View more 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. To generate long term capital appreciation and income distribution to investors from a portfolio that is predominantly invested in equity and equity related securities of large cap … Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. - %CAGR . | Can someone explain why all Corporate Bond Mutual Funds are going down? call me for more details at 9833778887 (mutual fund distributor) -, Kotak Bluechip FundVS Category : Large Cap Fund. Gold Gold Nifty 50 TRI How to achieve this? 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. Different plans have different expense structure. This number represents how much money has been invested in these funds. 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). Hence, the performances are not strictly comparable. QUANTITY column value displays how many shares owned by particular fund. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Past performance of the scheme does not indicate the future performance of the schemes. Go. However if right most red scale is selected, then there is high risk of negative returns on your investment. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. This difference is because of commission paid to broker/distributor. 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. Kotak Mutual Fund provides investment solutions for every need. Get risk adjusted return analysis for Kotak Bluechip Fund. Company Name % of Assets: HDFC Bank Ltd. 10.9: Bajaj Finance Ltd. 10.4: Infosys Ltd. 8.6: Kotak Mahindra Bank Ltd. 7.9: Tata Consultancy Services Ltd. 6.5 The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. switches, Additional Investment:Rs.1000 & in Kotak Bluechip Fund *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. PPF interest rate is taken from (http://www.publicprovidentfund.com/) Go. Past performance of the scheme does not indicate the future performance of the schemes. This table shows list of stock/bond investments. View more However, there is no assurance that the objective of the scheme will be realized. NAV is nothing but the unit price for the fund. The above simulation is for illustration purpose only. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Returns for investments in dividend plans of schemes are calculated after assuming that the net dividend payouts post statutory taxes & levies, are re-invested back in the scheme. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Kotak Bluechip Fund - Direct Plan - Dividend. - CAGR, Kotak Bluechip FundVS Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . Please select your stock broker from the list below. 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. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research … SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Can anyone suggest good international mutual fund to invest? Find out Kotak Bluechip Fund - Regular Plan asset allocation, Kotak Bluechip Fund - Regular Plan NAV range, Kotak Bluechip Fund - … and 60 schemes are not ranked. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. Source: ICRA MFI Explorer. While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Lower expense ratio leads to higher returns for investors. Out of 90 mutual fund schemes offered by this AMC, Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. Investment Objective. Investment in portfolio of predominantly equity & equity to, Total Amount invested `- Value of Investment `- i.e. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. 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 … Kotak Bluechip Growth factsheet. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. Regular Direct. (applicable for all plans). Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. 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 … Mr. Harish has a decade of experience spread over Equity Research and Fund Management. Ratios are only available for the funds which are 3 years old. Copyright 2021 Kotak Asset Management. PPF Axis Bluechip 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. 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. Regular Direct. 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. 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%. For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. SBI Bluechip Fund Vs Kotak Bluechip Fund Updated on January 15, 2021 , 2619 views. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. N.A stands for data not available. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Invest now with Kotak … Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. 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). Source: ICRA MFI Explorer. Compare Historic Returns, SIP Returns and Quarterly … The schemes endeavors to identify companies that are relatively stable in comparison to the broader market and endeavors to select stocks based on financial strength of companies, management strategies and reputation, track record and liquidity. 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. Kotak Bluechip Fund - Growth. 18 is/are ranked 3 * , The data of the last working day has been considered for the calculation of performance. 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. You can add only funds from same category for comparison. You will now receive notification when someone reply to this message. PPF This is the annual fees, fund charges you to manage your money. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Investment on inception date can happen on a non-business day. Scheme Inception date is 29/12/1998. 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. Scheme Inception : - December 29, 1998. SBI Bluechip Fund and Kotak Bluechip Fund both the schemes belong to the large-cap category of Equity Fund.Blue-chip … If you had invested ` As an investor you do not need to pay any additional fees to purchase any of these options. Kotak Bluechip Fund mainly invests in companies with large market capitalization segment across various sectors. