Kotak Bluechip Fund - Growth

(Erstwhile Kotak 50 - Growth)

Category: Equity: Large Cap
Launch Date: 29-12-1998
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 2.46% As on ( 30-04-2019)
Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,405.85 Cr As on ( 30-04-2019)
Turn over: 64.41
NAV as on 23-05-2019

233.056

-0.82 ( -0.3506% )

CAGR Since Inception

19.88%

Nifty 50 TRI 13.75%

PERFORMANCE of Kotak Bluechip Fund - Growth

Scheme Performance (%) Data as on - 23-05-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Bluechip Fund - Growth 7.3 11.89 11.56 12.17 19.88
NIFTY 50 TRI 13.0 16.44 11.46 12.08 13.75
Equity: Large Cap 7.72 13.1 10.94 12.75 12.91

Yearly Performance (%)

Fund Managers

Mr. Harish Krishnan

Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode Prior to joining Kotak AMC he has worked with Kotak Mahindra (UK) Ltd.

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.

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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 0.41 -1.51 0.98 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Kotak Bluechip Fund - Growth

Period
Data as on - 23-05-2019
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 7.3 7.66 11.89 11.56 12.17
HDFC Top 100 Fund - Growth Option 11-10-1996 15.12 10.11 17.29 10.47 14.11
Reliance Large Cap Fund- Growth Plan -Growth Option 08-08-2007 13.0 11.42 17.55 13.62 14.19
Axis Bluechip Fund - Growth 05-01-2010 11.8 16.13 16.47 11.97 0.0
Mirae Asset Large Cap Fund - Growth Plan 04-04-2008 11.75 11.43 17.43 15.29 17.94
Tata Large Cap Fund Regular Plan - Growth 07-05-1998 9.62 8.56 12.57 10.57 12.8
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 9.39 10.3 14.77 10.74 0.0
Baroda Large cap Fund - Plan A - Growth Option 22-06-2010 8.75 5.64 12.62 6.38 0.0
L&T India Large Cap Fund - Regular Plan - Growth 23-10-2007 8.54 8.7 13.02 10.56 13.69
DHFL Pramerica Large Cap Fund - Growth 21-01-2003 8.47 7.28 12.14 10.97 11.5

PORTFOLIO ANALYSIS of Kotak Bluechip Fund - Growth

Asset Allocation (%)

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