Kotak Bluechip Fund - Growth

Kotak Bluechip Fund - Growth

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Category: Equity: Large Cap
Launch Date: 29-12-1998
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.0% As on (30-06-2022)
Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 4,703.22 Cr As on (31-07-2022)
Turn over: 8.27
NAV as on 12-08-2022

377.548

1.01 (0.2667%)

CAGR Since Inception

19.25%

NIFTY 100 TRI 17.53%

PERFORMANCE of Kotak Bluechip Fund - Growth

Scheme Performance (%) Data as on - 12-08-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Bluechip Fund - Growth 6.22 18.86 12.93 14.32 19.25
NIFTY 100 TRI 10.11 18.26 13.67 14.63 17.53
Equity: Large Cap 5.92 16.34 11.52 13.75 13.5

Yearly Performance (%)

Nav Movement

Fund Managers

Harish Krishnan,Arjun Khanna

Investment Objective

The scheme seeks capital appreciation, through investments in equities. The fund portfolio would generally comprise of around 50 companies which may go upto 59 companies.

RETURNS CALCULATOR for Kotak Bluechip Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Bluechip Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Bluechip Fund - Growth 13.55 0.5 0.74 0.95 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Kotak Bluechip Fund - Growth

Period
Data as on - 12-08-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Bluechip Fund - Growth 29-12-1998 6.22 25.62 18.86 12.93 14.32
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 14.83 31.74 17.98 12.52 15.49
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 13.05 28.66 15.76 11.44 13.95
ICICI Prudential Bluechip Fund - Growth 05-05-2008 9.87 27.24 18.11 12.85 15.15
IDBI India Top 100 Equity Fund Growth 15-05-2012 8.35 27.42 19.56 11.45 14.27
Taurus Largecap Equity Fund - Regular Plan - Growth 28-02-1995 7.51 22.25 14.12 8.52 10.79
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 7.41 26.0 17.51 11.73 15.75
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 7.2 18.61 14.53 9.93 11.82
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 6.8 26.28 17.03 10.82 14.93
Union Largecap Fund - Regular Plan - Growth Option 04-05-2017 6.71 24.31 16.67 10.71 0.0

PORTFOLIO ANALYSIS of Kotak Bluechip Fund - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Member Code: 32262
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ARN: 160300