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Fund Overview of Kotak Large & Midcap Fund Regular-idcw
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₹28,084.1 CrAUM
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₹61.64NAV
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1.57%Expense Ratio
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EquityFund Category
As on Wed Nov 19, 2025
Returns of Kotak Large & Midcap Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.85% | NA | 2.80% |
| 6 Months | 17.70% | NA | 12.07% |
| 1 Year | 1.02% | 1.02% | -3.06% |
| 2 Years | 41.77% | 19.07% | 20.08% |
| 3 Years | 71.79% | 19.77% | 19.56% |
| 5 Years | 169.93% | 21.97% | 23.46% |
| 7 Years | 228.02% | 18.50% | NA |
| 10 Years | 321.10% | 15.46% | 15.24% |
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As on Wed Nov 19, 2025
Asset Allocation
equities
97.72%debt instruments
0.31%other assets or cash equivalents
1.97%Large Cap: 55.04%
Mid Cap: 39.24%
Small Cap: 5.72%
Other: 0.00%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now
Kotak Large & Midcap Fund Regular-idcw is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 09 Sep 2004, the fund aims Long term capital growth. Investment in portfolio of predominantly equity & equity related securities of large & midcap companies. It manages assets worth ₹28,084.1 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.57%. Fund Manager Manager Education
About FundAbout Kotak Large & Midcap Fund Regular-idcw
The portfolio allocation consists of 97.72% in equities, 0.31% in debt instruments, 1.97% in other assets or cash equivalents. Managed by Harsha Upadhyaya, it has delivered a return of 1.02% in the last year, a total return since inception of 18.31%.
Harsha Upadhyaya
Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Key Metrics of Kotak Large & Midcap Fund Regular-idcw
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Standard Deviation13.00%
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Sharpe Ratio0.82%
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Alpha3.69%
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Beta0.93%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Large And Mid Cap Fund Direct-growth  |
₹3,651 | 2.00% | 3.16% | 3.27% | 18.18% | 24.37% |
| Quant Large And Mid Cap Fund-growth |
₹3,651 | 1.86% | 2.82% | 1.97% | 16.51% | 22.51% |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹410 | 2.83% | 4.75% | 8.67% | 18.08% | 19.98% |
Canara Robeco Large And Mid Cap Fund Direct-growth  |
₹25,551 | -0.40% | 0.31% | 7.65% | 17.67% | 19.79% |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹410 | 2.69% | 4.36% | 7.30% | 16.80% | 18.71% |
| ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth |
₹1,774 | -0.50% | 1.57% | -0.19% | 16.50% | 17.15% |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹5,736 | 0.50% | 2.28% | 8.45% | 15.46% | 16.21% |
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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 & Midcap Fund Regular-growth
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₹28,084 | 1.21% | 3.49% | 6.34% | 9.05% | 19.34% |
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Kotak Large & Midcap Fund Direct-growth
|
₹28,084 | 1.31% | 3.76% | 6.90% | 10.20% | 20.67% |
|
Kotak Large & Midcap Fund Direct-idcw
|
₹28,084 | 1.31% | 3.76% | 6.90% | 10.20% | 20.67% |
|
Kotak Msci India Etf-growth
|
₹855 | 1.63% | 4.19% | 5.08% | - | - |
|
Kotak Nifty 200 Momentum 30 Index Fund Direct - Growth
|
₹482 | 0.49% | 4.16% | 4.78% | -3.04% | - |
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Kotak Nifty 200 Momentum 30 Index Fund Regular - Growth
