Item: Kotak Large & Midcap Direct Growth
Rating: 5
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Large & Midcap Direct Growth

379.335 (2.037%)

NAV on March 25, 2026

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 30,712 cr

Turnover Ratio 19.49%

Expense Ratio 0.55%

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

Returns

1M: -8.41%
1Y: 6.22%
3M: -6.66%
3Y: 19.29%
6M: -3.45%
5Y: 17.06%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since over 13 years)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 24.96

P/B Ratio 3.48

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

SECTOR WEIGHTINGS (%)

Financial 30.87%

Industrial 17.49%

Technology 6.02%

Basic Materials 12.04%

Consumer Cyclical 12.88%

Utilities Services 2.68%

Healthcare Services 7.68%

Energy Services 5.48%

Communication Services 2.90%

Consumer Defensive 1.48%

Real Estate 0.48%

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.

View Factsheet

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	34.109	7.61%	15,017 cr	0.75%	High
Kotak Large & Midcap Direct Growth	379.335	6.22%	30,712 cr	0.55%	Below Average
Invesco India Large&MidCap Fund Direct Plan Growth	108.870	6.14%	9,392 cr	0.60%	Above Average
Bandhan Large & Mid Cap Fund Direct Plan Growth	149.904	6.03%	14,780 cr	0.54%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1080.530	4.41%	28,506 cr	0.77%	Low
DSP Large & Mid Cap Fund Direct Plan Growth	655.371	0.86%	17,653 cr	0.63%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.020	8.06%	4,706 cr	0.79%	High

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
HSBC Large and Mid Cap Fund Direct Growth	28.020	8.06%	4,706 cr	0.79%	High
Motilal Oswal Large and Midcap Fund Direct Growth	34.109	7.61%	15,017 cr	0.75%	High
Bank of India Large & Mid Cap Fund Direct Plan Growth	98.510	6.66%	456 cr	1.05%	Above Average
Kotak Large & Midcap Direct Growth	379.335	6.22%	30,712 cr	0.55%	Below Average
Invesco India Large&MidCap Fund Direct Plan Growth	108.870	6.14%	9,392 cr	0.6%	Above Average
Bandhan Large & Mid Cap Fund Direct Plan Growth	149.904	6.03%	14,780 cr	0.54%	Average
SBI Large & Midcap Fund Direct Growth	657.862	5.77%	38,766 cr	0.72%	Low