58
Large & Mid CapHold
Kotak Large & Midcap
Kotak · Direct–Growth · rank #12 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-3.3%
+0.1% vs index
3 Years
11.8%
5 Years
12.0%
Since launch
15.8%
Year-by-year performance
2021
+32.0%—
2022
+8.3%—
2023
+30.9%—
2024
+25.5%+7.0% vs index
2025
+6.7%-1.7% vs index
2026
-4.2%+0.9% vs index
Why this score
Kotak Large & Midcap scores 58/100 — #12 of 36 Large & Mid Cap fund (Hold). It stands out for expense ratio and 5y return — beating 99% of peers on expense ratio. The main drag is its 3y return (better than only 38% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.67% · 99th percentile in category
5Y return12.00% · 71st percentile in category
Fund size30661.52 Cr · 90th percentile in category
3Y return11.84% · 38th percentile in category
Alpha-0.97 · 35th percentile in category
1Y return-3.28% · 32nd percentile in category
Top holdings
1.HDFC Bank Ltd4.52%
2.State Bank of India3.92%
3.Zomato Ltd3.77%
4.Bharat Electronics Ltd3.56%
5.ICICI Bank Ltd3.03%
69 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.