Kotak Large & Midcap Fund Direct growth

Equity • Large and Mid Cap • Direct growth

Top rated fund from 216 Large & Mid-Cap
Top rated fund

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₹1,000 invested for 5 years

Fund Info

Equity

Large and Mid Cap

Direct growth

Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹394.95
-0.7297% (-2.90)
AUM
₹27,655 Cr
Expense ratio
0.53%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Asset split
Equity98.66%
Cash1.34%
Debt0.00%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

23.88%
Industrials

Industrials

17.70%
Consumer Cyclical

Consumer Cyclical

14.21%
Basic Materials

Basic Materials

12.57%
Technology

Technology

8.45%

Fund House

Kotak Mahindra

Kotak Mahindra

Inc: 29 Dec 1998 • Total AUM: ₹4,68,354 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.

Fund Managers

Harsha Upadhyaya

Experience: 13.13 yrs • Total AUM: 5,51,312 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.