Axis Medium Term Fund vs Kotak Medium Term Fund
Axis Medium Term Fund (Direct) and Kotak Medium Term Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Medium Duration Fund schemes — see the best medium duration mutual funds for the full ranking.
Head to head
NAVs as of 25 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 25 Mar 2014 – 25 Aug 2026, limited by Kotak Medium Term Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Axis Medium Term Fund | Kotak Medium Term Fund |
|---|---|---|
| 25 Mar 2014 | ₹100.00 | ₹100.00 |
| 07 Apr 2015 | ₹116.38 | ₹112.71 |
| 19 Apr 2016 | ₹127.07 | ₹125.71 |
| 02 May 2017 | ₹141.09 | ₹139.85 |
| 15 May 2018 | ₹151.56 | ₹148.77 |
| 28 May 2019 | ₹166.37 | ₹161.65 |
| 09 Jun 2020 | ₹179.55 | ₹170.45 |
| 22 Jun 2021 | ₹196.82 | ₹188.03 |
| 05 Jul 2022 | ₹205.29 | ₹196.12 |
| 18 Jul 2023 | ₹222.81 | ₹210.88 |
| 30 Jul 2024 | ₹241.89 | ₹230.54 |
| 12 Aug 2025 | ₹265.84 | ₹253.86 |
| 25 Aug 2026 | ₹285.73 | ₹274.57 |
| Metric | Axis · Direct NAV ₹33.35 Moderate risk ★★★★★ | Kotak Mahindra · Direct NAV ₹27.55 Moderate risk ★★★☆☆ | Category median Medium Duration Fund · 12 funds |
|---|---|---|---|
| +7.39% | +7.94%Best in row | +6.83% | |
| +8.53% | +9.11%Best in row | +7.93% | |
| +7.46% | +7.53% | +6.88% | |
| +7.98%Best in row | +7.64% | +7.63% | |
| +8.58%Best in row | +8.47% | +8.02% | |
| +8.14% | +8.40%Best in row | — | |
| +8.60%Best in row | +7.95% | +7.99% | |
| +8.40%Best in row | +7.71% | +7.71% | |
| +8.53%Best in row | +8.09% | +8.06% | |
| Risk | |||
| 1.20%Best in row | 1.44% | 1.23% | |
| 1.70 | 1.81Best in row | 1.17 | |
| 2.56 | 2.73Best in row | 1.74 | |
| -7.33% | -5.17%Best in row | -5.24% | |
| 0.72% | 0.67%Best in row | 0.71% | |
| ₹2,098Cr | ₹1,821Cr | ₹1,821Cr | |
| Devang Shah · 13.7y | Deepak Agrawal | — | |
| 08 Jan 2013 | 25 Mar 2014 | — | |
| 2.2% | 2.8% | — | |
12 rows carry the same value for every fund — show
- Benchmark
- —
- Alpha
- —
- Beta
- —
- Upside capture
- —
- Downside capture
- —
- Exit load
- None
- Lock-in
- None
- Min SIP
- ₹100
- Min lumpsum
- ₹100
- Portfolio turnover
- —
- Holdings
- —
- Top 10 weight
- —
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Axis Medium Term Fund or Kotak Medium Term Fund?
Over the last 3 years, Kotak Medium Term Fund returned +9.11% CAGR against Axis Medium Term Fund's +8.53%, computed from AMFI NAV history. Over 5 years: Axis Medium Term Fund +7.46% vs Kotak Medium Term Fund +7.53% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Axis Medium Term Fund or Kotak Medium Term Fund?
Kotak Medium Term Fund has the lower expense ratio: Axis Medium Term Fund charges 0.72% a year against Kotak Medium Term Fund's 0.67%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Axis Medium Term Fund or Kotak Medium Term Fund?
Kotak Medium Term Fund has shown higher volatility (+1.44% annualized vs Axis Medium Term Fund's +1.20%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Axis Medium Term Fund -0.66% vs Kotak Medium Term Fund -0.89%.
Which fund manages more money — Axis Medium Term Fund or Kotak Medium Term Fund?
Axis Medium Term Fund is the larger fund: Axis Medium Term Fund manages ₹2,098Cr against Kotak Medium Term Fund's ₹1,821Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Axis Medium Term Fund and Kotak Medium Term Fund in the same category?
Yes — both are Medium Duration Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.