Kotak Medium Term Fund is a Medium Duration fund run by Kotak Mahindra Mutual Fund. On 30-09-2026, it managed ₹1,912 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 8.6% a year and its Regular plan returned 7.6% a year.
NAV on 30-10-2026: Direct Plan Growth ₹27.43 (up 0.19% that day); Regular Plan Growth ₹24.36 (up 0.18% that day).
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Period | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| This fund (Direct) | −0.46% | +0.04% | +2.78% | +5.09% | +8.61% | +7.20% | +7.35% |
| This fund (Regular) | −0.54% | −0.21% | +2.28% | +4.08% | +7.57% | +6.15% | +6.36% |
| Medium Duration average | −0.34% | −0.09% | +2.51% | +4.72% | +7.66% | +6.88% | +6.78% |
| Best in Medium Duration | +0.04% | +0.68% | +3.33% | +7.48% | +10.39% | +12.54% | +8.95% |
| Worst in Medium Duration | −0.61% | −1.06% | +1.34% | +2.45% | +5.74% | +4.74% | +3.51% |
| Rank in Medium Duration | 9/13 | 8/13 | 7/13 | 7/13 | 2/13 | 3/12 | 6/11 |
Category rows compare the Direct plans of 13 Medium Duration funds. Rank 1 is the highest return. This fund's benchmark is CRISIL Medium Duration Debt A-III Index. Returns of that index are not available to us, so the category average is the comparison.
| Year | Direct | Regular |
|---|---|---|
| 2026to date | +3.99% | +3.16% |
| 2025 | +9.94% | +8.88% |
| 2024 | +10.07% | +9.01% |
| 2023 | +7.17% | +6.12% |
| 2022 | +4.27% | +3.17% |
| 2021 | +5.71% | +4.66% |
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,322 periods, one for each trading day from 27-03-2017 to 30-10-2026.
Kotak Medium Term Fund (Direct)
Category average, 13 Medium Duration funds
Every holding period at a glance
| Period | Periods | Median | Lowest | Highest | With a loss | Category median | Beat category |
|---|---|---|---|---|---|---|---|
| 1 year | 2,805 | 8.4% | 3.2% | 14.2% | 0% | 7.6% | 66% |
| 2 years | 2,563 | 8.1% | 4.9% | 12.6% | 0% | 7.6% | 75% |
| 3 years | 2,322 | 7.7% | 5.5% | 11.5% | 0% | 7.3% | 75% |
| 5 years | 1,840 | 7.5% | 6.4% | 9.8% | 0% | 7.3% | 97% |
| 7 years | 1,353 | 7.7% | 6.6% | 9.1% | 0% | 7.4% | 100% |
| 10 years | 628 | 8.1% | 7.3% | 8.4% | 0% | 7.7% | 100% |
Every SIP holding period at a glance
| Period | Periods | Median | Lowest | Highest | With a loss | Category median | Beat category |
|---|---|---|---|---|---|---|---|
| 1 year | 140 | 8.3% | 1.1% | 15.6% | 0% | 7.7% | 70% |
| 2 years | 128 | 8.0% | 4.3% | 13.4% | 0% | 7.4% | 74% |
| 3 years | 116 | 7.8% | 5.0% | 11.2% | 0% | 7.2% | 79% |
| 5 years | 92 | 7.7% | 6.1% | 8.8% | 0% | 7.3% | 82% |
| 7 years | 68 | 7.6% | 6.5% | 8.2% | 0% | 7.3% | 82% |
| 10 years | 32 | 7.7% | 7.4% | 7.9% | 0% | 7.4% | 100% |
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat category" counts the periods in which the fund did better than the average of the 13 Medium Duration funds (Direct plans, each weighted the same) over the same days. Past returns do not promise future returns.
