pocketful logo light
Kotak Large & Midcap Fund(G)

Kotak Large & Midcap Fund(G)

346.41327 Apr 2026

Chart

PlanNormal
Returns (6 months)-1.891%
Expense ratio1.59%
Min Investment100
AUM27,372.55 Cr
Inception date10 Sept 2004

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: NIFTY LargeMidcap 250 - TRI
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
8.18%
1.15%
-1.89%
9.79%
18.33%
16.00%
17.80%
-0.22%
8.18%
1.15%
-1.89%
9.79%
18.33%
16.00%
17.80%

Holdings

Name
HDFC Bank Ltd.
HDFC Bank Ltd.
State Bank Of India
State Bank Of India
Bharat Electronics Ltd.
Bharat Electronics Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
Eternal Ltd.
Eternal Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
Ashok Leyland Ltd.
Ashok Leyland Ltd.
Hero MotoCorp Ltd.
Hero MotoCorp Ltd.
Coromandel International Ltd.
Coromandel International Ltd.
Jindal Steel Ltd.
Jindal Steel Ltd.
Bharat Forge Ltd.
Bharat Forge Ltd.
Sun Pharmaceutical Industries Ltd.
Sun Pharmaceutical Industries Ltd.
Linde India Ltd.
Linde India Ltd.
Bajaj Finance Ltd.
Bajaj Finance Ltd.
BSE Ltd.
BSE Ltd.
Indian Bank
Indian Bank
Reliance Industries Ltd.
Reliance Industries Ltd.
Hindustan Petroleum Corporation Ltd.
Hindustan Petroleum Corporation Ltd.
Biocon Ltd.
Biocon Ltd.
Infosys Ltd.
Infosys Ltd.
Shriram Finance Ltd.
Shriram Finance Ltd.
Mphasis Ltd.
Mphasis Ltd.
Tech Mahindra Ltd.
Tech Mahindra Ltd.
SRF Ltd.
SRF Ltd.
Cummins India Ltd.
Cummins India Ltd.
Ipca Laboratories Ltd.
Ipca Laboratories Ltd.
Dalmia Bharat Ltd.
Dalmia Bharat Ltd.
Apollo Tyres Ltd.
Apollo Tyres Ltd.
IndusInd Bank Ltd.
IndusInd Bank Ltd.
Ultratech Cement Ltd.
Ultratech Cement Ltd.
Piramal Finance Ltd.
Piramal Finance Ltd.
Fortis Healthcare Ltd.
Fortis Healthcare Ltd.
Power Grid Corporation Of India Ltd.
Power Grid Corporation Of India Ltd.
Motilal Oswal Financial Services Ltd.
Motilal Oswal Financial Services Ltd.
ABB India Ltd.
ABB India Ltd.
JK Cement Ltd.
JK Cement Ltd.
Blue Star Ltd.
Blue Star Ltd.
Torrent Power Ltd.
Torrent Power Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
Schaeffler India Ltd.
Schaeffler India Ltd.
Bharat Petroleum Corporation Ltd.
Bharat Petroleum Corporation Ltd.
United Spirits Ltd.
United Spirits Ltd.
The India Cements Ltd.
The India Cements Ltd.
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Glaxosmithkline Pharmaceuticals Ltd.
Glaxosmithkline Pharmaceuticals Ltd.
Maruti Suzuki India Ltd.
Maruti Suzuki India Ltd.
CRISIL Ltd.
CRISIL Ltd.
Astra Microwave Products Ltd.
Astra Microwave Products Ltd.
Bank Of Maharashtra
Bank Of Maharashtra
Kalpataru Projects International Ltd.
Kalpataru Projects International Ltd.
Swiggy Ltd.
Swiggy Ltd.
Voltas Ltd.
Voltas Ltd.
Thermax Ltd.
Thermax Ltd.
Ajanta Pharma Ltd.
Ajanta Pharma Ltd.
Sun TV Network Ltd.
Sun TV Network Ltd.
Hindustan Unilever Ltd.
Hindustan Unilever Ltd.
Tata Chemicals Ltd.
Tata Chemicals Ltd.
Petronet LNG Ltd.
Petronet LNG Ltd.
Honeywell Automation India Ltd.
Honeywell Automation India Ltd.
BEML Ltd.
BEML Ltd.
Oberoi Realty Ltd.
Oberoi Realty Ltd.
Bosch Ltd.
Bosch Ltd.
Gujarat State Petronet Ltd.
Gujarat State Petronet Ltd.
One97 Communications Ltd.
One97 Communications Ltd.
Instrument
Share %
Domestic Equities
5.21%
Domestic Equities
4.47%
Domestic Equities
4.10%
Domestic Equities
3.08%
Domestic Equities
2.93%
Domestic Equities
2.63%
Domestic Equities
2.47%
Domestic Equities
2.37%
Domestic Equities
2.36%
Domestic Equities
2.27%
Domestic Equities
2.23%
Domestic Equities
2.11%
Domestic Equities
2.08%
Domestic Equities
2.05%
Domestic Equities
2.04%
Domestic Equities
1.98%
Domestic Equities
1.96%
Domestic Equities
1.85%
Domestic Equities
1.77%
Domestic Equities
1.72%
Domestic Equities
1.71%
Domestic Equities
1.66%
Domestic Equities
1.66%
Domestic Equities
1.65%
Domestic Equities
1.62%
Domestic Equities
1.56%
Domestic Equities
1.48%
Domestic Equities
1.47%
Domestic Equities
1.45%
Domestic Equities
1.43%
Domestic Equities
1.37%
Domestic Equities
1.37%
Domestic Equities
1.37%
Domestic Equities
1.31%
Domestic Equities
1.30%
Domestic Equities
1.25%
Domestic Equities
1.25%
Domestic Equities
1.21%
Domestic Equities
1.18%
Domestic Equities
1.14%
Domestic Equities
1.01%
Domestic Equities
0.98%
Domestic Equities
0.98%
Domestic Equities
0.97%
Domestic Equities
0.95%
Domestic Equities
0.94%
Domestic Equities
0.92%
Domestic Equities
0.90%
Domestic Equities
0.86%
Domestic Equities
0.69%
Domestic Equities
0.67%
Domestic Equities
0.62%
Domestic Equities
0.58%
Domestic Equities
0.55%
Domestic Equities
0.54%
Domestic Equities
0.51%
Domestic Equities
0.50%
Domestic Equities
0.45%
Domestic Equities
0.44%
Domestic Equities
0.41%
Domestic Equities
0.36%
Domestic Equities
0.30%
Domestic Equities
0.26%
Domestic Equities
0.21%
Domestic Equities
0.19%
Domestic Equities
0.18%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
HU
Harsha Upadhyaya
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y

Similar Mutual Funds