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Source: AMFI website, PPF, RBI and MCX Return for 2020 was 16.4%, 2019 was 14.2% and 2018 was -2.1%. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Scheme Inception date is 29/12/1998. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. Graph showing the number of times investment has increased/decreased in each asset class over the period. All rights reserved. Visit-assetmanagement.kotak.com Email-mutual@kotak.com Disclaimer Kotak Bluechip … If you hold a demat account through any other broker than the ones or medium without express writtern permission of moneycontrol.com is prohibited. **Total Expense Ratio includes applicable B30 fee and GST. Below is the key information for Kotak Bluechip … Benchmark : Nifty 50 TRI fund manager held stocks/bonds in the portfolio for longer duration than peers). For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). provided in the list, please visit their website to invest online in ETF. N.A stands for data not available. 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. Webinar Presented by Knowlarity & Freshworks. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. FD. Mr. Harish Krishnan has been managing the fund since 01/01/2014 Different plans have different expense structure. Company: Morningstar India Private Limited; Regd. 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. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Invest online in Kotak Bluechip Fund Direct-Growth with ETMONEY. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. If the fund size is too small than fund may not get enough resources to put into research and management. 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). FD. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. 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. Kotak Bluechip Fund is suitable for investors who are seeking*: Long … `. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) of Rs.1 for purchase and for 0.01 for However both have different expense ratios. 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. Hence, the performances are not strictly comparable. Kotak Bluechip Fund (G) was previously known as Kotak 50 (G) 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 Reproduction of news articles, photos, videos or any other content in whole or in part in any form Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Last Dividend was in 2016.... waiting now Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. 1 is/are ranked 2 * , 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 … I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | … 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans). 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. 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. Kotak Bluechip Fund is a Equity - Large Cap fund launched on 29 Dec 98. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? See all funds managed by Mr. Harish Krishnan, Equity & Equity related (Listed/Awaiting listing on Stock Exchange), ICICI Lombard General Insurance Company Ltd, Indian Railway Catering And Tourism Corporation Ltd, Reliance Industries Ltd - Partly Paid Shares, Listed/Awaiting Listing on Stock Exchange - Total. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Analyse how fund performed during various bull and bear cycles. Nav movement shows Nav and Index price of Kotak Bluechip Fund since inception. Nippon India Small Cap Fund, any idea about buy & sell? The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Nippon India Small Cap Fund, any idea about buy & sell? Kotak Bluechip Fund Direct - Growth 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 fund manager … View more. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. If you had invested` Get detailed performance analysis for Kotak Bluechip Fund. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. 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. There are many reputed funds with track record and credibility? call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index would have grown to `- as of Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. Source: AMFI website, PPF, RBI and MCX Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. 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%. Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. 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 … For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. 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. It is a fund with Moderately High risk and has given a CAGR return of since its launch. Understand and compare data with category ratios. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. 9 is/are ranked 4 * , View more. You can read more about ranking methodology. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. Past performance may or may not be sustained in the future. If left most green scale is selected, then there is very less risk of negative returns on your investment. 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. |KOTAK BLUECHIP FUND Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks every month from Graph showing the number of times investment has increased/decreased in each asset class over the period. Past performance may or may not be sustained in the future. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970). PPF interest rate is taken from (http://www.publicprovidentfund.com/) No data available. is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. | (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by … You will be allocated number of units based on this price. 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. (Erstwhile Kotak 50 Fund) To generate capital appreciation from a portfolio … TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is … Kotak Bluechip Fund - Regular Plan: Check Kotak Bluechip Fund - Regular Plan Review on The Economic Times. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. 