Kotak Large & Midcap Fund vs ICICI Prudential Large & Mid Cap Fund
Updated June 2026 · both Large & Mid Cap funds · metrics from AMFI NAVs
In short: ICICI Prudential Large & Mid Cap Fund has the higher 3-year return (+17.44%); Kotak Large & Midcap Fund has the lower expense ratio (0.55%); ICICI Prudential Large & Mid Cap Fund has the better risk-adjusted return (Sharpe 0.89). This is analysis from past data, not a recommendation.
| Metric | Kotak Large & Midcap Fund | ICICI Prudential Large & Mid Cap Fund |
|---|---|---|
| 1Y return | -2.18% | -2.97% |
| 3Y CAGR | +15.44% | +17.44% |
| 5Y CAGR | +14.68% | +17.10% |
| Sharpe ratio | 0.66 | 0.89 |
| Max drawdown | -18.5% | -14.8% |
| Volatility | 14.2% | 13.7% |
| Alpha | +0.59% | +3.03% |
| Expense ratio (Direct) | 0.55% | 1.04% |
| AUM | ₹29.8K Cr | ₹27.8K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
Kotak Large & Midcap Fund has the lower Direct-plan expense ratio (0.55%), versus 1.04% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
ICICI Prudential Large & Mid Cap Fund has the higher 3-year CAGR (+17.44%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.