Kotak Long Term Fund
Kotak Long Term Fund is a long term fund of Kotak Mahindra Mutual Fund with ₹48 cr under management. It is ahead of its benchmark (CRISIL Long Duration Debt A-III Index) in 0 of 1 periods. Its direct plan charges 0.32% a year. Abhishek Bisen has managed it for 2.6 years.
What is Kotak Long Term Fund invested in?
Has Kotak Long Term Fund beaten its benchmark?
Ahead of its benchmark, CRISIL Long Duration Debt A-III Index, in 0 of 1 periods in AMFI's figures; −1.33% over the last year against +0.13%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.05% | −3.60% | — |
| 3 months | −3.27% | −5.03% | — |
| 6 months | +0.09% | −1.83% | — |
| 1 year | −1.43% | −4.06% | +2.63 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 12 Mar 2024 | +3.61% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −1.33% | −1.62% | +0.13% | −1.46 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Mar 2024 to 14 Oct 2026₹100 put in at the start of Mar 2024 would be ₹109 on 14 Oct 2026, against ₹112 in the Nifty 500 TRI.
What does Kotak Long Term Fund cost?
0.32% a year on the direct plan, 0.59% on the regular plan; 4 of 11 funds in its category charge less.
Who manages Kotak Long Term Fund?
Abhishek Bisen, since 11 Mar 2024.
Questions people ask
Who manages Kotak Long Term Fund?
Abhishek Bisen (manager) since 11 Mar 2024.
What is the expense ratio of Kotak Long Term Fund?
0.32% a year on the direct plan and 0.59% on the regular plan (expense report, Oct 2026).
See Kotak Long Term Fund beside your own funds in Valarth
