Kotak Bluechip Fund Direct Growth-1.25%

4Groww
-2.87%
1 Year Return
Equity
Large Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Bluechip Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.23%
NAV235.88 (19 Sep 2019)
Fund Started01 Jan 2013
Fund Size1,309 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Bluechip Fund Direct Growth
-2.9%
6.3%
8.6%
11.8%
Category Average
-2.5%
9.3%
13.3%
-
Rank within category
40
39
12
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.1%
    Reliance Industries Ltd.EnergyEquity8.4%
    ICICI Bank Ltd.FinancialEquity7.8%
    Infosys Ltd.TechnologyEquity6.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.0%
    Axis Bank Ltd.FinancialEquity4.7%
    Tata Consultancy Services Ltd.TechnologyEquity4.6%
    Kotak Mahindra Bank Ltd.FinancialEquity3.8%
    Larsen & Toubro Ltd.ConstructionEquity3.6%
    State Bank of IndiaFinancialEquity3.1%
    See All

    Other Details

    Kotak Bluechip Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Harish Krishnan is the Current Fund Manager of Kotak Bluechip Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,309 Cr and the Latest NAV as of 19 Sep 2019 is ₹235.88.

    The Kotak Bluechip Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The investment objective of the scheme is to generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 30companies which may go up to 39 companies, and that these companies may or may not be the same which constitute the BSE Sensitive Index or NSE Fifty (S&P CNX Nifty) Index. Review and rebalancing will be conducted if the investment in companies exceed above 39.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    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,
    Invest Now
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    + ₹1,000
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