Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.87%
1 Month-12.19%
3 Months-10.39%
6 Months-7.79%
1 Year+0.44%
3 Years (CAGR)+15.39%
5 Years (CAGR)+13.57%
10 Years (CAGR)+14.91%
Since Inception (Apr 2006)+13.13%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-11.11%
3 Year SIP+4.63%
5 Year SIP+10.28%
Since Inception (Apr 2006)+13.91%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹30,712 Cr
Expense Ratio1.57%
Min SIP₹100
Min Lumpsum₹100
Launch Date03 Apr 2006
AMFI Code103234
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 & Midcap Fund - Growth-Regular seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Kotak Large & Midcap Fund - Growth-Regular is a Large & Mid Cap mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹30,712 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.57%.
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