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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹651.8690 0.49%
As on 10-Sep-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Kotak Bluechip Fund - Direct Plan
|
|
|
Very High
|
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0.59 |
|
 |
|
Very High
|
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0.87 |
||
|
|
Very High
|
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1.00 |
||
|
|
Very High
|
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0.68 |
||
|
|
Very High
|
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0.46 |
₹9,465 Cr
1.00 (365)
100
1,000
100
10
Investment Strategy
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.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
Kotak Bluechip Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Bluechip Fund - Direct Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Bluechip Fund - Direct Plan is ₹651.8690 as of 11-Sep-2024.
The AUM of Kotak Bluechip Fund - Direct Plan Fund is ₹9,465 Cr as of 31-Aug-2024
The riskometer level of Kotak Bluechip Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
6.88
|
|
|
5.71
|
|
|
5.54
|
|
|
5.52
|
|
|
3.65
|
As of 31-Aug-2024, Kotak Bluechip Fund - Direct Plan had invested 95.92% in Equity, 3.29% in Cash & Cash Eq. and 0.79% in Debt See More
Kotak Bluechip Fund - Direct Plan is 11 years 8 months old. It has delivered 16.28% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
34.08%
|
16.34%
|
21.98%
|
16.52%
|
15.40%
|
16.28%
|
No, There is no lock in period in Kotak Bluechip Fund - Direct Plan.
The expense ratio of Kotak Bluechip Fund - Direct Plan is 0.59.
