Kotak Large‑Cap snapshot
Kotak’s Large Cap Fund is listed with ₹10,516 crore in AUM, a 14% ten‑year annualized return, and a 62‑stock portfolio weighted about 88% to large caps, according to a recent fund note (x.com). The same filings and updates show Kotak is active across sectors and has participated in notable allocations tied to defense and capex themes this cycle (x.com).
Kotak’s large-cap equity fund was managing a little over ₹11,000 crore at the start of 2026 and was still running with a double-digit 10-year annualized return. (kotakmf.com) Kotak’s January 2026 factsheet listed the fund’s assets under management at ₹11,086.61 crore, with Rohit Tandon as fund manager and an allotment date of December 29, 1998. (kotakmf.com) On Kotak Mutual Fund’s scheme page, the direct plan showed a 13.98% annualized return over 10 years as of March 31, 2026, versus 13.29% for the Nifty 100 Total Return Index and 13.12% for the Nifty 50 Total Return Index. (kotakmf.com) A large-cap fund is supposed to stay mostly in India’s biggest listed companies. The Association of Mutual Funds in India says those large caps are the top 100 companies by market capitalization, using a list prepared with exchanges and under Securities and Exchange Board of India rules. (amfiindia.com) Kotak’s own page said the portfolio was 85.33% in large caps, 7.85% in mid caps, 3.24% in small caps, and 3.58% in debt and money-market instruments as of March 31, 2026. (kotakmf.com) The sector mix shows how the fund is leaning inside that large-cap bucket. Banks were the biggest weight at 22.78%, followed by petroleum products at 8.19%, information technology software at 7.91%, finance at 6.06%, and automobiles at 5.63%. (kotakmf.com) The January 2026 portfolio also showed exposure to aerospace and defense at 1.46% and construction at 4.01%, alongside core holdings in HDFC Bank, ICICI Bank, State Bank of India, Reliance Industries, Infosys and Larsen & Toubro. (kotakmf.com) Kotak says the fund invests “predominantly in large cap companies,” and the benchmark structure reflects that mandate: Nifty 100 Total Return Index as Tier 1 and Nifty 50 Total Return Index as Tier 2. (kotakmf.com) The fund’s rolling-return table on the scheme page showed an average 10-year rolling return of 15.00% and a 100% rate of positive 10-year return observations, both calculated on daily data as of March 31, 2026. (kotakmf.com) The snapshot is straightforward: this is an old large-cap fund, benchmarked to India’s biggest stocks, with banks as its biggest sector and a portfolio that still leaves room for cyclical bets such as defense, construction and autos. (kotakmf.com)
