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Kotak Large & Midcap Fund Direct Growth
+16.90%
3Y annualised
-0.02% 1D
NAV: 19 Jun '26
₹404.88
Min. for SIP
₹100
Fund size (AUM)
₹30,126.86 Cr
Expense ratio
0.57%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,467 | +2.44% | |
| 3 years | ₹1,80,000 | ₹2,07,592 | +15.33% | |
| 5 years | ₹3,00,000 | ₹4,27,860 | +42.62% | |
| 10 years | ₹6,00,000 | ₹14,20,358 | +136.73% |
Holdings (73)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.82% |
| State Bank of India | Financial | Equity | 4.00% |
| Bharat Electronics Ltd | Industrials | Equity | 3.82% |
| Zomato Ltd | Technology | Equity | 2.99% |
| ICICI Bank Ltd | Financial | Equity | 2.92% |
| BSE Ltd | Financial | Equity | 2.75% |
| Axis Bank Ltd | Financial | Equity | 2.65% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.50% |
| Bharti Airtel Ltd | Technology | Equity | 2.31% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.21% |
| Ashok Leyland Ltd | Industrials | Equity | 2.17% |
| Linde India Ltd | Materials | Equity | 2.15% |
| Jindal Steel & Power Ltd | Materials | Equity | 2.08% |
| Bajaj Finance Ltd | Financial | Equity | 2.03% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.99% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.91% |
| Coromandel International Ltd | Materials | Equity | 1.86% |
| Biocon Ltd | Healthcare | Equity | 1.85% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.83% |
| Cummins India Ltd | Industrials | Equity | 1.76% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.73% |
| Indian Bank | Financial | Equity | 1.66% |
| Mphasis Ltd | Technology | Equity | 1.66% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.58% |
| SRF Ltd | Materials | Equity | 1.58% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.58% |
| Tech Mahindra Ltd | Technology | Equity | 1.58% |
| Indusind Bank Ltd | Financial | Equity | 1.52% |
| Repo | Unspecified | Repo | 1.48% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.45% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.42% |
| ABB India Ltd | Industrials | Equity | 1.38% |
| Ultratech Cement Ltd | Materials | Equity | 1.33% |
| Dalmia Bharat Ltd | Materials | Equity | 1.29% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.28% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 1.24% |
| Infosys Ltd | Technology | Equity | 1.22% |
| Schaeffler India Ltd | Industrials | Equity | 1.16% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 1.16% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.13% |
| NTPC Ltd | Energy & Utilities | Equity | 1.09% |
| JK Cement Ltd | Materials | Equity | 1.07% |
| Astra Microwave Products Ltd | Technology | Equity | 1.07% |
| Blue Star Ltd | Industrials | Equity | 1.05% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.03% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.02% |
| The India Cements Ltd | Materials | Equity | 0.97% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.94% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.92% |
| United Spirits Ltd | Consumer Staples | Equity | 0.92% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.87% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.86% |
| Voltas Ltd | Industrials | Equity | 0.83% |
| Crisil Ltd | Industrials | Equity | 0.82% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 0.81% |
| Bank of Maharashtra | Financial | Equity | 0.79% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.79% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.69% |
| Swiggy Ltd. | Technology | Equity | 0.60% |
| Tata Chemicals Ltd | Materials | Equity | 0.52% |
| Thermax Ltd | Industrials | Equity | 0.50% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.49% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.45% |
| Honeywell Automation India Ltd | Technology | Equity | 0.44% |
| Sun TV Network Ltd | Consumer Discretionary | Equity | 0.40% |
| One 97 Communications Ltd | Industrials | Equity | 0.37% |
| BEML Ltd | Industrials | Equity | 0.34% |
| Infosys Limited June 2026 Futures | Technology | Futures | 0.32% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.30% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.23% |
| OBEROI REALTY LTD-JUN2026 | Real Estate | Futures | 0.12% |
| VOLTAS LTD.-JUN2026 | Industrials | Futures | 0.00% |
| Net Payables | Unspecified | Net Payables | -0.66% |
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 | +16.9% | +16.1% | +16.8% | +16.6% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 12 | 11 | 4 | -- |
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) | |
|---|---|---|---|---|
 | +12.14% | +25.37% | 17,420.43 | |
 | +8.45% | +22.40% | 17,460.93 | |
 | +4.20% | +18.89% | 30,146.91 | |
 | +5.50% | +18.36% | 7,232.87 | |
 | +3.05% | +18.18% | 17,370.37 | |
| 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 ₹5,85,946 Cr and the Latest NAV as of 19 Jun 2026 is ₹404.88.
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
;
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₹5,85,945.71 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,