Kotak Large Cap Growth

• Alpha 0.89%
• Beta 0.95
• Sharpe Ratio0.74
• Std Deviation 11.63%
• Tracking Error 2.84%

To generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

The Kotak Large Cap Growth has an AUM of 10864.16 crores & has delivered CAGR of 11.90% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.73%. The minimum investment in Kotak Large Cap 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, ICICI Bank, Reliance Industries & State Bank of India.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Consumer Financial Services.

Some of the similar funds are DSP Large Cap Fund Regular Plan Growth, Canara Robeco Large Cap Fund Regular Plan Growth, Kotak Large Cap Growth, Franklin India Large Cap Fund Growth, UTI Large cap Fund Regular Plan Growth. Kotak Large Cap Growth has a sharpe ratio of 0.74 & a standard deviation of 11.63%.