HU
Harsha UpadhyayaFund Manager Since 4 Aug 2012
EquityLarge & Mid-Cap
Kotak Large & Midcap Direct Growth
3Y Annualised
19.65%
0.84% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.87%
0.84% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 10 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹29961.44 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
84th
Kotak Large & Midcap Direct Growth
-0.87%
Fund Managers
About Kotak Large & Midcap Direct Growth
Kotak Large & Midcap Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Kotak Large & Midcap Direct Growth has ₹29961.44 Cr worth of assets under management (AUM) as of Sun Dec 21 2025. The latest Net Asset Value (NAV) of Kotak Large & Midcap Direct Growth as of Fri Dec 19 2025 is ₹403.497. The fund has an expense ratio of 0.53%, which is medium comparable to most other Equity funds.
Kotak Large & Midcap Direct Growth returns for the last 1 year are 4.47%. Since launch, it has delivered 17.34% average annual returns.
The Kotak Large & Midcap Direct Growth has the majority of its money invested in Financial Services, Industrials, Consumer Cyclical, Technology, Basic Materials, Communication Services sectors.
Top 5 Holdings of Kotak Large & Midcap Direct Growth.
- HDFC Bank Ltd: 6.56%
- State Bank of India: 4.08%
- Bharat Electronics Ltd: 3.85%
- Eternal Ltd: 3.51%
- ICICI Bank Ltd: 3.24%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | null |
Tax Implications of Kotak Large & Midcap Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
Kotak Nifty PSU Bank ETF
EquitySector - Financial Services
3Y CAGR
24.73%
expense ratio
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fund size
₹2190.03 Cr
Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
15.93%
expense ratio
0.62%
fund size
₹6515.84 Cr
Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
8.94%
expense ratio
0.67%
fund size
₹2082.53 Cr
Kotak Medium Term Regular Growth
Fixed IncomeMedium Duration
3Y CAGR
7.89%
expense ratio
1.63%
fund size
₹2082.53 Cr
Kotak Large & Midcap Direct Growth
EquityLarge & Mid-Cap
3Y CAGR
19.65%
expense ratio
0.53%
fund size
₹29961.44 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
