Kotak Large and Mid Cap Fund
Direct · Growth ₹415.39
04 Aug 2026
NAV
17.9%
3Y CAGR
17.3%
5Y CAGR
17.6%
10Y CAGR
17.7%
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.
8.49
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 | ₹12.93 L | 20.3% | -51.5% | 86.6% |
| 3 Years | ₹36.00 L | ₹46.59 L | 17.6% | -17.3% | 35.1% |
| 5 Years | ₹60.00 L | ₹92.70 L | 17.3% | -4.7% | 30.3% |
| 7 Years | ₹84.00 L | ₹1.56 Cr | 17.5% | 2.4% | 25.3% |
| 10 Years | ₹1.20 Cr | ₹3.06 Cr | 18.0% | 15.2% | 21.5% |
| 12 Years | ₹1.44 Cr | ₹4.46 Cr | 17.6% | 15.2% | 20.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.3% | 14.5% | 16.5% | +5.8% |
| 3 Years | 17.6% | 11.2% | 17.8% | +6.5% |
| 5 Years | 17.3% | 10.4% | 17.3% | +6.8% |
| 7 Years | 17.5% | 10.6% | 16.6% | +6.9% |
| 10 Years | 18.0% | 11.5% | 16.8% | +6.6% |
| 12 Years | 17.6% | 11.4% | 16.5% | +6.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.6% | 15.6% | -26.4% | 91.0% | 0.69 | 2.75 | 90% | — | — |
| 3 Years | 17.9% | 18.8% | -3.7% | 34.4% | 1.83 | 10.39 | 99% | — | — |
| 5 Years | 17.3% | 17.4% | 2.2% | 30.7% | 2.23 | 41.12 | 100% | — | — |
| 10 Years | 17.6% | 17.3% | 14.2% | 20.2% | 8.49 | — | 100% | — | — |
-36.0%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.3%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
0.50
3Y
0.48
5Y
0.46
7Y
0.49
10Y
0.51
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.10 | 1.06 | 106.7% | 96.7% | 7.2% | -0.4% |
| 3 Years | +8.01 | 1.03 | 104.6% | 95.1% | 16.1% | 8.0% |
| 5 Years | +6.58 | 0.96 | 97.5% | 89.8% | 15.1% | 8.7% |
| 7 Years | +7.79 | 0.87 | 91.5% | 83.5% | 19.4% | 12.4% |
| 10 Years | +5.59 | 0.88 | 91.9% | 85.3% | 16.2% | 11.2% |
| 12 Years | +6.70 | 0.89 | 93.2% | 85.5% | 16.5% | 10.2% |
| 15 Years | +5.50 | 0.89 | 92.7% | 85.7% | 15.0% | 9.9% |