About Fund
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.
The Kotak Large Cap Direct Growth has an AUM of 10599.29 crores & has delivered CAGR of 12.41 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.65%. The minimum investment in Kotak Large Cap Direct Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Reliance Industries, HDFC Bank, State Bank of India.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations, Consumer Financial Services.
Some of the similar funds are DSP Large Cap Fund Direct Plan Growth, Kotak Large Cap Direct Growth, Canara Robeco Large Cap Fund Direct Plan Growth, Franklin India Large Cap Fund Direct Growth, UTI Large cap Fund Growth Option – Direct. Kotak Large Cap Direct Growth has a sharpe ratio of 0.57 & a standard deviation of 14.19%.
