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: 1.76% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,901.4 Cr As on (31-03-2024)
Turn over: 21.42% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

488.797

19.03%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 11.97
Sharpe Ratio 0.88
Alpha -0.47
Beta 0.91
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 30.08 16.56 16.91 15.63 14.77
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 55.3 - - - -
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 45.73 20.89 - - -
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 43.93 22.74 20.67 16.54 13.82
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 43.12 25.67 26.12 17.09 16.97
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 39.33 19.47 15.97 - -
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 39.26 20.85 19.61 17.52 15.82
ICICI Prudential Bluechip Fund - Growth 05-05-2008 39.11 21.28 21.91 17.38 15.87
Invesco India Largecap Fund - Growth 21-08-2009 39.04 17.94 19.62 15.33 14.78
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 36.89 17.29 17.79 13.41 11.82

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

2.26%

Others

3.49%

Large Cap

78.92%

Mid Cap

15.3%

Scheme Documents

There are no scheme documents available

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