Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.66%
1 Month-11.63%
3 Months-12.83%
6 Months-9.10%
1 Year-2.95%
3 Years (CAGR)+11.49%
5 Years (CAGR)+10.16%
10 Years (CAGR)+12.03%
Since Inception (Jan 2011)+10.67%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.55%
3 Year SIP+2.08%
5 Year SIP+6.82%
Since Inception (Jan 2011)+11.88%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹10,925 Cr
Expense Ratio1.73%
Min SIP₹100
Min Lumpsum₹100
Launch Date03 Jan 2011
AMFI Code114458
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Large Cap Fund - Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
About This Fund
Kotak Large Cap Fund - Growth is a Large Cap mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹10,925 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.73%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations