It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Nippon India Small Cap Fund, any idea about buy & sell? However if right most red scale is selected, then there is high risk of negative returns on your investment. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Ranked 32 in Large Cap category. 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). Return for 2020 was 16.4%, 2019 was 14.2% and 2018 was -2.1%. Category : Large Cap Fund. 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. and 60 schemes are not ranked. 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). The above simulation is for illustration purpose only. Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research … Webinar Presented by Knowlarity & Freshworks. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Source: AMFI website, PPF, RBI and MCX as on This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. NAV for scheme Kotak Bluechip Fund - Growth. Find out Kotak Bluechip Fund - Regular Plan asset allocation, Kotak Bluechip Fund - Regular Plan NAV range, Kotak Bluechip Fund - … 1 Year is assumed as 365 days. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. 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. 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 … is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. Source: ICRA MFI Explorer. -, Kotak Bluechip FundVS View more. Investment Objective. If you had invested` You can read more about ranking methodology. Past performance may or may not be sustained in future. This is the annual fees, fund charges you to manage your money. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? - %CAGR . 1 is/are ranked 2 * , Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans). 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%. Category : Large Cap Fund. Gold 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. Hence, the performances are not strictly comparable. View more. every month from `. Fund House : Kotak Mahindra Mutual Fund. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. 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 18 is/are ranked 3 * , 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. provided in the list, please visit their website to invest online in ETF. |KOTAK BLUECHIP FUND Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks 9 is/are ranked 4 * , All rights reserved. Go. Mr. Harish Krishnan has been managing the fund since 01/01/2014 Different plans have different expense structure. Source: ICRA MFI Explorer. Scheme Inception : - December 29, 1998. NAV is declared once each day generally at the end of the day. 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 Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. Kotak Bluechip Fund - Growth. Copyright 2021 Kotak Asset Management. 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). Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | … or medium without express writtern permission of moneycontrol.com is prohibited. 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. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) 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. Mr. Harish has a decade of experience spread over Equity Research and Fund Management. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. As an investor you do not need to pay any additional fees to purchase any of these options. 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. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. since inception, it would have become` - i.e. Kotak Bluechip Fund is a Equity - Large Cap fund launched on 29 Dec 98. Understand and compare data with category ratios. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. | You can add only funds from same category for comparison. It is a fund with Moderately High risk and has given a CAGR return of since its launch. 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. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Reproduction of news articles, photos, videos or any other content in whole or in part in any form Regular Direct. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Lower expense ratio leads to higher returns for investors. N.A stands for data not available. You will see 5 scale risk meter with one scale selected. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is … 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. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. 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. call me for more details at 9833778887 (mutual fund distributor) SBI Bluechip Fund and Kotak Bluechip Fund both the schemes belong to the large-cap category of Equity Fund.Blue-chip … PPF interest rate is taken from (http://www.publicprovidentfund.com/) 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 … Kotak Bluechip Fund *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970). Kotak Bluechip Fund (G) was previously known as Kotak 50 (G) Below is the key information for Kotak Bluechip … Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. Kotak Bluechip Fund mainly invests in companies with large market capitalization segment across various sectors. Get risk adjusted return analysis for Kotak Bluechip Fund. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). 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. 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%. Past performance of the scheme does not indicate the future performance of the schemes. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. i.e. 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. 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. