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Kotak Large & Midcap Fund Direct Growth
Equity
Large & MidCap
Very High Risk
+21.26%
3Y annualised
+0.05% 1D
NAV: 07 Jan '26
₹411.46
Min. SIP amount
₹100
Fund size
₹29,515.91 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 | ₹65,051 | +8.42% | |
| 3 years | ₹1,80,000 | ₹2,28,962 | +27.20% | |
| 5 years | ₹3,00,000 | ₹4,67,454 | +55.82% | |
| 10 years | ₹6,00,000 | ₹15,51,027 | +158.50% |
Holdings (67)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.56% |
| State Bank of India | Financial | Equity | 4.08% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 3.85% |
| Eternal Ltd. | Services | Equity | 3.51% |
| ICICI Bank Ltd. | Financial | Equity | 3.24% |
| Infosys Ltd. | Technology | Equity | 2.95% |
| Axis Bank Ltd. | Financial | Equity | 2.65% |
| Coromandel International Ltd. | Chemicals | Equity | 2.58% |
| Bharti Airtel Ltd. | Communication | Equity | 2.56% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.52% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.51% |
| Bajaj Finance Ltd. | Financial | Equity | 2.34% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.17% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.14% |
| Mphasis Ltd. | Technology | Equity | 2.06% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.96% |
| Reliance Industries Ltd. | Energy | Equity | 1.88% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.81% |
| Indian Bank | Financial | Equity | 1.74% |
| Biocon Ltd. | Healthcare | Equity | 1.73% |
| SRF Ltd. | Chemicals | Equity | 1.71% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.63% |
| Bharat Forge Ltd. | Automobile | Equity | 1.63% |
| Linde India Ltd. | Chemicals | Equity | 1.62% |
| Tech Mahindra Ltd. | Technology | Equity | 1.62% |
| BSE Ltd. | Services | Equity | 1.55% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.51% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.49% |
| Shriram Finance Ltd | Financial | Equity | 1.42% |
| Cummins India Ltd. | Capital Goods | Equity | 1.35% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.29% |
| Ultratech Cement Ltd. | Construction | Equity | 1.28% |
| JK Cement Ltd. | Construction | Equity | 1.25% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.22% |
| Interglobe Aviation Ltd. | Services | Equity | 1.18% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.18% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.14% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.08% |
| Torrent Power Ltd. | Energy | Equity | 1.01% |
| ABB India Ltd. | Capital Goods | Equity | 0.99% |
| GAIL (India) Ltd. | Energy | Equity | 0.97% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.96% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 0.94% |
| Crisil Ltd. | Services | Equity | 0.92% |
| The India Cements Ltd. | Construction | Equity | 0.92% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.91% |
| Swiggy Ltd. | Services | Equity | 0.88% |
| Oberoi Realty Ltd. | Construction | Equity | 0.88% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.82% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.80% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.74% |
| Thermax Ltd. | Capital Goods | Equity | 0.68% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 0.64% |
| Petronet LNG Ltd. | Energy | Equity | 0.64% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.55% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.55% |
| Bosch Ltd. | Automobile | Equity | 0.48% |
| Astra Microwave Products Ltd. | Communication | Equity | 0.46% |
| Sun TV Network Ltd. | Services | Equity | 0.45% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.44% |
| Voltas Ltd. | Consumer Discretionary | Futures | 0.37% |
| BEML Ltd. | Capital Goods | Equity | 0.37% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.36% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.34% |
| Kotak Liquid - Plan A - Direct Plan-Growth | NA | Mutual Fund | 0.29% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 0.08% |
| Ashok Leyland Ltd. | Automobile | Futures | 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 | +21.3% | +19.7% | +17.8% | +17.4% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 11 | 10 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | -2.22% | +26.59% | 15,146.47 | |
Bandhan Large & Mid Cap Fund Direct Growth | +9.84% | +25.53% | 11,799.16 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +14.11% | +22.87% | 26,939.23 | |
Nippon India Vision Large & Mid Cap Direct Growth | +6.79% | +22.53% | 6,866.18 | |
SBI Large & Midcap Fund Direct Plan Growth | +12.97% | +19.74% | 37,044.60 | |
| 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 ₹5,78,901 Cr and the Latest NAV as of 07 Jan 2026 is ₹411.46.
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₹5,78,901.39 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,