Question 1

What is the Expense Ratio of Kotak Medium Term Fund - Direct - Growth?

Accepted Answer

The Expense Ratio of Kotak Medium Term Fund - Direct - Growth is 0.67% as of 01/03/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of Kotak Medium Term Fund - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of Kotak Medium Term Fund - Direct - Growth is ₹660.74 Crores as of Quarter ending June 2026.

Question 3

What is the 3-Year CAGR of Kotak Medium Term Fund - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of Kotak Medium Term Fund - Direct - Growth is 8.60%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages Kotak Medium Term Fund - Direct - Growth?

Accepted Answer

Kotak Medium Term Fund - Direct - Growth is managed by Kotak Mahindra Mutual Fund.

Question 5

Is Kotak Medium Term Fund - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

Kotak Medium Term Fund - Direct - Growth is an Open-Ended scheme.

Question 6

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Period	Returns	CAGR	Volatility
3M	0.32%	1.29%	1.49%
6M	2.73%	5.53%	1.68%
1Y	5.38%	5.38%	1.69%
3Y	28.10%	8.60%	1.46%
5Y	41.34%	7.16%	1.49%

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
Aditya Birla Sun Life Medium Term Fund - Direct - Growth	10.34%	0.83%	₹1,471.22
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Direct - Growth	8.22%	0.50%	₹69.61
Kotak Medium Term Fund - Direct - Growth	8.60%	0.67%	₹660.74
ICICI Prudential Medium Term Fund - Direct - Growth	8.16%	0.73%	₹2,123.65
Axis Medium Term Fund - Direct - Growth	8.12%	0.71%	₹1,131.13
HDFC Medium Term Fund - Direct - Growth	7.70%	0.67%	₹1,670.9
SBI MEDIUM TERM FUND - Direct - Growth	7.46%	0.72%	₹3,175.63

Kotak Medium Term Fund - Direct - Growth

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