Kotak Bluechip Fund - Growth
Category: Equity: Large Cap
Launch Date: 29-12-1998
AUM:
₹ 10,137.3 Cr
Expense Ratio
1.73%
Benchmark
NIFTY 100 TRI
ISIN
INF174K01153
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 Mr. Rohit Tandon
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Bluechip Fund - Growth | 5.18 | 18.91 | 21.68 |
| NIFTY 100 TRI | 5.85 | 17.16 | 21.56 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
563.081
Last change
-3.8 (-0.6754%)
Fund Size (AUM)
₹ 10,137.3 Cr
Performance
18.72% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies.There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
FM 1 Mr. Rohit Tandon
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.58 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.27 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.61 |
| INFOSYS LIMITED EQ FV RS 5 | 4.1 |
| Triparty Repo | 3.72 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.63 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.61 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.26 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.11 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.08 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.35 |
| Information Technology | 10.3 |
| Automobile and Auto Components | 9.75 |
| Oil, Gas & Consumable Fuels | 8.6 |
| Fast Moving Consumer Goods | 7.43 |
| N/A | 4.32 |
| Healthcare | 4.23 |
| Telecommunication | 3.76 |
| Construction | 3.61 |
| power | 3.31 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Bluechip Gr | 21.68 |
| Motilal Oswal Large Cap Reg Gr | 0.0 |
| DSP Large Cap Fund Reg Gr | 21.39 |
| Canara Robeco Bluechip Equity Reg Gr | 20.5 |
| Mirae Asset Large Cap Gr | 19.88 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |
| Franklin India BlueChip Gr | 20.12 |
| Invesco India Large Cap Gr | 21.54 |
| ICICI Pru BlueChip Gr | 23.96 |
| ABSL Frontline Equity Gr | 22.15 |