Kotak Bluechip Fund Direct Growth

Equity
Large Cap
Very High Risk
11.80%
3Y annualised
+0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2025₹603.36
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 returns12.4%11.8%16.9%15.0%
Category average8.2%10.5%15.1%NA
Rank with in category232918NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
13.1%17.8%34,432.09
5
12.7%14.5%66,206.57
5
9.5%13.2%429.06
4
12.3%11.8%1,744.59
4
14.0%11.8%15,311.79

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: 0.61%

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,

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