FundLens
64
Large & Mid CapBuy

Kotak Large & Midcap

Kotak · Direct–Growth · rank #8 / 34 Smart Score ke hisaab se

Data updated

Kotak Large & Midcap ka score 64/100 hai — 34 mein #8 Large & Mid Cap fund (Buy). Mazbooti: expense ratio (category mein 89th percentile) aur 5 saal ka return (category mein 67th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
2.3%
+1.3% index ke muqable
3 saal
15.3%
5 saal
15.2%
Launch se
16.5%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
32.0%
2022
8.3%
2023
30.9%
2024
25.5%
2025
6.7%
2026
-0.2%

Risk metrics

Sharpe ratio
0.72
↑ jitna zyada, utna accha
Sortino ratio
0.80
↑ jitna zyada, utna accha
Std deviation
15.51
↓ jitna kam, utna accha
Alpha
0.56
↑ jitna zyada, utna accha
Beta
0.92
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.