Kotak Medium to Long Term Fund
Direct Plan · Standard IDCW option · Long Duration · Scheme code 119734
Fund houseKotak Mahindra Mutual Fund
CategoryLong Duration
Plan & optionDirect · Standard IDCW option
History13.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.15 | 3.20 | 2.95 | 5.99 | 7.32 | 6.38 | 3.78 | 2.63 | 2.52 |
| Long Duration category median |
— | — | — | 2.57 | 6.28 | 7.11 | — | — | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 2.9% | 0.29 | 0.42 | — | — | -16.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 2,937 | -13.7% | 3.2% | 16.8% | 35% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.