Kotak Bluechip Fund – Direct Growth

Equity · Large Cap
 · ★★★★
100
Min SIP
100
Min Lumpsum
0.59 %
Expense Ratio
★★★★
Rating
7,446
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 28% 16.5% 18.8% 15.4%
Category Average 32.5% 16.7% 17.1% -

Scheme Allocation

By Holding
By Sector
By Asset
7.07%
6.35%
4.57%
Others
72%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.07%
ICICI Bank Banks Equity 6.35%
Reliance Industr Refineries Equity 5.56%
Infosys IT - Software Equity 4.57%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.45%
Axis Bank Banks Equity 3.48%
ITC Tobacco Products Equity 3.37%
Maruti Suzuki Automobile Equity 3.21%
TCS IT - Software Equity 2.63%
UltraTech Cem. Cement Equity 2.48%
M & M Automobile Equity 2.38%
Bharti Airtel Telecomm-Service Equity 2.32%
Sun Pharma.Inds. Pharmaceuticals Equity 2.29%
NTPC Power Generation & Distribution Equity 2.13%
Hind. Unilever FMCG Equity 2.08%
St Bk of India Banks Equity 1.98%
Bharat Forge Castings, Forgings & Fastners Equity 1.64%
Tech Mahindra IT - Software Equity 1.56%
Titan Company Diamond, Gems and Jewellery Equity 1.54%
Kotak Mah. Bank Banks Equity 1.5%
Interglobe Aviat Air Transport Service Equity 1.47%
Godrej Consumer FMCG Equity 1.45%
Dr Reddy's Labs Pharmaceuticals Equity 1.44%
Eicher Motors Automobile Equity 1.42%
Hindalco Inds. Non Ferrous Metals Equity 1.4%
Hero Motocorp Automobile Equity 1.4%
Bajaj Finance Finance Equity 1.38%
Zydus Lifesci. Pharmaceuticals Equity 1.35%
Apollo Tyres Tyres Equity 1.34%
B P C L Refineries Equity 1.31%
Bosch Auto Ancillaries Equity 1.27%
Container Corpn. Logistics Equity 1.19%
United Spirits Alcoholic Beverages Equity 1.17%
HCL Technologies IT - Software Equity 1.06%
United Breweries Alcoholic Beverages Equity 1.03%
Tata Steel Steel Equity 1.03%
Coromandel Inter Fertilizers Equity 1.02%
Guj.St.Petronet Gas Distribution Equity 1.01%
Persistent Sys IT - Software Equity 0.99%
Solar Industries Aerospace & Defence Equity 0.95%
LTIMindtree IT - Software Equity 0.91%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.88%
Indraprastha Gas Gas Distribution Equity 0.81%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.8%
Samvardh. Mothe. Auto Ancillaries Equity 0.79%
Shriram Finance Finance Equity 0.75%
Oberoi Realty Realty Equity 0.71%
HDFC Life Insur. Insurance Equity 0.71%
Schaeffler India Bearings Equity 0.67%
Shree Cement Cement Equity 0.58%
Mahindra Life. Construction Equity 0.49%
Bank of Baroda Banks Equity 0.42%
Life Insurance Insurance Equity 0.38%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.38%
Gland Pharma Pharmaceuticals Equity 0.33%
Jio Financial Finance Equity 0.32%
Ambuja Cements Cement Equity 0.3%
Power Fin.Corpn. Finance Equity 0.22%
Power Grid Corpn Power Generation & Distribution Equity 0.21%
Bharti Airtel PP Telecomm-Service Equity 0.09%
Balkrishna Inds Tyres Equity 0.07%
Banks
20.8%
IT-Software
11.72%
Automobiles
8.41%
Petroleum Products
6.87%
Diversified FMCG
5.45%
Others
46.75%
View all Sectors
Sectors Asset
Banks 20.8%
IT-Software 11.72%
Automobiles 8.41%
Petroleum Products 6.87%
Diversified FMCG 5.45%
Pharmaceuticals & Biotech 5.41%
Construction 4.45%
Auto Components 4.14%
Cement & Cement Products 3.36%
Finance 2.67%
Transport Services 2.66%
Telecom-Services 2.41%
Consumer Durables 2.34%
Power 2.34%
Beverages 2.2%
Gas 1.82%
Industrial Products 1.64%
Personal Products 1.45%
Debt 1.43%
Non-Ferrous Metals 1.4%
Retailing 1.26%
Realty 1.2%
Insurance 1.09%
Ferrous Metals 1.03%
Fertilisers & Agrochemica 1.02%
Chemicals & Petrochemical 0.95%
Others 0.26%
Cash & Others 0.22%
Equity
98.09%
Reverse Repos
1.43%
Mutual Funds Units
0.26%
Net Curr Ass/Net Receivables
0.22%
Others
0%

