QUICK FUND SUMMARY
Kotak Large & Midcap Fund Growth is an equity mutual fund managing assets worth ₹30,126.86 Cr. The current NAV is ₹349.37 as of Jun 19. It has delivered a 5-year CAGR of 14.80%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., Bharat Electronics Ltd., Eternal Ltd., ICICI Bank Ltd. and State Bank of India.
Kotak Large & Midcap Fund Details
Fund Size Amount of money that is currently invested in this fund | ₹30,126.86 Cr |
Type | Equity: Large & Mid Cap |
Minimum Investment | ₹100 |
NAV (Jun 19) NAV or Net Assest Value is the price at which you can buy or sell the units of a Mutual Fund. Most Mutual Funds declare NAV for their schemes at the end of the working day | ₹349.37 |
Plan Type | Regular |
Launch Date It is the date when the fund was opened for investors for the first time | 09 Sep 2004 |
Lock in Period The period during which the units cannot be sold or redeemed by the investor. The Lock in period starts from the day the units have been allocated | 0 days |
Plan Option | Growth |
Expense Ratio The Asset Management Company(AMC) incurs many expenses for managing and running fund. These expenses are recovered by the AMC directly from the scheme and are called Expense Ratio | 1.59% |
Withdrawal Charge | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Kotak Large & Midcap Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
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Kotak Large & Midcap Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 Kotak Large & Midcap Fund | +5.09% | +15.65% | +14.80% |
 ICICI Prudential Large & Mid Cap Fund | +3.32% | +17.86% | +17.77% |
 HDFC Large and Mid Cap Fund | +2.56% | +15.96% | +16.07% |
 UTI Large & Mid Cap Fund | +3.89% | +18.37% | +15.73% |
Returns Calculator
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
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Your Total Value could have reached:
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Kotak Large & Midcap Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Kotak Large & Midcap Fund
What is Kotak Large & Midcap Fund?
Kotak Large & Midcap Fund is a Growth Equity mutual fund managed by Kotak Mutual Fund. It follows a Medium Value Momentum Quality investment strategy. The fund is rated 67/100 on the CRISP scale.
What is the current NAV of Kotak Large & Midcap Fund?
The current NAV of Kotak Large & Midcap Fund is ₹349.37 as of Jun 19.
How to invest in Kotak Large & Midcap Fund on share.market?
You can invest in Kotak Large & Midcap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
What is the minimum SIP amount for Kotak Large & Midcap Fund?
The minimum SIP amount for Kotak Large & Midcap Fund is ₹100.
What is the expense ratio of Kotak Large & Midcap Fund?
The expense ratio of Kotak Large & Midcap Fund is 1.59%.
What is the exit load of Kotak Large & Midcap Fund?
Kotak Large & Midcap Fund has an exit load as follows: exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
What is the CRISP analysis of Kotak Large & Midcap Fund?
Kotak Large & Midcap Fund has a CRISP Score of 67/100, indicating High consistency, relative risk within the acceptable range, investment style Medium on Value, Momentum, and Quality factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.
What are the tax implications of investing in Kotak Large & Midcap Fund?
Short-term capital gains (STCG) on Kotak Large & Midcap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.