|
₹482 | 0.45% | 4.02% | 4.52% | -3.51% | - |
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Kotak Nifty 200 Quality 30 Index Fund Direct-growth
|
₹10 | 1.66% | 4.65% | - | - | - |
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Kotak Nifty 200 Quality 30 Index Fund Regular-growth
|
₹10 | 1.62% | 4.55% | - | - | - |
|
Kotak Nifty200 Quality 30 Etf-growth
|
₹2 | 1.66% | 4.65% | - | - | - |
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growth is based on 1-month returns of the fundsMutual Fund 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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Pro Tip
Top 25% of investors consistently generate more than 12% return
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Total Investment
Wealth Gained
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I want to save
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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Total Investment
Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Canara Robeco Large And Mid Cap Fund Direct-growth |
₹25,551 | ₹298.31 | 17.67% | 19.79% | 16.85% |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹5,736 | ₹1,025.81 | 15.46% | 16.21% | 13.56% |
| Quant Large And Mid Cap Fund Direct-growth |
₹3,651 | ₹128.06 | 18.18% | 24.37% | 17.33% |
| Quant Large And Mid Cap Fund-growth |
₹3,651 | ₹116.48 | 16.51% | 22.51% | 16.35% |
| ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth |
₹1,774 | ₹27.81 | 16.50% | 17.15% | - |
| ICICI Prudential Nifty 200 Momentum 30 Etf - Growth |
₹571 | ₹32.55 | 17.53% | - | - |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹410 | ₹54.32 | 18.08% | 19.98% | 14.45% |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹410 | ₹91.16 | 16.80% | 18.71% | 13.15% |
| Aditya Birla Sun Life Nifty 200 Momentum 30 Etf-growth |
₹46 | ₹32.37 | 17.66% | - | - |
| Aditya Birla Sun Life Nifty 200 Quality 30 Etf-growth |
₹28 | ₹22.25 | 15.14% | - | - |
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Top funds are based on Fund AUM
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 6.52% | ₹1,925.24 Cr |
| Hdfc Bank Ltd | Financial | 6.52% | ₹1,925.24 Cr |
| Hdfc Bank Ltd | Financial | 6.47% | ₹1,816.38 Cr |
| Hdfc Bank Ltd | Financial | 6.03% | ₹1,711.80 Cr |
| Hdfc Bank Ltd | Financial | 6.03% | ₹1,711.80 Cr |
| Bharat Electronics Ltd | Industrials | 4.04% | ₹1,193.08 Cr |
| Bharat Electronics Ltd | Industrials | 4.04% | ₹1,193.08 Cr |
| State Bank Of India | Financial | 3.97% | ₹1,171.25 Cr |
| State Bank Of India | Financial | 3.97% | ₹1,171.25 Cr |
| Zomato Ltd | Technology | 4.01% | ₹1,139.25 Cr |
| Zomato Ltd | Technology | 4.01% | ₹1,139.25 Cr |
| Bharat Electronics Ltd | Industrials | 3.99% | ₹1,131.06 Cr |
| Bharat Electronics Ltd | Industrials | 3.99% | ₹1,131.06 Cr |
| Zomato Ltd | Technology | 3.77% | ₹1,112.13 Cr |
| Zomato Ltd | Technology | 3.77% | ₹1,112.13 Cr |
| Bharat Electronics Ltd | Industrials | 3.82% | ₹1,072.68 Cr |
| Zomato Ltd | Technology | 3.81% | ₹1,071.30 Cr |
| State Bank Of India | Financial | 3.69% | ₹1,046.94 Cr |
| State Bank Of India | Financial | 3.69% | ₹1,046.94 Cr |
| Icici Bank Ltd | Financial | 3.69% | ₹1,036.98 Cr |
| Repo | Unspecified | 3.35% | ₹950.20 Cr |
| Repo | Unspecified | 3.35% | ₹950.20 Cr |
| Icici Bank Ltd | Financial | 3.32% | ₹943.60 Cr |
| Icici Bank Ltd | Financial | 3.32% | ₹943.60 Cr |
| Icici Bank Ltd | Financial | 3.19% | ₹941.71 Cr |
| Icici Bank Ltd | Financial | 3.19% | ₹941.71 Cr |
| Repo | Unspecified | 3.04% | ₹898.73 Cr |
| Repo | Unspecified | 3.04% | ₹898.73 Cr |
| State Bank Of India | Financial | 3.12% | ₹876.21 Cr |
