3 Year return
18.3%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹7901.4 Cr.
Expense Ratio
0.59% (inclusive of GST)
Exit Load
For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Kotak Mahindra Mutual Fund Managers
HK
Harish Krishnan
Fund Manager since Jan 2015
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Nippon India Large Cap Fund Direct Plan IDCW Payout |
26.29% |
5 |
|
Baroda BNP Paribas Large Cap Fund Direct Plan IDCW Payout |
20.84% |
0 |
|
Canara Robeco Blue Chip Equity Fund Direct Plan IDCW (Payout/Payout) Payout |
17.21% |
5 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Reinvestment
About Kotak Bluechip Fund Growth Direct
The Kotak Bluechip Fund — Growth Direct is a mutual fund scheme offered by Kotak Mutual Fund. Since it mainly invests in blue chip companies that are well-established in the market, this scheme is categorised as a large-cap mutual fund. Although the fund focuses on the top 100 companies in the Indian financial market in terms of market capitalisation, it offers diversification across different sectors of the economy. It uses the Nifty 100 Total Return Index (TRI) as its benchmark.
Investment Objective of the Scheme
The Kotak Bluechip Fund Growth Direct has a straightforward objective. It aims to generate capital growth for its investors over the long term by adopting a focused investment strategy that prioritises equity and related securities in the large-cap category.
Key Features of The Fund
| 5-year return | 17.98% |
| Expense Ratio | 0.59% |
| Fund Manager | Harish Krishnan |
| Fund Size | ₹7901.4 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
This mutual fund scheme may be suitable for aggressive investors with a portfolio focused on growth and long-term capital appreciation. If that sounds like what you are looking for, you could consider investing in this fund. Furthermore, the ideal investment horizon for this mutual fund scheme is 5 years or more, so ensure that the timelines for your financial goals are aligned accordingly.
AMC Contact Details
| Name | Kotak Mahindra Mutual Fund |
| Launch Date | December 1998 |
| Addresss | 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051 |
| Contact | 18003091490 044-40229101 |
| mutual@kotak.com | |
| Website | https://www.kotakmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
FAQs
What is today's NAV of Kotak Bluechip Fund?
What is the AUM of Kotak Bluechip Fund?
What is the expense ratio of Kotak Bluechip Fund?
What are the returns of Kotak Bluechip Fund since inception?
What is the minimum SIP amount to invest in Kotak Bluechip Fund?
How do I invest in Kotak Bluechip Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Bluechip Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Bluechip Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Bluechip Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
