Kotak Large & Mid Cap Fund - Direct Plan has delivered 68.00% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #12 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 4.55% .
The fund currently owns more than 73 stocks.
The top 10 holdings account for 30.22% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.91% | -1.86% |
| 2 Year Return | 43.42% | 11.61% |
| 3 Year Return | 78.06% | 32.10% |
| 4 Year Return | 182.96% | 57.26% |
| 5 Year Return | 205.15% | 76.78% |
| 6 Year Return | 225.97% | 125.17% |
| 7 Year Return | 385.60% | 141.57% |
| Expense Ratio | 0.50% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
4.55%
|
|
| 2 | Financials |
4.01%
|
|
| 3 | E-Commerce/E-Retail |
3.40%
|
|
| 4 | Information Technology |
3.39%
|
|
| 5 | Financials |
3.14%
|
|
| 6 | Non-Banking Financial Company (NBFC) |
2.40%
|
|
| 7 | Financials |
2.38%
|
|
| 8 | Communication Services |
2.34%
|
|
| 9 | Materials |
2.33%
|
|
| 10 | Financials |
2.28%
|
|
| 11 | Industrials |
2.27%
|
|
| 12 | Industrials |
2.18%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Large & Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Harsha Upadhyaya
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 & Mid 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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