TickerKhojKotak Mahindra Mutual Fund · Equity · Large Cap · Regular plan
Kotak Large Cap Fund - Regular Plan - Growth
₹543.879NAV on 2 Nov 2026Expense ratio 1.84%
3 Nov 2025NAV low 514.75 · high 599.5-7.9%
In plain words
Over 3 years it returned +9.5% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.9%.
On 3-year return it ranks 12 of 30 funds in Large Cap.
A monthly SIP over 10 years ended ₹1,57,245 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 | +2.5% | +4.6% |
| 3 months | -5.0% | -3.8% |
| 6 months | -1.8% | -1.6% |
| 1 year | -7.5% | -8.1% |
| 3 years (yearly) | +9.5% | +8.0% |
| 5 years (yearly) | +7.1% | +6.5% |
| 10 years (yearly) | +11.4% | +11.7% |
| Since start (yearly) | +10.6% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,486 | -6.8% |
| 3 years | ₹3,60,000 | ₹3,64,182 | +0.8% |
| 5 years | ₹6,00,000 | ₹7,07,829 | +6.5% |
| 10 years | ₹12,00,000 | ₹21,15,223 | +10.9% |
Other plan of this fund: Kotak Large Cap Fund - Direct Plan - Growth