| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.19% |
| NAV | ₹237.37 (25 Sep 2020) |
|---|---|
| Fund Started | 04 Feb 2003 |
| Fund Size | ₹1,653 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 10.2% |
| HDFC Bank Ltd. | Financial | Equity | 7.9% |
| Infosys Ltd. | Technology | Equity | 7.3% |
| ICICI Bank Ltd. | Financial | Equity | 6.9% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.3% |
| Bharti Airtel Ltd. | Communication | Equity | 3.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.1% |
| Axis Bank Ltd. | Financial | Equity | 2.9% |
Kotak Bluechip Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 04 Feb 2003. Harish Krishnan is the Current Fund Manager of Kotak Bluechip Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,653 Cr and the Latest NAV as of 25 Sep 2020 is ₹237.37.
The Kotak Bluechip Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 1000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
The scheme seeks to generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies.
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.