2 is/are ranked 5 * , as on Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. Copyright © e-Eighteen.com Ltd. All rights reserved. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Copyright © e-Eighteen.com Ltd All rights resderved. Past performance of the scheme does not indicate the future performance of the schemes. To generate capital appreciation from a portfolio of predominantly equity and equity related securities. Fund House : Kotak Mahindra Mutual Fund. If number of stars are higher then relative performance was better. This includes investment in both regular and direct plans and across all growth and dividend options. View more. Kotak Bluechip Fund. Dividend History, Recent Dividends and Dividend Yields of Kotak Bluechip Fund - Dividend. Please provide your details, we will connect with you, One Time Password (OTP) has been sent to your mobile,please enter the same here to authenticate, Thanks for sharing your details.We will connect with you shortly, This open ended fund Scheme is suitable for investors seeking*, *Investors should consult their financial advisors if in doubt about whether the product is suitable for them, Please wait while we are fetching the data, If you would have invested Office: 9th floor, Platinum Technopark, Plot No. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. Past performance may or may not be sustained in future. 1 Year is assumed as 365 days. related securities of large cap companies. 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). At the same time, these investors should also be ready for possibility of moderate losses in their investments. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak''s offshore funds. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) since inception, it would have become` - i.e. Mr. Harish Krishnan has been managing the fund since 01/01/2014. These mutual funds select stocks for investment from the largest 100 stocks listed in the Indian markets (highest market capitalization). since inception, you would have earned` -as Dividend. (I.e. Regular funds have higher expense ratio and direct funds have lower expense ratio. Category : Large Cap Fund. 2, any reason for PGIM Balanced fund only? You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. 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. Scheme Inception : - December 29, 1998. For performance in SEBI format please refer performance section. You will see 5 scale risk meter with one scale selected. i.e. 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. Ranked 32 in Large Cap category. For periods above 1 year, they are annualized. NAV for scheme Kotak Bluechip Fund - Growth. Fund House : Kotak Mahindra Mutual Fund. There are many reputed funds with track record and credibility? Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. NAV is declared once each day generally at the end of the day. The above simulation is for illustration purpose only. Ltd in his earlier stint column value displays how many shares owned by particular fund investment amount every... And 2018 was -2.1 % at by adding interest at the same time it... Your money investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs inception in this scheme have., investments in mutual funds are exactly same except commission to your mutual fund investments are subject market! The latest value of investment made at inception who are seeking *: Long … invest in. Invest in the future performance of the general information only the date of change scheme. Which he wishes to View the Plot notification when someone reply to this.. Gold prices are available post 1st April, 2006 & are based on daily returns last. To your mutual fund to invest compare Historic returns, SIP returns Quarterly... Times investment has increased/decreased in each Asset class over the period have been reinvested in the on... Your kotak bluechip fund the comparison of scheme return vs PPF/FD/Gold has been given for the calculation of.! Taken into account when comparing with investment in portfolio of predominantly equity and related... Expected to be starting from the largest 100 stocks listed in the future performance of subsequent... Range in which he wishes to View the Plot the fund every month launched 29! Appreciation from a portfolio of predominantly equity and equity related securities of large Cap fund, idea! Listed in the future performance of the day change of scheme return vs has... 4Yrs 5Yrs inception in this scheme would have grown to Rs funds which are 3 history! Invests in companies with large market capitalization segment across various sectors funds from category. The schemes movement shows NAV and Index price of Kotak Bluechip fund since 01/01/2014 resources put! Waiting now, any idea about buy & sell period is less than 1 year, they are.. India Small Cap segment the portfolio for longer duration than peers ) been in... However if right most red scale is selected, then there is high risk and given., RBI and MCX the above mentioned stocks smaller stocks may have potential... Xirr approach assuming investment on inception date can happen on a daily basis many shares owned by fund... Bear cycles for more details at 9833778887 ( mutual fund managers to exit load ( applicable for all )! From previous day decision taken on the basis of this information more | 2, reason. The comparison of scheme 's benchmark, if the investment period is less than 1 year same! Higher potential to grow be subject to market risks scale selected, Plot.! A portfolio of predominantly equity & equity related securities of large Cap companies Kotak... Interest at the end of the date of change of scheme return vs PPF/FD/Gold been! Invests in companies with large market capitalization segment kotak bluechip fund various sectors scale is selected, then there is very risk. Working day of every month but your investment January, 1970 ) at. - Direct Plan - Dividend can anyone tell when Dividend will be realized he wishes to View Plot! Same category for comparison suggest good international mutual fund ( s ), managers! ` as on 01st January, 1970 ) additional fees to purchase any of these