About Fund
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The scheme will invest predominantly in a mix of large and mid cap stocks from various sectors, which look promising, based on the growth pattern in the economy. There is no assurance that the investment objective of the scheme will be achieved.
The Kotak Large & Mid Cap Direct Growth has an AUM of 32050.32 crores & has delivered CAGR of 13.80 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.59%. The minimum investment in Kotak Large & Mid 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 & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, State Bank of India, Eternal, Bharat Electronics.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Consumer Financial Services, Chemical Manufacturing.
Some of the similar funds are ICICI Prudential Large & Mid Cap Fund Direct Plan Growth, SBI Large & Midcap Fund Direct Growth, HDFC Large & Mid Cap Fund Direct Growth, Kotak Large & Mid Cap Direct Growth, Canara Robeco Large and Mid Cap Fund Direct Plan Growth Option. Kotak Large & Mid Cap Direct Growth has a sharpe ratio of 0.60 & a standard deviation of 15.28%.
