Kotak Large & Midcap Fund - Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹32,050 Cr

Lock In Period

N/A

Expense Ratio

1.65

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 & Midcap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.160.605.72
6M-0.162.8929.78
1Y4.205.5240.44
3Y14.9314.69134.87

Portfolio Analysis

  • Equity: 98.32%
  • Debt: 1.68%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC BANK LTD.4.55%
2. ICICI BANK LTD.3.14%
3. AXIS BANK LTD.2.38%
4. INDUSIND BANK LTD.1.58%
5. KOTAK MAHINDRA BANK LTD.0.88%

1. SUN PHARMACEUTICAL INDUSTRIES LTD.1.99%
2. BIOCON LTD.1.73%
3. IPCA Laboratories Ltd.1.38%
4. Ajanta Pharma Ltd.1.07%
5. Glaxosmithkline Pharma Ltd0.91%

1. BAJAJ FINANCE LTD.2.40%
2. SHRIRAM FINANCE LIMITED1.80%
3. PIRAMAL FINANCE LTD1.48%
4. POONAWALLA FINCORP LIMITED1.17%

1. STATE BANK OF INDIA.4.01%
2. INDIAN BANK1.57%
3. BANK OF MAHARASHTRA0.74%

1. Bharat Electronics Ltd.3.39%
2. ASTRA MICROWAVE PRODUCTS LTD.1.34%

1. Tech Mahindra Ltd.1.65%
2. Mphasis Ltd1.61%
3. Infosys Ltd.1.41%

1. Ultratech Cement Ltd.1.30%
2. Dalmia Bharat Limited1.25%
3. INDIA CEMENTS LTD.1.02%
4. JK Cement Ltd.1.02%

1. ETERNAL LIMITED3.40%
2. SWIGGY LTD0.95%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.70%
2. RELIANCE INDUSTRIES LTD.1.47%
3. BHARAT PETROLEUM CORPORATION LTD.0.75%

1. BHARTI AIRTEL LTD.2.34%

1. BHARAT FORGE LTD.2.33%

1. BSE LTD2.28%

1. Larsen and Toubro Ltd.2.27%

1. Ashok Leyland Ltd.2.18%

1. Coromandel International Limited2.07%

1. Hero MotoCorp Ltd.2.06%

1. Linde India Ltd.1.98%

1. TORRENT POWER LTD1.06%
2. NTPC LTD0.92%

1. Jindal Steel & Power Ltd1.79%

1. Power Grid Corporation of India Ltd.1.06%
2. KALPATARU PROJECTS INTERNATIONAL LIMITED0.64%

1. Cummins India Ltd.1.55%

1. MOTILAL OSWAL FINANCIAL SERVICES LIMITED1.44%

1. SRF LTD.1.43%

1. Fortis Healthcare India Ltd1.39%

1. ABB India Ltd.1.31%

1. Apollo Tyres Ltd.1.27%

1. Schaeffler India Ltd1.18%

1. Inter Globe Aviation Ltd1.13%

1. Voltas Ltd.0.83%
2. Dixon Technologies India Ltd0.29%

1. Adani Enterprises Ltd1.05%

1. BLUE STAR LTD.1.05%

1. United Spirits Ltd1.03%
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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 ₹32,050 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.65. 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
HDFC Large and Mid Cap Fund - Growth330,098 CR1.61
DSP Large & Mid Cap Fund Growth518,231 CR1.86
Kotak Large & Midcap Fund - Growth532,050 CR1.65
Invesco India Large & Mid Cap Fund Growth311,746 CR1.91
Fund Name1Y3Y
This FundHDFC Large and Mid Cap Fund - Growth3.34950.8762
This FundDSP Large & Mid Cap Fund Growth1.793251.4121
This FundKotak Large & Midcap Fund - Growth4.199651.8202
This FundInvesco India Large & Mid Cap Fund Growth7.022388.2423

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 1.65. 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 : 0.16%
  • 6 Months : -0.16%
  • 1 Year : 4.20%
  • 3 Years : 14.93%
Returns of Kotak Large & Midcap Fund - Growth are updated daily based on NAV of ₹ 356.372 as on Aug 20,2026. Since inception, the return has been 51.82%.

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 ₹32,050 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.