mid capHigh risk

Kotak Large & Mid Cap Fund - Direct Plan - Growth

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 2 Jan 2013.

Latest price per unit

₹410.642

▼ 0.79% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹6.2k gain · 6.2% / year

Invested 3 years ago

₹1.50 L

▲ ₹50.1k gain · 14.5% / year

Invested 5 years ago

₹1.95 L

▲ ₹95.0k gain · 14.3% / 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

-36.03%

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 year6.16%

CAGR — 3 years14.51%

CAGR — 5 years14.29%

CAGR — since launch16.47%

Volatility — 1 year (annualised)14.78%

Volatility — 3 years (annualised)15.03%

Max drawdown — 1 year-13.58%

Max drawdown — 3 years-18.50%

Sharpe ratio — 1 year (rf=6%)0.01

Sharpe ratio — 3 years (rf=6%)0.53

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Equity Schemes - Large & Mid Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF174K01LF9
ISIN (Div re-invest): —
Fund code: 120158
First price on record: 2 Jan 2013 · 3,362 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.