Which has the lower expense ratio, Kotak Medium Term Fund - Direct Growth or UTI Medium Duration Fund - Direct Plan - Growth Option?

Kotak Medium Term Fund - Direct Growth's expense ratio is 0.6728% versus UTI Medium Duration Fund - Direct Plan - Growth Option's 0.84%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Kotak Medium Term Fund - Direct Growth and UTI Medium Duration Fund - Direct Plan - Growth Option?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Kotak Medium Term Fund - Direct Growth vs UTI Medium Duration Fund - Direct Plan - Growth Option

Q: Kotak Medium Term Fund - Direct Growth vs UTI Medium Duration Fund - Direct Plan - Growth Option — which has given better returns?

Kotak Medium Term Fund - Direct Growth has a 1-year return of 7.62% versus UTI Medium Duration Fund - Direct Plan - Growth Option's 4.99%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Kotak Medium Term Fund - Direct Growth

Kotak Mahindra Mutual Fund

★★★★★

Debt · Medium Duration

UTI Medium Duration Fund - Direct Plan - Growth Option

UTI Mutual Fund

★★★★★

Debt · Medium Duration

Metric	Kotak Medium Term Fund...	UTI Medium Duration Fu...
NAV	₹27.39	₹20.69
Star Rating	★	★★
Expense Ratio	0.6728%	0.84%
AUM	₹1,795 Cr	₹38 Cr
1M Return	+1.15%	+0.79%
3M Return	+2.3%	+2.03%
6M Return	+3.65%	+3.09%
1Y Return	+7.62%	+4.99%
3Y CAGR	+9.03%	+7.11%
5Y CAGR	+7.63%	+6.83%
Risk Level	—	—
Fund Manager	Deepak Agrawal	Amandeep Chopra, Ritesh Nambiar

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