NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹23.87
0.04%
NAV as on 17 Feb 26, 12:00 AM
moderately high risk
medium duration
debt
NAV as on 17 Feb 26, 12:00 AM
moderately high risk
medium duration
debt
8.96%p.a.
Last 1Y
8.34%p.a.
Last 3Y
6.69%p.a.
Last 5Y
7.57%p.a.
Since Inception
About Kotak Medium Term Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Medium Term Fund -Growth scheme from Kotak Mahindra Asset Management Company Limited. It is a Medium Duration mutual fund scheme that predominantly invests in Medium Duration stocks of companies. Launched on Mar 2014, Kotak Medium Term Fund -Growth is Medium Duration fund of its category with 1,986.87 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Medium Duration funds.
- Kotak Medium Term Fund -Growth delivered 9.0% annual returns during the last year. It has delivered 7.6% average annual returns since the fund was launched.
- Kotak Medium Term Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The investment objective of the scheme is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved
Top 10 Holdings
IOT UTKAL ENERGY SERVICES LIMITED SR-IV STRPP 2 10.63 NCD 20MY28 FVRS98587.57
0.00%
IOT UTKAL ENERGY SERVICES LIMITED SR-IV STRPP 4 10.63 NCD 20JL28 FVRS1LAC
0.00%
IOT UTKAL ENERGY SERVICES LIMITED SR-IV STRPP 5 10.63 NCD 20AG28 FVRS1LAC
0.00%
Repo
0.04%
Net Current Assets
2.42%
Embassy Office Parks REIT
4.37%
REC LIMITED SERIES 175 8.97 BD 28MR29 FVRS10LAC
0.10%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR PC 2 7.10 LOA 08FB30 FVRS10LAC
0.18%
STATE DEVELOPMENT LOAN 29901 TN 06JN31 6.53 FV RS 100
0.14%
Brookfield India Real Estate Trust REIT
2.22%
Fund Managers
- Deepak Agrawal (Feb 2014 - Present)
- Vihag Mishra (Jun 2025 - Present)
Key Information
View Scheme Document
Kotak Medium Term Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on Kotak Medium Term Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Medium Term Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Medium Term Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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