EquityLarge & Mid Cap FundDirect · Growth
Kotak Large & Midcap Fund - Direct- Growth
Kotak Mahindra · Scheme 120158
₹413.30▼ 0.38%NAV · 2026-09-18
Decent FundScore
AUM
₹32,050 cr
Expense ratio
0.66%
3Y CAGR
16.1%
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Harsha UpadhyayaExit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Decent · 65/100
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
- ✓Strong long-term record — 15.0% CAGR over 5 years.
- ✓Compounding well recently — 16.1% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.66% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +16.1%
- ✓5Y CAGR: +15.0%
📉 What could drag it down
- •1Y return: +6.0%
- •Sharpe ratio: 0.68
FundScore breakdown
65/100 · Decent
Returns
Decent
Consistency
Strong
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Excellent
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.