Kotak Large Cap Fund

Review Date: 18-06-2026

Beginning of Analysis

In the Large Cap Fund category, Kotak Large Cap Fund is the 6th ranked fund. The category has total 29 funds. The Kotak Large Cap Fund has shown an excellent past performence in Large Cap Fund. The fund has a Jensen Alpha of 0.41% which is higher than the category average of 0.13%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.39 which is higher than the category average of 0.37.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large Cap Mutual Funds are ideal for conservative equity investors seeking stable returns with lower risk. These funds invest primarily in the top 100 companies by market capitalization, offering a balanced portfolio of well-established and financially stable companies. While they provide lower growth potential compared to mid-cap and small-cap funds, they also carry lower risk and volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to select and manage large-cap stocks effectively.

Kotak Large Cap Fund Return Analysis

The Kotak Large Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large Cap Fund peers and the Nifty 100 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 3.3%, 2.85 and -3.72 in last one, three and six months respectively. In the same period the category average return was 3.31%, 3.97% and -2.78% respectively.
• Kotak Large Cap Fund has given a return of 0.54% in last one year. In the same period the Nifty 100 TRI return was 0.4%. The fund has given 0.14% more return than the benchmark return.
• The fund has given a return of 13.14% in last three years and rank 12th out of thirty funds in the category. In the same period the Nifty 100 TRI return was 11.59%. The fund has given 1.55% more return than the benchmark return.
• Kotak Large Cap Fund has given a return of 12.05% in last five years and category average returns is 11.65% in same period. The fund ranked 10th out of twenty six funds in the category. In the same period the Nifty 100 TRI return was 10.85%. The fund has given 1.2% more return than the benchmark return.
• The fund has given a return of 13.62% in last ten years and ranked 8th out of twenty two funds in the category. In the same period the Nifty 100 TRI return was 13.03%. The fund has given 0.59% more return than the benchmark return.
• The fund has given a SIP return of -2.77% in last one year whereas category average SIP return is -1.5%. The fund one year return rank in the category is 21st in 33 funds
• The fund has SIP return of 6.62% in last three years and ranks 13th in 30 funds. quant large cap fund has given the highest SIP return (10.11%) in the category in last three years.
• The fund has SIP return of 10.56% in last five years whereas category average SIP return is 10.0%.

Kotak Large Cap Fund Risk Analysis

• The fund has a standard deviation of 13.71 and semi deviation of 10.75. The category average standard deviation is 13.83 and semi deviation is 10.69.
• The fund has a Value at Risk (VaR) of -22.53 and a maximum drawdown of -15.8. The category average VaR is -21.21 and the maximum drawdown is -16.23. The fund has a beta of 0.91 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Large Cap Fund Category

Good Performance in Large Cap Fund Category

Poor Performance in Large Cap Fund Category

Very Poor Performance in Large Cap Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization