Kotak Medium Term Fund - Direct Plan has delivered 40.33% absolute return over the last 5 years.
The average return for Medium Duration funds is 34.78% .
This fund ranks #5 in its category based on 5-year returns.
The largest portfolio holding is JTPM METAL TRADERS PVT LTD with a portfolio weight of 5.59% .
The fund currently owns more than 67 stocks.
The top 10 holdings account for 41.92% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.05% | 2.68% |
| 2 Year Return | 29.53% | 9.32% |
| 3 Year Return | 40.13% | 16.67% |
| 4 Year Return | 54.78% | 25.63% |
| 5 Year Return | 74.97% | 34.78% |
| 6 Year Return | 90.33% | 45.31% |
| 7 Year Return | 124.19% | 57.07% |
| Expense Ratio | 0.57% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
5.59%
|
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| 2 |
5.12%
|
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| 3 |
4.68%
|
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| 4 |
4.65%
|
||
| 5 | Real Estate Investment Trusts (REIT) |
4.19%
|
|
| 6 |
3.90%
|
||
| 7 |
3.89%
|
||
| 8 |
3.84%
|
||
| 9 |
3.12%
|
||
| 10 |
2.94%
|
||
| 11 |
2.87%
|
||
| 12 |
2.62%
|
AMC: KOTAKMAHINDRAMF
Category: Debt • Medium Duration
Launch Date: 28 Feb 2014
Fund Manager: Mr. Deepak Agrawal
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Kotak Medium Term Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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