Kotak Bluechip Fund Direct Growth

Equity
Large Cap
Very High Risk
16.27%
3Y annualised
+0.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹650.91
Min. SIP amount₹100
Rating4
Fund size₹9,806.11Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.6%16.3%19.2%15.9%
Category average25.4%15.6%17.6%NA
Rank with in category383018NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
28.3%22.5%34,432.09
5
26.9%19.1%66,206.57
5
28.3%18.9%429.06
4
29.4%16.4%1,744.59
4
28.1%16.3%15,311.79

Holdings (65)

NameSectorInstrumentAssets
FinancialEquity7.09%
FinancialEquity6.36%
TechnologyEquity5.27%
EnergyEquity4.95%
ConstructionEquity3.92%
AutomobileEquity3.39%
CommunicationEquity3.20%
Consumer StaplesEquity3.07%
FinancialEquity3.02%
FinancialEquity2.73%
TechnologyEquity2.54%
EnergyEquity2.41%
AutomobileEquity2.17%
HealthcareEquity2.12%
Consumer StaplesEquity2.12%
ConstructionEquity1.82%
ServicesEquity1.71%
ServicesEquity1.53%
Consumer StaplesEquity1.53%
TechnologyEquity1.52%
FinancialEquity1.51%
ChemicalsEquity1.37%
Consumer StaplesEquity1.35%
FinancialEquity1.32%
Metals & MiningEquity1.25%
ChemicalsEquity1.24%
EnergyEquity1.22%
TechnologyEquity1.20%
EnergyEquity1.18%
AutomobileEquity1.05%
FinancialEquity1.03%
AutomobileEquity0.99%
HealthcareEquity0.94%
Capital GoodsEquity0.90%
Consumer DiscretionaryEquity0.90%
AutomobileEquity0.89%
FinancialEquity0.86%
Consumer StaplesEquity0.86%
Metals & MiningEquity0.86%
AutomobileEquity0.86%
ConstructionEquity0.85%
AutomobileEquity0.81%
TechnologyEquity0.81%
NA
NAEquity0.80%
Consumer DiscretionaryEquity0.79%
Kotak Liquid - Plan A - Direct Plan-Growth
NAMutual Fund0.77%
EnergyEquity0.76%
TechnologyEquity0.70%
TechnologyEquity0.64%
ServicesEquity0.62%
FinancialEquity0.62%
Capital GoodsEquity0.60%
HealthcareEquity0.58%
FinancialEquity0.57%
InsuranceEquity0.55%
Capital GoodsEquity0.53%
ServicesEquity0.50%
AutomobileEquity0.41%
AutomobileEquity0.40%
ConstructionEquity0.34%
CommunicationEquity0.29%
Ultratech Cement Ltd.
ConstructionFutures0.18%
Reliance Industries Ltd.
EnergyFutures0.14%
CommunicationPPE0.11%
Power Grid Corporation Of India Ltd.
EnergyFutures-0.35%
See All

Expense ratio, exit load and tax

Expense ratio: 0.60%

Inclusive of GST

Exit load

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Rohit Tandon
Jan 2024 - Present
View details

Education
Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B
Experience
Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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