Kotak Medium Term Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 8.08 | 5.69 | 6.02 | 6.9 |
Average Rolling Returns(%) | 7.68 | 7.08 | 6.92 | 7.12 |
The Current NAV of Kotak Medium Term Fund - Growth is ₹20.45.
It is better to invest in a fund with a longer track record as Kotak Medium Term Fund - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Medium Duration Debt Index returns, as Funds portfolio is significantly different.
Kotak Medium Term Fund - Growth fund’s expense ratio is 1.60%
The process for redemption is
The AUM of Kotak Medium Term Fund - Growth is currently ₹1,729 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Kotak Medium Term Fund - Growth fund are Others, BFSI and Miscellaneous accounting for 99% of the total portfolio.
Since this is a Debt - Medium Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Medium Term Fund - Growth Fund is Debt - Medium Duration Fund.
Deepak Agrawal and Sunit Garg manage the Kotak Medium Term Fund - Growth Fund.
Kotak Medium Term Fund - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Kotak Medium Term Fund - Growth is Stocks : 0%, Debt : 92.70% and Gold : 7.64%
The minimum SIP amount for Kotak Medium Term Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Medium Term Fund - Growth is Nil