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Kotak Large & Mid Cap Fund Growth
+13.30%
3Y annualised
-0.67% 1D
NAV: 13 Nov '26
₹357.03
Min. for SIP
₹100
Fund size (AUM)
₹30,785.40 Cr
Expense ratio
1.64%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,196 | +3.66% | |
| 3 years | ₹1,80,000 | ₹1,97,467 | +9.70% | |
| 5 years | ₹3,00,000 | ₹4,03,448 | +34.48% | |
| 10 years | ₹6,00,000 | ₹12,84,819 | +114.14% |
Holdings (71)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 4.51% |
| HDFC Bank Ltd | Financial | Equity | 4.39% |
| Zomato Ltd | Technology | Equity | 4.02% |
| State Bank of India | Financial | Equity | 3.91% |
| Bharat Electronics Ltd | Industrials | Equity | 3.36% |
| ICICI Bank Ltd | Financial | Equity | 3.18% |
| Bharti Airtel Ltd | Technology | Equity | 2.44% |
| Axis Bank Ltd | Financial | Equity | 2.37% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.33% |
| BSE Ltd | Financial | Equity | 2.28% |
| Bajaj Finance Ltd | Financial | Equity | 2.06% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.06% |
| Ashok Leyland Ltd | Industrials | Equity | 1.98% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.90% |
| Tech Mahindra Ltd | Technology | Equity | 1.86% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.85% |
| Mphasis Ltd | Technology | Equity | 1.80% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.79% |
| Coromandel International Ltd | Materials | Equity | 1.76% |
| Linde India Ltd | Materials | Equity | 1.74% |
| Indian Bank | Financial | Equity | 1.69% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.65% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.58% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.55% |
| Infosys Ltd | Technology | Equity | 1.54% |
| Biocon Ltd | Healthcare | Equity | 1.49% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.47% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.39% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.36% |
| Indusind Bank Ltd | Financial | Equity | 1.36% |
| INDO-MIM Ltd. | Industrials | Equity | 1.33% |
| SRF Ltd | Materials | Equity | 1.33% |
| Ultratech Cement Ltd | Materials | Equity | 1.26% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.21% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.17% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 1.17% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.16% |
| Schaeffler India Ltd | Industrials | Equity | 1.16% |
| Astra Microwave Products Ltd | Technology | Equity | 1.13% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.12% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.11% |
| One 97 Communications Ltd | Industrials | Equity | 1.06% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.02% |
| Pine Labs Ltd. | Technology | Equity | 1.00% |
| Dalmia Bharat Ltd | Materials | Equity | 0.96% |
| Crisil Ltd | Industrials | Equity | 0.95% |
| United Spirits Ltd | Consumer Staples | Equity | 0.94% |
| ABB India Ltd | Industrials | Equity | 0.94% |
| Adani Enterprises Ltd | Materials | Equity | 0.94% |
| JK Cement Ltd | Materials | Equity | 0.93% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.91% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 0.89% |
| NTPC Ltd | Energy & Utilities | Equity | 0.87% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.87% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.86% |
| The India Cements Ltd | Materials | Equity | 0.83% |
| Bank of Maharashtra | Financial | Equity | 0.79% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.77% |
| Blue Star Ltd | Industrials | Equity | 0.77% |
| Swiggy Ltd. | Technology | Equity | 0.75% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.74% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.70% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.47% |
| Tata Chemicals Ltd | Materials | Equity | 0.40% |
| BEML Ltd | Industrials | Equity | 0.39% |
| Honeywell Automation India Ltd | Technology | Equity | 0.35% |
| DIXON TECHNOLOGIES INDIA LTD.-NOV2026 | Consumer Discretionary | Futures | 0.30% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.30% |
| BLUE STAR LTD.-NOV2026 | Industrials | Futures | 0.29% |
| Cash Margin | Unspecified | Cash Margin | 0.02% |
| Net Payables | Unspecified | Net Payables | -0.83% |
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.3% | +12.2% | +14.6% | +17.5% |
| Category average (Equity Large & MidCap) | +12.5% | +10.1% | +13.7% | +17.5% |
| Rank (Equity Large & MidCap) | 12 | 8 | 6 | -- |
Exit load, stamp duty and tax
Exit load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +12.91% | +21.96% | 12,438.50 | |
 | +8.97% | +20.04% | 19,716.26 | |
 | +1.63% | +16.57% | 20,916.46 | |
 | -1.13% | +14.26% | 7,337.82 | |
 | -3.42% | +13.98% | 30,602.76 | |
| Compare | ||||
Fund management
About Kotak Large & Mid Cap Fund Growth
Kotak Large & Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Harsha Upadhyaya is the Current Fund Manager of Kotak Large & Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,91,101 Cr and the Latest NAV as of 13 Nov 2026 is ₹357.03.
The Kotak Large & Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
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Investment Objective
The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Fund house
Rank (total assets)#5 in India
Total AUM₹5,91,100.90 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,