Kotak Bluechip Direct Reinvestment of Income Distribution cum Cap Wdrl

Kotak Bluechip Direct Reinvestment of Income Distribution cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.

1. Kotak Bluechip Direct Reinvestment of Income Distribution cum Cap Wdrl has ₹10138 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Kotak Bluechip Direct Reinvestment of Income Distribution cum Cap Wdrl has given a CAGR return of 14.10% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.56%, 21.29% and 22.99% respectively.

Kotak Bluechip Direct Reinvestment of Income Distribution cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Industrial, Energy, Basic Materials, Consumer Defensive, Utilities, Health, Communication, Corporate, Government, Real Estate. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Reliance Industries Ltd, Infosys Ltd, Larsen & Toubro Ltd

As it is a large-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Bluechip Direct Reinvestment of Income Distribution cum Cap Wdrl has no lock in period.