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 | -0.92 | 1.09 | 3.02 | 4.93 | 7.06 | 6.09 | 3.76 | 2.54 | 2.48 |
| Long Duration category median |
— | — | — | 2.98 | 6.59 | 8.31 | — | 7.29 | — |
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 | 7.7% | 0.07 | 0.08 | — | — | -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 |
|---|---|---|---|---|
| 590 | -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.