How much it swings, and the falls an investor had to sit through
Risk and return
| Measure | Kotak Medium Term Fund (Direct)This fund | Category average |
|---|---|---|
| Return (CAGR) | +5.09% | +4.71% |
| Standard deviation | 1.70% | 1.39% |
| Sharpe ratio | -0.09 | -0.38 |
| Sortino ratio | -0.13 | -0.54 |
| Maximum drawdown | −1.2% (23-10-2026) | −0.87% (23-10-2026) |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
| Measure | Kotak Medium Term Fund (Direct)This fund | Category average |
|---|---|---|
| Return (CAGR) | +8.61% | +7.66% |
| Standard deviation | 1.44% | 1.18% |
| Sharpe ratio | 1.80 | 1.39 |
| Sortino ratio | 2.67 | 2.08 |
| Maximum drawdown | −1.2% (23-10-2026) | −0.87% (23-10-2026) |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
| Measure | Kotak Medium Term Fund (Direct)This fund | Category average |
|---|---|---|
| Return (CAGR) | +7.20% | +6.88% |
| Standard deviation | 1.46% | 1.43% |
| Sharpe ratio | 0.96 | 0.76 |
| Sortino ratio | 1.35 | 1.14 |
| Maximum drawdown | −1.5% (17-06-2022) | −1.8% (06-05-2022) |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
| Measure | Kotak Medium Term Fund (Direct)This fund | Category average |
|---|---|---|
| Return (CAGR) | +7.35% | +7.03% |
| Standard deviation | 2.09% | 1.86% |
| Sharpe ratio | 0.93 | 0.88 |
| Sortino ratio | 1.36 | 1.32 |
| Maximum drawdown | −5.2% (29-04-2020) | −3.3% (23-03-2020) |
From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
| Measure | Kotak Medium Term Fund (Direct)This fund | Category average |
|---|---|---|
| Return (CAGR) | +8.31% | +7.96% |
| Standard deviation | 1.92% | 1.80% |
| Sharpe ratio | 1.29 | 1.19 |
| Sortino ratio | 1.89 | 1.80 |
| Maximum drawdown | −5.2% (29-04-2020) | −3.3% (23-03-2020) |
From daily NAVs, 25-03-2014 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Kotak Medium Term Fund (Direct)
Category average, 13 Medium Duration funds
| Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today | |
|---|---|---|---|---|---|---|
| Kotak Medium Term Fund (Direct) | −5.2% | 04-03-2020 | 29-04-2020 | 30-06-2020 | 2 months | −0.86% |
| Category average | −3.3% | 04-03-2020 | 23-03-2020 | 26-05-2020 | 2 months | −0.70% |
From the Direct plan's daily NAV since 25-03-2014, adjusted for unit splits, and the average of the 13 Medium Duration funds (Direct plans, each weighted the same) over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
The five Medium Duration funds with the best three year return, and this fund. Direct plans.
| Fund name | Rank | AUM (Cr) | Exp. ratio | 1Y return | 3Y return | 3Y alpha | 3Y beta | 3Y Sharpe | 3Y Sortino | |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund | 1/13 | 3,370 | 0.83% | +7.48% | +10.39% | -- | -- | 1.90 | 5.02 | Compare |
| Kotak Medium Term Fund | 2/13 | 1,912 | 0.67% | +5.09% | +8.61% | -- | -- | 1.80 | 2.67 | |
| Nippon India Medium Term Fund | 3/13 | 146 | 0.50% | +4.94% | +8.23% | -- | -- | 1.27 | 2.89 | Compare |
| Axis Medium Term Fund | 4/13 | 1,972 | 0.71% | +5.40% | +8.16% | -- | -- | 1.81 | 2.72 | Compare |
| ICICI Prudential Medium Term Fund | 4/13 | 5,331 | 0.73% | +5.75% | +8.16% | -- | -- | 1.74 | 2.56 | Compare |
AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.
