NSE ScannerKotak Mahindra Mutual Fund · Equity · Large & Mid Cap · Direct plan
Kotak Large & Mid Cap Fund - Direct Plan - Growth
₹382.264NAV on 30 Oct 2026Expense ratio 0.66%
29 Oct 2025NAV low 361.16 · high 417.92-6.2%
In plain words
Over 3 years it returned +12.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.5%.
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 | -1.7% | +1.9% |
| 3 months | -6.7% | -5.1% |
| 6 months | -3.3% | -3.2% |
| 1 year | -5.8% | -10.2% |
| 3 years (yearly) | +12.6% | +7.4% |
| 5 years (yearly) | +12.3% | +6.5% |
| 10 years (yearly) | +14.5% | +11.3% |
| Since start (yearly) | +15.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,384 | -7.6% |
| 3 years | ₹3,60,000 | ₹3,78,865 | +3.2% |
| 5 years | ₹5,90,000 | ₹7,66,295 | +10.3% |
| 10 years | ₹11,90,000 | ₹25,67,008 | +14.6% |
Other plan of this fund: Kotak Large & Mid Cap Fund - Regular Plan - Growth