- Mutual Funds
- Kotak Mutual Fund
- Kotak Bluechip fund (Growth)
Formerly Kotak 50 Reg Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 426.002
NAV (Sep 29)
Fund Returns
Last 1Y | 17.5% |
Last 3Y | 21.6% |
Last 5Y | 14% |
Last 10Y | 15.1% |
Since Inception | 17.8% |
6 Month CAGR | 17.4% |
Scheme Information
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 | 1.79 |
Launched (25y ago) | Dec 29, 1998 |
AUM in Crores | 6369.865 |
ISIN | INF174K01153 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 18.1 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 1.129 |
Sharpe Ratio (5yr) | 0.432 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Bluechip fund (Growth) | 10,36,962 | 3,04,350 | 14% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
8.4%icici bank ltd
6.9%reliance industries ltd
5.5%infosys ltd
4.6%larsen & toubro ltd
4.3%Allocation by Sector
financial services
28.4%consumer cyclical
14.4%technology
12.5%consumer defensive
9.4%industrials
7.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.9% | 7% | ||
- | 7.8% | ||
- | 4.1% | ||
3.9% | 7% | ||
3.9% | 7% |
Kotak Bluechip fund (G) Review
Kotak Bluechip fund (G) is a Large Cap Equity fund and has delivered an annualised return of 17.8% over a period of 24 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, Harish Krishnan.
Nav of Kotak Bluechip fund (G) as of 9/29/2023 is ₹426.00 with the total AUM as of 9/30/2023 is ₹6369.865. 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 IISL Nifty 100 TR INR.
Kotak Bluechip fund (G) is rated as a 4 fund in Equity and delivered 17.5% 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)?
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 1.79% for regular plan.