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Kotak Large Cap Fund - Growth

(Erstwhile Kotak Bluechip Fund - Growth)

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Category: Equity: Large Cap
Launch Date: 29-12-1998
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 1.73% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 10,426.76 Cr As on (30-09-2025)
Turn over: 26.91
NAV as on 03-11-2025

590.377

2.27 (0.3852%)

CAGR Since Inception

18.62%

NIFTY 100 TRI 0.06%

PERFORMANCE of Kotak Large Cap Fund - Growth

Scheme Performance (%) Data as on - 03-11-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Large Cap Fund - Growth 7.14 15.43 18.58 13.09 18.62
NIFTY 100 TRI 6.48 14.28 18.86 13.77 0.06
Equity: Large Cap 5.37 14.76 18.04 12.69 13.59

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 Mr. Rohit Tandon

Investment Objective

To generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies.There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for Kotak Large Cap Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Kotak Large Cap Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Large Cap Fund - Growth 11.55 0.8 1.35 0.93 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Kotak Large Cap Fund - Growth 29-12-1998 7.14 18.89 15.43 18.58 13.09
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 13.37 0.0 0.0 0.0 0.0
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 7.85 20.44 19.18 24.82 14.74
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 7.58 16.56 13.2 16.91 13.71
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 7.37 21.45 16.69 18.17 13.32
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 7.22 20.47 17.94 21.61 14.69
PGIM India Large Cap Fund - Growth 05-01-2003 6.97 14.24 12.0 15.13 10.79
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 6.97 20.99 0.0 0.0 0.0
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 6.94 18.92 15.16 17.8 14.17
Invesco India Largecap Fund - Growth 21-08-2009 6.86 20.67 17.27 19.3 13.23

Asset Allocation (%)

PORTFOLIO ANALYSIS of Kotak Large Cap Fund - Growth

Portfolio as on