Kotak Large & Mid Cap Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Kotak Large & Mid Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹30,581 Cr

Lock In Period

N/A

Expense Ratio

1.66

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

Kotak Large & Mid Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.84-1.402.98
6M-6.670.8816.19
1Y-6.992.7140.44
3Y10.1813.2287.68

Portfolio Analysis

  • Equity: 97.28%
  • Debt: 2.72%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC BANK LTD.4.52%
2. ICICI BANK LTD.3.03%
3. AXIS BANK LTD.2.41%
4. INDUSIND BANK LTD.1.47%
5. KOTAK MAHINDRA BANK LTD.0.99%

1. SUN PHARMACEUTICAL INDUSTRIES LTD.1.90%
2. IPCA Laboratories Ltd.1.59%
3. BIOCON LTD.1.57%
4. Ajanta Pharma Ltd.1.17%
5. Glaxosmithkline Pharma Ltd1.00%
6. RUBICON RESEARCH LIMITED0.88%

1. BAJAJ FINANCE LTD.2.12%
2. SHRIRAM FINANCE LIMITED1.77%
3. PIRAMAL FINANCE LTD1.57%
4. POONAWALLA FINCORP LIMITED1.18%

1. STATE BANK OF INDIA.3.92%
2. INDIAN BANK1.58%
3. BANK OF MAHARASHTRA0.78%

1. Tech Mahindra Ltd.1.59%
2. Mphasis Ltd1.55%
3. Infosys Ltd.1.30%
4. PINE LABS LTD.1.12%

1. ETERNAL LIMITED3.77%
2. SWIGGY LTD1.06%

1. Bharat Electronics Ltd.3.56%
2. ASTRA MICROWAVE PRODUCTS LTD.1.23%

1. Ultratech Cement Ltd.1.25%
2. Dalmia Bharat Limited1.23%
3. JK Cement Ltd.1.00%
4. INDIA CEMENTS LTD.0.81%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.60%
2. RELIANCE INDUSTRIES LTD.1.40%

1. Larsen and Toubro Ltd.2.27%

1. Fortis Healthcare India Ltd1.18%
2. ASTER DM HEALTHCARE LTD1.05%

1. BHARTI AIRTEL LTD.2.18%

1. BHARAT FORGE LTD.2.14%

1. Ashok Leyland Ltd.2.12%

1. Hero MotoCorp Ltd.2.10%

1. BSE LTD2.02%

1. Linde India Ltd.1.96%

1. Jindal Steel & Power Ltd1.93%

1. TORRENT POWER LTD0.98%
2. NTPC LTD0.90%

1. Coromandel International Limited1.84%

1. MOTILAL OSWAL FINANCIAL SERVICES LIMITED1.76%

1. INDO-MIM LTD1.42%

1. SRF LTD.1.41%

1. Schaeffler India Ltd1.27%

1. Apollo Tyres Ltd.1.26%

1. Inter Globe Aviation Ltd1.14%

1. One 97 Communications Ltd1.10%

1. Adani Enterprises Ltd1.06%
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About Fund Kotak Large & Mid Cap Fund - Growth

Kotak Large & Mid Cap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹30,581 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.66. 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

Kotak Large & Mid Cap Fund - Growth FAQs

Kotak Large & Mid 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 & Mid Cap Fund - Growth is 1.66. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Large & Mid Cap Fund - Growth’s fund performance is as follows:
  • 1 Month : -5.84%
  • 6 Months : -6.67%
  • 1 Year : -6.99%
  • 3 Years : 10.18%
Returns of Kotak Large & Mid Cap Fund - Growth are updated daily based on NAV of ₹ 322.055 as on Oct 23,2026. Since inception, the return has been 33.75%.

You can invest in Kotak Large & Mid 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 & Mid Cap Fund - Growth is ₹30,581 crore. It changes based on market performance, inflows, and outflows.

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