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Fund Overview of Kotak Large Cap Fund Regular-Growth
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₹10,514.1 CrAUM
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₹567.72NAV
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1.82%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Kotak Large Cap Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.87% | NA | 2.02% |
| 6 Months | 2.24% | NA | 10.55% |
| 1 Year | -3.29% | -3.29% | -1.10% |
| 2 Years | 3.01% | 1.49% | 17.47% |
| 3 Years | 35.88% | 10.76% | 15.47% |
| 5 Years | 47.37% | 8.06% | 19.14% |
| 7 Years | 131.67% | 12.75% | NA |
| 10 Years | 210.49% | 12.00% | 12.83% |
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As on Thu Nov 05, 2026
Asset Allocation of Kotak Large Cap Fund Regular-Growth
equities
97.56%debt instruments
1.17%other assets or cash equivalents
1.28%Large Cap: 86.74%
Mid Cap: 8.75%
Small Cap: 4.50%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
Kotak Large Cap Fund Regular-Growth is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 06 Feb 2003, the fund aims Long term capital growth. Investment in portfolio of predominantly equity & equity related securities of large cap companies. It manages assets worth ₹10,514.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.823%. Fund Manager Manager Education
About FundAbout Kotak Large Cap Fund Regular-Growth
The portfolio allocation consists of 97.56% in equities, 1.17% in debt instruments, 1.28% in other assets or cash equivalents.Managed by Rohit Tandon, it has delivered a return of -3.29% in the last year, a total return since inception of 16.85%.
Investors generally compare different best sip investment to plan disciplined savings habits.
Rohit Tandon
Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B
Key Metrics of Kotak Large Cap Fund Regular-Growth
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Standard Deviation14.47%
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Mean9.70%
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Sharpe Ratio0.29%
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Alpha0.04%
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Beta0.98%
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Sortino Ratio0.35%
Kotak Large Cap Fund Regular-Growth Fund Details
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Compare Mutual Funds
Kotak Large Cap Fund Regular-Growth Fund Returns Comparison
Compare Kotak Large Cap Fund Regular-Growth with other mutual funds in the same category
Kotak Large Cap Fund Regular-Growth
UTI BSE Sensex Next 50 ETF-Growth
SBI BSE Sensex Next 50 ETF-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI BSE Sensex Next 50 ETF-Growth  |
₹32 | 3.40% | -3.88% | -0.90% | 15.83% | 13.08% |
| SBI BSE Sensex Next 50 ETF-IDCW |
₹24 | 3.37% | -3.92% | -0.94% | 15.78% | 13.04% |
| Nippon India ETF BSE Sensex Next 50-Growth |
₹138 | 3.37% | -3.94% | -1.02% | 15.64% | 12.85% |
| Nippon India Large Cap Fund Direct-Growth |
₹51,296 | 6.68% | -1.63% | -2.81% | 12.56% | 12.75% |
| Nippon India Large Cap Fund Direct-IDCW |
₹51,296 | 6.68% | -1.63% | -2.81% | 12.56% | 12.75% |
| Nippon India Large Cap Fund-Growth |
₹51,296 | 6.61% | -1.82% | -3.57% | 11.62% | 11.81% |
| Nippon India Large Cap Fund-IDCW |
₹51,296 | 6.61% | -1.82% | -3.57% | 11.62% | 11.81% |
| Aditya Birla Sun Life Nifty Next 50 ETF-Growth |
₹53 | 3.75% | -3.41% | 3.21% | 17.84% | 11.71% |
| UTI Nifty Next 50 Exchange Traded Fund-Growth |
₹2,197 | 3.77% | -3.47% | 3.19% | 17.82% | 11.71% |
| ICICI Prudential Nifty Next 50 ETF-Growth |
₹2,612 | 3.76% | -3.50% | 3.00% | 17.73% | 11.65% |
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Kotak Large Cap Fund Direct-Growth
|
₹10,514 | 6.44% | -1.61% | 2.80% | -2.22% | 12.02% |
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Kotak Large Cap Fund Direct-IDCW
|
₹10,514 | 6.44% | -1.61% | 2.80% | -2.22% | 12.02% |
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Kotak Large Cap Fund Regular-IDCW
|
₹10,514 | 6.35% | -1.87% | 2.24% | -3.29% | 10.76% |
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Kotak Nifty 50 ETF-IDCW
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₹3,249 | 8.82% | -0.25% | 2.97% | -3.14% | 9.63% |
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Kotak Nifty Next 50 Index Fund Regular-Growth
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₹1,289 | 3.73% | -3.59% | 1.79% | 2.58% | 17.00% |
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Kotak Nifty Next 50 Index Fund Direct-Growth
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₹1,289 | 3.76% | -3.50% | 2.00% | 2.99% | 17.54% |
