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Mutual Funds

Kotak Large Cap Fund

Ko

Kotak Large Cap Fund

Large CapRank #73
3/5

NAV (2026-07-14)

563.45

AUM

₹10,772.29 Cr

Exp. Ratio: 1.74%

RISK LEVEL

Very High

Returns & Performance

1 Year-1.75%0.91% vs cat avgRank #67
3 Year10.50%0.23% vs cat avgRank #47
5 Year10.30%0.25% vs cat avgRank #38
Since Launch17.02%--

Fund vs Category Average

1Y
-1.75%-0.91%
3Y
10.50%-0.23%
5Y
10.30%-0.25%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (1.74%)
1Y category rank outside top 15 (#67)
Overall rank #73 in category
ISININF174K01153
NAV₹563.45
NAV Date2026-07-14
AUM₹10,772.29 Cr
Expense Ratio1.74%
RiskVery High
Rating3 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

INVESTMENT OBJECTIVE

The scheme seeks to generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Rohit Tandon

Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B

Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India

Top Holdings

Holdings data not available for this scheme