Kotak Bluechip Fund - Growth

(Erstwhile Kotak 50 - Growth)
Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Large Cap
Launch Date: 29-12-1998
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 1.73% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 9,830.4 Cr As on 30-04-2025(Source:AMFI)
Turn over: 26.91% | Exit Load: For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL Units issued on reinvestment of IDCWs shall not be subject to entry and exit load.

566.424

18.81%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 10 Months
6 Years 7 Months
7 Years 0 Months
8 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.21
Sharpe Ratio 0.67
Alpha 1.4
Beta 0.92
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Bluechip Fund - Growth 29-12-1998 11.02 20.81 19.15 24.46 12.7
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 25.79 - - - -
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 16.39 24.89 22.68 24.18 11.73
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 13.46 20.9 19.3 22.98 13.62
Franklin India Bluechip Fund-Growth 01-12-1993 12.78 19.92 17.69 23.44 11.07
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 12.62 17.55 16.39 22.9 13.24
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 12.02 22.66 - - -
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 11.87 21.05 19.48 24.78 12.37
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 11.6 17.96 18.37 24.5 12.59
ICICI Prudential Bluechip Fund - Growth 05-05-2008 11.49 24.54 22.14 26.82 14.11

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.03%

Others

5.22%

Large Cap

84.09%

Mid Cap

7.56%

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