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: 2.23% As on ( 31-10-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,346.49 Cr As on ( 30-11-2018)
Turn over: 77.16
NAV as on 11-12-2018

213.321

1.59 ( 0.7458% )

CAGR Since Inception

19.82%

Nifty 50 TRI 13.4%

PERFORMANCE of Kotak Bluechip Fund - Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Bluechip Fund - Growth -3.37 9.19 13.13 14.34 19.82
NIFTY 50 TRI 3.58 12.4 11.99 14.99 13.4
Equity: Large Cap -2.67 10.15 12.83 15.35 10.76

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)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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

riskometer

Invest Now

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 - 11-12-2018
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 -3.37 9.65 9.19 13.13 14.34
Axis Bluechip Fund - Growth 05-01-2010 6.2 18.4 13.18 14.29 0.0
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 4.79 15.25 12.29 13.29 0.0
Axis Bluechip Fund - Dividend 05-01-2010 4.49 17.04 12.11 13.39 0.0
Canara Robeco Bluechip Equity Fund - Regular Plan - Dividend 21-08-2010 3.34 14.14 11.25 12.41 0.0
JM Large Cap Fund - Annual Dividend Option 01-05-2015 2.45 10.45 9.17 0.0 0.0
JM Large Cap Fund-Growth 01-04-1995 2.45 10.18 8.57 12.31 11.52
JM Large Cap Fund - Quarterly Dividend Option 01-05-2015 2.41 10.14 8.67 0.0 0.0
JM Large Cap Fund-Dividend 01-04-1995 2.41 10.16 8.55 12.3 11.51
JM Large Cap Fund - Half Yearly Dividend Option 01-05-2015 2.34 10.11 8.53 0.0 0.0

PORTFOLIO ANALYSIS of Kotak Bluechip Fund - Growth

Asset Allocation (%)

Start Investing NowSign Up