Kotak Bluechip Fund Regular IDCW

Equity
Large Cap
Very High Risk
Payout
14.82%
3Y annualised
+0.75% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Dec 2024₹72.69
Min. SIP amountNot Supported
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 returns27.1%14.8%17.7%18.2%
Category average27.3%14.9%17.1%NA
Rank with in category564629NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
30.0%21.4%34,432.09
5
27.4%17.9%66,206.57
5
30.6%17.7%429.06
5
30.6%17.7%429.06
5
NANA34,432.09

Holdings (63)

NameSectorInstrumentAssets
FinancialEquity7.20%
FinancialEquity6.30%
EnergyEquity5.13%
TechnologyEquity5.08%
ConstructionEquity3.88%
CommunicationEquity3.23%
Consumer StaplesEquity3.20%
AutomobileEquity3.18%
FinancialEquity3.14%
EnergyEquity2.76%
FinancialEquity2.72%
TechnologyEquity2.41%
HealthcareEquity2.24%
Consumer StaplesEquity2.19%
AutomobileEquity2.05%
ConstructionEquity1.83%
ServicesEquity1.61%
Consumer StaplesEquity1.60%
FinancialEquity1.51%
TechnologyEquity1.46%
FinancialEquity1.40%
EnergyEquity1.32%
ServicesEquity1.32%
Consumer StaplesEquity1.31%
ChemicalsEquity1.30%
ChemicalsEquity1.21%
Metals & MiningEquity1.18%
TechnologyEquity1.17%
Consumer DiscretionaryEquity1.14%
FinancialEquity1.09%
EnergyEquity1.08%
AutomobileEquity1.01%
AutomobileEquity1.00%
Consumer DiscretionaryEquity0.96%
Capital GoodsEquity0.92%
AutomobileEquity0.92%
AutomobileEquity0.92%
Metals & MiningEquity0.91%
EnergyEquity0.86%
Consumer StaplesEquity0.85%
ConstructionEquity0.84%
AutomobileEquity0.83%
HealthcareEquity0.81%
FinancialEquity0.81%
Kotak Liquid - Plan A - Direct Plan-Growth
NAMutual Fund0.78%
TechnologyEquity0.75%
FinancialEquity0.66%
TechnologyEquity0.66%
TechnologyEquity0.63%
FinancialEquity0.62%
InsuranceEquity0.62%
Capital GoodsEquity0.59%
HealthcareEquity0.53%
Capital GoodsEquity0.51%
HealthcareEquity0.46%
ServicesEquity0.46%
AutomobileEquity0.41%
AutomobileEquity0.39%
ConstructionEquity0.34%
ConstructionEquity0.26%
CommunicationEquity0.24%
Hero Motocorp Ltd.
AutomobileFutures0.20%
CommunicationPPE0.12%
See All

Expense ratio, exit load and tax

Expense ratio: 1.75%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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