58
Large CapHold
Kotak Large Cap
Kotak · Direct–Growth · rank #14 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-6.4%
+2.3% vs index
3 Years
9.4%
+2.9% vs index
5 Years
7.8%
+2.0% vs index
Since launch
13.4%
Year-by-year performance
2021
+29.3%+4.0% vs index
2022
+3.3%-2.2% vs index
2023
+24.4%+3.4% vs index
2024
+17.6%+7.8% vs index
2025
+9.9%-1.7% vs index
2026
-8.2%+2.5% vs index
Why this score
Kotak Large Cap scores 58/100 — #14 of 35 Large Cap fund (Hold). It stands out for expense ratio and alpha — beating 93% of peers on expense ratio. The main drag is its 1y return (better than only 35% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Expense ratio0.76% · 93rd percentile in category
Alpha1.84 · 73rd percentile in category
Fund size10532.33 Cr · 73rd percentile in category
Volatility13.27 · 64th percentile in category
1Y return-6.40% · 35th percentile in category
Sortino ratio0.30 · 55th percentile in category
Top holdings
1.ICICI Bank Ltd7.87%
2.HDFC Bank Ltd6.37%
3.Reliance Industries Ltd5.79%
4.State Bank of India4.49%
5.Larsen & Toubro Ltd3.97%
61 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.