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: 2.08% As on (31-08-2021)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 3,346.14 Cr As on (30-09-2021)
Turn over: 22.13%
NAV as on 13-10-2021

391.734

3.09 (0.7883%)

CAGR Since Inception

20.42%

NIFTY 50 TRI 14.51%

PERFORMANCE of Kotak Bluechip Fund - Growth

Scheme Performance (%)

Data as on - 13-10-2021

Yearly Performance (%)

Fund Managers

Harish Krishnan

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

PEER COMPARISION of Kotak Bluechip Fund - Growth

Period
Data as on - 13-10-2021
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 54.3 29.75 22.93 15.88 15.25
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 69.65 25.98 18.63 15.38 16.13
Franklin India Bluechip Fund-Growth 01-12-1993 66.49 29.15 18.98 13.6 13.67
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 63.26 23.97 17.44 14.35 14.15
IDBI India Top 100 Equity Fund Growth 15-05-2012 59.92 30.12 23.79 14.62 0.0
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 59.37 25.76 20.5 14.17 14.3
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 59.32 27.5 21.8 14.59 17.29
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth 08-03-2019 58.33 26.43 0.0 0.0 0.0
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 57.62 27.71 19.64 14.19 16.02
ICICI Prudential Bluechip Fund - Growth 05-05-2008 57.09 26.55 19.68 15.95 15.78

PORTFOLIO ANALYSIS of Kotak Bluechip Fund - Growth

Asset Allocation (%)