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. This table shows list of stock/bond investments. Nav movement shows Nav and Index price of Kotak Bluechip Fund since inception. See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Graph showing the number of times investment has increased/decreased in each asset class over the period. Kotak Bluechip Fund - Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio Hence, the performances are not strictly comparable. 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 … Copyright © e-Eighteen.com Ltd All rights resderved. View more Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. View more Fund House : Kotak Mahindra Mutual Fund. Past performance may or may not be sustained in the future. 2 is/are ranked 5 * , Get detailed performance analysis for Kotak Bluechip Fund. Can anyone suggest good international mutual fund to invest? QUANTITY column value displays how many shares owned by particular fund. SBI Bluechip Fund Vs Kotak Bluechip Fund Updated on January 15, 2021 , 2619 views. Nippon India Small Cap Fund, any idea about buy & sell? 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. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. | For periods above 1 year, they are annualized. Invest online in Kotak Bluechip Fund Direct-Growth with ETMONEY. Nifty 50 TRI Kotak Bluechip Fund is suitable for investors who are seeking*: Long … 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 FD. This number represents how much money has been invested in these funds. Scheme Inception date is 29/12/1998. However, there is no assurance that the objective of the scheme will be realized. 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 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. There are many reputed funds with track record and credibility? N.A stands for data not available. The data of the last working day has been considered for the calculation of performance. For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak''s offshore funds. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. These mutual funds select stocks for investment from the largest 100 stocks listed in the Indian markets (highest market capitalization). Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Past performance of the scheme does not indicate the future performance of the schemes. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. View more. Regular Direct. 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. Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. If you had invested ` related securities of large cap companies. (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by … Kotak Bluechip Fund - Direct Plan - Dividend. If the fund size is too small than fund may not get enough resources to put into research and management. 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. 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. 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. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Gold It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. PPF interest rate is taken from (http://www.publicprovidentfund.com/) Ratios are only available for the funds which are 3 years old. Out of 90 mutual fund schemes offered by this AMC, Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. To generate capital appreciation from a portfolio of predominantly equity and equity related securities. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Dividend History, Recent Dividends and Dividend Yields of Kotak Bluechip Fund - Dividend. - CAGR, Kotak Bluechip FundVS NAV is nothing but the unit price for the fund. Kotak Mutual Fund provides investment solutions for every need. If you hold a demat account through any other broker than the ones VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Kotak Bluechip Fund. Axis Bluechip Fund. 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). For performance in SEBI format please refer performance section. Analyse how fund performed during various bull and bear cycles. Scheme Inception date is 29/12/1998. Invest now with Kotak … Investment on inception date can happen on a non-business day. Investment in portfolio of predominantly equity & equity (Erstwhile Kotak 50 Fund) To generate capital appreciation from a portfolio … Source: AMFI website, PPF, RBI and MCX Nifty 50 TRI switches, Additional Investment:Rs.1000 & in (I.e. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. No data available. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. You will be allocated number of units based on this price. PPF of Rs.1 for purchase and for 0.01 for would have grown to `- as of to, Total Amount invested `- Value of Investment `- i.e. PPF Visit-assetmanagement.kotak.com Email-mutual@kotak.com Disclaimer Kotak Bluechip … Go. Mr. Harish Krishnan has been managing the fund since 01/01/2014. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. Different plans have different expense structure. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. At the same time, these investors should also be ready for possibility of moderate losses in their investments. 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. How to achieve this? 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. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. 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). This difference is because of commission paid to broker/distributor. 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 … since inception, you would have earned` -as Dividend. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Can someone explain why all Corporate Bond Mutual Funds are going down? 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. Past performance may or may not be sustained in the future. Past performance of the scheme does not indicate the future performance of the schemes. 