Kotak Large and Mid Cap Fund
Direct · Growth ₹404.80
22 Apr 2026
NAV
17.9%
3Y CAGR
17.4%
5Y CAGR
17.7%
10Y CAGR
17.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.47
Sharpe
-36.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.95 L | 20.7% | -51.5% | 86.6% |
| 3 Years | ₹36.00 L | ₹46.72 L | 17.8% | -17.3% | 35.1% |
| 5 Years | ₹60.00 L | ₹93.16 L | 17.4% | -4.7% | 30.3% |
| 10 Years | ₹1.20 Cr | ₹3.08 Cr | 18.2% | 15.2% | 21.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.7% | 1.9% | +18.8% |
| 3 Years | 17.8% | 11.7% | +6.1% |
| 5 Years | 17.4% | 11.3% | +6.1% |
| 10 Years | 18.2% | 12.0% | +6.2% |