Kotak Bluechip Fund

Equity | Large Cap Mutual Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹100 ₹1,000 0.65 % 5★ ₹5,256 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹100 ₹1,000 0.65 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹5,256 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59. Review and rebalancing will be conducted if the investment in companies exceed above 59. To reduce risk of portfolio, the scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI.

Scheme Performance

Returns and Ranks ( as on 27 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 3.2% 14.9% 11.1% 14.0%
Category Average 3.0% 14.1% 10.2% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
7.2%
Reliance Industr
6.6%
HDFC Bank
6.2%
Infosys
5.45%
Axis Bank
4.22%
Others
70.33%
Banks
23.38%
Petroleum Products
7.79%
Automobiles
6.67%
Finance
4.97%
Construction & Others
3.87%
Others
53.32%
Equity
98.18%
Reverse Repos
1.94%
Net Curr Ass/Net Receivables
-0.11%

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Bluechip Fund

Fund Manager
Harish Krishnan

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.

Advance Ratio

-0.01 1.09 0.94 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

Frequently Asked Questions

You can invest in Kotak Bluechip Fund 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 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"
The Kotak Bluechip Fund has delivered 14.0% since inception
The NAV of Kotak Bluechip Fund is ₹417.6 as of 27 January 2023.
The expense ratio of Kotak Bluechip Fund is 0.65 % as of 27 January 2023.
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”.
Invest Now