 3.4 JSW Steel 0.6 Persistent Systems 0.77 LTIMindtree 1.26 PVR Inox 1.68 GE Vernova T&D 2.49 Ujjivan Small Finance Bank 1.85 MCX 1.7 Mphasis 1.59 One97 Communications 2.09 Ultratech Cement 1.15 TVS Motor Company 1.02 Sai Life Sciences 0.68 State Bank of India 4.33 Kotak Mahindra Bank 2 Navin Fluorine International 1.62 Max Financial Services 0.74 Infosys 2.66 Nippon Life India Asset Management 1.4 UNO Minda 1.36 Acutaas Chemicals 1 Bharat Electronics 2.23 Solar Industries India 1.68 Kei Industries 1.74 Metro Brands 0.52 Netweb Technologies India 1.03 Bharti Airtel 4.34 Motherson Wiring 1.36 UPL 1.07 Blue Star 0.77 Bajaj Finance 2.61 Garden Reach Shipbuilders & Engineers 0.75 V-Mart Retail 0.52 Coforge 0.5 Axis Bank 1.66 Data Patterns (India) 1.49 TVS Motor Company - Pref. Shares 0.03 Tata Motors 1.01 Reliance Industries 3.9 Eternal 1.23 Amber Enterprises India 0.75 Shriram Finance 2.77
Debt & Others (3.9099999999999997%) Sector Allocation Net Payables -0.23 Repo 4.05 Treasury Bills 0.09 Debt Credit Ratings Debt Category Others 3.82 Reserve Bank of India 0.09
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.63%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Deepak Agrawal
Education Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA.
Experience He has been associated with Kotak AMC since 2002.
Vihag Mishra
Education Rank Holder MBA in Finance from XLRI
Experience Prior to joining Kotak AMC, he was working as a senior credit analyst at French Bank, BNP Paribas.
Sunit Garg
Education Mr. Garg has done B.Com, CA and PGDBM (Finance).
Experience Prior to joining Kotak Mutual Fund, he has worked with FirstRand Bank, Barclays Bank Plc, ICICI Bank Limited and Export Import Bank of India.
Palha Khanna
Education Ms. Khanna has done B.Com and MBA, Finance
Experience Prior to joining Kotak Mutual Fund, she has worked with HDFC Asset Management Company Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 2
Date of Incorporation 2014-03-21
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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