mid capHigh risk

Kotak Large & Mid Cap Fund - Regular Plan - IDCW

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Kotak Mahindra Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹62.301

▲ 0.05% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹7.2k gain · 7.2% / year

Invested 3 years ago

₹1.49 L

▲ ₹49.3k gain · 14.3% / year

Invested 5 years ago

₹1.91 L

▲ ₹91.3k gain · 13.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.0%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-75.75%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year7.22%

CAGR — 3 years14.29%

CAGR — 5 years13.85%

CAGR — since launch6.10%

Volatility — 1 year (annualised)14.82%

Volatility — 3 years (annualised)15.02%

Max drawdown — 1 year-13.70%

Max drawdown — 3 years-18.87%

Sharpe ratio — 1 year (rf=6%)0.08

Sharpe ratio — 3 years (rf=6%)0.51

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Equity Schemes - Large & Mid Cap Fund
Plan: Regular
Option: IDCW
ISIN (Growth): INF174K01203
ISIN (Div re-invest): INF174K01195
Fund code: 103233
First price on record: 3 Apr 2006 · 5,023 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.