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Kotak Bluechip Fund - Growth

(Erstwhile Kotak 50 - Growth)

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Category: Equity: Large Cap
Launch Date: 29-12-1998
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 1.73% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 9,830.4 Cr As on (30-04-2025)
Turn over: 26.91
NAV as on 14-05-2025

559.043

2.34 (0.4182%)

CAGR Since Inception

18.76%

NIFTY 100 TRI 17.1%

PERFORMANCE of Kotak Bluechip Fund - Growth

Scheme Performance (%) Data as on - 14-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Bluechip Fund - Growth 11.88 18.84 23.39 12.76 18.76
NIFTY 100 TRI 10.39 17.45 22.61 13.05 17.1
Equity: Large Cap 9.58 18.31 22.18 12.12 13.62

Yearly Performance (%)

Nav Movement

Fund Managers

Arjun Khanna, Rohit Tandon

Investment Objective

The scheme seeks capital appreciation, through investments in equities. The fund portfolio would generally comprise of around 50 companies which may go upto 59 companies.

RETURNS CALCULATOR for Kotak Bluechip Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Kotak Bluechip Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Bluechip Fund - Growth 11.55 0.67 1.4 0.92 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Kotak Bluechip Fund - Growth 29-12-1998 11.88 19.8 18.84 23.39 12.76
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 27.15 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 16.42 23.78 22.01 22.91 11.76
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 13.89 20.0 18.93 21.99 13.69
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 13.25 21.86 0.0 0.0 0.0
Franklin India Bluechip Fund-Growth 01-12-1993 13.09 18.85 17.02 22.37 11.15
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 12.82 16.61 16.02 21.61 13.29
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 12.75 20.19 18.96 23.82 12.41
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 11.82 20.56 19.42 22.03 11.96
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 11.56 16.86 17.89 23.18 12.59

Asset Allocation (%)

PORTFOLIO ANALYSIS of Kotak Bluechip Fund - Growth

Portfolio as on