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Kotak Large Cap Fund - Growth - Direct

Kotak Mahindra · Scheme 120152

666.14 0.38%NAV · 2026-09-18
58
Decent FundScore
Start SIP
AUM
₹11,028 cr
Expense ratio
0.76%
3Y CAGR
12.6%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 100 TRI
Fund manager: Harish KrishnanExit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Decent · 58/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • 10Y CAGR: +13.2%
  • Positive 3Y windows: 98% of rolling 3Y windows positive
  • Return stability: rolling-return std 5.2%

📉 What could drag it down

  • 1Y return: +1.6%
  • Sharpe ratio: 0.52

FundScore breakdown

58/100 · Decent
How it works →
49
Returns
Average
75
Consistency
Strong
42
Risk-adjusted
Weak
46
Downside protection
Average
80
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.