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Kotak Large & Midcap Fund Direct Growth
Equity
Large & MidCap
Very High Risk
+21.40%
3Y annualised
+1.71% 1D
NAV: 28 Jan '26
₹402.07
Min. SIP amount
₹100
Fund size
₹30,038.59 Cr
Expense ratio
0.55%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,220 | +5.37% | |
| 3 years | ₹1,80,000 | ₹2,22,038 | +23.35% | |
| 5 years | ₹3,00,000 | ₹4,52,786 | +50.93% | |
| 10 years | ₹6,00,000 | ₹15,01,669 | +150.28% |
Holdings (70)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.43% |
| State Bank of India | Financial | Equity | 4.09% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 3.72% |
| Eternal Ltd. | Services | Equity | 3.24% |
| ICICI Bank Ltd. | Financial | Equity | 3.13% |
| Infosys Ltd. | Technology | Equity | 2.87% |
| Axis Bank Ltd. | Financial | Equity | 2.62% |
| Bharti Airtel Ltd. | Communication | Equity | 2.56% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.51% |
| Coromandel International Ltd. | Chemicals | Equity | 2.45% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.35% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.33% |
| Bajaj Finance Ltd. | Financial | Equity | 2.22% |
| Mphasis Ltd. | Technology | Equity | 2.04% |
| Reliance Industries Ltd. | Energy | Equity | 1.88% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.83% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.82% |
| SRF Ltd. | Chemicals | Equity | 1.79% |
| Shriram Finance Ltd | Financial | Equity | 1.72% |
| Biocon Ltd. | Healthcare | Equity | 1.70% |
| Tech Mahindra Ltd. | Technology | Equity | 1.69% |
| Indian Bank | Financial | Equity | 1.67% |
| Bharat Forge Ltd. | Automobile | Equity | 1.66% |
| Linde India Ltd. | Chemicals | Equity | 1.62% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.58% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.58% |
| BSE Ltd. | Services | Equity | 1.49% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.48% |
| Cummins India Ltd. | Capital Goods | Equity | 1.33% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.32% |
| Ultratech Cement Ltd. | Construction | Equity | 1.29% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.27% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.21% |
| JK Cement Ltd. | Construction | Equity | 1.20% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.19% |
| Ashok Leyland Ltd. | Automobile | Futures | 1.17% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.15% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.11% |
| Interglobe Aviation Ltd. | Services | Equity | 1.09% |
| The India Cements Ltd. | Construction | Equity | 1.09% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.06% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.06% |
| Torrent Power Ltd. | Energy | Equity | 1.00% |
| ABB India Ltd. | Capital Goods | Equity | 0.99% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 0.91% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.90% |
| Swiggy Ltd. | Services | Equity | 0.90% |
| Crisil Ltd. | Services | Equity | 0.90% |
| Oberoi Realty Ltd. | Construction | Equity | 0.89% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.88% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.82% |
| Thermax Ltd. | Capital Goods | Equity | 0.70% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.69% |
| GAIL (India) Ltd. | Energy | Equity | 0.65% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 0.64% |
| Petronet LNG Ltd. | Energy | Equity | 0.61% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.53% |
| Bank of Maharashtra | Financial | Equity | 0.50% |
| Astra Microwave Products Ltd. | Communication | Equity | 0.48% |
| Bosch Ltd. | Automobile | Equity | 0.48% |
| Sun TV Network Ltd. | Services | Equity | 0.47% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.46% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.40% |
| BEML Ltd. | Capital Goods | Equity | 0.37% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.31% |
| Kotak Liquid - Plan A - Direct Plan-Growth | NA | Mutual Fund | 0.29% |
| Indusind Bank Ltd. | Financial | Equity | 0.12% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 0.08% |
| Voltas Ltd. | Consumer Discretionary | Futures | 0.03% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.01% |
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 | +21.4% | +19.8% | +18.0% | +17.1% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 9 | 8 | 3 | -- |
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) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +11.89% | +25.39% | 15,055.38 | |
Bandhan Large & Mid Cap Fund Direct Growth | +14.72% | +24.75% | 13,635.77 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +13.53% | +21.99% | 27,744.57 | |
Nippon India Vision Large & Mid Cap Direct Growth | +11.18% | +21.99% | 6,896.30 | |
SBI Large & Midcap Fund Direct Plan Growth | +16.08% | +19.56% | 37,443.21 | |
| Compare | ||||
Fund management
HUHarsha UpadhyayaJan 2013 - PresentView details
HU
Harsha Upadhyaya
Jan 2013 - Present
View details
About Kotak Large & Midcap Fund Direct Growth
Kotak Large & Midcap Fund Direct 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 & Midcap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,69,913 Cr and the Latest NAV as of 28 Jan 2026 is ₹402.07.
The Kotak Large & Midcap Fund Direct 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₹5,69,913.46 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,