
Kotak Large Cap Fund(G)-Direct Plan
+9.55%
5Y annualised
+9.55%
5Y annualised
-0.66% 1D
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NAV : 09 Sep 2026
₹647.77
Min. SIP amount
₹100
Fund size (AUM)
11028 Cr
Expense ratio
0.62%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹647.77
Min. SIP amount
₹100
Fund size (AUM)
11028 Cr
Expense ratio
0.62%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
84.00%
Mid Cap
8.21%
Small Cap
3.62%
Others
4.16%
Sector Allocation
Bank
23.01%
Automobile & Ancillaries
10.29%
Crude Oil
7.27%
Finance
6.94%
Healthcare
5.66%
It
5.51%
Fmcg
4.29%
Telecom
4.12%
Others
32.88%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rohit Tandon
Present
Similar/Peer Fund Comparison
Quant Large Cap Fund(G)-Direct Plan
Taurus Large Cap Fund(G)-Direct Plan
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Invesco India Largecap Fund(G)-Direct Plan
ITI Large Cap Fund(G)-Direct Plan
Bajaj Finserv Large Cap Fund(G)-Direct Plan
Bandhan Large Cap Fund(G)-Direct Plan
Baroda BNP Paribas Large Cap Fund(G)-Direct Plan
FAQs
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