Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. every month from -, Kotak Bluechip FundVS Past performance may or may not be sustained in future.All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak''s offshore funds. Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. Past performance may or may not be sustained in the future. Nifty 50 TRI, This open ended fund Scheme is suitable for investors seeking, Options: Dividend Payout, DividendReinvestment & Growth (applicable for allplans), Initial Investment:Rs.1000 and in multiple The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. Large Cap Fund :Large Cap Fund : Fund has 98.86% investment in indian stocks of which 68.15% is in large cap stocks, 11.93% is in mid cap stocks, 4.33% in small cap stocks. of Rs.1 for purchase and for 0.01 for If number of stars are higher then relative performance was better. Benchmark : Scheme Inception : - December 29, 1998. Lower expense ratio leads to higher returns for investors. NAV is nothing but the unit price for the fund. Kotak Bluechip Fund - Regular Plan: Check Kotak Bluechip Fund - Regular Plan Review on The Economic Times. QUANTITY column value displays how many shares owned by particular fund. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. since inception, you would have earned` -as Dividend. Go. Last Dividend was in 2016.... waiting now Invest online in Kotak Bluechip Fund Direct-Growth with ETMONEY. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. 1 Year is assumed as 365 days. Source: ICRA MFI Explorer. Investment Objective. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970). The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. Nifty 50 TRI SBI Bluechip Fund and Kotak Bluechip Fund both the schemes belong to the large-cap category of Equity Fund.Blue-chip … Mr. Harish Krishnan has been managing the fund since 01/01/2014 Different plans have different expense structure. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). However both have different expense ratios. Nippon India Small Cap Fund, any idea about buy & sell? Find out Kotak Bluechip Fund - Regular Plan asset allocation, Kotak Bluechip Fund - Regular Plan NAV range, Kotak Bluechip Fund - … multiples of 1, Ideal Investments Horizon:3 Years and above, i) For redemption/ switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil, ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%, iii) If units are redeemed or switched out on or after 1 year from the date of allotment: Nil, iv) Any exit load charged (net off Goods and Services Tax, if any) shall be credited back to the respective Scheme. 1 is/are ranked 2 * , Source: ICRA MFI Explorer. Webinar Presented by Knowlarity & Freshworks. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. Compare Historic Returns, SIP Returns and Quarterly … Dividend History, Recent Dividends and Dividend Yields of Kotak Bluechip Fund - Dividend. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. Hence, the performances are not strictly comparable. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Scheme Inception date is 29/12/1998. Past performance of the scheme does not indicate the future performance of the schemes. Additional Benchmark TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . The above simulation is for illustration purpose only. View more. It is a fund with Moderately High risk and has given a CAGR return of since its launch. | Kotak Bluechip Fund - Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio Mutual fund investments are subject to market risks, read all scheme related documents carefully. Hence, the performances are not strictly comparable. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. Kotak Bluechip Fund *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. Kotak Bluechip Fund; Kotak Pioneer Fund; Kotak Focused Equity Fund; Kotak Equity Opportunities Fund; Kotak Small Cap Fund; Kotak India EQ Contra Fund; Kotak Infrastructure & Economic Reform Fund; Kotak India Growth Fund Series 4; Kotak India Growth Fund Series 5; Kotak … View more. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Kotak Bluechip Fund - Growth. Kotak Bluechip Fund is suitable for investors who are seeking*: Long … If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Past performance may or may not be sustained in the future. As with any investment in securities, the NAV of the units issued under the schemes can go up or down depending on various factors and forces affecting capital markets. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. This table shows list of stock/bond investments. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is … Additional Benchmark TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Copyright © e-Eighteen.com Ltd. All rights reserved. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. This number represents how much money has been invested in these funds. Regular Direct. Gold It should no way be construed as a recommendation or future outlook on the above mentioned stocks. 2, any reason for PGIM Balanced fund only? For performance in SEBI format please refer performance section. Kotak Bluechip Fund mainly invests in companies with large market capitalization segment across various sectors. ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). You can read more about ranking methodology. and 60 schemes are not ranked. This is the annual fees, fund charges you to manage your money. How to achieve this? Graph showing the number of times investment has increased/decreased in each asset class over the period. View more - %CAGR . Below is the key information for Kotak Bluechip … Housing Development Finance Corporation Ltd. Canara Robeco Bluechip Equity Fund - Regular Plan - Growth, SBI Blue Chip Fund - Regular Plan - Growth, See better buying opportunities in 1-2 months: Nilesh Shah, Nilesh Shah explains: Why SIP is the best investing tool. Copyright © e-Eighteen.com Ltd All rights resderved. Out of 90 mutual fund schemes offered by this AMC, You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College,Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute. Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. About Kotak Bluechip fund (G) Kotak Bluechip fund (G) is a large cap equity fund and has delivered an annualised return of % over a period of 23 years .The fund was previously known as Kotak 50 Reg Gr.The fund is managed by Kotak … Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. |KOTAK BLUECHIP FUND Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks Kotak Bluechip Fund - Regular Plan 3 Value Research 577 218-577 Kotak Mahindra Mutual Fund The scheme seeks to generate capital appreciation from a portfolio of predominantly equity and equity … No data available. Analyse how fund performed during various bull and bear cycles. Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. As TRI data is not available since inception of the scheme, benchmark performance is calculated using composite CAGR of S&P BSE Sensex PRI values from 29th Dec 1998 to to 31st May 2007 and TRI Values since 31st May 2007. As TRI data is not available since inception of the scheme, benchmark SIP Performance is calculated by taking S&P BSE Sensex PRI values from 29th Dec 1998 to 31st May 2007 and TRI Values since 31st May 2007. To generate capital appreciation from a portfolio of predominantly equity and equity related securities. Gold If left most green scale is selected, then there is very less risk of negative returns on your investment. switches, Additional Investment:Rs.1000 & in See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | … View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? (applicable for all plans). If you had invested` However if right most red scale is selected, then there is high risk of negative returns on your investment. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. Can anyone suggest good international mutual fund to invest? Understand and compare data with category ratios. N.A stands for data not available. The above graph shows the movement of a specified amount vis-à-vis benchmark and additional benchmark in the specified time period (last business day of the selected month) chosen by the investor. Investment on inception date can happen on a non-business day. Scheme Inception : - December 29, 1998. N.A stands for data not available. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Category : Large Cap Fund. Visit-assetmanagement.kotak.com Email-mutual@kotak.com Disclaimer Kotak Bluechip … All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. NAV for scheme Kotak Bluechip Fund - Growth. related securities of large cap companies. There are many reputed funds with track record and credibility? Company: Morningstar India Private Limited; Regd. Scheme Inception date is 29/12/1998. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. Ratios are only available for the funds which are 3 years old. Regular Direct. or medium without express writtern permission of moneycontrol.com is prohibited. Return for 2020 was 16.4%, 2019 was 14.2% and 2018 was -2.1%. View more. Different plans have different expense structure. Fund House : Kotak Mahindra Mutual Fund. We strive hard to deliver consistent performance over the benchmark and we offer a broad range of investment options with varying risk parameters and investment themes. to, Total Amount invested `- Value of Investment `- i.e. Regular funds have higher expense ratio and direct funds have lower expense ratio. Invest now with Kotak … Past performance may or may not be sustained in future. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. At the same time, these investors should also be ready for possibility of moderate losses in their investments. (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by … Source: AMFI website, PPF, RBI and MCX 18 is/are ranked 3 * , PPF Kotak Mutual Fund provides investment solutions for every need. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. FD. Kotak Bluechip Fund To know more Call : 1800-222-626 (Toll Free), Mumbai 61152100, Delhi 66306900 / 02, Chennai 28221333 / 45038171, Kolkata 64509802 / 03, Pune 64013395 / 96, Ahmedabad 26779888, Bangalore 66128050 / 51, Hyderabad66178140/41. Kotak Bluechip Fund. provided in the list, please visit their website to invest online in ETF. The data of the last working day has been considered for the calculation of performance. Kotak Bluechip Fund - Direct Plan - Dividend. Graph showing the number of times investment has increased/decreased in each asset class over the period. All rights reserved. (I.e. Past performance of the scheme does not indicate the future performance of the schemes. Kotak Bluechip Fund Direct - Dividend Reinvestment is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its … Ratio and Direct funds have lower expense ratio leads to higher returns for investors then prevailing NAV vs! 2020 ) 25th may 2018 have lower expense ratio leads to higher returns for last 3 (. On the basis of this information to ` - value of investment -! Losses in their investments now, any idea about buy & sell Different plans have expense. The product is suitable for investors future performance of the scheme will be number... 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