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Kotak Large & Mid Cap Fund Growth
+11.49%
3Y annualised
-0.21% 1D
NAV: 11 Sep '26
₹346.61
Min. for SIP
₹100
Fund size (AUM)
₹32,325.48 Cr
Expense ratio
1.66%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,112 | +0.19% | |
| 3 years | ₹1,80,000 | ₹1,95,764 | +8.76% | |
| 5 years | ₹3,00,000 | ₹3,99,278 | +33.09% | |
| 10 years | ₹6,00,000 | ₹12,74,219 | +112.37% |
Holdings (72)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.28% |
| State Bank of India | Financial | Equity | 4.10% |
| Zomato Ltd | Technology | Equity | 3.65% |
| Bharat Electronics Ltd | Industrials | Equity | 3.59% |
| ICICI Bank Ltd | Financial | Equity | 3.15% |
| Axis Bank Ltd | Financial | Equity | 2.49% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.31% |
| Ashok Leyland Ltd | Industrials | Equity | 2.28% |
| Bajaj Finance Ltd | Financial | Equity | 2.21% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.21% |
| Bharti Airtel Ltd | Technology | Equity | 2.13% |
| Repo | Unspecified | Repo | 2.11% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.07% |
| BSE Ltd | Financial | Equity | 2.03% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.96% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.92% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.89% |
| Coromandel International Ltd | Materials | Equity | 1.89% |
| Linde India Ltd | Materials | Equity | 1.88% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.74% |
| Indian Bank | Financial | Equity | 1.67% |
| Biocon Ltd | Healthcare | Equity | 1.66% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.66% |
| Mphasis Ltd | Technology | Equity | 1.65% |
| Tech Mahindra Ltd | Technology | Equity | 1.61% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.58% |
| Indusind Bank Ltd | Financial | Equity | 1.57% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.54% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.42% |
| Cummins India Ltd | Industrials | Equity | 1.42% |
| Infosys Ltd | Technology | Equity | 1.40% |
| SRF Ltd | Materials | Equity | 1.39% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.32% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 1.29% |
| Dalmia Bharat Ltd | Materials | Equity | 1.28% |
| Ultratech Cement Ltd | Materials | Equity | 1.24% |
| Astra Microwave Products Ltd | Technology | Equity | 1.19% |
| ABB India Ltd | Industrials | Equity | 1.18% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.16% |
| Schaeffler India Ltd | Industrials | Equity | 1.16% |
| Swiggy Ltd. | Technology | Equity | 1.13% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.13% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.10% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.07% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 1.04% |
| United Spirits Ltd | Consumer Staples | Equity | 1.00% |
| Adani Enterprises Ltd | Materials | Equity | 0.99% |
| Crisil Ltd | Industrials | Equity | 0.97% |
| JK Cement Ltd | Materials | Equity | 0.95% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.94% |
| The India Cements Ltd | Materials | Equity | 0.94% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.93% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.92% |
| Blue Star Ltd | Industrials | Equity | 0.91% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.90% |
| NTPC Ltd | Energy & Utilities | Equity | 0.86% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.84% |
| Bank of Maharashtra | Financial | Equity | 0.76% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.69% |
| INDO-MIM Ltd. | Industrials | Equity | 0.69% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.61% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.46% |
| Tata Chemicals Ltd | Materials | Equity | 0.41% |
| Honeywell Automation India Ltd | Technology | Equity | 0.41% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.37% |
| BEML Ltd | Industrials | Equity | 0.36% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.28% |
| Sun TV Network Ltd | Consumer Discretionary | Equity | 0.07% |
| GSPL Transmission Ltd. | Energy & Utilities | Equity | 0.02% |
| Net Current Assets | Unspecified | Net Current Assets | 0.01% |
| Cash Margin | Unspecified | Cash Margin | 0.01% |
| Net Payables | Unspecified | Net Payables | -0.05% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.5% | +12.1% | +13.8% | +17.5% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 15 | 11 | 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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +11.87% | +21.16% | 20,159.10 | |
 | +7.81% | +20.96% | 12,387.43 | |
 | +3.51% | +15.95% | 21,020.50 | |
 | +1.36% | +13.94% | 33,591.78 | |
 | -0.07% | +13.01% | 7,903.50 | |
| Compare | ||||
Fund management
HUHarsha UpadhyayaAug 2012 - PresentView details
HU
Harsha Upadhyaya
Aug 2012 - Present
View details
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 ₹6,19,695 Cr and the Latest NAV as of 11 Sep 2026 is ₹346.61.
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
;
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₹6,19,695.24 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,