| Infosys Ltd | Technology | 3.12% | ₹875.22 Cr |
| Coromandel International Ltd | Materials | 3.11% | ₹874.71 Cr |
| Infosys Ltd | Technology | 2.91% | ₹859.73 Cr |
| Infosys Ltd | Technology | 2.91% | ₹859.73 Cr |
| Infosys Ltd | Technology | 2.95% | ₹836.24 Cr |
| Infosys Ltd | Technology | 2.95% | ₹836.24 Cr |
| Axis Bank Ltd | Financial | 2.59% | ₹764.34 Cr |
| Axis Bank Ltd | Financial | 2.59% | ₹764.34 Cr |
| Bharti Airtel Ltd | Technology | 2.54% | ₹749.89 Cr |
| Bharti Airtel Ltd | Technology | 2.54% | ₹749.89 Cr |
| Larsen & Toubro Ltd | Industrials | 2.53% | ₹745.72 Cr |
| Larsen & Toubro Ltd | Industrials | 2.53% | ₹745.72 Cr |
| Coromandel International Ltd | Materials | 2.57% | ₹730.73 Cr |
| Coromandel International Ltd | Materials | 2.57% | ₹730.73 Cr |
| Bajaj Finance Ltd | Financial | 2.38% | ₹703.89 Cr |
| Bajaj Finance Ltd | Financial | 2.38% | ₹703.89 Cr |
| Axis Bank Ltd | Financial | 2.47% | ₹701.59 Cr |
| Axis Bank Ltd | Financial | 2.47% | ₹701.59 Cr |
| Bharti Airtel Ltd | Technology | 2.49% | ₹698.72 Cr |
| Coromandel International Ltd | Materials | 2.34% | ₹690.50 Cr |
| Coromandel International Ltd | Materials | 2.34% | ₹690.50 Cr |
| Bharti Airtel Ltd | Technology | 2.42% | ₹685.62 Cr |
| Bharti Airtel Ltd | Technology | 2.42% | ₹685.62 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.30% | ₹679.14 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.30% | ₹679.14 Cr |
| Larsen & Toubro Ltd | Industrials | 2.39% | ₹676.92 Cr |
| Larsen & Toubro Ltd | Industrials | 2.39% | ₹676.92 Cr |
| Bajaj Finance Ltd | Financial | 2.38% | ₹674.26 Cr |
| Bajaj Finance Ltd | Financial | 2.38% | ₹674.26 Cr |
| Larsen & Toubro Ltd | Industrials | 2.40% | ₹672.75 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.26% | ₹666.40 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.26% | ₹666.40 Cr |
| Axis Bank Ltd | Financial | 2.36% | ₹662.41 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.31% | ₹656.70 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.31% | ₹656.70 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.19% | ₹620.76 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.19% | ₹620.76 Cr |
| Mphasis Ltd | Technology | 2.19% | ₹613.84 Cr |
| Mphasis Ltd | Technology | 2.06% | ₹608.17 Cr |
| Mphasis Ltd | Technology | 2.06% | ₹608.17 Cr |
| Bajaj Finance Ltd | Financial | 2.12% | ₹594.81 Cr |
| Mphasis Ltd | Technology | 2.06% | ₹584.06 Cr |
| Mphasis Ltd | Technology | 2.06% | ₹584.06 Cr |
| Jk Cement Ltd | Materials | 2.02% | ₹566.02 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.01% | ₹564.91 Cr |
| Jindal Steel & Power Ltd | Materials | 1.88% | ₹554.74 Cr |
| Jindal Steel & Power Ltd | Materials | 1.88% | ₹554.74 Cr |
| Jindal Steel & Power Ltd | Materials | 1.95% | ₹553.15 Cr |
| Jindal Steel & Power Ltd | Materials | 1.95% | ₹553.15 Cr |
| Ashok Leyland Ltd | Industrials | 1.87% | ₹551.97 Cr |
| Ashok Leyland Ltd | Industrials | 1.87% | ₹551.97 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.94% | ₹546.14 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.83% | ₹541.02 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.83% | ₹541.02 Cr |
| Linde India Ltd | Materials | 1.91% | ₹535.57 Cr |
| Reliance Industries Ltd | Energy & Utilities | 1.81% | ₹535.10 Cr |
| Reliance Industries Ltd | Energy & Utilities | 1.81% | ₹535.10 Cr |
| Srf Ltd | Materials | 1.89% | ₹532.14 Cr |
| Indian Bank | Financial | 1.75% | ₹515.22 Cr |
| Indian Bank | Financial | 1.75% | ₹515.22 Cr |
| Srf Ltd | Materials | 1.74% | ₹512.84 Cr |
| Srf Ltd | Materials | 1.74% | ₹512.84 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.80% | ₹510.18 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.80% | ₹510.18 Cr |
