FundLens
60
Large CapHold

Kotak Large Cap

Kotak · Direct–Growth · rank #11 / 35 Smart Score ke hisaab se

Data updated

Kotak Large Cap ka score 60/100 hai — 35 mein #11 Large Cap fund (Hold). Mazbooti: expense ratio (category mein 90th percentile) aur 5 saal ka return (category mein 63th percentile). Kamzori: utaar-chadhaav (category mein 32th percentile).

Trailing returns

index ke muqable: Nifty 50 (index-fund proxy)
1 saal
-1.7%
+2.8% index ke muqable
3 saal
11.2%
+3.7% index ke muqable
5 saal
11.3%
+1.8% index ke muqable
Launch se
13.9%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
29.3%
2022
3.3%
2023
24.4%
2024
17.6%
2025
9.9%
2026
-5.3%

Risk metrics

Sharpe ratio
0.52
↑ jitna zyada, utna accha
Sortino ratio
0.52
↑ jitna zyada, utna accha
Std deviation
14.20
↓ jitna kam, utna accha
Alpha
1.02
↑ jitna zyada, utna accha
Beta
0.95
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.