Kotak Bluechip Fund Direct Growth

Equity
Large Cap
Very High Risk
18.69%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Oct 2022₹413.84
Min. SIP amount₹100
Rating5
Fund size₹4,996.84Cr

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 returns-0.8%18.7%13.2%14.4%
Category average-0.5%16.4%11.6%NA
Rank with in category5979NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.7%
Reliance Industries Ltd.EnergyEquity7.4%
HDFC Bank Ltd.FinancialEquity5.9%
Infosys Ltd.TechnologyEquity5.4%
Larsen & Toubro Ltd.ConstructionEquity3.8%
Axis Bank Ltd.FinancialEquity3.5%
Maruti Suzuki India Ltd.AutomobileEquity3.2%
Mahindra & Mahindra Ltd.AutomobileEquity2.6%
Tata Consultancy Services Ltd.TechnologyEquity2.6%
State Bank of IndiaFinancialEquity2.5%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

3Y and 5Y annualised returns higher than category average
1Y annualised returns lower than category average by 0.31%
Lower expense ratio: 0.72%

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

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 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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Harish Krishnan
Jan 2014 - Present
View details

Education
Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint.
Also manages these schemes

Arjun Khanna
Mar 2022 - Present
View details

Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
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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