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20327
Kotak Large Cap Fund - Direct (G)
11.49
-0.57
11.64
-0.14
0.38
-0.14
-1.94
13.99
7
1.73
11.64
Kotak Large Cap Fund - Direct (G)
1.73
11.64
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    651.59

    23 Jul 2026

  • -0.65%

     1 Day

  • 11.49%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.74%

    Expense Ratio

  • 4

     Rating

  • 10,772 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 23 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -0.57%
  • 11.49%
  • 11.64%
  • 13.99

Scheme Allocation

By Holding By Sector By Asset
7.56%
6.65%
6.12%
4.55%
4.54%
70.58%
View All

Advance Ratio

  • 1.69Alpha
  • 4.08SD
  • 0.96Beta
  • 0.50Sharpe

Exit Load & Tax Implication

  • 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. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

To generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59. Review and rebalancing will be conducted if the investment in companies exceed above 59. To reduce risk of portfolio, the scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI.

Fund Managers

Rohit Tandon

Risk-o-meter

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Peer Comparison

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More Funds from Kotak Mahindra Mutual Fund

20327
  • Fund Name

AMC Contact Details

  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
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Large Cap

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