Kotak Bluechip Fund Direct Growth

Equity
Large Cap
Very High Risk
17.37%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹546.59
Min. SIP amount₹100
Rating4
Fund size₹7,679.25Cr

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 returns33.2%17.4%17.2%15.2%
Category average39.4%17.5%15.3%NA
Rank with in category602610NA
Understand terms

Holdings (64)

NameSectorInstrumentAssets
FinancialEquity6.58%
FinancialEquity6.30%
EnergyEquity5.52%
TechnologyEquity4.90%
ConstructionEquity4.31%
FinancialEquity3.40%
AutomobileEquity3.09%
Consumer StaplesEquity2.80%
TechnologyEquity2.74%
AutomobileEquity2.71%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.59%

Expense ratio, exit load and tax

Expense ratio: 0.59%

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₹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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