Kotak Large Cap Fund - Direct Plan has delivered 51.07% absolute return over the last 5 years.
The average return for Large Cap funds is 51.31% .
This fund ranks #13 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 8.05% .
The fund currently owns more than 66 stocks.
The top 10 holdings account for 44.89% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.62% | -4.34% |
| 2 Year Return | 32.33% | 7.94% |
| 3 Year Return | 51.20% | 24.99% |
| 4 Year Return | 130.22% | 42.81% |
| 5 Year Return | 150.83% | 51.31% |
| 6 Year Return | 178.79% | 83.45% |
| 7 Year Return | 271.25% | 107.98% |
| Expense Ratio | 0.57% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
8.05%
|
|
| 2 | Finance - Banks - Private Sector |
6.19%
|
|
| 3 | Energy |
6.04%
|
|
| 4 | Financials |
4.45%
|
|
| 5 | Communication Services |
4.12%
|
|
| 6 | Industrials |
3.96%
|
|
| 7 | Non-Banking Financial Company (NBFC) |
3.57%
|
|
| 8 | Information Technology |
2.91%
|
|
| 9 | Financials |
2.88%
|
|
| 10 | Utilities |
2.72%
|
|
| 11 |
2.47%
|
||
| 12 | Consumer Discretionary |
2.45%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Large Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rohit Tandon
Minimum Purchase: ₹100
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.
Lock-in: 1
Risk: Moderate Risk
Kotak Large Cap Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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