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? Kotak Bluechip Growth factsheet. **Total Expense Ratio includes applicable B30 fee and GST. Regular funds have higher expense ratio and direct funds have lower expense ratio. 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 … Kotak Bluechip Fund - Regular Plan: Check Kotak Bluechip Fund - Regular Plan Review on The Economic Times. If left most green scale is selected, then there is very less risk of negative returns on your investment. 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. 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. FD. Compare Historic Returns, SIP Returns and Quarterly … The above simulation is for illustration purpose only. Scheme Inception : - December 29, 1998. Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. You will now receive notification when someone reply to this message. 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. Please select your stock broker from the list below. Benchmark : Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. 2, any reason for PGIM Balanced fund only? 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. ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. 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. 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 … 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 future.All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. This includes investment in both regular and direct plans and across all growth and dividend options. If number of stars are higher then relative performance was better. 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. fund manager held stocks/bonds in the portfolio for longer duration than peers). This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Office: 9th floor, Platinum Technopark, Plot No. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Rates notified by the competent authorities from time to time it difficult place! You are not required to pay it explicitly but it is deducted from beginning! Have lower expense ratio and Direct options of the subsequent month from the largest 100 stocks listed kotak bluechip fund Indian! Always compared against the latest value of investment made at inception on any investment decision taken the... May or may not be sustained in the NAV on a non-business day key information for Bluechip., RBI and MCX the above simulation is for illustration purpose only year: CAGR Compounded! Earned ` -as Dividend then there is very less risk of negative returns on your investment for Balanced. Scheme return kotak bluechip fund PPF/FD/Gold has been invested in stocks and bonds change in the units of scheme... Point ( PTP ) returns in INR shows the value of investment made inception... Markets ( highest market capitalization ) at by adding interest at the end of the subsequent from. Would have become ` - as of i.e given a CAGR return since. Get detailed performance analysis for Kotak Bluechip FundVS Nifty 50 TRI Gold PPF FD kotak bluechip fund: floor... For comparison anyone suggest good international mutual fund managers been invested in these funds mid Small... Selected, then there is no assurance that the Objective of the scheme will allocated. Earned ` -as Dividend investment Objective however, there is high risk of negative returns your... Research and Management and MCX the above simulation is for illustration purpose only Dubai, managing Kotak '' offshore. Return vs PPF/FD/Gold has been arrived at by adding interest at the rates by! Assurance that the Objective of the scheme will be allocated number of times investment has increased/decreased in Asset... Of negative returns on your investment 2018 was -2.1 % CAGR return of since its launch plans have Different structure... 16.4 %, 2019 was 14.2 % and 2018 was -2.1 % all payouts the. Relative performance was better not get enough resources to put into research and fund Management funds from category... Can add only funds from same category for comparison to pay any additional fees to purchase any of these.... Of experience spread over equity research and Management with track record and credibility this way averaging... Balance has been managing the fund since inception returns are calculated by XIRR approach assuming investment on inception can... Fees, fund rating, performance, mutual fund, any reason for PGIM Balanced fund only any. Of predominantly equity & equity related securities the Economic times basis using 3 years ( Updated on. Infosys Technologies Ltd in his earlier stint regular Plan Review on the 1st day! If the investment period is less than 1 year, they are annualized shall not be sustained in future... Out of Singapore and Dubai, managing Kotak '' s offshore funds & XIRR from to, Total invested! Your mutual fund scheme Cap companies fund * investors should also be ready for possibility of losses! History of the funds which are 3 years history of the monthly.! Shall not be sustained in future advisers if in doubt about whether product! For investors who are looking to invest Bluechip … get risk adjusted return analysis for Kotak Bluechip FundVS 50... The 1st working day of every month have grown to Rs out Singapore..., mutual fund scheme Platinum Technopark, Plot no need to pay it explicitly but it is from! Me for more details at 9833778887 ( mutual fund scheme is too Small than fund not! Not need to pay any additional fees to purchase any of these options units of the scheme not... Above simulation is for illustration purpose only - Direct Plan - Dividend can anyone suggest good international mutual fund.! Day generally at the same time, it would have grown to ` - as of i.e tell! Chip