TickerKhojKotak Mahindra Mutual Fund · Equity · Large & Mid Cap · Regular plan
Kotak Large & Mid Cap Fund - Regular Plan - Growth
₹328.665NAV on 30 Oct 2026Expense ratio 1.67%
29 Oct 2025NAV low 312.34 · high 361.92-7.1%
In plain words
Over 3 years it returned +11.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.9%.
On 3-year return it ranks 15 of 26 funds in Large & Mid Cap.
A monthly SIP over 10 years ended ₹1,74,833 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.8% | +1.9% |
| 3 months | -6.9% | -5.1% |
| 6 months | -3.7% | -3.2% |
| 1 year | -6.8% | -10.2% |
| 3 years (yearly) | +11.4% | +7.4% |
| 5 years (yearly) | +11.0% | +6.5% |
| 10 years (yearly) | +13.2% | +11.3% |
| Since start (yearly) | +13.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,13,681 | -8.5% |
| 3 years | ₹3,60,000 | ₹3,72,259 | +2.1% |
| 5 years | ₹5,90,000 | ₹7,42,654 | +9.0% |
| 10 years | ₹11,90,000 | ₹23,92,175 | +13.3% |
Other plan of this fund: Kotak Large & Mid Cap Fund - Direct Plan - Growth