Kotak Large & Midcap Fund
Large & Mid Cap Fund
Launch Date: 10 Sept 2004
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Kotak Large & Midcap Fund
Large & Mid Cap Fund
Fund Health
Returns 📈
Typically 14-21% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Average
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Kotak Large & Midcap Fund | 18% | 17% | 9% | Average |
Mirae Asset Large & Midcap Fund | 19% | 16% | 5% | Good |
Bandhan Large & Mid Cap Fund | 17% | 22% | 12% | Good |
Nifty Largemid250 Benchmark | 17% | 18% | 10% | — |
Large & Mid Cap Fund Category Average | 17% | 17% | 12% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Details
AUM
₹6777 Cr
Expense Ratio
0.53%
Exit Load
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Minimum Amount
N/A
Fund Manager
FM 1 Mr. Harsha Upadhyaya
Fund House
Kotak Mahindra Asset Management Company Limited.
Launch Date
10 Sept 2004
Age
21 years
Category
Large & Mid Cap Fund
Benchmark
NIFTY LARGEMID250 TRI
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