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  • Kotak Mutual Fund
  • Kotak Bluechip fund (Growth)

Formerly Kotak 50 Reg Gr

Kotak Mutual Fund

Kotak Bluechip fund (Growth)

EquityLarge Cap
Top Ranked

487.306

NAV (Feb 23)

17.6%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

487.306

NAV (Feb 23)

Fund Returns

Last 1Y
29.5%
Last 3Y
16.1%
Last 5Y
17.6%
Last 10Y
15.8%
Since Inception
18.1%
6 Month CAGR
16.2%

Scheme Information

Investment Objective

To generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
1.76
Launched (26y ago)
Dec 29, 1998
AUM in Crores
7446.821
ISIN
INF174K01153
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.4
Standard Deviation (5yr)
17.7
Beta (3yr)
0.89
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0.975
Sharpe Ratio (5yr)
0.683
YTM
0
Fund Managers

Harsha Upadhyaya

Fund Manager

Rohit Tandon

Fund Manager

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Bluechip fund (Growth)70%11,40,470 4,07,85817.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-23

Top Stock Holdings

hdfc bank ltd

7.1%
7.1%

icici bank ltd

6.4%
6.4%

reliance industries ltd

5.6%
5.6%

infosys ltd

4.6%
4.6%

larsen & toubro ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

24.6%
24.6%

consumer cyclical

17%
17%

technology

11.7%
11.7%

consumer defensive

9.1%
9.1%

industrials

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 16,033 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 380,289 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
022-66384444
fundaccops@kotakmutual.com
Fund NameScripbox Opinion
Till Date CAGR

8.1%

7.2%

16%

14.1%

-

4.9%

8.1%

7.2%

8.1%

7.2%

Kotak Bluechip fund (G) Review

Kotak Bluechip fund (G) is a Large Cap Equity fund and has delivered an annualised return of 18.1% over a period of 25 years. The fund was previously known as Kotak 50 Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Harsha Upadhyaya, Rohit Tandon.

Nav of Kotak Bluechip fund (G) as of 2/23/2024 is ₹487.31 with the total AUM as of 2/25/2024 is ₹7446.821. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Bluechip fund (G) was launched on Dec 29, 1998. The category risk of the fund is Very High Risk.

The minimum SIP amount for Kotak Bluechip fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Bluechip fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 TR INR.

Kotak Bluechip fund (G) is rated as a 4 fund in Equity and delivered 29.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Bluechip fund (G).

Frequently Asked Questions

What is Kotak Bluechip fund (G)?

Kotak Bluechip fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Bluechip fund (G)?

You can invest in Kotak Bluechip fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Bluechip fund (G)?

The minimum sip amount for Kotak Bluechip fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak Bluechip fund (G) good to invest in?

As per Scripbox experts, Kotak Bluechip fund (G) is a Top Ranked fund. You can investKotak Bluechip fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Bluechip fund (G)?

The expense ratio of the Kotak Bluechip fund (G) is 1.76% for regular plan.