| Linde India Ltd | Materials | 1.79% | ₹508.84 Cr |
| Linde India Ltd | Materials | 1.79% | ₹508.84 Cr |
| Biocon Ltd | Healthcare | 1.81% | ₹508.82 Cr |
| Ashok Leyland Ltd | Industrials | 1.81% | ₹508.41 Cr |
| Jindal Steel & Power Ltd | Materials | 1.79% | ₹501.80 Cr |
| Reliance Industries Ltd | Energy & Utilities | 1.78% | ₹500.47 Cr |
| Srf Ltd | Materials | 1.74% | ₹494.13 Cr |
| Srf Ltd | Materials | 1.74% | ₹494.13 Cr |
| Reliance Industries Ltd | Energy & Utilities | 1.73% | ₹491.04 Cr |
| Reliance Industries Ltd | Energy & Utilities | 1.73% | ₹491.04 Cr |
| Linde India Ltd | Materials | 1.66% | ₹489.94 Cr |
| Linde India Ltd | Materials | 1.66% | ₹489.94 Cr |
| Biocon Ltd | Healthcare | 1.64% | ₹483.73 Cr |
| Biocon Ltd | Healthcare | 1.64% | ₹483.73 Cr |
| Dalmia Bharat Ltd | Materials | 1.69% | ₹478.87 Cr |
| Dalmia Bharat Ltd | Materials | 1.69% | ₹478.87 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.62% | ₹476.89 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.62% | ₹476.89 Cr |
| Tech Mahindra Ltd | Technology | 1.67% | ₹468.38 Cr |
| Dalmia Bharat Ltd | Materials | 1.58% | ₹466.54 Cr |
| Dalmia Bharat Ltd | Materials | 1.58% | ₹466.54 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.56% | ₹459.66 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.56% | ₹459.66 Cr |
| Tech Mahindra Ltd | Technology | 1.54% | ₹455.81 Cr |
| Tech Mahindra Ltd | Technology | 1.54% | ₹455.81 Cr |
| Tech Mahindra Ltd | Technology | 1.58% | ₹448.10 Cr |
| Tech Mahindra Ltd | Technology | 1.58% | ₹448.10 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.58% | ₹444.26 Cr |
| Biocon Ltd | Healthcare | 1.56% | ₹443.30 Cr |
| Biocon Ltd | Healthcare | 1.56% | ₹443.30 Cr |
| Apollo Tyres Ltd | Consumer Discretionary | 1.50% | ₹441.32 Cr |
| Apollo Tyres Ltd | Consumer Discretionary | 1.50% | ₹441.32 Cr |
| Indian Bank | Financial | 1.55% | ₹439.46 Cr |
| Indian Bank | Financial | 1.55% | ₹439.46 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.54% | ₹436.46 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.54% | ₹436.46 Cr |
| Ashok Leyland Ltd | Industrials | 1.52% | ₹430.29 Cr |
| Ashok Leyland Ltd | Industrials | 1.52% | ₹430.29 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.52% | ₹426.43 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.49% | ₹419.06 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.48% | ₹415.33 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.45% | ₹411.06 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.45% | ₹411.06 Cr |
| Jk Cement Ltd | Materials | 1.44% | ₹409.50 Cr |
| Jk Cement Ltd | Materials | 1.44% | ₹409.50 Cr |
| Ultratech Cement Ltd | Materials | 1.44% | ₹404.22 Cr |
| Jk Cement Ltd | Materials | 1.37% | ₹403.91 Cr |
| Jk Cement Ltd | Materials | 1.37% | ₹403.91 Cr |
| Ultratech Cement Ltd | Materials | 1.42% | ₹403.33 Cr |
| Ultratech Cement Ltd | Materials | 1.42% | ₹403.33 Cr |
| Ultratech Cement Ltd | Materials | 1.34% | ₹394.25 Cr |
| Ultratech Cement Ltd | Materials | 1.34% | ₹394.25 Cr |
| Cummins India Ltd | Industrials | 1.32% | ₹390.97 Cr |
| Cummins India Ltd | Industrials | 1.32% | ₹390.97 Cr |
| Apollo Tyres Ltd | Consumer Discretionary | 1.37% | ₹387.82 Cr |
| Apollo Tyres Ltd | Consumer Discretionary | 1.37% | ₹387.82 Cr |
| Blue Star Ltd | Industrials | 1.31% | ₹387.48 Cr |
| Blue Star Ltd | Industrials | 1.31% | ₹387.48 Cr |
| Repo | Unspecified | 1.37% | ₹384.80 Cr |
| Blue Star Ltd | Industrials | 1.33% | ₹376.20 Cr |