What each plan charges a year, in force from 01-10-2026
| Plan | Base expense ratio | Brokerage | Transaction costs | Levies and GST | Total expense ratio | Medium Duration median | Cost rank (1 = cheapest) |
|---|---|---|---|---|---|---|---|
| Direct | 0.57% | 0.00% | 0.00% | 0.10% | 0.67% | 0.70% | 6/13 |
| Regular | 1.38% | 0.00% | 0.00% | 0.25% | 1.63% | 1.32% | 12/13 |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Medium Duration funds' plans of the same type are sorted from the lowest total expense ratio to the highest.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
| Over the last | Regular | Direct | Direct earned more by | ₹1 lakh became (Regular) | ₹1 lakh became (Direct) |
|---|---|---|---|---|---|
| 1 year | 4.08% | 5.09% | 1.01% | ₹1,04,080 | ₹1,05,090 |
| 3 years | 7.57% | 8.61% | 1.04% a year | ₹1,24,473 | ₹1,28,118 |
| 5 years | 6.15% | 7.20% | 1.05% a year | ₹1,34,772 | ₹1,41,571 |
| 10 years | 6.36% | 7.35% | 0.99% a year | ₹1,85,261 | ₹2,03,245 |
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 25-03-2014 to 30-10-2026: 152 instalments, ₹15,20,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Direct planKotak Medium Term Fund (Direct) | ₹15,20,000 | ₹25,21,953 | ₹10,01,953 | 7.7% |
| Regular planKotak Medium Term Fund (Regular) | ₹15,20,000 | ₹23,51,022 | ₹8,31,022 | 6.6% |
| Category averageCategory average, 13 Medium Duration funds | ₹15,20,000 | ₹24,54,843 | ₹9,34,843 | 7.3% |
Direct planKotak Medium Term Fund (Direct)
Regular planKotak Medium Term Fund (Regular)
Category averageCategory average, 13 Medium Duration funds
Amount invested
From each plan's published NAV (Growth option) and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Asset allocation as on 30-09-2026
86.2%Debt
| Asset | Fund | Category |
|---|---|---|
| Debt | 86.2% | 82.7% |
| Cash and others | 13.8% | 17.3% |
Bonds and money market papers by credit rating, % of the fund. Category: the average of 13 Medium Duration funds.
| Rating | Fund | Category |
|---|---|---|
| Sovereign | 9.1% | 23.6% |
| AAA and A1+ | 18.5% | 26.1% |
| AA | 51.7% | 30.9% |
| A and below | 7.0% | 2.1% |
As on 30-09-2026 · 65 holdings · from the fund house's monthly portfolio
| Holdings | Sector / Rating | Weight% | Holdings trend | 1M change |
|---|---|---|---|---|
| JTPM METAL TRADERS PVT LTD ( CATALYST TRUSTEESHIP LIMITE) · Bond | CRISIL AA | 5.64% | ||
| L&T METRO RAIL (HYDERABAD) LTD ( Axis Trusteeship services Ltd . Guaranteed by Larsen & Toubro Limited.) (^) · Bond | CRISIL AAA(CE) | 5.04% | ||
| BAMBOO HOTEL AND GLOBAL CENTRE (DELHI) PRIVATE LTD · Bond | ICRA A+(CE) | 4.72% | ||
| ADANI POWER LTD · Bond | CRISIL AA | 4.68% | ||
| EMBASSY OFFICE PARKS REIT | Realty | 4.06% | ||
| 360 ONE PRIME LTD.(^) · Bond | ICRA AA | 3.94% | ||
| MAS FINANCIAL SERVICES LTD.(^) · Bond | CARE AA- | 3.88% | ||
| Tata Steel Ltd. · Bond | CARE AA+ | 3.86% | ||
| ADITYA BIRLA RENEWABLES LIMITED · Bond | CRISIL AA | 3.14% | ||
| ADITYA BIRLA REAL ESTATE LTD · Bond | CARE AA | 2.86% | ||
| VEDANTA LTD. ( Axis Trustee Services Ltd.) (^) · Bond | CRISIL AA+ | 2.64% | ||
| VEDANTA LTD. · Bond | ICRA AA+ | 2.63% | ||
