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Kotak Large Cap Fund(G)-Direct Plan

Kotak Large Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+9.55%

5Y annualised

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,39,005

Stock Allocation

Stock nameSectorAllocation
Icici Bank Ltd.Bank8.05%
Hdfc Bank Ltd.Bank6.19%
Reliance Industries Ltd.Crude Oil6.04%

Fund Composition

11028 Cr

Large Cap

84.00%

Mid Cap

8.21%

Small Cap

3.62%

Others

4.16%

Sector Allocation

11028 Cr

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

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

RT

Rohit Tandon

Present

Similar/Peer Fund Comparison

Fund name
Q

Quant Large Cap Fund(G)-Direct Plan

+13.11%
T

Taurus Large Cap Fund(G)-Direct Plan

+12.61%
B

Bank of India Large Cap Fund(G)-Direct Plan

+12.80%
I

Invesco India Largecap Fund(G)-Direct Plan

+13.77%
I

ITI Large Cap Fund(G)-Direct Plan

+11.00%
B

Bajaj Finserv Large Cap Fund(G)-Direct Plan

+0.00%
B

Bandhan Large Cap Fund(G)-Direct Plan

+12.72%
B

Baroda BNP Paribas Large Cap Fund(G)-Direct Plan

+11.53%

FAQs

Kotak Large Cap Fund(G)-Direct Plan is a part of Kotak Mahindra Asset Management Company Limited, it was incepted on 01 Jan 2013. This fund is managed by Rohit Tandon. It is a Equity type of fund.

The current NAV of Kotak Large Cap Fund(G)-Direct Plan is ₹647.77 (as of 09 Sep 2026).

Kotak Large Cap Fund(G)-Direct Plan has delivered -0.24% in 1 year, 10.36% in 3 years, and 9.55% in 5 years (annualised).

The minimum SIP amount for Kotak Large Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Kotak Large Cap Fund(G)-Direct Plan is 0.62%.

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