HU
Harsha UpadhyayaFund Manager Since 4 Aug 2012
EquityLarge & Mid-Cap
Kotak Large & Mid Cap Fund Growth
3Y Annualised
13.02%
-0.74% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.11%
-0.74% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 8 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹32050.32 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
222nd
Kotak Large & Mid Cap Fund Growth
-1.11%
Fund Managers
About Kotak Large & Mid Cap Fund Growth
Kotak Large & Mid Cap Fund Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 21 years, having been launched on 2004-09-09. Kotak Large & Mid Cap Fund Growth has ₹32050.32 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Kotak Large & Mid Cap Fund Growth as of Wed Sep 02 2026 is ₹351.002. The fund has an expense ratio of 1.58%, which is medium comparable to most other Equity funds.
Kotak Large & Mid Cap Fund Growth returns for the last 1 year are 4.20%. Since launch, it has delivered 17.57% average annual returns.
The Kotak Large & Mid Cap Fund Growth has the majority of its money invested in Financial Services, Consumer Cyclical, Industrials, Communication Services sectors.
Top 5 Holdings of Kotak Large & Mid Cap Fund Growth.
- HDFC Bank Ltd: 4.55%
- State Bank of India: 4.01%
- Eternal Ltd: 3.40%
- Bharat Electronics Ltd: 3.39%
- ICICI Bank Ltd: 3.14%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2004-09-09 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Large & Mid Cap Fund Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
Kotak Flexi Cap Fund Growth
EquityFlexi Cap
3Y CAGR
11.57%
expense ratio
1.43%
fund size
₹56118.90 Cr
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
EquityEquity - Infrastructure
3Y CAGR
17.13%
expense ratio
0.74%
fund size
₹2429.85 Cr
Kotak Nifty PSU Bank ETF
EquitySector - Financial Services
3Y CAGR
22.76%
expense ratio
0.50%
fund size
₹2262.74 Cr
Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
11.98%
expense ratio
0.73%
fund size
₹6341.90 Cr
Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
8.98%
expense ratio
0.67%
fund size
₹1915.30 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
