DSP Large & Mid Cap Fund vs Kotak Large & Mid Cap Fund
Over the last 3 years, DSP Large & Mid Cap Fund returned 14.9% a year against 14.8% for Kotak Large & Mid Cap Fund (Direct plans). Kotak Large & Mid Cap Fund was the more consistent: ahead of its index in 90% of rolling 3-year periods, against 75%. They hold 27 stocks in common; the portfolio overlap is 38%. Data as of 12 Nov 2026.
| DSP Large & Mid Cap Fund | Kotak Large & Mid Cap Fund | |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | DSP Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark | Nifty Largemidcap 250 TRI | Nifty Largemidcap 250 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹21,825 cr | ₹30,171 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 0.80% | 0.66% |
| 1Y return | 0.3% | 3.4% |
| 3Y return (a year) | 14.9% | 14.8% |
| 5Y return (a year) | 12.2% | 13.6% |
| 3Y vs index | +1.6% | +1.6% |
| Rating score, rank | 38 · #19 of 26 | 49 · #13 of 26 |
| Regular plan | ||
| Rating | C | B |
| Expense ratio | 1.84% | 1.65% |
| 1Y return | -0.7% | 2.3% |
| 3Y return (a year) | 13.7% | 13.6% |
| 5Y return (a year) | 11.1% | 12.4% |
| 3Y vs index | +0.4% | +0.4% |
| Rating score, rank | 40 · #20 of 26 | 49 · #14 of 26 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 75% | 90% |
| Deepest fall, 3Y | -16.9% | -18.5% |
| Volatility, 3Y | 14.6% | 15.1% |
| Max fall, 5Y | -18.1% | -18.5% |
| Down capture, 3Y | 92 | 91 |
| Stocks held | 71 | 67 |
| Top 10 holdings | 37% | 30% |
| Large / mid / small caps | 57 / 37 / 3% | 49 / 40 / 8% |
| Largest sector | Banks | Banks |
Common questions
DSP Large & Mid Cap Fund or Kotak Large & Mid Cap Fund: which is better?
On our track-record ratings (Direct plans), DSP Large & Mid Cap Fund is rated B and Kotak Large & Mid Cap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
DSP Large & Mid Cap Fund or Kotak Large & Mid Cap Fund: which has done better?
Over the last 3 years, DSP Large & Mid Cap Fund returned 14.9% a year against 14.8% for Kotak Large & Mid Cap Fund (Direct plans).
How much do DSP Large & Mid Cap Fund and Kotak Large & Mid Cap Fund overlap?
They hold 27 stocks in common; the portfolio overlap is 38%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated large & mid cap funds this month · All large & mid cap funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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