Kotak Bluechip Growth

• Alpha 0.89%
• Beta 0.95
• Sharpe Ratio0.43
• Std Deviation 12.86%
• Tracking Error 2.84%

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 9267.66 crores & has delivered CAGR of 18.98% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.75%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Triparty Repo & Reliance Industries.

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

Some of the similar funds are DSP Top 100 Equity Fund Regular Plan Growth, Canara Robeco Bluechip Equity Fund Regular Plan Growth, Kotak Bluechip Growth, Franklin India Bluechip Fund Growth, UTI Large cap Fund Regular Plan Growth. Kotak Bluechip Growth has a sharpe ratio of 0.43 & a standard deviation of 12.86%.