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  2. Kotak Bluechip Fund - Dividend - Direct

Kotak Bluechip Fund - Dividend - Direct

(Erstwhile Kotak 50 - Dividend - Direct)

Category: Index Fund
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 1.0% As on (31-05-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,322.28 Cr As on (30-06-2018)
Turn over: 70.51%
NAV as on

(%)

CAGR Since Inception

%

Nifty 50 TRI 14.11%

PERFORMANCE of Kotak Bluechip Fund - Dividend - Direct

Scheme Performance (%)

Data as on - 16-08-2018

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 - Dividend - Direct

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

riskometer

Key Performance and Risk Statistics of Kotak Bluechip Fund - Dividend - Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Bluechip Fund - Dividend - Direct 13.53 0.92 -0.23 0.96 - -
Index Fund

PEER COMPARISION of Kotak Bluechip Fund - Dividend - Direct

Period
Data as on - 16-08-2018
Scheme Name Launch
Date
1-Year
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Kotak Bluechip Fund - Dividend - Direct

Asset Allocation (%)

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