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 09 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 25 Mar 2014 – 09 Oct 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 |
| 11 Apr 2015 | ₹116.36 | ₹112.80 |
| 27 Apr 2016 | ₹126.98 | ₹125.72 |
| 13 May 2017 | ₹141.50 | ₹140.23 |
| 30 May 2018 | ₹151.95 | ₹149.14 |
| 16 Jun 2019 | ₹163.14 | ₹159.10 |
| 02 Jul 2020 | ₹181.80 | ₹174.08 |
| 18 Jul 2021 | ₹197.55 | ₹188.85 |
| 04 Aug 2022 | ₹207.74 | ₹198.32 |
| 21 Aug 2023 | ₹223.18 | ₹211.06 |
| 06 Sep 2024 | ₹244.24 | ₹233.20 |
| 22 Sep 2025 | ₹267.96 | ₹256.74 |
| 09 Oct 2026 | ₹285.60 | ₹274.37 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 7 stocks only in Axis Medium Term Fund
- 1 stocks in both — 1.4% of each portfolio by weight
- 2 stocks only in Kotak Medium Term Fund
The more the circles overlap, the more the funds hold the same stocks.
Axis Medium Term Fund and Kotak Medium Term Fund share 1% of their equity book by weight.
Shared holdings — Axis Medium Term Fund vs Kotak Medium Term Fund
| Stock | Axis Medium Term Fund | Kotak Medium Term Fund | |
|---|---|---|---|
| Embassy Office Parks REIT | 1.43% | 59.01% | 1.43% |
1 shared of 8 / 3 positions. Weights are shown as a share of each fund's equity book.
| Metric | Axis · Direct NAV ₹33.34 Moderate risk ★★★★★ | Kotak Mahindra · Direct NAV ₹27.53 Moderate risk ★★★☆☆ | Category median Medium Duration Fund · 12 funds |
|---|---|---|---|
| +5.93% | +5.91% | +5.71% | |
| +8.42% | +8.96%Best in row | +7.75% | |
| +7.27% | +7.34% | +6.75% | |
| +7.71%Best in row | +7.40% | +7.40% | |
| +8.50% | +8.38% | +7.82% | |
| +7.77% | +8.01%Best in row | — | |
| +8.60%Best in row | +7.96% | +8.02% | |
| +8.39%Best in row | +7.69% | +7.69% | |
| +8.50%Best in row | +8.06% | +8.04% | |
| Risk | |||
| 1.18%Best in row | 1.44% | 1.23% | |
| 1.63 | 1.71Best in row | 1.02 | |
| 2.47 | 2.56Best in row | 1.51 | |
| -7.33% | -5.17% | -5.24% | |
| 0.71% | 0.67%Best in row | 0.70% | |
| — | ₹1,802Cr | ₹1,268Cr | |
| Devang Shah · 13.9y | Deepak Agrawal | — | |
| 08 Jan 2013 | 25 Mar 2014 | — | |
| 8 | 3 | — | |
| 3.5% | 6.9% | — | |
| 2.5% | 3.7% | — | |
10 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
- —
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 +8.96% CAGR against Axis Medium Term Fund's +8.42%, computed from AMFI NAV history. Over 5 years: Axis Medium Term Fund +7.27% vs Kotak Medium Term Fund +7.34% 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 0.71% 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 +1.18%), 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%.
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.