Two of the largest Large & Mid Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| Mirae Asset Large & Midcap Fund Mirae Asset | Kotak Large & Mid Cap Fund Kotak Mahindra | |
|---|---|---|
| Returns | ||
| 1 year | -4.1% | -4.4% |
| 3 years, a year | +11.1% | +11.8% |
| 5 years, a year | +8.4% | +11.3% |
| Since launch, a year | +18.0% | +13.1% |
| 3-year rank in category | 19 of 26 | 15 of 26 |
| Benchmark, 3 years | +12.0% | +12.0% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 14.8% | 15.5% |
| Biggest fall, 3 years | -19.9% | -18.9% |
| Sharpe ratio, 3 years | 0.35 | 0.39 |
| Beta | 0.96 | 0.98 |
| Alpha, a year | -0.7% | -0.1% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.76% | 1.66% |
| Money in the fund | ₹42,998 cr | ₹30,171 cr |
| Running for | 16.3 years | 22.2 years |
| Minimum SIP | — | ₹100 |
| Benchmark | NIFTY LargeMidcap 250 TRI | NIFTY LargeMidcap 250 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | Mirae Asset | Kotak Mahindra |
|---|---|---|
| HDFC Bank Ltd. | 6.4% | 4.5% |
| ICICI Bank Ltd. | 3.9% | 3.0% |
| State Bank of India | 3.0% | 3.9% |
| Axis Bank Ltd. | 3.5% | 2.4% |
| Bharti Airtel Ltd. | 2.8% | 2.2% |
| Hero MotoCorp Ltd. | 2.0% | 2.1% |
| Larsen & Toubro Ltd. | 1.5% | 2.3% |
| IndusInd Bank Ltd. | 1.5% | 1.5% |
| Reliance Industries Ltd. | 2.9% | 1.4% |
| Sun Pharmaceutical Industries Ltd. | 1.3% | 1.9% |
Both are Large & Mid Cap funds, from Mirae Asset and Kotak Mahindra. Mirae Asset Large & Midcap Fund manages ₹42,998 cr and Kotak Large & Mid Cap Fund ₹30,171 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
Kotak Large & Mid Cap Fund, at 1.66% a year, against 1.76% for Mirae Asset Large & Midcap Fund.
Over three years, Mirae Asset Large & Midcap Fund returned +11.1% a year and Kotak Large & Mid Cap Fund +11.8% a year. Over one year they returned -4.1% and -4.4%. Past returns do not indicate future returns.
They hold 36.1% of the same investments, 72.0% of the same industries and 80.6% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.