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Business News/Market/Market Stats/    Kotak Bluechip Growth

Kotak Bluechip Growth

+
  • Equity
  • Large-Cap
  • Rating 4
  • Plan
492.50 +3.71 (0.76%) NAV as on 22 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)7901.40
  • CAGR 30.08%
  • Exit Load1.00%
  • Expense ratio1.76%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date1998-12-29

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 23 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 231.85
  • 2.93%
View More

Risk & Volitility

  • Alpha 0.89%
  • Beta 0.95
  • Sharpe Ratio0.87
  • Std Deviation 11.97%
  • Tracking Error 2.84%

About Fund

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.

 

The Kotak Bluechip Growth has an AUM of 7901.40 crores & has delivered CAGR of 15.63% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.76%. The minimum investment in Kotak Bluechip Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries & Larsen & Toubro.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Oil & Gas Operations.

 

Some of the similar funds are Canara Robeco Bluechip Equity Fund Regular Plan Growth, Kotak Bluechip Growth, UTI Large cap Fund Regular Plan Growth, DSP Top 100 Equity Fund Regular Plan Growth, Franklin India Bluechip Fund Growth. Kotak Bluechip Growth has a sharpe ratio of 0.87 & a standard deviation of 11.97%.

FAQs about Kotak Bluechip Growth

According to the morning star rating Kotak Bluechip Growth has a Moderate risk & Exceptional return.
Kotak Bluechip Growth is managed by Arjun Khanna,Rohit Tandon.
The expense ratio of Kotak Bluechip Growth is 1.76%.
The 5 year annualized return on Kotak Bluechip Growth is 15.63% & it has generated 30.08% in the last 1 year.
The minimum investment in Kotak Bluechip Growth is 100 Rs.
Kotak Bluechip Growth has an AUM of 7901.40 crores.
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