60
Large CapHold
Kotak Large Cap
Kotak · Direct–Growth · rank #12 of 35 by Smart Score
Data updated
Trailing returns
1 Year
1.2%
+3.0% vs index
3 Years
11.4%
+3.2% vs index
5 Years
9.9%
+2.1% vs index
Since launch
13.8%
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
-4.5%+3.3% vs index
Why this score
Kotak Large Cap scores 60/100 — #12 of 35 Large Cap fund (Hold). It stands out for expense ratio and fund size — beating 90% of peers on expense ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Expense ratio0.76% · 90th percentile in category
Fund size10866.09 Cr · 73rd percentile in category
Volatility13.12 · 64th percentile in category
Alpha2.08 · 67th percentile in category
5Y return9.87% · 55th percentile in category
Sortino ratio0.50 · 58th percentile in category
Top holdings
1.ICICI Bank Ltd8.05%
2.HDFC Bank Ltd6.19%
3.Reliance Industries Ltd6.04%
4.State Bank of India4.45%
5.Bharti Airtel Ltd4.12%
63 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.