Kotak Large & Midcap Fund Growth

• Alpha 2.90%
• Beta 0.92
• Sharpe Ratio0.95
• Std Deviation 12.66%
• Tracking Error 4.85%

The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The scheme will invest predominantly in a mix of large and mid cap stocks from various sectors, which look promising, based on the growth pattern in the economy. There is no assurance that the investment objective of the scheme will be achieved.

The Kotak Large & Midcap Fund Growth has an AUM of 29961.44 crores & has delivered CAGR of 17.54% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.57%. The minimum investment in Kotak Large & Midcap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, State Bank of India, Bharat Electronics & Eternal.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Chemical Manufacturing & Biotechnology & Drugs.

Some of the similar funds are ICICI Prudential Large & Mid Cap Fund Growth, HDFC Large and Mid Cap Fund Growth, SBI Large & Midcap Fund Regular Growth, Kotak Large & Midcap Fund Growth, Mirae Asset Large & Midcap Fund Growth. Kotak Large & Midcap Fund Growth has a sharpe ratio of 0.95 & a standard deviation of 12.66%.