FAQ : Kotak Bluechip Fund - Growth

Kotak Bluechip Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 30.93 17.2 16.34 12.96
Average Rolling Returns(%) 16.03 14.68 12.75 12.23

The Current NAV of Kotak Bluechip Fund - Growth is ₹510.19.

You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Kotak Bluechip Fund - Growth fund’s expense ratio is 1.76%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Bluechip Fund - Growth is currently ₹8,028 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Reliance Industries and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 42% of fund’s portfolio respectively.

Top three sectors of Kotak Bluechip Fund - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 51% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Bluechip Fund - Growth Fund is Equity - Large Cap Fund.

Rohit Tandon manages the Kotak Bluechip Fund - Growth Fund.

Kotak Bluechip Fund - Growth current PE ratio is 37.63 and PB ratio is 6.08

The asset allocation of Kotak Bluechip Fund - Growth is Stocks : 98.03%, Debt : 1.40% and Gold : 0.56%

The minimum SIP amount for Kotak Bluechip Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Bluechip Fund - Growth is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year

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