Hhahe

The document discusses the Kotak Bluechip Fund mutual fund, including its current NAV of 471.92, expense ratio of 0.59%, and that it invests predominantly in large cap stocks with a long term capital growth objective.

Uploaded by

magicheatgamingyt

Available Formats

Download as PPTX, PDF, TXT or read online on Scribd

0% found this document useful (0 votes)

46 views

Hhahe

Uploaded by

magicheatgamingyt

Available Formats

Download as PPTX, PDF, TXT or read online on Scribd

You are on page 1/ 4

Kotak bluechip fund

MUTUAL FUND - A mutual fund is an investment fund that pools money from many investors to purchase
securities. The term is typically used in the United States, Canada, and India, while similar structures across
the globe include the SICAV in Europe and open-ended investment company in the UK.

BLUECHIP FUND-A blue chip fund invests in stocks / shares of well-established companies with credible
track records of financial performance that includes among other criteria - a steady payout of dividends
and profitability over the year
What is the current NAV of Kotak Bluechip Fund?

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund
changes every day. It is calculated by taking the current value of the holdings of the fund at end of
the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Kotak Bluechip Fund for Aug 23, 2023 is 471.92.

How much does Kotak Bluechip Fund charge as expense ratio ?

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund
company for managing your investments in that fund. The Expense Ratio is a percentage
of Assets Under Management (AUM) and is taken from the returns generated by the fund.
For this reason, a fund with a lower expense ratio is always better because a smaller part
of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Kotak Bluechip Fund is 0.59%. .
WHAT IS KOTAK BLUECHIP FUND

Kotak Bluechip Fund (Large Cap Fund- An open ended equity scheme predominantly investing in large cap
stocks) Long term capital growth. Investment in portfolio of predominantly equity & equity related securities
of large cap companies.

Is it good to invest in Kotak Bluechip Fund?

• Bluechip funds come under the very high-risk category. Returns for 3 years are above
average in comparison to the peers. The possibility of capital loss is high during a
is
market crash. Performance of the fund over 5 years is one of the best in the bluechip
category.

What is the return of Kotak Bluechip Fund?

1. Current NAV: The Current Net Asset Value of the

Kotak Bluechip Fund - Regular Plan as of Aug 17, 2023
is Rs 416.63 for Growth option of its Regular plan. 2.
Returns: Its trailing returns over different time periods
are: 10.93% (1yr), 20.38% (3yr), 12.16% (5yr) and
17.79% (since launch).
Who should invest in kotak bluechip fund

Large Cap Fund : The fund has 98.16% investment in domestic equities of which 70.33% is in
Large Cap stocks, 9.26% is in Mid Cap stocks, 3.76% in Small Cap stocks. Suitable For : Investors
who are looking to invest money for at least 3-4 years and looking for high returns.

ABOUT KOTAK BLUECHIP FUND - Kotak Bluechip Fund Direct-Growth is a Large Cap
mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been in existence for 10
yrs 7 m, having been launched on 01/01/2013. Kotak Bluechip Fund Direct-Growth has ₹6,325
Crores worth of assets under management (AUM) as on 30/06/2023 and is medium-sized fund
of its category. The fund has an expense ratio of 0.59%, which is less than what most
other Large Cap funds charge.
Kotak Bluechip Fund Direct-Growth returns of last 1-year are 13.11%. Since launch, it has
delivered 14.49% average annual returns. The fund has doubled the money invested in it every
4 yrs.
Kotak Bluechip Fund Direct-Growth scheme's ability to deliver returns consistently is in-line
with most funds of its category. Its ability to control losses in a falling market is average.
The fund has the majority of its money invested in Financial, Technology, Automobile,
Consumer Staples, Unclassified sectors. It has taken less exposure in Financial, Technology
sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Infosys
Ltd., Larsen & Toubro Ltd..