Kotak Large & Mid Cap Fund (Regular)
Kotak Mahindra Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 20.6 years old · AMFI code 103234
B (middle of the peer group), score 59.1 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.1% | 1.9% | +0.2% | 23 / 33 |
| 1 year | -0.2% | -0.3% | +0.1% | 20 / 33 |
| 3 years (a year) | 13.2% | 13.2% | -0.0% | 9 / 26 |
| 5 years (a year) | 12.1% | 11.4% | +0.7% | 6 / 26 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Similar funds
Common questions
What is the NAV of Kotak Large & Mid Cap Fund (Regular plan)?
₹349.60 on 5 Nov 2026 (Growth option).
What is the expense ratio of Kotak Large & Mid Cap Fund (Regular)?
1.65% a year; the Direct plan's is 0.66%.
What return has Kotak Large & Mid Cap Fund given over 3 years?
13.2% a year (Regular plan) over the 3 years to 5 Nov 2026, against 13.2% for the Nifty Largemidcap 250 total-return index.
What does Kotak Large & Mid Cap Fund invest in?
Its largest holdings are HDFC Bank Limited, State Bank of India, Eternal Limited, with 67 stocks in all (September 2026 portfolio).
How is Kotak Large & Mid Cap Fund rated?
B: 9 of 26 Regular plans in Large & Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.