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Kotak Bluechip Fund - Regular Plan
(Erstwhile Kotak 50)

3 Value Research
0.35%
Change from previous, NAV as on Sep 18, 2019
Category: Equity: Large Cap
Assets: R 1,309 crore (As on Aug 31, 2019)
Expense: 2.28% (As on Aug 31, 2019)
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Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 26.44   (May 11, 2009 - Jun 10, 2009) -32.18   (Sep 24, 2008 - Oct 24, 2008)
Quarter 61.87   (Mar 09, 2009 - Jun 10, 2009) -36.75   (Sep 02, 2008 - Dec 02, 2008)
Year 141.02   (Apr 23, 2003 - Apr 22, 2004) -53.53   (Jan 14, 2008 - Jan 13, 2009)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 6.58 12.52 0.05 0.08 0.94 -4.23
S&P BSE Sensex 50 TRI 10.21 12.61 0.34 0.56 - -
Category 8.40 12.91 0.19 0.32 0.95 -2.47
Rank within Category 67 21 67 67 28 70
Number of funds in category 82 82 82 82 82 82
As on Aug 31, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 0.62 0.35 -1.24 -0.54 -5.30 -3.65 -3.31 5.48 7.57 11.61 9.61
S&P BSE Sensex 50 TRI 0.75 0.24 -1.66 -1.69 -6.45 -4.12 -2.66 9.19 7.82 11.81 9.90
Category -0.40 0.31 -1.42 -1.11 -5.68 -4.59 -3.72 7.41 6.91 11.20 9.19
Rank within Category 51 31 33 29 31 29 52 66 17 17 15
Number of funds in category 100 108 108 108 107 105 95 80 63 58 42
As on Sep 18, 2019