Advance Ratio

1.78
Alpha
3.57
SD
0.89
Beta
0.94
Sharpe

Exit Load

Exit Load For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

Fund Objective

Kotak Bluechip Fund is an open-ended equity fund that invests in top firms with substantial market capitalisations across a variety of industries. This specific fund has been around for a decade now, having been established on January 1, 2013, and is presently being steered by Harish Krishnan, who serves as the fund’s manager.

The objective of the portfolio is long-term capital growth by investing primarily in equities and equities-related assets. Portfolio holdings will consist mostly of equities and equity-related products from 50 to 59 different firms. Investments in firms will be reviewed and rebalanced if they get over 59. The Scheme may, at its discretion and following SEBI regulations, utilise a variety of derivative and hedging instruments to mitigate portfolio risk.

Pros & Cons

Pros

Cons

It generates consistent returns. Bluechip funds come under a very high-risk category.
It consistently beats benchmarks. Capital loss could be high in a market crash.
It’s 5 year returns in the top 25% of the category. Not suitable for short-term investors.

 

How to invest in Kotak Bluechip Fund?

5paisa makes it easy to invest in the Kotak Bluechip fund. The process has been streamlined, and there is no longer any need for paperwork. Simply comply with the steps listed below:

Step 1: Go to the 5Paisa website and log in to your account. If you don’t yet have an account, you can quickly create a new 5Paisa account by clicking on this link. Registering with the platform is easy and involves only three steps. You can alternatively download the 5Paisa app on your iOS or Android smartphone and log in from your mobile device to open an account with the platform.

Step 2: Once your account is active, you can search for Kotak Mahindra mutual fund schemes to see your options.

Step 3: Go through the schemes and select the one that matches your financial goals, risk level, and other preferences.

Step 4: After selecting your scheme, you need to choose from SIP or Lumpsum, whatever you are interested in.

Step 5: Input the amount you want to invest in the fund and proceed by clicking on the ‘Invest Now’ button. You will now be redirected to complete your payment.

Step 6: If you have already added money to your ledger, you can choose to pay for your investment from the ledger balance. Alternatively, you can set up an autopay mandate using net banking or UPI payment options. Once you select the option, you are guided through the process to complete the payment, and the order for your mutual fund is placed on 5Paisa.

You can invest in the Kotak Mahindra mutual fund scheme of your choice via 5Paisa. The mutual fund you have invested in reflects in your account 3-4 working days after making the payment. If you have selected the SIP option, your investment amount will get deducted automatically every month starting from the day you make your first payment.

What is the expense ratio of the Kotak Bluechip Fund?

The expense ratio is an indicator of the annual payment that the mutual fund company will charge to manage your money for the term of your investment. Each unit of performance is reduced by the Expense Ratio, which is expressed as a percentage of the fund’s AUM. If you want to keep more of your earnings for yourself, choose a fund with a low-cost ratio.

Who should invest in the Kotak Bluechip Fund?

Investors who are looking to put money in for the long haul and are OK with some risk might consider this investment. The experts at Kotak Mutual Fund advise investors to have at least three years and no more than five years to reap the benefits of their investment. Investors in the units are responsible for allocating funds based on their own risk assessments. This fund is also a good fit for professionals in the workforce who want to retire with a sizable nest egg.

