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20327
Kotak Large & Midcap Fund (G)
14.51
5.07
13.94
0.29
2.65
4.45
-0.40
17.67
7
1.92
13.94
Kotak Large & Mid Cap Fund (G)
2.03
15.23
1.19
3.5
5 Years

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  • NAV

    357.49

    26 Aug 2026

  • 0.12%

     1 Day

  • 14.51%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.6516%

    Expense Ratio

  • 3

     Rating

  • 32,050 Cr

    Fund Size

  • 22 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 26 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.07%
  • 14.51%
  • 13.94%
  • 17.67

Scheme Allocation

By Holding By Sector By Asset
4.55%
4.01%
3.40%
3.39%
3.14%
81.51%
View All

Advance Ratio

  • 0.15Alpha
  • 4.41SD
  • 0.93Beta
  • 0.58Sharpe

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 diversified portfolio of equity and equity related securities.

Fund Managers

Harsha Upadhyaya

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

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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