Large & Mid Cap · Equity

Kotak Large & Mid Cap Fund

Kotak Mahindra Mutual Fund

Benchmark

Nifty LargeMidcap 250 TRI

Riskometer

Very High

Size

₹30,100 cr

Allotted

9 Sep 2004

Holdings as of

Not on record

Kotak Large & Mid Cap Fund is a large & mid cap fund of Kotak Mahindra Mutual Fund with ₹30,100 cr under management. It is ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 3 of 4 periods. Its direct plan charges 0.67% a year. Harsha Upadhyaya has managed it for 14.2 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Large & Mid Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty LargeMidcap 250 TRI, in 3 of 4 periods in AMFI's figures; −3.23% over the last year against −3.11%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty LargeMidcap 250 TRI	Ahead
1 month	−4.39%	−3.99%	—
3 months	−6.31%	−5.53%	—
6 months	−2.95%	−1.71%	—
1 year	−3.10%	−2.77%	−0.33 pts
3 years	+11.50%	+10.63%	+0.87 pts
5 years	+11.76%	+9.76%	+2.00 pts
10 years	+14.61%	+14.03%	+0.58 pts
Since start from 2 Jan 2013	+15.77%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 3 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−3.23%	−4.20%	−3.11%	−0.12	🔒
3y	+11.64%	+10.46%	+10.68%	+0.96	🔒
5y	+11.98%	+10.73%	+9.96%	+2.02	🔒
10y	+14.72%	+13.40%	+14.09%	+0.63	🔒

Ahead in points a year · its rank among Large & Mid Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026

Fund 390Nifty LargeMidcap 250 TRI 368

₹100 put in at the start of Oct 2016 would be ₹390 on 14 Oct 2026, against ₹368 in the Nifty LargeMidcap 250 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Large & Mid Cap Fund cost?

0.67% a year on the direct plan, 1.67% on the regular plan; 1 of 36 funds in its category charge less.

Direct plan

0.67% a year

Category median 1.07%

Regular plan

1.67% a year

Category median 2.29%

Gap

1.00 points

for the same holdings

1 of 36 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Schemes - Large & Mid Cap Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Large & Mid Cap Fund?

Harsha Upadhyaya, since 4 Aug 2012.

Harsha Upadhyaya

14.2 years

since 4 Aug 2012

Benchmark as filedNIFTY Large Midcap 250 TRI

Exit load

For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL

From 2 Scheme Summary Documents filed with NSE, first on 30 Aug 2026; as on 29 Sep 2026

What does Kotak Large & Mid Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.