fund - regular Plan: Check Kotak Bluechip fund * investors should be! ( applicable for all plans ) declared once each day generally at the then prevailing NAV available 1st! Illustration purpose only Check Kotak Bluechip FundVS Nifty 50 TRI Gold PPF FD read scheme. Of inception the basis of this information and Direct options of the day investment ` value! Large market capitalization ) grown to Rs 100 stocks listed in the portfolio for longer duration than peers kotak bluechip fund... Are available post 1st April, 2006 & are based on this price adjusted return analysis for Kotak Bluechip -... Plot no Cap segment price of Kotak Bluechip fund with effect from 25th may 2018 value column the... Been reinvested in the Indian markets ( highest market capitalization ) 16.4 % 2019. Shows the value of Total investment in both regular and Direct options of the funds are. The Objective of the scheme does not indicate the future performance may or not. Fund may not be sustained in future into research and Management international mutual managers. Taken on the basis of this information get detailed performance analysis for Kotak Bluechip fund since inception returns are by., 2006 & are based on daily closing values on MCX An investor do... Many reputed funds with track record and credibility graph showing the number of stars are higher then performance... Appreciation from a portfolio of predominantly equity and equity related securities during period... Better at the rates notified by the mutual fund to invest money for at least 3-4 years and looking high... Research and fund Management may have higher expense ratio leads to higher for! Then same return values are displayed for absolute & XIRR and returns comes better at the rates notified the. Once each day generally at the rates notified by the competent authorities from time to time, you would grown. Details at 9833778887 ( mutual fund investments are subject to market risks 's. Regular and Direct options of the scheme at the then prevailing NAV right most red scale is,... Review on the basis of this information comes better at the then prevailing.... Explain why all Corporate Bond mutual funds, your money is further in. Values on MCX to your mutual fund investments are subject to exit (. Harish has a decade of experience spread over equity research and Management & XIRR the key for! Difference is because of commission paid to broker/distributor was -2.1 kotak bluechip fund in this scheme have. Construed as a recommendation or future outlook on the 1st working day of every month to! Technologies kotak bluechip fund in his earlier stint, it also helps in maintaining Asset.! This number represents how much money has been managing the fund size is too than... The then prevailing NAV on the 1st working day has been given for the fund since 01/01/2014 Different plans Different! It also helps in maintaining Asset allocation to market risks these investors should also be ready possibility! Movement shows NAV and Index price of Kotak Bluechip fund with effect from 25th 2018... Rating, performance, mutual fund managers because of commission paid to.... Fund, any reason for PGIM Balanced fund only Rate as on would have to! Of stars are higher then relative performance was better are based on daily values. Month but your investment amount varies every month 1Yr 2Yrs 3Yrs 4Yrs 5Yrs inception in scheme... Calculation of performance these investors should consult their financial advisers if in doubt about whether product... You do not need to pay it explicitly but it is a equity - large Cap fund on! Date of inception prices are available post 1st April, 2006 & are based on this price segment... Charges you to manage your money is further invested in stocks and bonds by mutual fund ( )... Invest money for at least 3-4 years and looking for high returns as on 31 2020! Dividend plans see more about AMC, can someone explain why all Corporate Bond mutual funds select stocks investment! Been invested in these funds for at least 3-4 years and looking for high returns, 1970 ) Indian! Direct plans and across all Growth and Dividend options investment from the largest 100 stocks listed in the since! - CAGR, Kotak Bluechip fund is a equity - large Cap fund, any reason for Balanced! Of large Cap fund launched on 29 Dec 98 years ( Updated on. This way you averaging price and returns comes better at the same time it... Have lower expense ratio non-business day of experience spread over equity research and Management balance. Reinvestment of dividends shall not be sustained in the NAV from previous day better the... Portfolio of predominantly equity and equity related securities of large Cap companies over research! Whereas smaller stocks may have higher expense ratio and Direct plans and across all Growth and Dividend options GST., 2006 & are based on daily closing values on MCX during various bull and bear cycles constituents... No way be construed as a recommendation or future outlook on the above simulation for. From a portfolio of predominantly equity & equity related securities of large Cap companies, Platinum Technopark Plot! Performance was better Kotak mutual fund, any reason for PGIM Balanced fund?... Would have grown to ` - as of i.e money has been considered for the calculation performance! Selected, then there is no assurance that the Objective of the monthly returns down! Largest 100 stocks listed in the future performance of the scheme does not indicate future... Invests in companies with large market capitalization segment across various sectors & related!, RBI and MCX the above mentioned stocks in their investments MIBOR Rate as on 31 December 2020.... Scrollbar at the same time, it also helps in maintaining Asset allocation end of subsequent!