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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹29,991 Cr
Lock In Period
N/A
Expense Ratio
1.57
Benchmark
Nifty 200 Total Return
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.
Summary
Latest details for Kotak Large & Midcap Fund - Growth include a ₹335.916 NAV as of Mar 12,2026 and returns since inception of 64.23%. Minimum investments start at SIP ₹100. The Kotak Large & Midcap Fund - Growth AUM is ₹29,991 Cr, with a lock-in of N/A years, expense ratio of 1.57%, and benchmark Nifty 200 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded -6.81% returns, against a category average of -1.90% and a category best of 5.46%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.81 | -1.90 | 5.46 |
| 6M | -1.11 | 1.56 | 29.78 |
| 1Y | 14.45 | 5.92 | 40.44 |
| 3Y | 17.98 | 14.44 | 134.87 |
Portfolio Analysis
- Equity: 97.92%
- Debt: 2.08%
- Others
As on: 2026-01-31
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About Fund
Kotak Large & Midcap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹29,991 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.57. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBank of India Large & Mid Cap Fund - Eco Plan Growth | 0 | 455.73 CR | 2.48 |
| This FundEdelweiss Large & Mid Cap Fund Growth | 2 | 4485.43 CR | 1.84 |
| This FundKotak Large & Midcap Fund - Growth | 3 | 29991.17 CR | 1.57 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 5 | 15017.31 CR | 1.69 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBank of India Large & Mid Cap Fund - Eco Plan Growth | 14.494 | 60.4488 |
| This FundEdelweiss Large & Mid Cap Fund Growth | 11.4169 | 61.6063 |
| This FundKotak Large & Midcap Fund - Growth | 14.4532 | 64.2276 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 14.216 | 83.8563 |
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 1.57. 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 : -6.81%
- 6 Months : -1.11%
- 1 Year : 14.45%
- 3 Years : 17.98%
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 ₹29,991 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.
Min Inv Amount: ₹500