To help risk-averse investors reduce their exposure to the market, the fund provides a Systematic Investment plan that allows them to buy shares of the fund regularly, regardless of fluctuations in the value of the dollar. Investors in the units must put away at least Rs.1,000 per month for the SIP plan to work.

What are the benefits of investing in the Kotak Bluechip Fund?

● Excellent performance

Existing investors have received an average return of over 15% since the fund’s launch more than five years ago, so unit holders may rely on the fund’s exceptional performance. By more than three basis points each year, Kotak Bluechip Fund has beaten benchmark indexes such as NIFTY 50 TRI and Sensex, demonstrating the fund’s management team’s effectiveness.

● Investment options across diverse industries

To balance risk and maintain steady capital appreciation, the fund managers have properly diversified the portfolio of companies across numerous industries, such as pharmaceuticals, construction, speciality chemicals, banking, etc. The investment firm invests more than 96% of its funds in shares. The majority of investments are allocated to large-cap corporations, with just a minor portion allocated to medium- and small-cap enterprises.

● Profit generation

The Kotak Bluechip Fund Direct-Growth Plan is ideal for those who want to accumulate money via compounding. A little investment of Rs. 1,000 made by an investor five years ago would have risen to Rs. 3,380 at a return rate of 15%. The Bluechip fund is well suited for investors with a strong ambition to become rich and financially independent over the long term.

● Credibility

The Kotak Bluechip Fund is one of the highest-rated funds in the nation, thanks to its impressive track record and skilled stock pickers and researchers. The fund managers have handled market volatility and market corrections to the advantage of the fund’s unit holders since they have skin in the game. The fund company conducts research on a variety of macroeconomic aspects and worldwide concerns to forecast market mood, guaranteeing that the forthcoming market environment is prepared.

 

Fund Managers

Harish Krishnan - Fund Manager

Harish Krishnan has 13 years of experience in equity research and fund management. Before joining the Kotak Mahindra Mutual Funds Online AMC, he was based in Singapore and Dubai and managed Kotak’s offshore funds. He also worked at Infosys Technologies Ltd. He is currently in control of Kotak 50, one of the flagship products of the Kotak Bank Mutual Fund, which has a track record of over 15 years.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak Bluechip Fund – Direct Growth ?

You can invest in Kotak Bluechip Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak Bluechip Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak Bluechip Fund – Direct Growth ?

The NAV of Kotak Bluechip Fund – Direct Growth is ₹551.3 as of 22 February 2024.

How to redeem Kotak Bluechip Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak Bluechip Fund – Direct Growth?

The minimum SIP amount of Kotak Bluechip Fund – Direct Growth is ₹100

What are the top sectors Kotak Bluechip Fund – Direct Growth has invested in?

The top sectors Kotak Bluechip Fund – Direct Growth has invested in are
  1. Banks - 20.8%
  2. IT-Software - 11.72%
  3. Automobiles - 8.41%
  4. Petroleum Products - 6.87%
  5. Diversified FMCG - 5.45%

Can I make investments in both the SIP and Lump Sum schemes of Kotak Bluechip Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak Bluechip Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Kotak Bluechip Fund – Direct Growth generated ?

The Kotak Bluechip Fund – Direct Growth has delivered 15.4% since inception

What is the expense ratio of Kotak Bluechip Fund – Direct Growth ?

The expense ratio of Kotak Bluechip Fund – Direct Growth is 0.59 % as of 22 February 2024.

What is the AUM of Kotak Bluechip Fund – Direct Growth?

The AUM of Kotak Bluechip Fund – Direct Growth is ₹3,12,371 Cr as of 22 February 2024

What are the top stock holdings of Kotak Bluechip Fund – Direct Growth?

The top stock holdings of Kotak Bluechip Fund – Direct Growth are
  1. HDFC Bank - 7.07%
  2. ICICI Bank - 6.35%
  3. Reliance Industr - 5.56%
  4. Infosys - 4.57%
  5. Larsen & Toubro - 4.45%

How can I redeem my investments in Kotak Bluechip Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Bluechip Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now