58
Large & Mid CapHold
Kotak Large & Midcap
Kotak · Direct–Growth · rank #12 of 36 by Smart Score
Data updated
Trailing returns
1 Year
0.6%
+0.4% vs index
3 Years
13.1%
5 Years
13.2%
Since launch
16.2%
Year-by-year performance
2021
+32.0%—
2022
+8.3%—
2023
+30.9%—
2024
+25.5%+7.0% vs index
2025
+6.7%-1.7% vs index
2026
-0.9%+1.0% vs index
Why this score
Kotak Large & Midcap scores 58/100 — #12 of 36 Large & Mid Cap fund (Hold). It stands out for expense ratio and fund size — beating 96% of peers on expense ratio. The main drag is its alpha (better than only 35% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.66% · 96th percentile in category
Fund size32325.48 Cr · 90th percentile in category
5Y return13.24% · 63rd percentile in category
Alpha-1.44 · 35th percentile in category
3Y return13.05% · 44th percentile in category
1Y return0.63% · 35th percentile in category
Top holdings
1.HDFC Bank Ltd4.28%
2.State Bank of India4.1%
3.Zomato Ltd3.65%
4.Bharat Electronics Ltd3.59%
5.ICICI Bank Ltd3.15%
67 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.