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Kotak Large Midcap Fund G

Kotak Large & Midcap Fund(G)

Equity Large & Mid Cap Rating :

₹ 350.58

NAV

Updated: 07 Nov 2025

Fund House

Fund Manager

Harsha Upadhyaya

Fund Benchmark
NIFTY LargeMidcap 250 - TRI

Total AUM

₹ 28,380.60 Cr

Expense Ratio
1.57

52 Week High
₹ 353.85

52 Week Low
₹ 288.48

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio353.85

P/B Ratio3.49

Sharpe0.31

Turnover Ratio16.21

Alpha0.11

Beta0.90

Sortino0.59

Standard Deviation12.24

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	2.13%	3.85%	10.42%	6.09%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	20.54%	18.63%	22.11%	15.88%

Market Cap Distribution

Large Cap

50.93 %
Mid Cap

38.14 %
Small Cap

7.08 %

Avg Market Cap
₹ 1,69,302.00
(In Crore)

Peer Information

Motilal Oswal Large & Midcap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 7.49%

3Y Returns 27.00%

AUM ₹13,778.00 Cr

NAV ₹35.03

Buy Now

WOC Large & Mid Cap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 8.79%

3Y Returns

AUM ₹1,840.30 Cr

NAV ₹13.50

Buy Now

ICICI Pru Large & Mid Cap Fund(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 10.01%

3Y Returns 21.25%

AUM ₹24,424.20 Cr

NAV ₹1,040.07

Buy Now

Bandhan Large & Mid Cap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 8.45%

3Y Returns 23.43%

AUM ₹10,817.90 Cr

NAV ₹139.01

Buy Now

Type of Scheme:-

An open ended scheme predominantly investing in Largecap and Midcap stocks.

Investment Objective:-

The fund aims to deliver long-term capital appreciation and income by investing a minimum of 35% each in Large-Cap and Mid-Cap companies, offering a balanced exposure to growth and stability across market segments.. There is no assurance that the investment objective of the Scheme will be achieved.

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Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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