Kotak Large & Mid Cap Fund - Direct - Growth
Equity Schemes by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
12.86%
Expense Ratio
0.55%
as of 01/03/2026
AUM
₹7,568.42 Cr
Qtr End: Jun 26
NAV
₹384.93
as of 14/10/2026
3Y Returns (CAGR)
12.86%
Expense Ratio
0.55%
as of 01/03/2026
AUM
₹7,568.42 Cr
Qtr End: Jun 26
NAV
₹384.93
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -6.74% | -24.35% | 11.72% |
| 6M | -3.99% | -7.82% | 13.00% |
| 1Y | -4.74% | -4.74% | 15.67% |
| 3Y | 43.75% | 12.86% | 15.21% |
| 5Y | 74.64% | 11.80% | 14.70% |
Scheme Details
- Launch Date
- 10/09/2004
- Fund Age
- 22.1 years
- Minimum Investment
- ₹1,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large & Mid Cap Fund (Equity Scheme)
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