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    • Kotak Bluechip fund (Growth)

    Formerly Kotak 50 Reg Gr

    Kotak Mutual Fund

    Kotak Bluechip Fund (Growth)

    EquityLarge Cap

    Recommended

    Top Ranked

    381.715

    NAV (Sep 16)

    15%
    5 Year CAGR
    Scripbox Opinion

    Recommended

    Kotak Bluechip fund (Growth) is recommended for investment within large cap mutual funds.

    Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    23 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    3,233 Cr. Large within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

    Invest in this fund
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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    381.715

    NAV (Sep 16)

    Fund Returns

    53.8%
    Last 1Y
    17.6%
    Last 3Y
    15%
    Last 5Y
    14.8%
    Last 10Y
    NA
    Since Inception
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.1 %
    Launched (23y ago)
    Dec 29, 1998
    AUM in Crores
    ₹ 3,233
    ISIN
    INF174K01153
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 50 TR INR
    SIP Minimum
    ₹ 1,000
    Lumpsum Min.
    ₹ 5,000
    Fund Managers
    user-avatar

    Harish Krishnan

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    SBI Focused Equity Fund (G)

    SBI Focused Equity Fund (G)

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    17 Years

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    5

    Track Record

    Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

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    16 Years

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    UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    21 Years

    Age

    5

    Track Record

    HDFC Index Nifty 50 fund (G)

    HDFC Index Nifty 50 fund (G)

    Index Funds

    Recommended

    Top Ranked

    19 Years

    Age

    5

    Track Record

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    23 Years

    Age

    5

    Track Record

    amc-icon

    About the AMC

    Kotak Mahindra Asset Management Co Ltd

    Kotak Mahindra Asset Management Co Ltd manages assets worth 274,398 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.

    amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Kotak Savings Fund (G)

    Kotak Savings Fund (G)

    Ultra Short

    Recommended

    Top Ranked

    ₹ 14,236 Cr

    Fund Size

    6.20%

    3 Year CAGR

    3 Y CAGR

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 3,232 Cr

    Fund Size

    15.00%

    5 Year CAGR

    5 Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Ultra Short

    Top Ranked

    ₹ 14,236 Cr

    Fund Size

    4.80%

    3 Year CAGR

    3 Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Ultra Short

    Top Ranked

    ₹ 14,236 Cr

    Fund Size

    5.10%

    3 Year CAGR

    3 Y CAGR

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Large Cap

    Top Ranked

    ₹ 3,232 Cr

    Fund Size

    12.30%

    5 Year CAGR

    5 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    Kotak Bluechip Fund-Growth is an open-ended large-cap equity mutual fund scheme. It predominantly invests in equity and equity related securities of large-cap companies. The fund aims to achieve long-term capital appreciation over the investment tenure. The fund was previously known as Kotak 50 Reg Gr. It aims to outperform the benchmark with a risk lower than the benchmark. Kotak Mahindra Mutual Fund manages the fund with the fund manager being Mr. Harish Krishnan.

    Kotak Bluechip Fund-Growth Investment Objective

    The investment objective of the Scheme is To generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The fund has an investment of 98.20% in equity and equity-related securities of which its investment in large-cap companies is 77.98% while in mid-cap companies its investment is 19.76%

    Kotak Bluechip Fund-Growth Scheme Details

    The scheme was launched on 29th December 1998 and it has been in existence for the past 23 years. It continues to provide inflation beating growth over the investment duration.

    NAV and Returns – As of 17th June 2021, the NAV of the fund is Rs 338.26. The risk-o-meter of the fund is very high risk. Kotak Bluechip Fund-Growth is a 23-year-old fund and has delivered a return of 15.19% since its inception.

    Minimum Investment – The fund requires a minimum SIP investment of Rs 1000 and a minimum lump sum investment of Rs 5000

    Expense Ratio and Exit Load – The expense ratio for the fund is 2.11% which is higher than the expense ratio charged by other AMCs for similar funds. An exit load of 1% for units in excess of 10% of the investment for any redemption within 12 months. No exit load is charged if the redemption is done after 12 months.

    Fund Manager – The fund is managed by Mr. Harish Krishan. Mr. Harish Krishan has been managing the fund since 1st January 2014. Currently, he is associated with Kotak Mahindra Mutual Fund. Prior to joining Kotak Mutual Funds he was managing Kotak Offshore Funds. He posses over 13 years of experience in Equity Research and Fund Management.

    Other Details – No lock-in period for the scheme, you can redeem your investment anytime. The AUM of Kotak Bluechip Fund is Rs 2,643 cr. The fund benchmarks to IISL Nifty 50 TR INR. This fund 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.

    Last 1 Year Return61.30 %
    Last 3 Years Return14.80 %
    Last 5 Years Return14.10 %
    Last 10 Years Return 13.10 %
    Returns Updated as of 17th June 2021

    Kotak Bluechip Fund-Growth Top Stock Holdings

    The Kotak Bluechip Fund-Growth has invested its assets majorly in the stocks of the following companies:

    CompanyPercentage of Holding
    ICICI Bank Limited8.20%
    HDFC Bank Limited7.50%
    Reliance Industries Limited SHS Dematerialised7.40%
    Infosys Limited7.10%
    Tata Consultancy Services Limited4.70%
    Hindustan Unilever Limited3.50%
    Axis Bank Limited3.30%
    Housing Development Finance Corp Limited3%

    Asset Allocation of Kotak Bluechip Fund-Growth

    The Kotak Bluechip Fund-Growth has invested in the following  sectors:

    SectorPercentage of Holding
    Financial Services32.20%
    Technology14.70%
    Consumer Cyclical10%
    Energy8.90%
    Consumer Defensive8.20%
    Industrial6.10%
    Basic Materials5.40%

    Kotak Bluechip Fund-Growth Review

    Scripbox recommends Kotak Bluechip Fund-Growth for investment within large cap mutual funds. Large-cap mutual funds provide inflation-beating growth over the long term. These funds are suitable for an investment objective with an investment duration of 10-15 years or longer (mininmum 5 years).

    1. The fund has an extended history of 23 years for analysis. Track record is excellent.
    2. With an AUM or relative size of Rs 2,643 cr, the fund is a large in size with its category.
    3. The scheme has performed well consistently over a period of time and the returns earned are similar to other funds in the same category of mutual funds.
    4. Very low impact of interest rate changes on the fund. In a way, the scheme has proven to be dependable under the large-cap mutual fund category.

    How Scripbox Algorithmically Selects Mutual Funds?

    Scripbox uses time-tested principles, historical data, and valid assumptions about asset classes. We combine them with a rigorous process to finalize which asset classes make the most sense for specific types of objectives, considering the time needed to achieve them.

    Once we select an asset class, our algorithm goes to work to select the best financial products.

    The algorithm scores financial products on multiple parameters, giving relevant weights to each of the listed parameters, such as:

    • Track record of the product – how long has it been around?
    • Assets under management – how big is it – for example, the size of a mutual fund
    • Liquidity – how easy is it to move in or out of the product?
    • Consistency of performance – how much have the returns fluctuated?
    • The risk associated with the product – what risks impact the product?
    • Quality of underlying assets – we assess how risky the underlying assets are – for example, by considering bond ratings in the case of debt funds

    With such a scientific and detailed approach Scripbox ensures:

    • Bias free product selection – commissions don’t sway our decisions
    • Minimal human intervention and thus minimal impact of emotions and behavioral biases
    • Consideration of the maximum number of factors that can impact an investment product
    • Application of logic to investment product selection 

    Our investment product selection science helps us help you, without biases clouding the evaluation.

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