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15993
20327
Kotak Large & Midcap Fund - Direct (G)
19.32
4.53
22.69
-0.88
0.49
4.10
9.47
17.42
7
2.78
22.69
Kotak Large & Midcap Fund - Direct (G)
2.62
21.28
1.19
3.5
5 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    401.19

    10 Nov 2025

  • 0.27%

     1 Day

  • 19.32%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.53%

    Expense Ratio

  • 3

     Rating

  • 28,381 Cr

    Fund Size

  • 12 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • 1200
  • Wealth Gained
  • ₹30
  • Expected Amount
  • ₹1230
₹
Yr
  • Invested Amount
  • ₹100
  • Wealth Gained
  • ₹4.53
  • Expected Amount
  • ₹104.53

Fund Comparison

Investment Period : 5 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 10 Nov 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.53%
  • 19.32%
  • 22.69%
  • 17.42
By Holding By Sector By Asset
6.52%
4.04%
3.97%
3.77%
3.19%
78.51%
View All
  • 2.73Alpha
  • 3.70SD
  • 0.90Beta
  • 1.08Sharpe
  • 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.
To generate capital appreciation from a diversified portfolio of equity and equity related securities.

Harsha Upadhyaya

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  • Fund Name
View all schemes
20327
  • Fund Name
  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
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FAQs

You can invest in Kotak Large & Midcap Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Kotak Large & Midcap Fund - Direct (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Kotak Large & Midcap Fund - Direct (G) has delivered 19.17% since inception

The NAV of Kotak Large & Midcap Fund - Direct (G) is ₹383.376 as of 10 Nov 2025

The expense ratio of Kotak Large & Midcap Fund - Direct (G) is % as of 10 Nov 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Kotak Large & Midcap Fund - Direct (G) 22329.1 CR as of 10 Nov 2025

The minimum SIP amount of Kotak Large & Midcap Fund - Direct (G) is 100

The top stock holdings of Kotak Large & Midcap Fund - Direct (G) are

  1. HDFC Bank - 6.52%
  2. Bharat Electron - 4.04%
  3. SBI - 3.97%
  4. Eternal Ltd - 3.77%
  5. ICICI Bank - 3.19%

The top sectors Kotak Large & Midcap Fund - Direct (G) has invested in are

  1. Banks - 14.6%
  2. Auto Components - 8.57%
  3. Pharmaceuticals & Biotech - 6.92%
  4. Automobiles - 5.85%
  5. Chemicals & Petrochemical - 5.61%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Kotak Large & Midcap Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Kotak Large & Midcap Fund - Direct (G) based on your investment objective and risk tolerance

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