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Kotak Nifty Next 50 Index Fund Regular-IDCW
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₹1,289 | 3.73% | -3.59% | 1.79% | 2.58% | 17.00% |
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Kotak Nifty Next 50 Index Fund Direct-IDCW
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₹1,289 | 3.76% | -3.50% | 2.00% | 2.99% | 17.54% |
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Kotak Nifty 50 Index Fund Regular-Growth
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₹1,112 | 8.79% | -0.35% | 2.80% | -3.49% | 9.06% |
View More
growth is based on 1-month returns of the fundsKotak Large Cap Fund Regular-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 ETF-IDCW |
₹203,017 | ₹264.57 | 9.60% | 7.76% | 12.50% |
| SBI BSE Sensex ETF |
₹115,576 | ₹885.15 | 8.31% | 7.01% | 12.49% |
| ICICI Prudential Large Cap Fund Direct-Growth |
₹76,352 | ₹120.53 | 12.21% | 10.90% | 14.00% |
| ICICI Prudential Large Cap Fund-Growth |
₹76,352 | ₹109.00 | 11.59% | 10.26% | 13.23% |
| ICICI Prudential Large Cap Fund Direct-IDCW |
₹76,352 | ₹60.98 | 12.21% | 10.90% | 14.00% |
| ICICI Prudential Large Cap Fund-IDCW |
₹76,352 | ₹29.39 | 11.59% | 10.26% | 13.23% |
| UTI Nifty 50 ETF |
₹69,624 | ₹272.44 | 9.62% | 7.77% | 12.51% |
| Nippon India ETF Nifty 50 Bees |
₹65,179 | ₹279.96 | 9.62% | 7.78% | 12.50% |
| UTI BSE Sensex ETF-IDCW |
₹54,461 | ₹879.95 | 8.32% | 7.01% | 12.52% |
| SBI Large Cap Fund-Growth |
₹52,373 | ₹94.14 | 10.28% | 8.47% | 11.58% |
View More
Top funds are based on Fund AUM
Kotak Large Cap Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 8.22% | ₹899.31 Cr |
| Icici Bank Ltd | Financial | 8.22% | ₹899.31 Cr |
| Icici Bank Ltd | Financial | 8.22% | ₹899.31 Cr |
| Icici Bank Ltd | Financial | 8.22% | ₹899.31 Cr |
| Hdfc Bank Ltd | Financial | 7.80% | ₹864.65 Cr |
| Hdfc Bank Ltd | Financial | 7.67% | ₹850.58 Cr |
| Hdfc Bank Ltd | Financial | 7.77% | ₹847.23 Cr |
| Hdfc Bank Ltd | Financial | 7.77% | ₹847.23 Cr |
| Hdfc Bank Ltd | Financial | 8.03% | ₹830.34 Cr |
| Icici Bank Ltd | Financial | 7.87% | ₹827.39 Cr |
| Icici Bank Ltd | Financial | 7.87% | ₹827.39 Cr |
| Icici Bank Ltd | Financial | 7.87% | ₹827.39 Cr |
| Icici Bank Ltd | Financial | 7.87% | ₹827.39 Cr |
| Icici Bank Ltd | Financial | 7.56% | ₹813.94 Cr |
| Icici Bank Ltd | Financial | 7.56% | ₹813.94 Cr |
| Icici Bank Ltd | Financial | 7.56% | ₹813.94 Cr |
| Icici Bank Ltd | Financial | 7.56% | ₹813.94 Cr |
| Hdfc Bank Ltd | Financial | 7.78% | ₹811.06 Cr |
| Hdfc Bank Ltd | Financial | 7.78% | ₹811.06 Cr |
| Icici Bank Ltd | Financial | 7.36% | ₹804.33 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI BSE Sensex Next 50 ETF-Growth |
₹92.49 | 15.83% | 13.08% | - |
| SBI BSE Sensex Next 50 ETF-IDCW |
₹927.25 | 15.78% | 13.04% | - |
| Nippon India ETF BSE Sensex Next 50-Growth |
₹90.50 | 15.64% | 12.85% | - |
| Nippon India Large Cap Fund Direct-Growth |
₹101.36 | 12.56% | 12.75% | - |
| Nippon India Large Cap Fund Direct-IDCW |
₹40.32 | 12.56% | 12.75% | - |
| Nippon India Large Cap Fund-Growth |
₹89.93 | 11.62% | 11.81% | - |
| Nippon India Large Cap Fund-IDCW |
₹26.29 | 11.62% | 11.81% | - |
| Aditya Birla Sun Life Nifty Next 50 ETF-Growth |
₹75.75 | 17.84% | 11.71% | - |
| UTI Nifty Next 50 Exchange Traded Fund-Growth |
₹77.64 | 17.82% | 11.71% | - |
| ICICI Prudential Nifty Next 50 ETF-Growth |
₹75.84 | 17.73% | 11.65% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Large Cap Fund Regular-Growth
What is the current AUM of Kotak Large Cap Fund Regular-Growth?
As of Wed Sep 30, 2026, Kotak Large Cap Fund Regular-Growth manages assets worth ₹10,514.1 crore
How has Kotak Large Cap Fund Regular-Growth performed recently?
- 3 Months: -1.87%
- 6 Months: 2.24%
What is the long-term performance of Kotak Large Cap Fund Regular-Growth?
- 3 Years CAGR: 10.76%
- 5 Years CAGR: 8.06%
- Since Inception: 16.85%
What is the portfolio composition of Kotak Large Cap Fund Regular-Growth?
Equity: 97.56%, Debt: 1.17%, Others: 1.28%.
Who manages Kotak Large Cap Fund Regular-Growth?
Kotak Large Cap Fund Regular-Growth is managed by Rohit Tandon from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Large Cap Fund Regular-Growth?
Large Cap: 86.74%, Mid Cap: 8.75%, Small Cap: 4.50%.
Which are the top companies Kotak Large Cap Fund Regular-Growth has invested in?
- ICICI Bank Ltd – 8.22% of the fund's portfolio
- ICICI Bank Ltd – 8.22% of the fund's portfolio
- ICICI Bank Ltd – 8.22% of the fund's portfolio
- ICICI Bank Ltd – 8.22% of the fund's portfolio
- HDFC Bank Ltd – 7.80% of the fund's portfolio
Which are the major sectors Kotak Large Cap Fund Regular-Growth focuses on?
- Financial – 156.56% of the fund's portfolio
View more FAQ's
