Overview (as on 30 Jul 2021)

NAV

₹379.03

1y returns

48.775%

Fund AUM

₹2,804 Cr

Expense Ratio

0.92%

Min SIP

₹100

Min Lumpsum

₹1,000

Fund Performance

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Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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-Infinity% projected returns
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-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
33.04%
Tech
16.39%
Consumer
10.91%
Defensive
8.78%
Energy
7.91%
Industrials
6.51%
Basic Materials
5.67%
Health
4.59%
Utilities
2.83%
Communication
2.17%
Real Estate
1.20%
Size Breakup
Large Cap
83.92%
Mid Cap
15.55%
Small Cap
0.52%

Key Metrics

Beta 

0.95

Std deviation 

17.75%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Kotak Bluechip Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Harish Krishnan
Fund House Details
Fund House
Kotak Mahindra Asset Management Co Ltd
Email
fundaccops@kotakmutual.com
Phone
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

Peer Funds

Kotak Bluechip Direct Growth

NAV

₹379.03

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Harish Krishnan
Harish Krishnan

leader

Work Experience
"Mr. Harish has a decade of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotaks offshore funds. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate innManagement from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute."

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