• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Bluechip fund (Growth)

Formerly Kotak 50 Reg Gr

Kotak Mutual Fund

Kotak Bluechip fund (Growth)

EquityLarge Cap

Top Ranked

344.179

NAV (Jul 06)

10.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
Kotak Bluechip fund (Growth) is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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

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

Relative Size

4,279 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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

344.179

NAV (Jul 6)

Fund Returns

Last 1Y

-1.4%

Last 3Y

12.6%

Last 5Y

10.2%

Last 10Y

13.2%

Since Inception

17.7%

6 Month CAGR

-12%

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

2.04

Launched (24y ago)

Dec 29, 1998

AUM in Crores

4278.655

ISIN

INF174K01153

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Harish Krishnan

Fund Manager

Arjun Khanna

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-07-06

Top Stock Holdings

reliance industries ltd

7.7%
7.7%

icici bank ltd

7%
7%

hdfc bank ltd

5.8%
5.8%

infosys ltd

5.7%
5.7%

triparty repo

4%
4%
See all holdings

Allocation by Sector

financial services

29.7%
29.7%

consumer cyclical

14.7%
14.7%

technology

13.6%
13.6%

energy

8.6%
8.6%

industrials

7.3%
7.3%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,100 cr

5

₹ 4,100 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 288,952 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.3%

    6.9%

    14.3%

    6.9%

    14.3%

    6.9%

    4.8%

    7.3%

    -

    19%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Bluechip fund (G) Review

    Kotak Bluechip fund (G) is a Large Cap Equity fund and has delivered an annualised return of 17.7% over a period of 23 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 7/6/2022 is ₹344.18 with the total AUM as of 7/7/2022 is ₹4278.655. 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 -1.4% 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 stocks 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 2.04% for regular plan.