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Kotak Large & Midcap Fund Direct Growth
+18.37%
3Y annualised
-2.40% 1D
NAV: 27 Mar '26
₹370.23
Min. for SIP
₹100
Fund size (AUM)
₹30,712.48 Cr
Expense ratio
0.55%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,441 | -4.26% | |
| 3 years | ₹1,80,000 | ₹1,98,691 | +10.38% | |
| 5 years | ₹3,00,000 | ₹4,06,248 | +35.42% | |
| 10 years | ₹6,00,000 | ₹13,47,232 | +124.54% |
Holdings (70)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.64% |
| State Bank of India | Financial | Equity | 4.89% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 4.05% |
| ICICI Bank Ltd. | Financial | Equity | 3.14% |
| Eternal Ltd. | Services | Equity | 2.81% |
| Axis Bank Ltd. | Financial | Equity | 2.79% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.58% |
| Bharti Airtel Ltd. | Communication | Equity | 2.33% |
| Coromandel International Ltd. | Chemicals | Equity | 2.31% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.28% |
| Infosys Ltd. | Technology | Equity | 2.26% |
| Bajaj Finance Ltd. | Financial | Equity | 2.19% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.15% |
| Bharat Forge Ltd. | Automobile | Equity | 2.12% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.11% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.00% |
| Indian Bank | Financial | Equity | 1.94% |
| Shriram Finance Ltd | Financial | Equity | 1.83% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.81% |
| Linde India Ltd. | Chemicals | Equity | 1.79% |
| BSE Ltd. | Services | Equity | 1.76% |
| Biocon Ltd. | Healthcare | Equity | 1.65% |
| Mphasis Ltd. | Technology | Equity | 1.65% |
| Reliance Industries Ltd. | Energy | Equity | 1.63% |
| SRF Ltd. | Chemicals | Equity | 1.46% |
| Ultratech Cement Ltd. | Construction | Equity | 1.44% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.44% |
| Cummins India Ltd. | Capital Goods | Equity | 1.44% |
| Tech Mahindra Ltd. | Technology | Equity | 1.41% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.40% |
| Indusind Bank Ltd. | Financial | Equity | 1.40% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.38% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.27% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.26% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.25% |
| Torrent Power Ltd. | Energy | Equity | 1.22% |
| JK Cement Ltd. | Construction | Equity | 1.20% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.19% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.17% |
| ABB India Ltd. | Capital Goods | Equity | 1.14% |
| Interglobe Aviation Ltd. | Services | Equity | 1.10% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.99% |
| The India Cements Ltd. | Construction | Equity | 0.99% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.98% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.97% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.96% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 0.92% |
| Crisil Ltd. | Services | Equity | 0.89% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.76% |
| Ashok Leyland Ltd. | Automobile | Futures | 0.74% |
| Bank of Maharashtra | Financial | Equity | 0.73% |
| Piramal Finance Ltd. | Financial | Equity | 0.70% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.69% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 0.65% |
| Swiggy Ltd. | Services | Equity | 0.58% |
| Astra Microwave Products Ltd. | Communication | Equity | 0.56% |
| Thermax Ltd. | Capital Goods | Equity | 0.56% |
| Petronet LNG Ltd. | Energy | Equity | 0.53% |
| Sun TV Network Ltd. | Services | Equity | 0.51% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.49% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.48% |
| Bosch Ltd. | Automobile | Equity | 0.47% |
| Oberoi Realty Ltd. | Construction | Equity | 0.47% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.37% |
| BEML Ltd. | Capital Goods | Equity | 0.33% |
| Oberoi Realty Ltd. | Construction | Futures | 0.32% |
| Kotak Liquid - Plan A - Direct Plan-Growth | -- | Mutual Fund | 0.29% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.23% |
| Swiggy Ltd. | Services | Futures | 0.10% |
| Voltas Ltd. | Consumer Discretionary | Futures | 0.06% |
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 | +18.4% | +16.2% | +16.5% | +16.1% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 12 | 9 | 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) | |
|---|---|---|---|---|
Invesco India Large & Mid Cap Fund Direct Growth | +3.44% | +23.23% | 9,392.05 | |
Bandhan Large & Mid Cap Fund Direct Growth | +3.84% | +22.99% | 14,780.40 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +2.22% | +20.02% | 28,505.90 | |
Nippon India Vision Large & Mid Cap Direct Growth | -0.32% | +19.34% | 6,962.81 | |
SBI Large & Midcap Fund Direct Plan Growth | +5.77% | +17.91% | 38,765.94 | |
| 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 ₹5,95,414 Cr and the Latest NAV as of 27 Mar 2026 is ₹370.23.
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₹5,95,413.81 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,