Kotak Bluechip Fund (Equity, Large Cap)

Moderately High
21 yrs 2 monthsStarted on:29 Dec 1998
₹ 1487.93 Cras on: 24 Jan 2020
Long Term Horizon
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

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TenureReturns (CAGR)
1 Month1.84
3 Month7.79
1 YR18.26
2 YR4.77
3 YR12.24

SIP Returns

TenureReturns (CAGR)
1 YR20
2 YR12.33
3 YR10.39
5 YR10.24
10 YR11.83


Company Name% Assets
Reliance Industries Ltd.9.16
HDFC Bank Ltd.9.15
ICICI Bank Ltd.8.51
Infosys Ltd.5.56
Axis Bank Ltd.4.81
Housing Development Finance Corpn. Ltd.4.62
Larsen & Toubro Ltd.3.93
Tata Consultancy Services Ltd.3.92
Kotak Mahindra Bank Ltd.3.91
State Bank of India3.03

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio40.35
Standard Deviation12.33%
Sharpe Ratio0.6

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