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

Kotak Large Cap Fund - Payout of Income Distribution cumcapital withdrawal option is a scheme launched by Kotak Mutual Fund on December 29, 1998, and falls under the Large Cap fund category. It currently manages an AUM of Rs 10,342.14 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.74% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Kotak Large Cap Fund - Payout of Income Distribution cumcapital withdrawal option trailing returns over different times are -0.89% (1 year), 14.25% (3 year) and 17.81% (5 year). The average annual return of this fund stands at 4.57%.