| Blue Star Ltd | Industrials | 1.33% | ₹376.20 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.27% | ₹374.45 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.27% | ₹374.45 Cr |
| Indian Bank | Financial | 1.33% | ₹373.02 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.32% | ₹369.95 Cr |
| Apollo Tyres Ltd | Consumer Discretionary | 1.31% | ₹368.75 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.30% | ₹367.56 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.30% | ₹367.56 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.24% | ₹365.52 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.24% | ₹365.52 Cr |
| Cummins India Ltd | Industrials | 1.25% | ₹353.39 Cr |
| Cummins India Ltd | Industrials | 1.25% | ₹353.39 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.24% | ₹349.20 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 1.24% | ₹347.89 Cr |
| Blue Star Ltd | Industrials | 1.24% | ₹347.62 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.17% | ₹345.78 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.17% | ₹345.78 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.15% | ₹338.96 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.15% | ₹338.96 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.14% | ₹337.61 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.14% | ₹337.61 Cr |
| Interglobe Aviation Ltd | Industrials | 1.14% | ₹337.50 Cr |
| Interglobe Aviation Ltd | Industrials | 1.14% | ₹337.50 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.18% | ₹336.30 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.18% | ₹336.30 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.18% | ₹336.09 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.18% | ₹336.09 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.14% | ₹322.67 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.14% | ₹322.67 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.13% | ₹320.03 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.13% | ₹320.03 Cr |
| Cummins India Ltd | Industrials | 1.14% | ₹320.00 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.08% | ₹319.07 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.08% | ₹319.07 Cr |
| Abb India Ltd | Industrials | 1.13% | ₹316.83 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.12% | ₹315.43 Cr |
| Crisil Ltd | Industrials | 1.11% | ₹312.94 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.11% | ₹312.84 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.09% | ₹308.05 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.09% | ₹308.05 Cr |
| Interglobe Aviation Ltd | Industrials | 1.08% | ₹307.70 Cr |
| Interglobe Aviation Ltd | Industrials | 1.08% | ₹307.70 Cr |
| Torrent Power Ltd | Energy & Utilities | 1.03% | ₹302.80 Cr |
| Torrent Power Ltd | Energy & Utilities | 1.03% | ₹302.80 Cr |
| Crisil Ltd | Industrials | 1.02% | ₹302.03 Cr |
| Crisil Ltd | Industrials | 1.02% | ₹302.03 Cr |
| Torrent Power Ltd | Energy & Utilities | 1.07% | ₹301.30 Cr |
| Abb India Ltd | Industrials | 1.02% | ₹300.15 Cr |
| Abb India Ltd | Industrials | 1.02% | ₹300.15 Cr |
| Abb India Ltd | Industrials | 1.05% | ₹298.04 Cr |
| Abb India Ltd | Industrials | 1.05% | ₹298.04 Cr |
| Swiggy Ltd. | Technology | 1.04% | ₹296.07 Cr |
| Swiggy Ltd. | Technology | 1.04% | ₹296.07 Cr |
| Schaeffler India Ltd | Industrials | 1.04% | ₹294.62 Cr |
| Schaeffler India Ltd | Industrials | 1.04% | ₹294.62 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 1.03% | ₹292.57 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 1.03% | ₹292.57 Cr |
| Schaeffler India Ltd | Industrials | 1.03% | ₹288.52 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 0.98% | ₹288.05 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 0.98% | ₹288.05 Cr |
