EQUITY•LARGE & MID CAP FUND
Kotak Large and Midcap Fund
3 Year return
15.99%
NAV on August 15, 2026
414.49
1D Returns
-0.78%
Launched on January 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
28.94%₹1,042
Total Value ₹4,642
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹32,050.32 Cr.
Expense Ratio
0.6616% (inclusive of GST)
Exit Load
For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
Ratings
3
Ratings by other agencies
Value Research
4
Crisil
3
Morning Star
5
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Kotak Mahindra Mutual Fund Manager
HU
Harsha Upadhyaya
Fund Manager since Aug 2012
Fund House Details
Kotak Mahindra Mutual Fund
Asset management company
AUM
₹6,09,561.12 Cr.
No. of Schemes
283
Setup Date
1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Large and Midcap Fund | 24.4077% | 0 |
| Invesco India Large and Mid Cap Fund | 25.0453% | 3 |
| ICICI Prudential Large and Mid Cap Fund | 18.1077% | 3 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Kotak Aggressive Hybrid Fund Direct Plan IDCW Payout and Payout of IDCW Payout14.6469%
Equity . Sectoral / Thematic
Kotak Active Momentum Fund Direct Plan IDCW Reinvestment and Reinvestment0%
Kotak Equity Opportunities Fund Direct-Growth is a mutual fund scheme offered by Kotak Mahindra Mutual Fund. This scheme falls under the large and mid-cap category allowing for investments in a diversified portfolio. The fund boasts an expense ratio that is lower compared to the majority of other large and mid-cap funds in the market. It is an open-ended equity scheme, which means that it is available for either buying or selling at any given time.
Investment Objective of the Scheme
Kotak Equity Opportunities Fund Direct-Growth scheme's investment goal is to create capital appreciation through a diverse portfolio of equity and equity-related securities. The scheme will invest in a blend of large and mid-cap stocks across different sectors, focusing on the performance and potential of companies within those sectors. The objective is to generate maximum profits by investing in companies of large and medium sizes.
Key Features of The Fund
5-year return
15.1849%
Expense Ratio
0.6616%
Fund Manager
Harsha Upadhyaya
Fund Size
₹32050.32 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
If you are seeking long-term capital growth, then Kotak Equity Opportunities Fund Direct-Growth could be a good option for investors with a similar risk profile and time horizon. Nevertheless, before proceeding with any investment decisions, it's essential to thoroughly evaluate your individual financial goals and risk tolerance. Taking these factors into account will aid you in making well-informed and prudent choices for your investment journey.
AMC Contact Details
| Name | Kotak Mahindra Mutual Fund |
| Launch Date | N/A |
| Address | N/A |
| Contact | N/A |
| N/A | |
| Website | N/A |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Kotak Large and Midcap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Kotak Large and Midcap Fund on August 15, 2026, is ₹414.49
What is the AUM of Kotak Large and Midcap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Kotak Large and Midcap Fund, is ₹32050.32 crore.
What is the expense ratio of Kotak Large and Midcap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Kotak Large and Midcap Fund is 0.6616%
What are the returns of Kotak Large and Midcap Fund since inception?
The Kotak Large and Midcap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Kotak Large and Midcap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Kotak Large and Midcap Fund is ₹100.
How do I invest in Kotak Large and Midcap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Large and Midcap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Large and Midcap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Large and Midcap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,642 in 3Y at 15.9854% returns
SIP Date1st of every month
Your next SIP Payment will be on 15 September 2026
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