Kotak Large & Midcap Fund

Equity: Large & Mid Cap | Growth

5Y CAGR

+14.29%

Fund Size

₹31,262.73 Cr

Min. Investment

₹100

Score

68%

QUICK FUND SUMMARY

Kotak Large & Midcap Fund Growth is an equity mutual fund managing assets worth ₹31,262.73 Cr. The current NAV is ₹352.31 as of Jul 14. It has delivered a 5-year CAGR of 14.29%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., Bharat Electronics Ltd., Eternal Ltd., ICICI Bank Ltd. and State Bank of India.

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Kotak Large & Midcap Fund Details

Fund Size

₹31,262.73 Cr

Type

Equity: Large & Mid Cap

Minimum Investment

₹100

NAV (Jul 14)

₹352.31

Plan Type

Regular

Launch Date

09 Sep 2004

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.6522%

Withdrawal Charge

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Kotak Large & Midcap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Kotak Large & Midcap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Kotak Large & Midcap Fund
+3.44%+15.24%+14.29%
ICICI Prudential Large & Mid Cap Fund
+3.57%+17.39%+17.39%
HDFC Large and Mid Cap Fund
+1.60%+15.48%+15.79%
UTI Large & Mid Cap Fund
+3.14%+17.43%+15.19%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹914

Your Total Value could have reached:

₹4,514

Kotak Large & Midcap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Kotak Large & Midcap Fund

Kotak Large & Midcap Fund is a Growth Equity mutual fund managed by Kotak Mutual Fund. It follows a Medium Value Momentum Quality investment strategy. The fund is rated 68/100 on the CRISP scale.

The current NAV of Kotak Large & Midcap Fund is ₹352.31 as of Jul 14.

You can invest in Kotak Large & Midcap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Kotak Large & Midcap Fund is ₹100.

The expense ratio of Kotak Large & Midcap Fund is 1.65%.

Kotak Large & Midcap Fund has an exit load as follows: exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Kotak Large & Midcap Fund has a CRISP Score of 68/100, indicating High consistency, relative risk within the acceptable range, investment style Medium on Value, Momentum, and Quality factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on Kotak Large & Midcap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.