| Swiggy Ltd. | Technology | 0.97% | ₹286.97 Cr |
| Swiggy Ltd. | Technology | 0.97% | ₹286.97 Cr |
| Oberoi Realty Ltd | Real Estate | 0.96% | ₹284.53 Cr |
| Oberoi Realty Ltd | Real Estate | 0.96% | ₹284.53 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.96% | ₹283.80 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.96% | ₹283.80 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.01% | ₹282.96 Cr |
| Schaeffler India Ltd | Industrials | 0.95% | ₹281.50 Cr |
| Schaeffler India Ltd | Industrials | 0.95% | ₹281.50 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.99% | ₹280.35 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.99% | ₹280.35 Cr |
| Thermax Ltd | Industrials | 0.98% | ₹275.83 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.95% | ₹269.01 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.95% | ₹269.01 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.95% | ₹267.11 Cr |
| Voltas Ltd | Industrials | 0.95% | ₹265.54 Cr |
| Crisil Ltd | Industrials | 0.92% | ₹261.76 Cr |
| Crisil Ltd | Industrials | 0.92% | ₹261.76 Cr |
| Oberoi Realty Ltd | Real Estate | 0.93% | ₹260.82 Cr |
| Oberoi Realty Ltd | Real Estate | 0.89% | ₹253.14 Cr |
| Oberoi Realty Ltd | Real Estate | 0.89% | ₹253.14 Cr |
| Voltas Ltd.-nov2025 | Industrials | 0.85% | ₹250.02 Cr |
| Voltas Ltd.-nov2025 | Industrials | 0.85% | ₹250.02 Cr |
| United Spirits Ltd | Consumer Staples | 0.82% | ₹243.34 Cr |
| United Spirits Ltd | Consumer Staples | 0.82% | ₹243.34 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.82% | ₹242.79 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.82% | ₹242.79 Cr |
| Swiggy Ltd. | Technology | 0.86% | ₹242.25 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.85% | ₹240.44 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.85% | ₹240.44 Cr |
| The India Cements Ltd | Materials | 0.80% | ₹235.90 Cr |
| The India Cements Ltd | Materials | 0.80% | ₹235.90 Cr |
| Petronet Lng Ltd | Energy & Utilities | 0.82% | ₹230.56 Cr |
| United Spirits Ltd | Consumer Staples | 0.81% | ₹227.83 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.81% | ₹226.91 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.80% | ₹226.30 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.80% | ₹226.30 Cr |
| Thermax Ltd | Industrials | 0.76% | ₹225.32 Cr |
| Thermax Ltd | Industrials | 0.76% | ₹225.32 Cr |
| United Spirits Ltd | Consumer Staples | 0.79% | ₹225.13 Cr |
| United Spirits Ltd | Consumer Staples | 0.79% | ₹225.13 Cr |
| Petronet Lng Ltd | Energy & Utilities | 0.76% | ₹225.00 Cr |
| Petronet Lng Ltd | Energy & Utilities | 0.76% | ₹225.00 Cr |
| Dalmia Bharat Ltd | Materials | 0.80% | ₹223.55 Cr |
| Petronet Lng Ltd | Energy & Utilities | 0.79% | ₹223.04 Cr |
| Petronet Lng Ltd | Energy & Utilities | 0.79% | ₹223.04 Cr |
| Thermax Ltd | Industrials | 0.78% | ₹221.92 Cr |
| Thermax Ltd | Industrials | 0.78% | ₹221.92 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.75% | ₹221.90 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.75% | ₹221.90 Cr |
| Gujarat State Petronet Ltd | Energy & Utilities | 0.76% | ₹214.37 Cr |
| Hcl Technologies Ltd | Technology | 0.76% | ₹212.85 Cr |
| Gujarat State Petronet Ltd | Energy & Utilities | 0.74% | ₹210.49 Cr |
| Gujarat State Petronet Ltd | Energy & Utilities | 0.74% | ₹210.49 Cr |
| Tata Chemicals Ltd | Materials | 0.72% | ₹202.89 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 0.68% | ₹201.02 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 0.68% | ₹201.02 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 0.71% | ₹200.77 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 0.71% | ₹200.77 Cr |
