Kotak Bluechip Direct Growth - Regular - Latest NAV [ ₹379.03 ], Returns, Performance, Portfolio & Returns 2021

Kotak Bluechip Direct Growth

  • highlight
    14.56%
  • highlight
    (-0.24)379.03

Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years14.56%
3 Years15.26%
1 Year48.77%
6 Months20.14%
Fund Details
ISININF174K01KW6
RiskVery High Risk
Fund TypeLarge-Cap
NAV379.03
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd7.72%
ICICI Bank Ltd7.48%
HDFC Bank Ltd7.48%
Reliance Industries Ltd Shs Dematerialised6.77%
Tata Consultancy Services Ltd4.65%
Triparty Repo4.12%
Hindustan Unilever Ltd3.52%
Axis Bank Ltd3.1%
Housing Development Finance Corp Ltd2.78%
Larsen & Toubro Ltd Shs Dematerialised2.68%

About Kotak Bluechip Fund

Kotak Bluechip Fund, an open-ended equity fund, invests mainly in large market capitalisation segments across various sectors. The fund attempts to identify the companies that are relatively stable and selects stocks based on financial strength of companies, their reputation, liquidity, track record, and management strategies. It aims to generate long-term capital appreciation and the portfolio comprises equity and equity-related instruments from 50-59 companies.

Pros and Cons of Kotak Bluechip Fund

The one-year and three-year returns of the fund have been higher than the category average returns so far. However, the five-year return has been lower than that of the category average returns. Also, the risk-adjusted returns are lower than the category.

Fund Information and Statistics

i) Inception/Launch Date

Kotak Bluechip Fund was launched on 29 December 1998.

ii) Risk Level

Kotak Bluechip Fund comes with a moderately high risk profile since the fund invests in equity and equity-related instruments predominantly.

iii) Redemption

No lock-in period is applicable for the amount invested in the fund, making it convenient for you to redeem the fund units at any time. However, an exit load may be charged based on the time of redemption.

iv) Fund Manager

The current Fund Manager for Kotak Bluechip Fund is Mr Harish Krishnan.

v) Entry/Exit Load

Though entry load is not charged, an exit load is chargeable when you redeem/switch out the fund units. An exit load of 1% is charged on redemption/switch out of excess of 10% of the initial investment amount within a year from the date of allotment. After one year, no exit load is applicable.

About Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund registered with SEBI on 23 June 1998. The fund house offers around 94 different folios to its customers as on 30 June 2020. The sponsor for the fund house is Kotak Mahindra Bank Limited and the trustee company is Kotak Mahindra Trustee Co. Limited.

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Frequently Asked Questions

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Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns