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Kotak Bluechip Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.60 | 37.06 | 1.11 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 38.89 | 0.92 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 100 - TRI |
About Large Cap Fund
Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.
Peers & Comparison
EquityLarge Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Bluechip Fund(IDCW) | 20.23% | 15.67% | 8.37% |
| ICICI Pru Bluechip Fund(IDCW-Payout) | 14.92% | 12.57% | 11.15% |
| SBI BlueChip Fund(IDCW-Payout) | 16.10% | 14.82% | 14.05% |
| Mirae Asset Large Cap Fund(IDCW) | 6.44% | 9.65% | 14.11% |
Price Comparison
Compare Kotak Bluechip Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.21 %
Holdings
7.09 %
0.21 % - ICICI Bank Ltd3M change : 0.65 %
Holdings
6.36 %
0.65 % - Infosys Ltd3M change : -0.27 %
Holdings
5.27 %
-0.27 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
76
Total AUM
₹ 4,72,647.88 Cr.
Fund Manager Profile
Rohit Tandon
AUM: ₹27,304.16 Cr.
|
Exp: 19yrs
Qualification
B.E. (Mechanical), PGDM
Past Experience
Mr. Rohit has over 19 years of experience in equity research and fund management. Prior to joining KMAMC he was the Head (Equities) at Reliance Nippon Life Insurance. Before that he has worked with Max Life Insurance as Senior Fund Manager (Equities) for 14 years. He has also worked as a sell-side analyst in Power, Infrastructure & Capital Goods sectors in JP Morgan India for 4 years.
Funds Managed (12)
Kotak Bluechip Fund(IDCW-Payout)
Kotak Bluechip Fund(IDCW-Payout)
Kotak Bluechip Fund(IDCW)
Kotak Quant Fund-Reg(IDCW)
Kotak Quant Fund(IDCW)
Kotak Quant Fund(IDCW Payout)
Kotak Quant Fund-Reg(IDCW Payout)
Kotak Bluechip Fund(IDCW)
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%