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Kotak Large Cap Fund - Payout of Income Distribution cumcapital withdrawal option

Kotak · Large Cap
High
₹67.79
Current NAV
23 Oct 2026
-11.0%
1Y Return
8.0%
3Y CAGR
6.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.49).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.49).
  • Very large asset base (AUM: ₹19,040 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.49
Sharpe Ratio
0.49
Beta
5.49
Alpha
1.77
Sortino
Fund Details
Fund House Kotak
Category Large Cap
AUM ₹19040 Cr
Expense Ratio 1.29%
Min SIP ₹500
Min Lumpsum ₹1000
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