HDFC Large & Mid Cap Fund vs Kotak Large & Mid Cap Fund
Over the last 3 years, Kotak Large & Mid Cap Fund returned 14.4% a year against 13.6% for HDFC Large & Mid Cap Fund (Direct plans). Kotak Large & Mid Cap Fund costs less (0.66% a year, Direct). They hold 45 stocks in common; the portfolio overlap is 39%. Data as of 5 Nov 2026.
| HDFC Large & Mid Cap Fund | Kotak Large & Mid Cap Fund | |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | HDFC Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark (TRI) | Nifty Largemidcap 250 | Nifty Largemidcap 250 |
| Age | 12.4 years | 13.8 years |
| AUM | ₹29,864 cr | ₹31,891 cr |
| Direct plan | ||
| Rating | B | A |
| Expense ratio | 0.92% | 0.66% |
| 1Y return | -1.4% | 0.8% |
| 3Y return (a year) | 13.6% | 14.4% |
| 5Y return (a year) | 13.2% | 13.4% |
| 3Y vs index | +0.3% | +1.2% |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.61% | 1.65% |
| 1Y return | -2.2% | -0.2% |
| 3Y return (a year) | 12.7% | 13.2% |
| 5Y return (a year) | 12.3% | 12.1% |
| 3Y vs index | -0.6% | -0.0% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.2% | 14.9% |
| Max fall, 5Y | -18.7% | -18.5% |
| Down capture, 3Y | 101 | 91 |
| Stocks held | 238 | 67 |
| Top 10 holdings | 19% | 30% |
Common questions
HDFC Large & Mid Cap Fund or Kotak Large & Mid Cap Fund: which has done better?
Over the last 3 years, Kotak Large & Mid Cap Fund returned 14.4% a year against 13.6% for HDFC Large & Mid Cap Fund (Direct plans).
How much do HDFC Large & Mid Cap Fund and Kotak Large & Mid Cap Fund overlap?
They hold 45 stocks in common; the portfolio overlap is 39%.
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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.