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.
Review
Delivers good overall results with strong returns, though consistency is weaker.
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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Track Record
Recent Performance
+40%
+20%
0%
-10%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Oct '18
Mar '20
Jun '22
Feb '25
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
20 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|3 mth
Slowest recovery
44 mth|61 mth
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
FAQs
Is Kotak Large & Midcap Fund a good mutual fund?
Kotak Large & Midcap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 18%
•
Risk of earning less than FD returns has been Low
•
Performance consistency has been Average
Compared with other funds in the Large & Mid Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
Should I invest in Kotak Large & Midcap Fund?
If you're looking for a Large & Mid Cap Fund fund, Kotak Large & Midcap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
Is Kotak Large & Midcap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Kotak Large & Midcap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 9% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Kotak Large & Midcap Fund?
Yes.
Like all equity mutual funds, Kotak Large & Midcap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Kotak Large & Midcap Fund?
Historically, investors holding Kotak Large & Midcap Fund for 5+ years experienced:
•
Typical returns around 18% p.a.
•
Best represented by recent returns of 16% p.a.
•
Worst historical outcome of 2% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Kotak Large & Midcap Fund?
Kotak Large & Midcap Fund has a Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 9%
•
Average fall during major market declines: 21%
•
Average recovery time: 20 months
How does Kotak Large & Midcap Fund perform during market crashes?
During major market declines, Kotak Large & Midcap Fund has historically fallen around 21% compared with 22% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Kotak Large & Midcap Fund take to recover after a fall?
Historically, Kotak Large & Midcap Fund has taken around 20 months to recover from major market declines.
The benchmark recovered in approximately 22 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Kotak Large & Midcap Fund?
Kotak Large & Midcap Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Large & Mid Cap Fund funds
Who should avoid Kotak Large & Midcap Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Kotak Large & Midcap Fund suitable for SIP investing?
Kotak Large & Midcap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Kotak Large & Midcap Fund earns less than a fixed deposit?
Historically, investors holding Kotak Large & Midcap Fund for 3 years earned less than FD returns in approximately 9% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Kotak Large & Midcap Fund?
Kotak Large & Midcap Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 30%
•
Bottom performer: 14%
Is the extra return from Kotak Large & Midcap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Kotak Large & Midcap Fund delivered Good risk-adjusted returns compared with similar funds.
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