Kotak Large & Midcap Fund - IDCW-Regular

The Kotak Large & Midcap Fund - IDCW-Regular , a Large & Mid Cap multi-cap fund   Open Ended Mutual Funds   from Kotak Mahindra Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Kotak Large & Midcap Fund - IDCW-Regular - Performance

The Kotak Large & Midcap Fund - IDCW-Regular has set a great track record, delivering an impressive 1-year return of -0.39. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹32,325.48 Cr. and the latest NAV declared is 57.295 as on 2026-10-21.

Kotak Large & Midcap Fund - IDCW-Regular - Investment Strategy

The Kotak Large & Midcap Fund - IDCW-Regular follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Kotak Large & Midcap Fund - IDCW-Regular - Fees and Expenses

The Kotak Large & Midcap Fund - IDCW-Regular has an expense ratio of 1.33 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.

Kotak Large & Midcap Fund - IDCW-Regular - SIP Planning

The Kotak Large & Midcap Fund - IDCW-Regular, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Kotak Large & Midcap Fund - IDCW-Regular is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Large & Mid Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Large & Mid Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.