Equity | Large & Mid Cap
3Y Returns
24.21%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.53%
Fund Size
₹17783 Cr
Inception Date
01-Jan-13
Fund Manager
Harsha Upadhyaya
Exit Load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
98.48%
Debt & Others
1.52%
Market Cap Allocation
Large Cap
54.11%
Mid Cap
39.52%
Small Cap
4.84%
Other Cap
1.52%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Capital Appreciation From A Diversified Portfolio Of Equity And Equity Related Securities.The Scheme Will Invest Predominantly In A Mix Of Large And Midcap Stocks From Various Sectors, Which Look Promising, Based On The Growth Pattern In The Economy.
Fund House Detail
AMC Name
Kotak Mahindra Asset Management Company Limited
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
43.29%
3Y
24.55%
5Y
22.77%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
64.53%
3Y
30.3%
5Y
29.43%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
49.36%
3Y
28.28%
5Y
NA
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
44.01%
3Y
27.54%
5Y
23.25%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
53.6%
3Y
27.08%
5Y
22.95%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
45.26%
3Y
26.66%
5Y
22.89%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
47.95%
3Y
25.58%
5Y
NA
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
44.26%
3Y
25.03%
5Y
NA
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
44.06%
3Y
23.77%
5Y
20.52%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
47.19%
3Y
23.7%
5Y
20.47%
Uti Core Equity Fund - Direct Growth Plan
1Y
44.23%
3Y
23.49%
5Y
21.19%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
44.49%
3Y
23.35%
5Y
21.56%
Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth
1Y
41.26%
3Y
22.22%
5Y
21.29%
Sbi Large And Midcap Fund Direct Growth
1Y
30.72%
3Y
22.05%
5Y
20.77%
Union Large And Midcap Fund - Direct Plan - Growth
1Y
34.22%
3Y
21.97%
5Y
NA
Sundaram Large And Mid Cap Fund Direct Growth
1Y
35.5%
3Y
21.96%
5Y
18.97%
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
36.2%
3Y
21.61%
5Y
21.41%
Tata Large And Mid Cap Fund Direct Plan Growth
1Y
30.89%
3Y
21.46%
5Y
19.97%
Lic Mf Large And Midcap Fund-Direct Plan-Growth-Growth
1Y
40.22%
3Y
21.4%
5Y
20.1%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
43.21%
3Y
21.27%
5Y
21.23%
Axis Growth Opportunities Fund - Direct Plan Growth
1Y
37.15%
3Y
21.03%
5Y
23.59%
Canara Robeco Emerging Equitiesdirect Growthgrowth
1Y
33.23%
3Y
20.2%
5Y
20.46%
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
1Y
36.86%
3Y
19.51%
5Y
22.19%
Navi Large And Midcap Fund - Direct Plan Growth
1Y
24.54%
3Y
19%
5Y
18.3%
Mirae Asset Equity Allocator Fund Of Fund - Direct Plan - Growth
1Y
32.07%
3Y
18.65%
5Y
NA
Franklin India Equity Advantage Fund - Direct Growth
1Y
31.47%
3Y
17.89%
5Y
16.95%
Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan
1Y
31.36%
3Y
14.92%
5Y
16.39%
Woc Large And Mid Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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