Kotak Large Cap Fund - Growth Return
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Showing Funds Performance since Sep 07, 2020
Kotak Large Cap Fund - Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹10,599 Cr
Lock In Period
N/A
Expense Ratio
1.77
Exit Load
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.
Benchmark
Nifty 50 Total Returns Index
Summary
Kotak Large Cap Fund - Growth NAV is ₹546.026 as of 23 May, 2026. Kotak Large Cap Fund - Growth has delivered 40.75% returns since its launch. The minimum SIP investment amount in Kotak Large Cap Fund - Growth is ₹100. The AUM of Kotak Large Cap Fund - Growth is ₹10,599 Cr. The expense ratio of the fund is 1.77%, and its benchmark is Nifty 50 Total Returns Index. The current exit load of the fund is 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.. In the last 1M months, Kotak Large Cap Fund - Growth has delivered -3.23% returns.
Kotak Large Cap Fund - Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.23 | -0.01 | 16.99 |
| 6M | -8.51 | 1.46 | 22.66 |
| 1Y | -2.43 | 5.10 | 26.63 |
| 3Y | 12.07 | 16.04 | 87.46 |
Portfolio Analysis
- Equity: 97.09%
- Debt: 2.91%
- Others
As on: 2026-04-30
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About Fund Kotak Large Cap Fund - Growth
Kotak Large Cap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Large-capscheme with Assets Under Management of ₹10,599 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 1.77. Under the expert guidance of Rohit Tandon ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rohit Tandon
Mr. Rohit Tandon has done B.E.(Mechanical) and PGDM from IIM-B. Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Large Cap Fund Growth | 3 | 28969.9 CR | 1.58 |
| Kotak Large Cap Fund - Growth | 4 | 10599.29 CR | 1.77 |
| IDBI India Top 100 Equity Fund Growth | 3 | 654.87 CR | 2.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Large Cap Fund Growth | -3.2284 | 40.3615 |
| This FundKotak Large Cap Fund - Growth | -2.4265 | 40.7456 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
Kotak Large Cap Fund - Growth FAQs
Kotak Large Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Large Cap Fund - Growth is 1.77. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Large Cap Fund - Growth’s fund performance is as follows:
- 1 Month : -3.23%
- 6 Months : -8.51%
- 1 Year : -2.43%
- 3 Years : 12.07%
You can invest in Kotak Large Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Large Cap Fund - Growth is ₹10,599 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Large Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
