MF
MFGenie.ai
Large Capregularidcw

Kotak Large Cap Fund - Payout of Income Distribution cumcapital withdrawal option

Kotak Mahindra Mutual Fund

₹71.6930

0.82 (+1.16%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 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)+7.39%
Since Inception (Jan 2011)+4.37%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-14.55%
3 Year SIP+2.08%
5 Year SIP+6.82%
Since Inception (Jan 2011)+6.93%

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optionidcw
Min SIP₹100
Min Lumpsum₹100
Launch Date03 Jan 2011
AMFI Code114457

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Kotak Large Cap Fund - Payout of Income Distribution cumcapital withdrawal option 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 - Payout of Income Distribution cumcapital withdrawal option is a Large Cap mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 15 years.

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