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EQUITY•LARGE & MID CAP FUND

Kotak Large and Midcap Fund IDCW Direct Reinvestment

3 Year return

19.69%
NAV on December 17, 2025
70.794
1D Returns
-0.61%
Launched on January 2013(12 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
37.08%₹1,335
Total Value ₹4,935

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹29,961.44 Cr.
Expense Ratio
0.53% (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

ARQ Rating
3

Ratings by other agencies

Value Research
4
Crisil
3
Morning Star
4

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

Kotak Mahindra Mutual Fund

Asset management company

AUM
₹5,66,981.82 Cr.
No. of Schemes
248
Setup Date
1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Large and Midcap Fund25.4129%
0
ICICI Prudential Large and Mid Cap Fund21.4138%
3
Bandhan Large and Mid Cap Fund23.9417%
3.5

Schemes by Kotak Mahindra Mutual Fund

List of mutual fund schemes by AMC

About Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund is an open-ended mutual fund investment scheme from Kotak Mutual Fund. It is a large and mid-cap mutual fund scheme that invests in a diversified portfolio of stocks. The fund invests in various sectors, including but not limited to IT software, banks, industrial products, chemical and petrochemicals, auto components, diversified FMCG, automobiles, cement and cement components, pharmaceuticals, biotechnology, etc. The expense ratio is lower than other funds in the same category. A lower associated cost will not cut deep into your final returns.

Investment Objectives of the Scheme

The investment objective of the Kotak Equity Opportunities Fund is to generate long-term capital appreciation from a diversified portfolio of equity and equity-related securities. The fund uses a bottom-up approach to identify investment opportunities. This means that the fund manager will analyse the fundamentals of individual companies to determine their growth potential. The fund will then invest in companies that have the potential to deliver above-average returns over the long term.

Key Features of The Fund

5-year return
20.1485%
Expense Ratio
0.53%
Fund Manager
Harsha Upadhyaya
Fund Size
₹29961.44 Cr.
Risk Profile
Low

Is This Scheme Right for Me?

The Kotak Equity Opportunities Fund is suitable for investors with a medium to long-term investment horizon who are comfortable with moderate levels of risk. Nevertheless, you should evaluate your overall financial goals and risk tolerance level before investing. Understanding these factors will aid in selecting the right investment options.

AMC Contact Details

NameKotak Mahindra Mutual Fund
Launch DateN/A
AddressN/A
ContactN/A
EmailN/A
WebsiteN/A
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Secure Your Retirement With SIPs

For many investors, a Systematic Investment Plan (SIP) is an excellent option when it comes to retirement planning. SIPs make disciplined investing possible by automating regular contributions, which add up to an impressive retirement fund over time. This strategy guarantees a stable retirement and mitigates market volatility. Take advantage of the mutual fund SIP calculator offered by Angel One to visualise how your investments can grow and assist in making informed decisions to achieve your retirement goals.

FAQs

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 null on December 17, 2025, is ₹70.794
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 null, is ₹29961.44 crore.
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 null is 0.53%
The null was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 null is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,935 in 3Y at 19.6925% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 January 2026

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