Kotak Bluechip Fund (Equity, Large Cap)

Moderately High
21 yrs 4 monthsStarted on:29 Dec 1998
₹ 1445.54 Cras on: 09 Apr 2020
Long Term Horizon
2.23%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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.

Exit Load

For redemption/ switch-out within 1 year from the date allotment of units : 1% For redemption/ switch-out after 1 year from the date allotment of units : NIL

Scheme Documents

Similar Funds
Axis Bluechip Fund
Current NAV 27.11
Return (CAGR) 10.20%
Value Research
Mirae Asset India Equity Fund
Current NAV 41.3
Return (CAGR) 12.52%
Value Research
Motilal Oswal Focused 25 Fund
Current NAV 19.85
Return (CAGR) 10.43%
Value Research
ICICI Pru Bluechip Fund
Current NAV 33.93
Return (CAGR) 10.82%
Value Research
TATA Index Fund Nifty
Current NAV 55.38
Return (CAGR) 13.68%
Value Research
UTI Mastershare Fund
Current NAV 101.72
Return (CAGR) 16.48%
Value Research
IDFC Large Cap Fund
Current NAV 27.18
Return (CAGR) 7.49%
Value Research
SBI Nifty Index Fund
Current NAV 78
Return (CAGR) 11.92%
Value Research
Aditya Birla SL Index Fund
Current NAV 89.82
Return (CAGR) 13.31%
Value Research
HDFC Top 100 Fund
Current NAV 362.63
Return (CAGR) 17.53%
Value Research
Nippon India large cap fund
Current NAV 25.51
Return (CAGR) 7.66%
Value Research
DSP Top 100 Equity Fund
Current NAV 165.73
Return (CAGR) 17.85%
Value Research

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR5.9

Portfolio

Company Name% Assets
Reliance Industries Ltd.8.39
HDFC Bank Ltd.8.17
ICICI Bank Ltd.6.63
Infosys Ltd.6.49
Tata Consultancy Services Ltd.4.18
Housing Development Finance Corpn. Ltd.3.95
Kotak Mahindra Bank Ltd.3.8
Axis Bank Ltd.3.41
Larsen & Toubro Ltd.3.28
Bharti Airtel Ltd.3.07

Top Sectoral Holdings

Sector Name% Assets
Financial34.5
Technology13.02
Energy12.89
Construction8.07
FMCG7.28
Chemicals5.64
Healthcare3.69
Automobile3.44
Communication3.08
Services1.98

Indicators

LabelValue
Portfolio turnover ratio35.29
Standard Deviation18.41%
Beta0.97%

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.

Other Funds Managed by Harish Krishnan