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Kotak Large & Midcap Fund Growth
+15.01%
3Y annualised
+0.05% 1D
NAV: 16 Jul '26
₹354.48
Min. for SIP
₹100
Fund size (AUM)
₹31,262.73 Cr
Expense ratio
1.65%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,934 | +3.22% | |
| 3 years | ₹1,80,000 | ₹2,04,597 | +13.66% | |
| 5 years | ₹3,00,000 | ₹4,16,431 | +38.81% | |
| 10 years | ₹6,00,000 | ₹13,29,310 | +121.55% |
Holdings (69)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.98% |
| State Bank of India | Financial | Equity | 4.11% |
| Bharat Electronics Ltd | Industrials | Equity | 3.69% |
| ICICI Bank Ltd | Financial | Equity | 3.08% |
| Zomato Ltd | Technology | Equity | 3.05% |
| Axis Bank Ltd | Financial | Equity | 2.67% |
| BSE Ltd | Financial | Equity | 2.47% |
| Repo | Unspecified | Repo | 2.47% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.45% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.33% |
| Bharti Airtel Ltd | Technology | Equity | 2.25% |
| Bajaj Finance Ltd | Financial | Equity | 2.17% |
| Linde India Ltd | Materials | Equity | 2.16% |
| Ashok Leyland Ltd | Industrials | Equity | 2.12% |
| Coromandel International Ltd | Materials | Equity | 2.05% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.91% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.88% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.83% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.77% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.76% |
| Biocon Ltd | Healthcare | Equity | 1.74% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.64% |
| Cummins India Ltd | Industrials | Equity | 1.63% |
| Indian Bank | Financial | Equity | 1.57% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.54% |
| SRF Ltd | Materials | Equity | 1.53% |
| Mphasis Ltd | Technology | Equity | 1.52% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.49% |
| Indusind Bank Ltd | Financial | Equity | 1.48% |
| Tech Mahindra Ltd | Technology | Equity | 1.44% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.44% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.37% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 1.31% |
| Astra Microwave Products Ltd | Technology | Equity | 1.30% |
| Infosys Ltd | Technology | Equity | 1.28% |
| Ultratech Cement Ltd | Materials | Equity | 1.26% |
| Schaeffler India Ltd | Industrials | Equity | 1.24% |
| ABB India Ltd | Industrials | Equity | 1.23% |
| Dalmia Bharat Ltd | Materials | Equity | 1.21% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.20% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.14% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 1.10% |
| JK Cement Ltd | Materials | Equity | 1.09% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.09% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.08% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.05% |
| Blue Star Ltd | Industrials | Equity | 1.04% |
| NTPC Ltd | Energy & Utilities | Equity | 0.97% |
| The India Cements Ltd | Materials | Equity | 0.94% |
| United Spirits Ltd | Consumer Staples | Equity | 0.94% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.92% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.91% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.91% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.90% |
| Bank of Maharashtra | Financial | Equity | 0.88% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 0.86% |
| Crisil Ltd | Industrials | Equity | 0.82% |
| Voltas Ltd | Industrials | Equity | 0.82% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.70% |
| Swiggy Ltd. | Technology | Equity | 0.54% |
| Honeywell Automation India Ltd | Technology | Equity | 0.47% |
| Tata Chemicals Ltd | Materials | Equity | 0.47% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.45% |
| Sun TV Network Ltd | Consumer Discretionary | Equity | 0.40% |
| One 97 Communications Ltd | Industrials | Equity | 0.37% |
| BEML Ltd | Industrials | Equity | 0.34% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.29% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.15% |
| 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 | +15.0% | +14.2% | +15.0% | +17.7% |
| 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
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) | |
|---|---|---|---|---|
 | +3.73% | +19.08% | 18,783.25 | |
 | +3.05% | +17.02% | 30,971.14 | |
 | +1.53% | +16.70% | 7,459.12 | |
 | +1.25% | +16.69% | 6,217.83 | |
 | +4.00% | +14.26% | 40,849.93 | |
| Compare | ||||
Fund management
HUHarsha UpadhyayaAug 2012 - PresentView details
HU
Harsha Upadhyaya
Aug 2012 - Present
View details
About Kotak Large & Midcap Fund Growth
Kotak Large & Midcap 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 & Midcap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,84,950 Cr and the Latest NAV as of 16 Jul 2026 is ₹354.48.
The Kotak Large & Midcap 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₹5,84,949.80 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,