65
Large & Mid CapBuy
Kotak Large & Midcap
Kotak · Direct–Growth · rank #7 of 34 by Smart Score
Trailing returns
1 Year
4.5%
+2.1% vs index
3 Years
16.2%
5 Years
15.6%
Since launch
16.7%
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
+1.6%+1.9% vs index
Why this score
Kotak Large & Midcap scores 65/100 — #7 of 34 Large & Mid Cap fund (Buy). It stands out for expense ratio and 5y return — beating 89% of peers on expense ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.66% · 89th percentile in category
5Y return15.58% · 67th percentile in category
Fund size31262.72 Cr · 93rd percentile in category
Sharpe ratio0.72 · 61st percentile in category
3Y return16.19% · 56th percentile in category
Sortino ratio0.87 · 64th percentile in category