- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Bluechip Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 572.225
NAV (Sep 10)
Fund Returns
Last 1Y | 32% |
Last 3Y | 14.7% |
Last 5Y | 20.4% |
Last 10Y | 13.9% |
Since Inception | 18.4% |
6 Month CAGR | 15.6% |
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 | 1.74 |
Launched (0y ago) | 1.74 |
AUM in Crores | 9465.1 |
ISIN | INF174K01153 |
Lock-in | |
Benchmark | NIFTY 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12.1 |
Beta | 0.9 |
Sharpe Ratio | 1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Bluechip Fund (G) | 12,30,910 | 4,98,298 | 20.4% | |
| 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.
5.8%Reliance Industries Ltd.
5.6%Infosys Ltd.
5.4%Larsen & Toubro Ltd.
3.8%Allocation by Sector
Financial
23.8%Technology
12.06%Automobile
11.8%Energy
11.38%Consumer Staples
8.82%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.399% | 13.164% | ||
13.037% | 7.934% | ||
- | 5.554% | ||
6.198% | 6.908% | ||
5.687% | 7.299% |
Kotak Bluechip Fund (G) Review
Kotak Bluechip Fund (G) is a Equity Equity fund and has delivered an annualised return of 18.398% over a period of 54 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Kotak Bluechip Fund (G) as of 9/10/2024 is ₹572.23 with the total AUM as of 9/11/2024 is ₹9465.067731. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Bluechip Fund (G) was launched on null. The category risk of the fund is Below Average.
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.
Kotak Bluechip Fund (G) is rated as a 4 fund in Equity and delivered 31.996% 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 4 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 1.74% for regular plan.