Kotak Bluechip Fund - Growth

Large Cap NAV 427.132 0 27 September, 2023

Fund Details

Category Large Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 29 December, 1998
Benchmark NIFTY 50
Asset Size(Cr) 5633.2886
Turn over 14.49%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.81
Fund Manager Harish Krishnan, Arjun Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.55% 1.58% 1.65%
1 M 3.49% 4.02% 3.67%
3 M 0.74% 1.44% 1.44%
6 M 0.32% 0.35% -0.53%
1 Y 6.89% 7.25% 6.36%
2 Y 11.05% 12.49% 10.65%
3 Y 22.87% 23.79% 21.02%
5 Y 11.6% 12.46% 10.26%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.88 1.27 0.36 0.91
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.07%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Bluechip Fund - Growth 6.89% 22.87% 11.6%
Nippon India Large Cap Fund- Growth Plan -Growth Option 14.21% 27.75% 11.81%
ICICI Prudential Bluechip Fund - Growth 8.82% 24.39% 11.69%
SBI Blue Chip Fund-Regular Plan Growth 9.61% 24.14% 10.85%
Aditya Birla Sun Life Frontline Equity Fund-Growth 6.57% 23.01% 9.95%
Mirae Asset Large Cap Fund - Growth Plan 4.49% 21.43% 11.04%
Axis Bluechip Fund - Regular Plan - Growth 0.09% 15.09% 10.43%

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Kotak Bluechip Fund Growth - Consistent Gains From Elite Stocks

Kotak Bluechip Fund is a large-cap mutual fund which selects the stocks with “bluechip” quality to deliver consistent long term gains to the investors. It is grouped under the category of large-cap funds and is an ideal choice for the investors who seek to invest in a pure equity scheme without taking high risk. The stocks in the portfolio are financially stable and have a superior track record which makes them less prone to risk. In the long term, it has delivered impressive returns at a consistent rate. Read to know every detail of Kotak Bluechip Fund before investing.

Kotak Bluechip Fund: Basic Details

Kotak Mahindra Mutual Fund launched Kotak Bluechip Fund in December 1998 to deliver capital appreciation to the investors through the stocks of prominent companies of India. The fund manager Mr Harish Krishnan has been managing the scheme since January 2014. He picks up blue-chip stocks from various sectors but remains highly inclined towards the bankex sector. A stock is considered as bluechip if it makes a profit in billions and is among the top in its respective sector. Such stocks are financially strong to resist any small fluctuations in the market and have the experience to handle the business on a large scale. Hence, Kotak Bluechip Fund delivers consistent growth in every market conditions without showing higher volatility in the down market.

Kotak Bluechip Fund Growth - Performance Analysis

The performance of the fund so far has been suitable for a low-risk taker as in the negative markets, the drawdowns have been limited above the benchmark and category average which means it has been able to limit the losses under bearish trends. In the bullish market conditions, due to a conservative portfolio, the returns have been lower than the benchmark as the giants in the market can only deliver limited gain as they are already at their zenith. In the neutral market, it has been the most impressive as the benchmark has been beaten many times under such conditions.

In the initial days after inception, Kotak Bluechip Fund used to deliver high returns but later on, it became more consistent and less risky. The trailing returns of the last few years are lower than the benchmark but are getting better in the recent trends. On average, investors can expect annualised returns of anywhere between 12-15% if an investment is held for 3 years or more. Personalised capital gains can be calculated easily through the SIP return calculator at our website.

Kotak Bluechip Fund G - Investment Strategy and Portfolio Structure

The fund manager mainly relies on financial stocks and is highly overweight on it. A total of 50-55 stocks are selected for the portfolio and the investment is done in growth style. The bluechip stocks have the ability to resist the smaller fluctuations in the market due to their financial stability and experience. A smaller proportion of the corpus is also invested in mid-cap stocks to gain high returns. Majority of the stocks in the portfolio of the scheme are of the top 3 companies in their concerning industry. Finance, Energy, Technology, FMCG, Construction and Automobile are the sectors with the highest asset allocation.

Who Should Invest?

Kotak Bluechip Fund is suitable for the investors who wish to invest in a mutual fund that deals in pure equities but possess low risk. As the stocks selected are of high quality, the risk factor of the scheme is low and high returns can be gained in the long term. It is an ideal choice for the first time equity investors. Kotak Bluechip Fund allows investment through SIP as well as lump sum but Systematic Investment Plan is the most preferred method of investment. Investors must note that due to higher allocation in the large-cap and bluechip stock selection, the returns of the scheme are limited. Those who seek higher returns can skip this scheme and go for a fund with a high-risk portfolio. Kotak Bluechip Fund is the most suitable scheme for conservative equity investors.

Kotak Bluechip Fund is a consistent performer in the large-cap category and has allowed thousands of investors to gain wealth in the long term. If the fund suits your investment objective, start investing today through MySIPonline where you can track your investment through the dashboard facility and stay up to date with latest news, blogs, and videos.

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