| Tata Chemicals Ltd | Materials | 0.67% | ₹189.94 Cr |
| Tata Chemicals Ltd | Materials | 0.67% | ₹189.94 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.67% | ₹189.12 Cr |
| Tata Chemicals Ltd | Materials | 0.62% | ₹183.91 Cr |
| Tata Chemicals Ltd | Materials | 0.62% | ₹183.91 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 0.65% | ₹183.58 Cr |
| Interglobe Aviation Ltd | Industrials | 0.63% | ₹177.32 Cr |
| The India Cements Ltd | Materials | 0.61% | ₹172.80 Cr |
| The India Cements Ltd | Materials | 0.61% | ₹172.80 Cr |
| Exide Industries Ltd | Consumer Discretionary | 0.60% | ₹169.09 Cr |
| Ashok Leyland Ltd.-oct2025 | Industrials | 0.59% | ₹166.91 Cr |
| Ashok Leyland Ltd.-oct2025 | Industrials | 0.59% | ₹166.91 Cr |
| Bosch Ltd | Consumer Discretionary | 0.58% | ₹161.54 Cr |
| Exide Industries Ltd | Consumer Discretionary | 0.55% | ₹156.30 Cr |
| Exide Industries Ltd | Consumer Discretionary | 0.55% | ₹156.30 Cr |
| Astra Microwave Products Ltd | Technology | 0.52% | ₹154.41 Cr |
| Astra Microwave Products Ltd | Technology | 0.52% | ₹154.41 Cr |
| Exide Industries Ltd | Consumer Discretionary | 0.52% | ₹152.76 Cr |
| Exide Industries Ltd | Consumer Discretionary | 0.52% | ₹152.76 Cr |
| Bosch Ltd | Consumer Discretionary | 0.54% | ₹152.58 Cr |
| Bosch Ltd | Consumer Discretionary | 0.54% | ₹152.58 Cr |
| Voltas Ltd.-oct2025 | Industrials | 0.53% | ₹151.26 Cr |
| Voltas Ltd.-oct2025 | Industrials | 0.53% | ₹151.26 Cr |
| Bosch Ltd | Consumer Discretionary | 0.50% | ₹148.98 Cr |
| Bosch Ltd | Consumer Discretionary | 0.50% | ₹148.98 Cr |
| Gujarat State Petronet Ltd | Energy & Utilities | 0.50% | ₹148.56 Cr |
| Gujarat State Petronet Ltd | Energy & Utilities | 0.50% | ₹148.56 Cr |
| Astra Microwave Products Ltd | Technology | 0.51% | ₹145.76 Cr |
| Astra Microwave Products Ltd | Technology | 0.51% | ₹145.76 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 0.51% | ₹143.54 Cr |
| Honeywell Automation India Ltd | Technology | 0.51% | ₹143.45 Cr |
| Aia Engineering Ltd | Industrials | 0.51% | ₹143.20 Cr |
| Astra Microwave Products Ltd | Technology | 0.51% | ₹142.16 Cr |
| Sun Tv Network Ltd | Consumer Discretionary | 0.48% | ₹135.08 Cr |
| Honeywell Automation India Ltd | Technology | 0.46% | ₹135.03 Cr |
| Honeywell Automation India Ltd | Technology | 0.46% | ₹135.03 Cr |
| Sun Tv Network Ltd | Consumer Discretionary | 0.46% | ₹134.83 Cr |
| Sun Tv Network Ltd | Consumer Discretionary | 0.46% | ₹134.83 Cr |
| Honeywell Automation India Ltd | Technology | 0.47% | ₹133.55 Cr |
| Honeywell Automation India Ltd | Technology | 0.47% | ₹133.55 Cr |
| Beml Ltd | Industrials | 0.45% | ₹131.99 Cr |
| Beml Ltd | Industrials | 0.45% | ₹131.99 Cr |
| Sun Tv Network Ltd | Consumer Discretionary | 0.44% | ₹125.63 Cr |
| Sun Tv Network Ltd | Consumer Discretionary | 0.44% | ₹125.63 Cr |
| Beml Ltd | Industrials | 0.44% | ₹125.21 Cr |
| Beml Ltd | Industrials | 0.44% | ₹125.21 Cr |
| Beml Ltd | Industrials | 0.42% | ₹118.82 Cr |
| Voltas Ltd | Industrials | 0.41% | ₹117.67 Cr |
| Voltas Ltd | Industrials | 0.41% | ₹117.67 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.39% | ₹109.18 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.33% | ₹97.83 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.33% | ₹97.83 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.34% | ₹95.49 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.34% | ₹95.49 Cr |
| Kotak Liquid Plan A Direct - Growth | Unspecified | 0.29% | ₹86.05 Cr |
| Kotak Liquid Plan A Direct - Growth | Unspecified | 0.29% | ₹86.05 Cr |
