debtLow risk

Kotak Medium Term Fund - Direct Plan - Standard Income Distribution cum capital withdrawal optio

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Kotak Mahindra Mutual Fund. It's been running since 25 Mar 2014.

Latest price per unit

₹27.5866

▲ 0.21% today

As of 3 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.0k gain · 8.0% / year

Invested 3 years ago

₹1.30 L

▲ ₹29.6k gain · 9.0% / year

Invested 5 years ago

₹1.43 L

▲ ₹43.3k gain · 7.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

1.4%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-5.17%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year8.01%

CAGR — 3 years9.03%

CAGR — 5 years7.47%

CAGR — since launch8.47%

Volatility — 1 year (annualised)1.67%

Volatility — 3 years (annualised)1.44%

Max drawdown — 1 year-0.89%

Max drawdown — 3 years-0.89%

Sharpe ratio — 1 year (rf=6%)1.23

Sharpe ratio — 3 years (rf=6%)2.11

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF174K01VS1
ISIN (Div re-invest): INF174K01VU7
Fund code: 128079
First price on record: 25 Mar 2014 · 3,003 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.