Item: Kotak Large & Midcap Fund Growth
Rating: 4
Author: Morningstar

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

328.115 (2.034%)

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 1.57%

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

Returns

Min Investment 100

Fund Manager Harsha Upadhyaya (Since over 13 years)

ISIN INF174K01187

Fund Family Kotak

P/E Ratio 24.96

P/B Ratio 3.48

Launch Date September 09, 2004

Benchmark Nifty LargeMidcap 250 TR INR

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%

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

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