TickerKhojKotak Mahindra Mutual Fund · Equity · Large Cap · Direct plan
Kotak Large Cap Fund - Direct Plan - Growth
₹634.556NAV on 2 Nov 2026Expense ratio 0.76%
29 Oct 2025NAV low 596.73 · high 693.11-9.0%
In plain words
Over 3 years it returned +10.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.5%.
On 3-year return it ranks 17 of 30 funds in Large Cap.
A monthly SIP over 10 years ended ₹1,54,457 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 | +0.0% | +1.9% |
| 3 months | -5.7% | -5.1% |
| 6 months | -2.8% | -3.2% |
| 1 year | -8.5% | -10.2% |
| 3 years (yearly) | +10.1% | +7.4% |
| 5 years (yearly) | +8.3% | +6.5% |
| 10 years (yearly) | +12.4% | +11.3% |
| Since start (yearly) | +13.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,13,337 | -9.0% |
| 3 years | ₹3,60,000 | ₹3,68,062 | +1.4% |
| 5 years | ₹5,90,000 | ₹7,09,045 | +7.2% |
| 10 years | ₹11,90,000 | ₹22,25,057 | +12.0% |
Other plan of this fund: Kotak Large Cap Fund - Regular Plan - Growth