| Kotak Liquid Plan A Direct - Growth | Unspecified | 0.30% | ₹85.63 Cr |
| Kotak Liquid Plan A Direct - Growth | Unspecified | 0.30% | ₹85.63 Cr |
| Kotak Liquid Plan A Direct - Growth | Unspecified | 0.30% | ₹84.82 Cr |
| Nuvama Wealth Management Ltd | Financial | 0.25% | ₹70.90 Cr |
| Nuvama Wealth Management Ltd | Financial | 0.22% | ₹61.75 Cr |
| Nuvama Wealth Management Ltd | Financial | 0.22% | ₹61.75 Cr |
| Ashok Leyland Ltd.-nov2025 | Industrials | 0.14% | ₹41.36 Cr |
| Ashok Leyland Ltd.-nov2025 | Industrials | 0.14% | ₹41.36 Cr |
| Net Current Assets | Unspecified | 0.15% | ₹40.24 Cr |
| Voltas Ltd | Industrials | 0.08% | ₹23.88 Cr |
| Voltas Ltd | Industrials | 0.08% | ₹23.88 Cr |
| Bharti Airtel Ltd Ppe | Technology | 0.08% | ₹23.50 Cr |
| Bharti Airtel Ltd Ppe | Technology | 0.08% | ₹23.50 Cr |
| Bharti Airtel Ltd Ppe | Technology | 0.08% | ₹21.59 Cr |
| Bharti Airtel Ltd Ppe | Technology | 0.07% | ₹21.12 Cr |
| Bharti Airtel Ltd Ppe | Technology | 0.07% | ₹21.12 Cr |
| Indian Bank-oct2025 | Financial | 0.04% | ₹10.78 Cr |
| Indian Bank-oct2025 | Financial | 0.04% | ₹10.78 Cr |
| Vikram Solar Ltd. | Energy & Utilities | 0.01% | ₹2.54 Cr |
| Vikram Solar Ltd. | Energy & Utilities | 0.01% | ₹2.54 Cr |
| Net Payables | Unspecified | -1.03% | ₹-291.14 Cr |
| Net Payables | Unspecified | -1.03% | ₹-291.14 Cr |
| Net Payables | Unspecified | -1.06% | ₹-312.46 Cr |
| Net Payables | Unspecified | -1.06% | ₹-312.46 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Large And Mid Cap Fund Direct-growth |
₹128.06 | 18.18% | 24.37% | - |
| Quant Large And Mid Cap Fund-growth |
₹116.48 | 16.51% | 22.51% | - |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹54.32 | 18.08% | 19.98% | - |
| Canara Robeco Large And Mid Cap Fund Direct-growth |
₹298.31 | 17.67% | 19.79% | - |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹91.16 | 16.80% | 18.71% | - |
| ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth |
₹27.81 | 16.50% | 17.15% | - |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹1,025.81 | 15.46% | 16.21% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Large & Midcap Fund Regular-idcw
What is the current AUM of Kotak Large & Midcap Fund Regular-idcw?
As of Thu Jul 31, 2025, Kotak Large & Midcap Fund Regular-idcw manages assets worth ₹28,084.1 crore
How has Kotak Large & Midcap Fund Regular-idcw performed recently?
- 3 Months: 0.85%
- 6 Months: 17.70%
What is the long-term performance of Kotak Large & Midcap Fund Regular-idcw?
- 3 Years CAGR: 19.77%
- 5 Years CAGR: 21.97%
- Since Inception: 18.31%
What is the portfolio composition of Kotak Large & Midcap Fund Regular-idcw?
Equity: 97.72%, Debt: 0.31%, Others: 1.97%.
Who manages Kotak Large & Midcap Fund Regular-idcw?
Kotak Large & Midcap Fund Regular-idcw is managed by Harsha Upadhyaya from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Large & Midcap Fund Regular-idcw?
Large Cap: 55.04%, Mid Cap: 39.24%, Small Cap: 5.72%.
Which are the top companies Kotak Large & Midcap Fund Regular-idcw has invested in?
- HDFC Bank Ltd – 6.52% of the fund's portfolio
- HDFC Bank Ltd – 6.52% of the fund's portfolio
- HDFC Bank Ltd – 6.47% of the fund's portfolio
- HDFC Bank Ltd – 6.03% of the fund's portfolio
- HDFC Bank Ltd – 6.03% of the fund's portfolio
Which are the major sectors Kotak Large & Midcap Fund Regular-idcw focuses on?
- Financial – 117.64% of the fund's portfolio
- Industrials – 90.20% of the fund's portfolio
- Technology – 75.95% of the fund's portfolio
- Materials – 68.10% of the fund's portfolio
- Energy & Utilities – 50.78% of the fund's portfolio
View more FAQ's
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
