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Kotak Large & Midcap Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

Kotak Large & Midcap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹30,251 Cr

Lock In Period

N/A

Expense Ratio

1.59

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 200 Total Return

Summary

Kotak Large & Midcap Fund - Growth NAV is ₹337.392 as of 16 May, 2026. Kotak Large & Midcap Fund - Growth has delivered 55.65% returns since its launch. The minimum SIP investment amount in Kotak Large & Midcap Fund - Growth is ₹100. The AUM of Kotak Large & Midcap Fund - Growth is ₹30,251 Cr. The expense ratio of the fund is 1.59%, and its benchmark is Nifty 200 Total Return. 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 & Midcap Fund - Growth has delivered -0.75% returns.

Kotak Large & Midcap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.75-0.439.21
6M-4.831.3929.78
1Y3.514.0840.44
3Y15.8910.89134.87

Portfolio Analysis

  • Equity: 96.09%
  • Debt: 3.91%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC BANK LTD.5.21%
2. ICICI BANK LTD.3.08%
3. AXIS BANK LTD.2.63%
4. INDUSIND BANK LTD.1.37%
5. KOTAK MAHINDRA BANK LTD.0.94%

1. STATE BANK OF INDIA.4.47%
2. INDIAN BANK1.85%
3. BANK OF MAHARASHTRA0.67%

1. SUN PHARMACEUTICAL INDUSTRIES LTD.2.05%
2. BIOCON LTD.1.71%
3. IPCA Laboratories Ltd.1.47%
4. Glaxosmithkline Pharma Ltd0.92%
5. Ajanta Pharma Ltd.0.51%

1. BAJAJ FINANCE LTD.1.98%
2. SHRIRAM FINANCE LIMITED1.66%
3. PIRAMAL FINANCE LTD1.37%

1. Dalmia Bharat Limited1.45%
2. Ultratech Cement Ltd.1.37%
3. JK Cement Ltd.1.21%
4. INDIA CEMENTS LTD.0.95%

1. Infosys Ltd.1.66%
2. Mphasis Ltd1.65%
3. Tech Mahindra Ltd.1.62%

1. Bharat Electronics Ltd.4.10%
2. ASTRA MICROWAVE PRODUCTS LTD.0.69%

1. RELIANCE INDUSTRIES LTD.1.77%
2. HINDUSTAN PETROLEUM CORPORATION LTD.1.72%
3. BHARAT PETROLEUM CORPORATION LTD.0.98%

1. ETERNAL LIMITED2.93%
2. SWIGGY LTD0.58%

1. BHARTI AIRTEL LTD.2.47%

1. Larsen and Toubro Ltd.2.37%

1. Ashok Leyland Ltd.2.36%

1. Hero MotoCorp Ltd.2.27%

1. Coromandel International Limited2.23%

1. Jindal Steel & Power Ltd2.11%

1. BHARAT FORGE LTD.2.08%

1. Linde India Ltd.2.04%

1. BSE LTD1.96%

1. Power Grid Corporation of India Ltd.1.30%
2. KALPATARU PROJECTS INTERNATIONAL LIMITED0.62%

1. SRF LTD.1.56%

1. Cummins India Ltd.1.48%

1. Apollo Tyres Ltd.1.43%

1. Fortis Healthcare India Ltd1.31%

1. MOTILAL OSWAL FINANCIAL SERVICES LIMITED1.25%

1. ABB India Ltd.1.25%

1. BLUE STAR LTD.1.18%

1. Torrent Power Ltd1.14%

1. Inter Globe Aviation Ltd1.01%

About Fund Kotak Large & Midcap Fund - Growth

Kotak Large & Midcap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹30,251 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.59. Under the expert guidance of Harsha Upadhyaya ,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

Harsha Upadhyaya

Mr. Harsha Upadhyaya is A Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal ’93, Post Graduate Management (Finance) from Indian Institute of Management, Lucknow ’96 and Chartered Financial Analyst from the CFA Institute. He has 16 years of rich experience spread over Equity Research & Fund Management. His prior stints have been with companies such as DSP BlackRock Investment Managers, Prabhudas Lilladher Pvt. Ltd, SG Asia Securities, Reliance Group and UTI Asset Management Co. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Large & Midcap Fund Growth434870.7 CR1.57
Bank of India Large & Mid Cap Fund Growth1468.3 CR2.48
Kotak Large & Midcap Fund - Growth530251.05 CR1.59
Motilal Oswal Large and Midcap Fund Growth416776.57 CR1.7
Fund Name1Y3Y
This FundSBI Large & Midcap Fund Growth5.299653.4745
This FundBank of India Large & Mid Cap Fund Growth6.338254.805
This FundKotak Large & Midcap Fund - Growth3.507455.6476
This FundMotilal Oswal Large and Midcap Fund Growth12.820493.7546

Kotak Large & Midcap Fund - Growth FAQs

Kotak Large & Midcap 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 & Midcap Fund - Growth is 1.59. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Large & Midcap Fund - Growth’s fund performance is as follows:
  • 1 Month : -0.75%
  • 6 Months : -4.83%
  • 1 Year : 3.51%
  • 3 Years : 15.89%
Returns of Kotak Large & Midcap Fund - Growth are updated daily based on NAV of ₹ 337.392 as on May 14,2026. Since inception, the return has been 55.65%.

You can invest in Kotak Large & Midcap 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 & Midcap Fund - Growth is ₹30,251 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Large & Midcap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.