Kotak Bluechip Growth
Get the latest NAV of Kotak Bluechip Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹569.67
1D
NAV as on 24 Jun 2025
17.82%/per year
Since Inception
▲▼
Kotak Bluechip Growth Performance vs. Nifty 100
Fund returns vs Benchmark returns vs Category Average returns as on (24-Jun-25)
The fund has consistently outperformed the benchmark (Nifty 100) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Kotak Bluechip Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Kotak Bluechip Growth Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 96.5%
Debt & Cash 3.5%
Kotak Bluechip Growth Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 96.5%
Debt & Cash 3.5%
Top 3 Sectors in May were Financial Services, Consumer Cyclical & Tech
Financial Services
30%
Consumer Cyclical
13%
Tech
12%
Financial Services
30%
Consumer Cyclical
13%
Tech
11%
Kotak Bluechip Growth Holdings Details
as on (31-May-25)
Equity
Debt & Cash
Kotak Bluechip Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.73% |
Benchmark | Nifty 100 TR INR |
| AUM | ₹10138 Cr |
| Inception Date | 29 December, 1998 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 24.27% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Kotak Bluechip Growth
Kotak Bluechip Growth is an equity fund. This fund was started on 29 December, 1998. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Kotak Bluechip Growth has ₹10138 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
- The fund has an expense ratio 1.7.
Returns
Kotak Bluechip Growth has given a CAGR return of 17.82% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.49%, 19.53% and 20.81% respectively.
Holdings
Kotak Bluechip Growth 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
Taxation
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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Kotak Bluechip Growth
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 and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Bluechip Growth has no lock in period.
- AUM of the fund stands at 10.1K Cr as of May'25
- AUM increased by 307.6 Cr between May'25 and Apr'25
More funds from Kotak
3Y CAGR
▲ 31.84
5Y CAGR
▲ 31.40
5Y CAGR
▲ 27.00
3Y CAGR
▲ 27.37
Frequently Asked Questions for Kotak Bluechip Growth
How do I invest in Kotak Bluechip Growth?
- Download the INDmoney app.
- Search for ‘Kotak Bluechip Growth’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.