| GODREJ PROPERTIES LIMITED · Bond | ICRA AA+ | 2.62% | ||
| INDIGRID INFRASTRUCTURE TRUST · Bond | CRISIL AAA | 2.62% | ||
| VEDANTA LTD. · Bond | ICRA AA+ | 2.62% | ||
| EMBASSY OFFICE PARKS REIT(^) · Bond | CRISIL AAA | 2.59% | ||
| RJ CORP LIMITED · Bond | CRISIL AAA | 2.56% | ||
| Central Government - 2066 · Government security | SOV | 2.35% | ||
| BROOKFIELD REIT | Realty | 2.20% | ||
| Tamil Nadu State Govt - 2033 - Tamil Nadu · State government security | SOV | 2.04% | ||
| PTC SIDDHIVINAYAK SECURITISATION TRUST 28/09/2030(SIDDHIVINAYAK TRUST) | CRISIL AAA(SO) | 2.00% | ||
| AADHAR HOUSING FINANCE LIMITED · Bond | ICRA AA+ | 1.84% | ||
| PTC SHIVSHAKTI SECURITISATION TRUST 28/09/2029(SHIVSHAKTI TRUST) | CRISIL AAA(SO) | 1.75% | ||
| AADHAR HOUSING FINANCE LIMITED · Bond | ICRA AA+ | 1.56% | ||
| INDUS INFRA TRUST | Transport Infrastructure | 1.55% | ||
| Central Government - 2054 · Government security | SOV | 1.47% | ||
| CAPITAL INFRA TRUST | Construction | 1.32% | ||
| MUTHOOT FINANCE LTD. · Bond | CRISIL AA+ | 1.32% | ||
| PIRAMAL FINANCE LTD · Bond | CARE AA+ | 1.31% | ||
| GODREJ SEEDS AND GENETICS LTD. ( ) · Bond | CRISIL AA | 1.29% | ||
| GODREJ SEEDS AND GENETICS LTD. ( ) · Bond | CRISIL AA | 1.29% | ||
| GODREJ SEEDS AND GENETICS LTD. ( ) · Bond | CRISIL AA | 1.29% | ||
| Karnataka State Govt - 2036 - Karnataka · State government security | SOV | 1.27% | ||
| Central Government - 2065 · Government security | SOV | 0.94% | ||
| Maharashtra State Govt - 2033 - Maharashtra · State government security | SOV | 0.85% | ||
| Bahadur Chand Investments Private Limited · Bond | ICRA AA+ | 0.66% | ||
| GODREJ SEEDS AND GENETICS LTD. ( ) · Bond | CRISIL AA | 0.65% | ||
| GODREJ SEEDS AND GENETICS LTD. ( ) · Bond | CRISIL AA | 0.65% | ||
| Bahadur Chand Investments Private Limited · Bond | ICRA AA+ | 0.65% | ||
| TORRENT PHARMACEUTICALS LTD. · Bond | ICRA AA+ | 0.64% | ||
| PTC DHRUVA TRUST (SERIES A1) 24/03/2030 (MAT 24/10/2029)(DHRUVA TRUST) | ICRA AAA(SO) | 0.62% | ||
| NEXUS SELECT TRUST REIT | Realty | 0.62% | ||
| PTC SANSAR TRUST (AUGUST 24 V) 25/09/2029(SANSAR TRUST) | CRISIL AAA(SO) | 0.45% | ||
| PIPELINE INFRASTRUCTURE LIMITED · Bond | CRISIL AAA | 0.41% | ||
| SBI ALTERNATIVE INVESTMENT FUND | Alternative Investment Fund | 0.31% | ||
| PTC SANSAR TRUST (SERIES A1) 25/06/2030 ( MAT 31/08/2027)(SANSAR TRUST) | CRISIL AAA(SO) | 0.29% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.21% | ||
| Tamil Nadu State Govt - 2031 - Tamil Nadu · State government security | SOV | 0.15% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.13% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.11% | ||
| REC LTD · Bond | CRISIL AAA | 0.11% | ||
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) · Bond | CRISIL A+(CE) | 0.10% | ||
| Mahindra & Mahindra Financial Services Ltd. · Bond | CRISIL AAA | 0.10% | ||
| IOT Utkal Energy Services Ltd. · Bond | CRISIL AAA | 0.00% | ||
| YES BANK LTD.- AT1 Bonds · Bond | ICRA D | 0.00% | ||
| IOT Utkal Energy Services Ltd. · Bond | CRISIL AAA | 0.00% | ||
| IOT Utkal Energy Services Ltd. · Bond | CRISIL AAA | 0.00% |
