AMFI Registered Mutual Fund Distributor
  • About us
  • Services
  • MF Research
    • Performance Comparison
      • Trailing Return of Funds
      • Mutual Fund Category Monitor
      • Mutual Fund Point to Point Returns
      • Mutual Fund Quartile Ranking
      • Mutual Fund Annual Returns
      • Mutual Fund Portfolio Overlap
      • Top Consistent Mutual Funds
      SIP Returns
      • Top Performing SIP Funds
      • SIP with Annual Increase
      • Mutual Fund SIP Return Calculator
      Lumpsum Return
      • Top Performing Lumpsum Funds
      • Lumpsum Returns Calculator
      Rolling Returns
      • Rolling Return vs Category
      • Rolling Returns Vs Benchmark
      • Rolling Return vs Other Benchmark
      • Rolling Return vs Sensex & Gold
      Advance Tools
      • PPF Vs ELSS
      • Liquid Funds Vs Savings Bank
      • Fixed Deposit vs Debt Funds
      • Market Capture Ratio
      STP & SWP Returns
      • Mutual Fund STP Calculator
      • STP Calculator Profit Transfer
      • Mutual Fund SWP Return Calculator
      • SWP With Annual Increase
      Quartile Ranking Research
      • Downside Volatility Ranking
  • Calculators
    • SIP Calculator
    • Become A Crorepati
    • Target Amount Sip Calculator
    • EMI Home Loan Calculator
    • Retirement Planning Calculator
    • Goal Setting Calculator
    • Composite Financial Goal
    • Education Planner
    • Future Value
    • Mutual Fund Sip Calculator Step Up
    • SIP with Annual Increase
    • Compounding Calculator
    • Lumpsum Target Calculator
    • Lumpsum Return Calculator
  • Goal Planners
    • Dream home
    • Wealth Creation
    • Retirement
    • Child's Education
    • Child's Wedding
    • Emergency
  • Resources
    • Blogs
    • News
    • Check Your Risk Profile
  • Contact
  • Home
  • Kotak Large Cap Fund - Growth
Kotak Large Cap Fund - Growth

Category: Equity: Large Cap

Launch Date: 29-12-1998

Riskometer: Very High

NAV as on 13-11-2025

₹ 591.928

₹ -0.34 ( -0.0569%)

CAGR Since Inception

18.61%

NIFTY 100 TRI 0.08%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

FM 1 Mr. Rohit Tandon

Investment Objective

To generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies.There is no assurance that the investment objective of the Scheme will be achieved.

Benchmark

NIFTY 100 TRI

Expense Ratio

1.73% As on (31-10-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

10,899.85 Cr As on (31-10-2025)

PERFORMANCE of Kotak Large Cap Fund - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 13-11-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Large Cap Fund - Growth 10.01 15.23 17.17 13.43 18.61
NIFTY 100 TRI 10.18 13.76 16.97 14.26 0.08
Equity: Large Cap 8.45 14.48 16.5 13.03 13.54
Nav Movement
RETURNS CALCULATOR for Kotak Large Cap Fund - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Kotak Large Cap Fund - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Large Cap Fund - Growth 11.55 0.79 1.24 0.93 - -
Equity: Large Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Kotak Large Cap Fund Gr 17.17
Motilal Oswal Large Cap Reg Gr 0.0
ICICI Pru Large Cap Fund Gr 20.04
Mirae Asset Large Cap Gr 15.41
Nippon India Large Cap Fund Gr Gr 22.8
PGIM India Large Cap Gr 13.68
WhiteOak Capital Large Cap Fund Reg Gr 0.0
Bandhan Large Cap Reg Gr 16.92
Invesco India Large Cap Gr 17.89
ABSL Large Cap Fund Gr 17.68
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 29.51
Automobile and Auto Components 9.68
Oil, Gas & Consumable Fuels 8.71
Information Technology 8.48
Fast Moving Consumer Goods 7.22
Healthcare 4.4
Construction 3.98
Consumer Services 3.93
Telecommunication 3.87
Chemicals 2.92
Portfolio Holdings
Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 7.77
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6.91
RELIANCE INDUSTRIES LIMITED EQ 6.53
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.98
INFOSYS LIMITED EQ FV RS 5 3.79
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.74
STATE BANK OF INDIA EQ NEW RE. 1/- 3.55
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.2
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 2.87
ITC LIMITED EQ NEW FV RE.1/- 2.84
AMFI Registered Mutual Fund Distributor
twitter facebook instagram

Get in Touch

praveen@futurefirst.co.in
+91 98414 62424

Goal Planner

  • Dream Home
  • Wealth Creation
  • Retirement
  • Child's Education
  • Child's Wedding
  • Emergency
  • Check Your Risk Profile

Learn More

  • About Us
  • Contact Us
  • Services
  • Terms of Use
  • Privacy Policy

Resources

  • Mutual Fund Research
  • Calculators
  • Blogs
  • News
  • FAQs
  • Admin Login

© 2023 FutureFirst. All rights reserved. Developed by Advisorkhoj.com

Are you an existing investor ?

YES  NO
Login To Your Account

New user? Create Your Account Now

Create Your Account With Us


How may I help you?

Would you like to continue with some arbitrary task?