Kotak Large Cap Fund
Direct · Growth ₹650.76
17 Jun 2026
NAV
15.1%
3Y CAGR
15.0%
5Y CAGR
14.9%
10Y CAGR
15.1%
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.
7.38
Sharpe
-36.9%
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 | ₹12.80 L | 17.4% | -55.5% | 90.7% |
| 3 Years | ₹36.00 L | ₹44.45 L | 14.9% | -19.1% | 35.1% |
| 5 Years | ₹60.00 L | ₹87.73 L | 14.9% | -7.1% | 25.5% |
| 7 Years | ₹84.00 L | ₹1.45 Cr | 15.2% | -0.4% | 21.7% |
| 10 Years | ₹1.20 Cr | ₹2.68 Cr | 15.4% | 12.5% | 18.5% |
| 12 Years | ₹1.44 Cr | ₹3.79 Cr | 15.1% | 12.5% | 16.9% |
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 | 17.4% | 14.5% | 14.3% | +2.9% |
| 3 Years | 14.9% | 11.2% | 14.5% | +3.8% |
| 5 Years | 14.9% | 10.4% | 14.1% | +4.5% |
| 7 Years | 15.2% | 10.6% | 14.1% | +4.6% |
| 10 Years | 15.4% | 11.5% | 14.4% | +3.9% |
| 12 Years | 15.1% | 11.4% | 14.3% | +3.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.7% | 12.9% | -28.9% | 97.2% | 0.59 | 2.06 | 88% | — | — |
| 3 Years | 15.1% | 15.7% | -4.7% | 32.8% | 1.65 | 8.00 | 99% | — | — |
| 5 Years | 15.0% | 15.2% | -0.1% | 27.9% | 2.01 | 16.15 | 100% | — | — |
| 10 Years | 14.9% | 14.8% | 11.8% | 17.3% | 7.38 | — | 100% | — | — |
-36.9%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.5%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.41
3Y
0.41
5Y
0.39
7Y
0.40
10Y
0.42
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.00 | 0.99 | 99.6% | 95.5% | -0.8% | -3.8% |
| 3 Years | +4.35 | 0.97 | 99.2% | 93.8% | 12.7% | 8.4% |
| 5 Years | +3.09 | 0.96 | 96.6% | 92.7% | 11.8% | 8.8% |
| 7 Years | +3.91 | 0.94 | 95.3% | 91.2% | 14.5% | 10.8% |
| 10 Years | +2.49 | 0.95 | 95.7% | 92.7% | 13.6% | 11.4% |
| 12 Years | +3.66 | 0.95 | 96.6% | 92.4% | 13.6% | 10.1% |
| 15 Years | +2.87 | 0.95 | 97.0% | 93.2% | 12.4% | 9.7% |