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Kotak Large & Mid Cap Fund Growth
+10.37%
3Y annualised
-1.37% 1D
NAV: 23 Oct '26
₹322.06
Min. for SIP
₹100
Fund size (AUM)
₹30,581.49 Cr
Expense ratio
1.67%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,428 | -5.95% | |
| 3 years | ₹1,80,000 | ₹1,80,447 | +0.25% | |
| 5 years | ₹3,00,000 | ₹3,66,940 | +22.31% | |
| 10 years | ₹6,00,000 | ₹11,67,736 | +94.62% |
Holdings (73)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.52% |
| State Bank of India | Financial | Equity | 3.92% |
| Zomato Ltd | Technology | Equity | 3.77% |
| Bharat Electronics Ltd | Industrials | Equity | 3.56% |
| ICICI Bank Ltd | Financial | Equity | 3.03% |
| Repo | Unspecified | Repo | 2.50% |
| Axis Bank Ltd | Financial | Equity | 2.41% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.27% |
| Bharti Airtel Ltd | Technology | Equity | 2.18% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.14% |
| Ashok Leyland Ltd | Industrials | Equity | 2.12% |
| Bajaj Finance Ltd | Financial | Equity | 2.12% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.10% |
| BSE Ltd | Financial | Equity | 2.02% |
| Linde India Ltd | Materials | Equity | 1.96% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.93% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.90% |
| Coromandel International Ltd | Materials | Equity | 1.84% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.77% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.76% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.60% |
| Tech Mahindra Ltd | Technology | Equity | 1.59% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.59% |
| Indian Bank | Financial | Equity | 1.58% |
| Biocon Ltd | Healthcare | Equity | 1.57% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.57% |
| Mphasis Ltd | Technology | Equity | 1.55% |
| Indusind Bank Ltd | Financial | Equity | 1.47% |
| INDO-MIM Ltd. | Industrials | Equity | 1.42% |
| SRF Ltd | Materials | Equity | 1.41% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.40% |
| Infosys Ltd | Technology | Equity | 1.30% |
| Schaeffler India Ltd | Industrials | Equity | 1.27% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 1.26% |
| Ultratech Cement Ltd | Materials | Equity | 1.25% |
| Astra Microwave Products Ltd | Technology | Equity | 1.23% |
| Dalmia Bharat Ltd | Materials | Equity | 1.23% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.18% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.18% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.17% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.14% |
| Pine Labs Ltd. | Technology | Equity | 1.12% |
| One 97 Communications Ltd | Industrials | Equity | 1.10% |
| Swiggy Ltd. | Technology | Equity | 1.06% |
| Adani Enterprises Ltd | Materials | Equity | 1.06% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.05% |
| ABB India Ltd | Industrials | Equity | 1.00% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 1.00% |
| JK Cement Ltd | Materials | Equity | 1.00% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.99% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.98% |
| United Spirits Ltd | Consumer Staples | Equity | 0.96% |
| Crisil Ltd | Industrials | Equity | 0.95% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.92% |
| NTPC Ltd | Energy & Utilities | Equity | 0.90% |
| DIXON TECHNOLOGIES INDIA LTD.-OCT2026 | Consumer Discretionary | Futures | 0.88% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.88% |
| The India Cements Ltd | Materials | Equity | 0.81% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.78% |
| Bank of Maharashtra | Financial | Equity | 0.78% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.72% |
| Blue Star Ltd | Industrials | Equity | 0.70% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.47% |
| Tata Chemicals Ltd | Materials | Equity | 0.41% |
| Honeywell Automation India Ltd | Technology | Equity | 0.40% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.40% |
| BEML Ltd | Industrials | Equity | 0.39% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.30% |
| BLUE STAR LTD.-OCT2026 | Industrials | Futures | 0.28% |
| Cummins India Ltd | Industrials | Equity | 0.15% |
| GSPL Transmission Ltd | Energy & Utilities | Equity | 0.02% |
| Cash Margin | Unspecified | Cash Margin | 0.01% |
| Net Payables | Unspecified | Net Payables | -1.26% |
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 | +10.4% | +10.4% | +12.9% | +17.0% |
| Category average (Equity Large & MidCap) | +10.0% | +8.3% | +11.9% | +17.1% |
| Rank (Equity Large & MidCap) | 15 | 9 | 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) | |
|---|---|---|---|---|
 | -4.21% | +18.27% | 12,177.86 | |
 | -3.67% | +17.95% | 19,832.31 | |
 | -5.95% | +14.60% | 20,650.23 | |
 | -9.07% | +11.91% | 7,410.61 | |
 | -12.07% | +11.02% | 31,628.20 | |
| 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 ₹5,92,379 Cr and the Latest NAV as of 23 Oct 2026 is ₹322.06.
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₹5,92,379.05 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,