The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
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%.
Arjun Khanna
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Kotak Large & Midcap Fund is ₹357.11 as of 2026-08-28.
Kotak Large & Midcap Fund is classified as a Large & MidCap fund.
The Assets Under Management (AUM) of Kotak Large & Midcap Fund is ₹32,050.32 Cr.
The expense ratio of Kotak Large & Midcap Fund is 1.65%.
Kotak Large & Midcap Fund is managed by Arjun Khanna.
The minimum SIP investment for Kotak Large & Midcap Fund is ₹100.
The exit load for Kotak Large & Midcap Fund is 1%.
As per the SEBI Riskometer, Kotak Large & Midcap Fund carries a Very High risk level.
Kotak Large & Midcap Fund has delivered 7.22% (1Y), 14.28% (3Y) and 13.84% (5Y) annualised returns as of 2026-08-28.
Kotak Large & Midcap Fund was launched on 1994-08-05.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
