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)

₹10,937 Cr

Lock In Period

N/A

Expense Ratio

1.84

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

Kotak Large Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.51-1.6216.99
6M0.931.4916.27
1Y-5.763.4116.73
3Y7.8910.8187.46

Portfolio Analysis

  • Equity: 95.76%
  • Debt: 4.24%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI BANK LTD.8.22%
2. HDFC BANK LTD.5.92%
3. AXIS BANK LTD.3.07%
4. KOTAK MAHINDRA BANK LTD.1.56%

1. RELIANCE INDUSTRIES LTD.5.95%
2. BHARAT PETROLEUM CORPORATION LTD.1.26%

1. BAJAJ FINANCE LTD.3.33%
2. SHRIRAM FINANCE LIMITED1.95%
3. POONAWALLA FINCORP LIMITED0.66%

1. Infosys Ltd.2.94%
2. Tech Mahindra Ltd.1.40%
3. Mphasis Ltd0.64%

1. Maruti Suzuki India Limited2.34%
2. Mahindra & Mahindra Ltd.2.28%
3. HYUNDAI MOTORS INDIA LTD0.28%

1. STATE BANK OF INDIA.4.77%

1. SUN PHARMACEUTICAL INDUSTRIES LTD.2.08%
2. TORRENT PHARMACEUTICALS LTD.1.63%
3. ANTHEM BIOSCIENCES LTD0.61%

1. Larsen and Toubro Ltd.4.10%

1. BHARTI AIRTEL LTD.3.82%

1. NTPC LTD2.59%

1. Apollo Hospitals Enterprise Ltd.1.46%
2. MANIPAL HEALTH ENTERPRISES LTD0.65%
3. MOLBIO DIAGNOSTICS LIMITED0.30%

1. Ultratech Cement Ltd.2.00%
2. INDIA CEMENTS LTD.0.34%

1. Solar Industries India Limited2.25%

1. Bharat Electronics Ltd.1.48%
2. ASTRA MICROWAVE PRODUCTS LTD.0.58%

1. Tata Steel Ltd.1.97%

1. ETERNAL LIMITED1.81%
2. SWIGGY LTD0.16%

1. Hindustan Unilever Ltd.1.05%
2. GODREJ CONSUMER PRODUCTS LTD.0.90%

1. Inter Globe Aviation Ltd1.65%

1. Hindalco Industries Ltd.1.39%

1. ITC Ltd.1.30%

1. United Spirits Ltd1.21%

1. Coromandel International Limited1.09%

1. Cummins India Ltd.1.04%
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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 ₹10,937 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 1.84. 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 NameRatingsAUMExpense Ratio
Edelweiss Large Cap Fund Growth21,434 CR2.41
Edelweiss Large Cap Fund - Plan C Growth01,434 CR1.99
Kotak Large Cap Fund - Growth410,937 CR1.84
IDBI India Top 100 Equity Fund Growth3654 CR2.41
Fund Name1Y3Y
This FundEdelweiss Large Cap Fund Growth-4.307924.6741
This FundEdelweiss Large Cap Fund - Plan C Growth-4.30324.6795
This FundKotak Large Cap Fund - Growth-5.758725.5916
This FundIDBI India Top 100 Equity Fund Growth15.390681.0578

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 1.84. 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 : -4.51%
  • 6 Months : 0.93%
  • 1 Year : -5.76%
  • 3 Years : 7.89%
Returns of Kotak Large Cap Fund - Growth are updated daily based on NAV of ₹ 551.133 as on Sep 18,2026. Since inception, the return has been 25.59%.

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 ₹10,937 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.