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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹9,794 Cr
Lock In Period
N/A
Expense Ratio
1.74
Benchmark
Nifty 50 Total Returns Index
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 Cap Fund - Growth include a ₹568.623 NAV as of Apr 21,2026 and returns since inception of 50.19%. Minimum investments start at SIP ₹100. The Kotak Large Cap Fund - Growth AUM is ₹9,794 Cr, with a lock-in of N/A years, expense ratio of 1.74%, and benchmark Nifty 50 Total Returns Index. 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 5.81% returns, against a category average of 1.23% and a category best of 16.99%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.81 | 1.23 | 16.99 |
| 6M | -4.31 | 1.39 | 22.66 |
| 1Y | 4.98 | 5.55 | 26.63 |
| 3Y | 14.52 | 14.46 | 87.46 |
Portfolio Analysis
- Equity: 96.49%
- Debt: 3.51%
- Others
As on: 2026-03-31
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About Fund
Kotak Large Cap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Large-capscheme with Assets Under Management of ₹9,794 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 1.74. 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 |
|---|---|---|---|
| This FundAditya Birla Sun Life Large Cap Fund Growth | 5 | 26701.73 CR | 1.63 |
| This FundTata Large Cap Fund - Growth | 3 | 2448.18 CR | 2.04 |
| This FundKotak Large Cap Fund - Growth | 4 | 9794.47 CR | 1.74 |
| This FundIDBI 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 | 3.1264 | 50.1285 |
| This FundTata Large Cap Fund - Growth | 5.002 | 50.1417 |
| This FundKotak Large Cap Fund - Growth | 4.9842 | 50.1911 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
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 1.74. 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 : 5.81%
- 6 Months : -4.31%
- 1 Year : 4.98%
- 3 Years : 14.52%
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 ₹9,794 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.
Min Inv Amount: ₹500