Item: Kotak Large & Mid Cap Direct Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Large & Mid Cap Direct Growth

402.772 (1.082%)

NAV on September 18, 2026

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Blend

Total Assets 32,325 cr

Turnover Ratio 19.49%

Expense Ratio 0.66%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: Negative return: -2.55%
1Y: Positive return: 0.63%
3M: Negative return: -0.54%
3Y: Positive return: 13.06%
6M: Positive return: 4.17%
5Y: Positive return: 13.26%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since about 14 years)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 26.92

P/B Ratio 3.34

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

SECTOR WEIGHTINGS (%)

Financial 31.08%

Industrial 18.86%

Technology 7.2%

Basic Materials 10.66%

Consumer Cyclical 10.3%

Utilities Services 2.41%

Healthcare Services 10.78%

Energy Services 4.53%

Communication Services 2.23%

Consumer Defensive 1.02%

Real Estate 0.94%

INVESTMENT OBJECTIVE

The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The scheme will invest predominantly in a mix of large and mid cap stocks from various sectors, which look promising, based on the growth pattern in the economy. There is no assurance that the investment objective of the scheme will be achieved.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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Top Rated
Top Performing

Top Large & Mid Cap Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Motilal Oswal Large and Midcap Fund Direct Growth	₹ 41.167	7.44%	₹ 20,159 cr	0.89%	High
Invesco India Large&MidCap Fund Direct Plan Growth	₹ 131.160	6.46%	₹ 12,387 cr	0.55%	High
Bandhan Large & Mid Cap Fund Direct Plan Growth	₹ 165.863	3.44%	₹ 19,777 cr	1.23%	Average
Edelweiss Large & Mid Fund Direct Plan Growth Option	₹ 107.292	3.31%	₹ 4,942 cr	0.66%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	₹ 1156.320	0.34%	₹ 33,592 cr	1.16%	Below Average
HSBC Large and Mid Cap Fund Direct Growth	₹ 33.268	9.29%	₹ 5,931 cr	1.47%	Above Average
Kotak Large & Mid Cap Direct Growth	₹ 402.772	0.63%	₹ 32,325 cr	0.66%	Average

Best Large & Mid Cap Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Quant Large and Mid Cap Fund Growth Option Direct Plan	₹ 137.979	9.74%	₹ 3,487 cr	1.28%	High
Sundaram large and Mid Cap - Direct Plan - Growth Option	₹ 105.875	8.13%	₹ 7,544 cr	0.66%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	₹ 41.167	7.44%	₹ 20,159 cr	0.89%	High