- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Bluechip Fund (G)
Kotak Bluechip Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment5,56,927
Wealth Gained12,89,539
Total Corpus Created (₹)
With CAGR of 22.124 % in 5 yearsHistorical NAV
₹ 548.898
NAV (Apr 29)
Fund Returns
Last 1Y | 9.1% |
Last 3Y | 14.9% |
Last 5Y | 22.1% |
Last 10Y | 12.5% |
Since Inception | 17.8% |
6 Month CAGR | -1.4% |
Scheme Information
The scheme seeks to generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies.
Expense Ratio | 1.75 % |
Launched | - |
AUM in Crores | 9424 |
ISIN | INF174K01153 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 12.9 |
Beta | 0.9 |
Sharpe Ratio | 0.4 |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Bluechip Fund (G) | 12,89,539 | 5,56,927 | 22.1% | |
| 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.
7.4%ICICI Bank Ltd.
5.75%Reliance Industries Ltd.
5.61%Infosys Ltd.
5.43%Larsen & Toubro Ltd.
3.83%
Allocation by Sector
Financial
26.74%Technology
12.19%Energy
10.33%Automobile
9.89%Consumer Staples
7.62%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.1% | 6.2% | ||
17.2% | 12.3% | ||
20.6% | 9.7% | ||
7.3% | 8.3% | ||
6.9% | 6.9% |
Kotak Bluechip Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment5,56,927
Wealth Gained12,89,539
Total Corpus Created (₹)
With CAGR of 22.124 % in 5 yearsKotak Bluechip Fund (G) Review
Kotak Bluechip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 17.75%. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Rohit Tandon.
Nav of Kotak Bluechip Fund (G) as of 4/29/2025 is ₹548.90 with the total AUM as of 4/30/2025 is ₹9424.03. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
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 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 9.15% 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
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