August 4, 2022
mayank
Kotak Bluechip Fund Guidance
NAV Growth : Rs 409.8900
NAV IDCW : Rs 54.2090
Suitable For Which Investors ?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The scheme seeks to generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies.
Fund Manager :
— Harish Krishnan
Education : Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Experience : Prior to joining Kotak Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak’s offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. No of Cheques | 10 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Basic Details
| Fund House: | Kotak Mahindra Mutual Fund |
| Launch Date: | 01-Jan-13 |
| Return Since Launch: | 14.52% |
| Benchmark: | NIFTY 100 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | Rs 4,217 Cr |
| (As on 30-Jun-2022) | |
| Expense Ratio: | 0.78% |
| (As on 30-Jun-2022) | |
| Risk Grade: | Below Average |
| Return Grade: | High |
| Turnover: | 8.27% |
Kotak Bluechip Fund Guidance Trailing Returns (%)
| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
| Kotak Bluechip Direct-G | -0.95 | 0.03 | 3.7 | 9.66 | 2.86 | -1.64 | 5.85 | 19.83 | 12.95 | 12.15 | — |
| S&P BSE 100 TRI | 1.7 | 0.16 | 4.33 | 11.05 | 1.95 | 0.38 | 9.21 | 18.43 | 12.76 | 12.25 | — |
| Equity: Large Cap | -0.19 | 0.02 | 4.03 | 10.82 | 1.76 | -0.97 | 6.85 | 17.32 | 11.69 | 11.31 | — |
| Rank within category | 52 | 51 | 68 | 73 | 18 | 60 | 45 | 5 | 7 | 7 | — |
| Number of funds in category | 79 | 88 | 88 | 88 | 88 | 82 | 74 | 59 | 49 | 48 | 0 |
Kotak Bluechip Fund Guidance Peer Comparison
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
| Kotak Bluechip Fund | 5 star | Jan-13 | 5.85 | 19.83 | 12.95 | 0.78 | 4,217 |
| Axis Bluechip Fund | 5 star | Jan-13 | 1.96 | 16.29 | 14.65 | 0.52 | 32,322 |
| Mirae Asset Large Cap Fund | 4 star | Jan-13 | 5.67 | 17.72 | 12.79 | 0.58 | 30,299 |
| ICICI Prudential Bluechip Fund | 5 star | Jan-13 | 9.7 | 18.35 | 12.58 | 1.07 | 29,981 |
| UTI Mastershare Fund | 4 star | Jan-13 | 5.73 | 18.82 | 12.79 | 1.03 | 9,238 |
Portfolio Analysis
| Number of Stocks | 57 |
| Top 10 Stocks (%) | 45.09 |
| Top 5 Stocks (%) | 30.4 |
| Top 3 Sectors (%) | 51.63 |
| Portfolio P/B Ratio | 3.5 |
| Portfolio P/E Ratio | 24.04 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,03,015 | 2,63,295 |
| Giant (%) | 63.44 | 62.88 |
| Large (%) | 17.46 | 28.5 |
| Mid (%) | 18.5 | 11.22 |
| Small (%) | 0.61 | 2.25 |
| Tiny (%) | — | — |
Kotak Bluechip Fund Guidance by Chanakya :
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
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