Funds with the most similar portfolios, across every fund house and category
| Fund | Overlap | Holdings in common | |
|---|---|---|---|
| Kotak Credit Risk FundCredit Risk · Kotak Mahindra | 35.7% | 27 | Compare |
| ICICI Prudential Credit Risk FundCredit Risk · ICICI Prudential | 20.5% | 21 | Compare |
| ICICI Prudential Medium Term FundMedium Duration · ICICI Prudential | 17.7% | 17 | Compare |
| Axis Credit Risk FundCredit Risk · Axis | 17.5% | 11 | Compare |
| Kotak Dynamic Term FundDynamic Bond · Kotak Mahindra | 17.3% | 13 | Compare |
| HDFC Credit Risk FundCredit Risk · HDFC | 16.3% | 13 | Compare |
| Axis Medium Term FundMedium Duration · Axis | 14.7% | 15 | Compare |
| Kotak Floating Interest Rates FundFloater · Kotak Mahindra | 14.5% | 11 | Compare |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Fund facts from the scheme summary document, as on 16-10-2026
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
| Plan | Option | NAV | As on |
|---|---|---|---|
| direct | Standard Income Distribution Cum Capital Withdrawal Optio | ₹26.988 | 30-10-2026 |
| direct | Growth | ₹27.4257 | 30-10-2026 |
| regular | Standard Income Distribution Cum Capital Withdrawal Optio | ₹14.7119 | 30-10-2026 |
| regular | Growth | ₹24.3599 | 30-10-2026 |
Kotak Medium Term Fund is a mutual fund from Kotak Mahindra Mutual Fund. Its category is Medium Duration. It was launched on 21-03-2014. Its benchmark is CRISIL Medium Duration Debt A-III Index. At the end of September 2026 it held 65 securities.
Deepak Agrawal
Fund manager of Kotak Medium Term Fund, since 22-06-2015
Vihag Mishra
Fund manager of Kotak Medium Term Fund, since 01-06-2025
See all funds of Kotak Mahindra Mutual Fund
AUM moves with money invested or taken out, and with the value of what the fund holds.
Returns, risk, costs and the stocks they share, side by side
The Direct plan NAV is ₹27.4257. The Regular plan NAV is ₹24.3599, as on 30-10-2026.
The Direct plan returned +5.09% in 1 year, +8.61% a year over 3 years, +7.20% a year over 5 years. The Regular plan returned +4.08% in 1 year, +7.57% a year over 3 years, +6.15% a year over 5 years. These figures are as on 30-10-2026.
The Direct plan charges 0.67% a year. The Regular plan charges 1.63% a year. This is the figure the fund house reported to AMFI, in force from 01-10-2026.
Kotak Medium Term Fund managed ₹1,911.76 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
At the end of September 2026 the largest holdings were JTPM METAL TRADERS PVT LTD ( CATALYST TRUSTEESHIP LIMITE) (5.64%), L&T METRO RAIL (HYDERABAD) LTD ( Axis Trusteeship services Ltd . Guaranteed by Larsen & Toubro Limited.) (^) (5.04%), BAMBOO HOTEL AND GLOBAL CENTRE (DELHI) PRIVATE LTD (4.72%), ADANI POWER LTD (4.68%), EMBASSY-RR (4.06%). The fund held 65 securities in all.
Through Kotak Mahindra Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹100. You can invest once or through a monthly SIP.
Deepak Agrawal (since 22-06-2015), Vihag Mishra (since 01-06-2025).
NIL
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
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