FundLens
59
Large CapHold

Kotak Large Cap

Kotak · Direct–Growth · rank #13 of 35 by Smart Score

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
0.3%
+2.4% vs index
3 Years
11.9%
+3.6% vs index
5 Years
11.7%
+1.8% vs index
Since launch
14.0%

Year-by-year performance

last entry = YTD
2021
+29.3%
2022
+3.3%
2023
+24.4%
2024
+17.6%
2025
+9.9%
2026
-3.7%

Why this score

Kotak Large Cap scores 59/100 — #13 of 35 Large Cap fund (Hold). It stands out for expense ratio and 5y return — beating 90% of peers on expense ratio. The main drag is its volatility (better than only 32% of peers).

Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.

Expense ratio0.74% · 90th percentile in category
5Y return11.73% · 63rd percentile in category
Fund size10772.29 Cr · 73rd percentile in category
Volatility14.20 · 32nd percentile in category
3Y return11.91% · 58th percentile in category
Sharpe ratio0.52 · 62nd percentile in category

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