
Kotak Medium to Long Term Fund(G)-Direct Plan
+6.22%
5Y annualised
+6.22%
5Y annualised
+0.06% 1D
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NAV : 03 Sep 2026
₹90.82
Min. SIP amount
₹100
Fund size (AUM)
1795 Cr
Expense ratio
0.7%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 03 Sep 2026
₹90.82
Min. SIP amount
₹100
Fund size (AUM)
1795 Cr
Expense ratio
0.7%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Others
100.00%
Sector Allocation
Government Securities
45.79%
Cash & Cash Equivalents And Net Assets
22.36%
Corporate Debt
18.09%
Ptc & Securitized Debt
8.19%
Reits & Invits
4.75%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Abhishek Bisen
Present
Similar/Peer Fund Comparison
Franklin India Medium to Long Term Fund(G)-Direct Plan
Kotak Medium to Long Term Fund(G)-Direct Plan
ICICI Pru Medium to Long Term Fund(G)-Direct Plan
LIC MF Medium to Long Term Fund(G)-Direct Plan
SBI Medium to Long Term Fund(G)-Direct Plan
Nippon India Medium to Long Term Fund(G)-Direct Plan
HDFC Medium to Long Term Fund(G)-Direct Plan
UTI Medium to Long Term Fund(G)-Direct Plan
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