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Kotak Large & Midcap Fund
Fund Overview
| AUM (Fund size) | ₹29,516 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 21 yrs 3 m since Jul 27, 2004 |
| Benchmark | Nifty Large Midcap 250 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.57% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Large & Midcap Fund | 0.37% | 5.81% | 5.49% | 18.83% | 19.91% | 15.93% |
| ICICI Prudential Large & Mid Cap Fund | 0.74% | 5.71% | 12.16% | 21.16% | 25.01% | 16.5% |
| Bandhan Large & Mid Cap Fund | 0.91% | 7.3% | 8.46% | 23.23% | 23.32% | 16.58% |
| HDFC Large and Mid Cap Fund | 0.13% | 5.08% | 6.0% | 19.96% | 23.71% | 15.17% |
| Motilal Oswal Large and Midcap Fund | -2.21% | 4.0% | 4.77% | 25.89% | 25.05% | 12.85% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Large & Midcap Fund | 12.77 | 0.93 | 0.93 | 1.25 |
| ICICI Prudential Large & Mid Cap Fund | 11.69 | 0.87 | 1.18 | 1.73 |
| Bandhan Large & Mid Cap Fund | 13.31 | 0.98 | 1.20 | 1.66 |
| HDFC Large and Mid Cap Fund | 13.90 | 1.05 | 0.98 | 1.43 |
| Motilal Oswal Large and Midcap Fund | 18.32 | 1.13 | 1.09 | 1.18 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Large & Midcap Fund | 29,516 Cr | 21 yrs 3 m | 1.57% |
| ICICI Prudential Large & Mid Cap Fund | 25,753 Cr | 27 yrs 5 m | 1.64% |
| Bandhan Large & Mid Cap Fund | 11,799 Cr | 20 yrs 4 m | 1.71% |
| HDFC Large and Mid Cap Fund | 28,487 Cr | 31 yrs 10 m | 1.63% |
| Motilal Oswal Large and Midcap Fund | 14,870 Cr | 6 yrs 1 m | 1.7% |