Kotak Bluechip Fund Direct Growth

Equity
Large Cap
Very High Risk
12.81%
3Y annualised
-1.58% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2025₹599.15
Min. SIP amount₹100
Rating4
Fund size₹9,410.93Cr

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 returns12.3%12.8%16.9%14.9%
Category average11.5%12.2%15.7%NA
Rank with in category212619NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
13.3%18.9%35,699.99
5
11.9%15.6%63,264.30
5
8.2%14.5%480.41
4
13.4%12.7%14,799.00
4
11.5%12.6%1,768.88

Holdings (63)

NameSectorInstrumentAssets
FinancialEquity7.06%
FinancialEquity6.33%
TechnologyEquity5.38%
EnergyEquity4.83%
ConstructionEquity3.83%
AutomobileEquity3.47%
CommunicationEquity3.15%
Consumer StaplesEquity3.14%
FinancialEquity2.99%
FinancialEquity2.74%
HealthcareEquity2.52%
TechnologyEquity2.46%
EnergyEquity2.39%
AutomobileEquity2.15%
ConstructionEquity2.12%
Consumer StaplesEquity1.99%
ServicesEquity1.94%
Consumer StaplesEquity1.60%
FinancialEquity1.55%
ServicesEquity1.53%
TechnologyEquity1.53%
ChemicalsEquity1.52%
FinancialEquity1.38%
TechnologyEquity1.26%
EnergyEquity1.23%
Metals & MiningEquity1.21%
ChemicalsEquity1.14%
Consumer StaplesEquity1.05%
AutomobileEquity1.04%
FinancialEquity0.99%
ConstructionEquity0.98%
HealthcareEquity0.96%
Consumer StaplesEquity0.93%
Consumer DiscretionaryEquity0.92%
TechnologyEquity0.89%
AutomobileEquity0.87%
Capital GoodsEquity0.86%
AutomobileEquity0.84%
NA
NAEquity0.82%
AutomobileEquity0.80%
AutomobileEquity0.80%
Metals & MiningEquity0.79%
FinancialEquity0.79%
EnergyEquity0.79%
Kotak Liquid - Plan A - Direct Plan-Growth
NAMutual Fund0.78%
ServicesEquity0.71%
TechnologyEquity0.62%
HealthcareEquity0.62%
Capital GoodsEquity0.58%
FinancialEquity0.56%
FinancialEquity0.55%
InsuranceEquity0.52%
TechnologyEquity0.52%
Capital GoodsEquity0.50%
ServicesEquity0.48%
AutomobileEquity0.42%
AutomobileEquity0.39%
ServicesEquity0.36%
ConstructionEquity0.32%
CommunicationEquity0.28%
EnergyEquity0.18%
CommunicationPPE0.11%
Godrej Consumer Products Ltd.
Consumer StaplesFutures0.09%
See All

Expense ratio, exit load and tax

Expense ratio: 0.62%

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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,

Compare funds

Kotak Bluechip Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2025 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.6.7
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