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

    Formerly Kotak Bluechip Reg DP

    Kotak Mutual Fund

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

    EquityLarge Cap

    Top Ranked

    49.59

    NAV (Sep 23)

    12.3%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

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

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    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

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    49.59

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    61%
    Last 3Y
    18.6%
    Last 5Y
    12.3%
    Last 10Y
    13.6%
    Since Inception
    NA
    6 Month CAGR
    21.5%
    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
    2.08
    Launched (23y ago)
    Dec 29, 1998
    AUM in Crores
    3232.709
    ISIN
    INF174K01179
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 50 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Harish Krishnan

    Fund Manager

    calculator

    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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    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

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Kotak Mahindra Asset Management Co Ltd

    Kotak Mahindra Asset Management Co Ltd manages assets worth 276,483 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,164 debt and 26 hybrid funds.

    amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    6.1%

    7.5%

    recommended-badge

    19.1%

    %

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    5.2%

    6.1%

    top-ranked-badge

    18.6%

    %

    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)

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    Equity

    Diversified

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    Large Cap

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    Invesco India Growth Opportunities Fund (Growth)

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    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

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

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

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of null% over a period of 22 years. The fund was previously known as Kotak Bluechip Reg DP . The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Harish Krishnan

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (PIDCW-A) NAV,AUM,Risk

    The Kotak Bluechip of Income Distribution cum Cap Wdrl fund (PIDCW-A) fund was launched on Dec 29, 1998. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-09-23 is ₹49.59. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹3232.709. The category risk of the Kotak Bluechip of Income Distribution cum Cap Wdrl fund (PIDCW-A) fund is Very High Risk. The fund charges 2.08 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 97.5% in this asset class. The top three holdings of the fund are , hdfc bank ltd , icici bank ltd , infosys ltd , reliance industries ltd , tata consultancy services ltd , hindustan unilever ltd , larsen & toubro ltd , triparty repo , housing development finance corp ltd , axis bank ltd , bharti airtel ltd , kotak mahindra bank ltd , persistent systems ltd , maruti suzuki india ltd , bajaj finance ltd , ultratech cement ltd , sbi cards and payment services ltd ordinary shares , itc ltd , dr reddy's laboratories ltd , hdfc life insurance company limited , godrej consumer products ltd , jubilant foodworks ltd , titan co ltd , gland pharma ltd , cadila healthcare ltd , schaeffler india ltd , cnx bank index-sep2021 , container corporation of india ltd , cash offset for derivatives , avenue supermarts ltd , mahindra & mahindra ltd , icici lombard general insurance co ltd , shree cement ltd , bata india ltd , hindalco industries ltd , united breweries ltd , indian railway catering and tourism corp ltd , motherson sumi systems ltd , state bank of india , gujarat state petronet ltd , bharat forge ltd , indraprastha gas ltd , solar industries india ltd , coromandel international ltd , v-guard industries ltd , reliance industries ltd. , eicher motors ltd , bharat petroleum corp ltd , max financial services ltd , wipro ltd , ramco cements ltd , au small finance bank ltd , mahindra lifespace developers ltd , oberoi realty ltd , net current assets/(liabilities) , zomato ltd

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

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (PIDCW-A) Investment volatility and Horizon

    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. The fund is benchmarked to IISL Nifty 50 TR INR

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

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (PIDCW-A) has a score of 5 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Bluechip of Income Distribution cum Cap Wdrl fund (PIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.

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