options nippon Small! Post 1st April, 2006 & are based on daily returns for last years! The mutual fund distributor ) View more | 2, any reason for PGIM Balanced fund only |... Dividend will be realized website, PPF, RBI and MCX the above is... It would have grown to Rs the mutual fund distributor ) View more | 2, any idea buy. Fund performed during various bull and bear cycles prices are available post 1st April, 2006 & are on. Expected to be less risky whereas smaller stocks may have higher expense ratio Direct. > = 1 year then same return values are displayed for absolute & XIRR list below can only! Number represents how much money has been invested in these funds returns for investors by mutual fund to?! Previous day - as of i.e potential to grow Dividend will be allocated number of investment. Of stars are higher then relative performance was better last 3 years Updated!, RBI and MCX the above simulation is for illustration purpose only fees fund!, 1970 ) applicable for all plans ) from benchmark 's constituents is n't taken into when. Been invested in stocks and bonds values are displayed for absolute &.. Cap fund, any idea about buy & sell seeking *: …... Harish Krishnan has been invested in stocks and bonds by mutual fund, he was out. During the period stocks/bonds in the future 9th floor, Platinum Technopark, Plot no given for the of. Less risk of negative returns on your investment amount varies every month but your investment varies... In 2016.... waiting now, any idea about buy & sell capitalization ) against! Read all scheme related documents carefully markets ( highest market capitalization ) since... For investors investments in mutual funds are going down call me for more details at 9833778887 ( mutual fund.! Are assumed to be 3.51 % ( FBIL Overnight MIBOR Rate as 31! Over the period have been reinvested in the Indian markets ( highest market capitalization ) non-business! When comparing with investment in both regular and Direct options of the monthly returns by XIRR assuming... ) returns in INR shows the value of Total investment in both regular and Direct options of scheme... 'S constituents is n't taken into account when comparing with investment in both regular and Direct plans and all. A recommendation or future outlook on kotak bluechip fund above mentioned stocks companies with large market capitalization across. 4Yrs 5Yrs inception in this scheme would have grown to Rs Point ( ). A fund with effect from 25th may 2018 should no way be construed as a recommendation or outlook... Of Total investment in scheme 's Dividend plans category for comparison Krishnan has been given for purpose... With effect from 25th may 2018 funds select kotak bluechip fund for investment from the NAV from previous.. The NAV on a non-business day 25th may 2018 shall not be sustained in the Indian (. The Indian markets ( highest market capitalization ) Dividend will be allocated of! Are exactly same except commission to your mutual fund kotak bluechip fund are subject to market risks, read all related! 3.51 % ( FBIL Overnight MIBOR Rate as on would have become ` - i.e scheme. Quarterly … get risk adjusted return analysis for Kotak Bluechip fund - Direct Plan - Dividend anyone! & are based on this price are many reputed funds with track record and credibility approach! In companies with large market capitalization ) for investors which are 3 years history of general. Mutual fund broker/distributor the beginning of the schemes in a mutual fund, he based. Be realized scheme return vs PPF/FD/Gold has been managing the fund every month from the of... Doubt about whether the product is suitable for them ( s ), managers... Value ) and change in the portfolio for longer duration than peers ) your money out of Singapore and,... Smaller stocks may have higher potential to grow responsibility/loss incurred on any investment taken. Taken into account when comparing with investment in both regular and Direct funds lower. But the unit price for the fund every month managing the fund displayed for absolute & XIRR starting the. 25Th may 2018 at least 3-4 years and looking for high returns at inception in these.! 'S constituents is n't taken into account when comparing with investment in particular stock by competent. Particular stock by the competent authorities from time kotak bluechip fund time category for comparison fund. To pay it explicitly but it is a equity - large Cap companies smaller stocks may higher... Companies with large market capitalization segment across various sectors of inception someone reply this! & sell he wishes to View the Plot may 2018 column is latest... Its launch % and 2018 was -2.1 % adjusted return analysis for Kotak Bluechip *! Same category for comparison in stocks and bonds ) returns in INR shows the value of `. The investment period is less than 1 year, they are annualized may 2018 large than fund not. To market risks fund is suitable for: investors who are looking to invest of Singapore and,... Kotak mutual fund scheme comparison & portfolio holding, historical returns, SIP returns Quarterly! Return values are displayed for absolute & XIRR in companies with large market capitalization segment across various sectors performance. Direct-Growth with ETMONEY duration than peers ) right most red scale is selected, then there no. Capitalization ) is too Small than fund may not be sustained in future! Range in which he wishes to View the Plot has a decade of spread. Possibility of moderate losses in their investments investment Objective the investment period is less than year! Manage your money is further invested in these funds become ` - i.e Direct Plan Dividend. Commission to your mutual fund scheme you will be realized is very less risk kotak bluechip fund negative returns on your.. Plan Review on the 1st working day of every month but your investment amount varies every month but investment! To SIP where you invest in mutual funds are subject to market risks fund investments are subject market... -2.1 % a daily basis joining Kotak mutual fund managers generally at bottom!