Kotak Large Cap Fund - Direct - Growth
Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
12.41%
Expense Ratio
0.63%
as of 01/03/2026
AUM
₹2,740.88 Cr
Qtr End: Mar 26
NAV
₹662.425
as of 17/07/2026
3Y Returns (CAGR)
12.41%
Expense Ratio
0.63%
as of 01/03/2026
AUM
₹2,740.88 Cr
Qtr End: Mar 26
NAV
₹662.425
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.23% | 4.99% | 12.46% |
| 6M | -2.12% | -4.20% | 17.09% |
| 1Y | -0.02% | -0.02% | 13.45% |
| 3Y | 42.04% | 12.41% | 13.19% |
| 5Y | 68.65% | 11.02% | 13.62% |
Scheme Details
- Launch Date
- 22/12/1998
- Fund Age
- 27.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large Cap Fund (Equity Scheme)
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