Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Large & Mid Cap Fund median (35 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 03 Apr 2006 – 20 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty Midcap 150 history starts 14 Jan 2019, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Kotak Large & Midcap Fund |
|---|---|
| 03 Apr 2006 | ₹100.00 |
| 14 Dec 2007 | ₹159.73 |
| 26 Aug 2009 | ₹77.04 |
| 08 May 2011 | ₹77.88 |
| 17 Jan 2013 | ₹84.87 |
| 30 Sep 2014 | ₹113.63 |
| 11 Jun 2016 | ₹123.77 |
| 21 Feb 2018 | ₹144.83 |
| 04 Nov 2019 | ₹131.04 |
| 16 Jul 2021 | ₹171.14 |
| 28 Mar 2023 | ₹186.52 |
| 08 Dec 2024 | ₹323.98 |
| 20 Aug 2026 | ₹334.26 |
| Metric | Kotak Mahindra · Regular · IDCW NAV ₹62.17 Very High risk ★★★★☆ | Category median Large & Mid Cap Fund · 35 funds |
|---|---|---|
| +4.20% | +3.02% | |
| +14.90% | +9.47% | |
| +14.10% | +9.57% | |
| +9.35% | +8.51% | |
| +6.10% | +8.27% | |
| +13.30% | — | |
| +8.00% | +10.05% | |
| +7.80% | +9.17% | |
| +7.53% | +6.32% | |
| Risk | ||
| 14.98% | 15.59% | |
| 0.56 | 0.10 | |
| 0.75 | 0.12 | |
| -75.75% | -42.76% | |
| Nifty Midcap 150 | — | |
| -0.76% | -5.64% | |
| 0.80 | 0.85 | |
| 78.6% | 79.3% | |
| 74.5% | 97.2% | |
| 1.64% | 2.30% | |
| ₹32,050Cr | ₹4,527Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 32% | 40% | |
| Harsha Upadhyaya | — | |
| 03 Apr 2006 | — | |
| 66 | — | |
| 31.1% | — | |
| 1.2% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.