FundLens
57
Large CapHold

Kotak Large Cap

Kotak · Direct–Growth · rank #14 of 35 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-4.5%
+2.8% vs index
3 Years
9.4%
+3.4% vs index
5 Years
9.0%
+2.1% vs index
Since launch
13.6%

Year-by-year performance

last entry = YTD
2021
+29.3%
2022
+3.3%
2023
+24.4%
2024
+17.6%
2025
+9.9%
2026
-6.6%

Why this score

Kotak Large Cap scores 57/100 — #14 of 35 Large Cap fund (Hold). It stands out for expense ratio and alpha — beating 90% of peers on expense ratio. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.

Expense ratio0.76% · 90th percentile in category
Alpha2.30 · 73rd percentile in category
Fund size10937.11 Cr · 73rd percentile in category
3Y return9.43% · 45th percentile in category
Volatility13.15 · 58th percentile in category
1Y return-4.55% · 41st percentile in category

Top holdings

top 5 = 29% of portfolio
1.ICICI Bank Ltd8.22%
2.Reliance Industries Ltd5.95%
3.HDFC Bank Ltd5.92%
4.State Bank of India4.77%
5.Larsen & Toubro Ltd4.1%

62 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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