Kotak Large Cap Fund
Direct · Growth ₹650.89
23 Apr 2026
NAV
15.2%
3Y CAGR
15.0%
5Y CAGR
15.0%
10Y CAGR
15.2%
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.
7.47
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 | ₹12.81 L | 17.7% | -55.5% | 90.7% |
| 3 Years | ₹36.00 L | ₹44.50 L | 15.1% | -19.1% | 35.1% |
| 5 Years | ₹60.00 L | ₹87.88 L | 15.0% | -7.1% | 25.5% |
| 10 Years | ₹1.20 Cr | ₹2.69 Cr | 15.5% | 12.5% | 18.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 17.7% | 1.9% | +15.8% |
| 3 Years | 15.1% | 11.7% | +3.4% |
| 5 Years | 15.0% | 11.3% | +3.7% |
| 10 Years | 15.5% | 12.0% | +3.5% |