Kotak Large and Mid Cap Fund Direct Growth

Scheme code: INF174K01LF9 NAV value: ₹ 373.4970 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-26.44	91.01	16.33	20.02	14.06
3 year	-3.74	34.36	18.97	17.94	20.95
5 year	2.22	30.71	17.55	17.37	17.1
7 year	10.54	20.77	16.80	16.68	14.28
10 year	14.20	20.17	17.62	17.75	15.52
12 year	17.48	19.82	18.73	18.64	16.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.02
3 year	6.28	30.95	15.04	17.94
5 year	8.38	26.02	14.22	17.37
7 year	10.18	15.62	12.93	16.68
10 year	11.42	12.93	12.18	17.75
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.02
3 year	6.56	19.64	13.57	17.94
5 year	9.22	12.29	10.75	17.37

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.02
3 year	7.68	21.49	15.06	17.94
5 year	10.37	13.5	11.93	17.37

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	20.02
3 year	10.41	25.89	18.61	17.94
5 year	13.4	16.23	14.81	17.37

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,01,760 - Absolute Returns: ₹1,01,760 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,61,828 - Absolute Returns: ₹10,61,828 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹92,78,219 - Absolute Returns: ₹32,78,219 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,56,13,709 - Absolute Returns: ₹72,13,709 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,09,19,516 - Absolute Returns: ₹1,89,19,516 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,52,47,942 - Absolute Returns: ₹3,08,47,942 - CAGR: %

Drawdown Metrics

Max Drawdown

-36.03 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.28 %

Calmar Ratio by Duration

1 Y

0.5557

3 Y

0.4979

5 Y

0.4821

7 Y

0.463

10 Y

0.4926

12 Y

0.5173

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	8.06	1.01	106.1	95.3	12.03 %	4.00 %
3 years	7.80	1.00	102.8	92.8	19.09 %	11.28 %
5 years	6.89	0.94	96.1	87.6	16.14 %	9.44 %
7 years	6.82	0.86	90.3	83.0	16.98 %	10.74 %
10 years	5.90	0.87	91.5	84.6	17.25 %	12.06 %
12 years	4.65	0.87	91.5	84.6	14.20 %	10.00 %
15 years	3.47	0.87	91.5	84.6	11.21 %	7.92 %