Kotak Large & Midcap Fund - Direct - Growth
Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
16.00%
Expense Ratio
0.55%
as of 01/03/2026
AUM
₹7,359.2 Cr
Qtr End: Mar 26
NAV
₹412.747
as of 17/07/2026
3Y Returns (CAGR)
16.00%
Expense Ratio
0.55%
as of 01/03/2026
AUM
₹7,359.2 Cr
Qtr End: Mar 26
NAV
₹412.747
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 | 2.76% | 11.51% | 13.99% |
| 6M | 2.02% | 4.08% | 19.32% |
| 1Y | 4.17% | 4.17% | 15.27% |
| 3Y | 56.09% | 16.00% | 15.09% |
| 5Y | 101.61% | 15.05% | 14.69% |
Scheme Details
- Launch Date
- 10/09/2004
- Fund Age
- 21.8 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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