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Kotak Large & Midcap Fund Direct Growth
+19.91%
3Y annualised
+0.87% 1D
NAV: 17 Apr '26
₹400.93
Min. for SIP
₹100
Fund size (AUM)
₹27,372.55 Cr
Expense ratio
0.55%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,421 | +2.37% | |
| 3 years | ₹1,80,000 | ₹2,11,830 | +17.68% | |
| 5 years | ₹3,00,000 | ₹4,35,186 | +45.06% | |
| 10 years | ₹6,00,000 | ₹14,44,274 | +140.71% |
Holdings (72)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.21% |
| State Bank of India | Financial | Equity | 4.47% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 4.10% |
| ICICI Bank Ltd. | Financial | Equity | 3.08% |
| Eternal Ltd. | Services | Equity | 2.93% |
| Axis Bank Ltd. | Financial | Equity | 2.63% |
| Bharti Airtel Ltd. | Communication | Equity | 2.47% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.37% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.36% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.27% |
| Coromandel International Ltd. | Chemicals | Equity | 2.23% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.11% |
| Bharat Forge Ltd. | Automobile | Equity | 2.08% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.05% |
| Linde India Ltd. | Chemicals | Equity | 2.04% |
| Bajaj Finance Ltd. | Financial | Equity | 1.98% |
| BSE Ltd. | Services | Equity | 1.96% |
| Indian Bank | Financial | Equity | 1.85% |
| Reliance Industries Ltd. | Energy | Equity | 1.77% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.72% |
| Biocon Ltd. | Healthcare | Equity | 1.71% |
| Infosys Ltd. | Technology | Equity | 1.66% |
| Shriram Finance Ltd | Financial | Equity | 1.66% |
| Mphasis Ltd. | Technology | Equity | 1.65% |
| Tech Mahindra Ltd. | Technology | Equity | 1.62% |
| SRF Ltd. | Chemicals | Equity | 1.56% |
| Cummins India Ltd. | Capital Goods | Equity | 1.48% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.47% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.45% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.43% |
| Indusind Bank Ltd. | Financial | Equity | 1.37% |
| Ultratech Cement Ltd. | Construction | Equity | 1.37% |
| Piramal Finance Ltd. | Financial | Equity | 1.37% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.31% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.30% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.25% |
| ABB India Ltd. | Capital Goods | Equity | 1.25% |
| JK Cement Ltd. | Construction | Equity | 1.21% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.18% |
| Torrent Power Ltd. | Energy | Equity | 1.14% |
| Interglobe Aviation Ltd. | Services | Equity | 1.01% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.98% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.98% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.97% |
| The India Cements Ltd. | Construction | Equity | 0.95% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.94% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 0.92% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.90% |
| Crisil Ltd. | Services | Equity | 0.86% |
| Infosys Ltd. | Technology | Futures | 0.77% |
| Astra Microwave Products Ltd. | Communication | Equity | 0.69% |
| Bank of Maharashtra | Financial | Equity | 0.67% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 0.62% |
| Swiggy Ltd. | Services | Equity | 0.58% |
| Oberoi Realty Ltd. | Construction | Futures | 0.57% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.55% |
| Thermax Ltd. | Capital Goods | Equity | 0.54% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.51% |
| Sun TV Network Ltd. | Services | Equity | 0.50% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.45% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.44% |
| Petronet LNG Ltd. | Energy | Equity | 0.41% |
| Voltas Ltd. | Consumer Discretionary | Futures | 0.37% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.36% |
| Kotak Liquid - Plan A - Direct Plan-Growth | -- | Mutual Fund | 0.32% |
| BEML Ltd. | Capital Goods | Equity | 0.30% |
| Oberoi Realty Ltd. | Construction | Equity | 0.26% |
| Bosch Ltd. | Automobile | Equity | 0.21% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.19% |
| One97 Communications Ltd. | Services | Equity | 0.18% |
| Swiggy Ltd. | Services | Futures | 0.08% |
| Petronet LNG Ltd. | Energy | Futures | 0.04% |
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 | +19.9% | +17.6% | +17.1% | +16.7% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 11 | 10 | 5 | -- |
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 | +18.25% | +27.68% | 13,995.29 | |
Bandhan Large & Mid Cap Fund Direct Growth | +11.39% | +25.15% | 14,108.57 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +9.35% | +22.21% | 27,004.55 | |
Nippon India Vision Large & Mid Cap Direct Growth | +7.68% | +21.26% | 6,299.19 | |
DSP Large & Mid Cap Fund Direct Plan Growth | +6.33% | +20.95% | 15,780.10 | |
| 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 ₹5,36,924 Cr and the Latest NAV as of 17 Apr 2026 is ₹400.93.
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₹5,36,924.01 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,