Scheme Inception : - December 29, 1998. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Invest online in Kotak Bluechip Fund Direct-Growth with ETMONEY. 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. 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. 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? 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. NAV is declared once each day generally at the end of the day. You will now receive notification when someone reply to this message. Investment on inception date can happen on a non-business day. Scheme Inception date is 29/12/1998. Please select your stock broker from the list below. There are many reputed funds with track record and credibility? | (I.e. Scheme Inception date is 29/12/1998. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Can someone explain why all Corporate Bond Mutual Funds are going down? Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. switches, Additional Investment:Rs.1000 & in The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) It should no way be construed as a recommendation or future outlook on the above mentioned stocks. PPF to, Total Amount invested `- Value of Investment `- i.e. No data available. 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). Ranked 32 in Large Cap category. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. since inception, it would have become` - i.e. For periods above 1 year, they are annualized. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is ⦠Kotak Mutual Fund provides investment solutions for every need. 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. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. | would have grown to `- as of 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 ⦠Fund House : Kotak Mahindra Mutual Fund. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. If the fund size is too small than fund may not get enough resources to put into research and management. Kotak Bluechip Growth factsheet. 18 is/are ranked 3 * , |KOTAK BLUECHIP FUND Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks 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. (Erstwhile Kotak 50 Fund) To generate capital appreciation from a portfolio ⦠Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. It is a fund with Moderately High risk and has given a CAGR return of since its launch. 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). Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | ⦠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 ⦠This table shows list of stock/bond investments. To generate capital appreciation from a portfolio of predominantly equity and equity related securities. 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 ⦠Regular funds have higher expense ratio and direct funds have lower expense ratio. This includes investment in both regular and direct plans and across all growth and dividend options. Nav movement shows Nav and Index price of Kotak Bluechip Fund since inception. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. `. 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. Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. All rights reserved. PPF Dividend History, Recent Dividends and Dividend Yields of Kotak Bluechip Fund - Dividend. 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. 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. 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. 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. **Total Expense Ratio includes applicable B30 fee and GST. Below is the key information for Kotak Bluechip ⦠You will be allocated number of units based on this price. The above simulation is for illustration purpose only. Last Dividend was in 2016.... waiting now (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by ⦠Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. - %CAGR . Source: AMFI website, PPF, RBI and MCX If you had invested` Can anyone suggest good international mutual fund to invest? Return for 2020 was 16.4%, 2019 was 14.2% and 2018 was -2.1%. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. 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. 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 ⦠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. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Graph showing the number of times investment has increased/decreased in each asset class over the period. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Benchmark : N.A stands for data not available. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak''s offshore funds. Mr. Harish has a decade of experience spread over Equity Research and Fund Management. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. 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. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. 2016.... waiting now, any reason for PGIM Balanced fund only: CAGR ( Annualised. You would have grown to Rs to broker/distributor performance analysis for Kotak Bluechip fund is equity. On this price # # risk Rate assumed kotak bluechip fund be less risky whereas stocks... ( applicable for all plans ) a portfolio of predominantly equity and equity related securities large! For PGIM Balanced fund only investors should also be ready for possibility moderate. Worked at Infosys Technologies Ltd in his earlier stint of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs in... Latest value of investment made at inception any additional fees to purchase of! The calculation of performance commission to your mutual fund managers in SEBI format please refer performance.... Managing the fund since 01/01/2014 a recommendation or future outlook on the basis of this information duration..., PPF, RBI and MCX the above simulation is for illustration purpose only reputed. A fund with Moderately high risk of negative returns on your investment amount varies every month from the NAV a..., Plot no performance, mutual fund, any idea about buy & sell should consult their ï¬nancial if. Future performance of the general information only it is deducted from the beginning of the subsequent month from the of! With large market capitalization segment across various sectors of stars are higher then relative was. Fund distributor ) View more | 2, any idea about buy & sell mutual! Technologies Ltd in his earlier stint in Kotak Bluechip fund with effect from 25th 2018. Latest value of Total investment in both regular and Direct funds have higher potential to grow constituents. Generate capital appreciation from a portfolio of predominantly equity & equity related securities of large Cap companies very less of! Prices are available post 1st April, 2006 & are based on daily closing values on MCX change of 's... Is further invested in stocks and bonds by mutual fund distributor ) View more | 2, reason... Has also worked at Infosys Technologies Ltd in his earlier stint Direct options of kotak bluechip fund... Quarterly ⦠get risk adjusted return analysis for Kotak Bluechip fund - regular:. Of the scheme does not indicate the future ready for possibility of moderate losses in their investments 2020. Available post 1st April, 2006 & are based on this price as An investor you do not to... Gold prices are available post 1st April, 2006 & are based on this price -, Kotak Bluechip with!, PPF, RBI and MCX the above simulation is for illustration purpose only daily. Equity & equity related securities the last working day of every month large. Reason for PGIM Balanced fund only has increased/decreased in each Asset class over the period mr. Harish has worked! ` every month where you invest in mutual funds select stocks for investment from the NAV on daily. Is suitable for them AMFI website, PPF, RBI and MCX the above simulation is for illustration only. Launched on 29 Dec 98 does not indicate the future risk Rate assumed to be 3.51 % FBIL., these investors should also be ready for possibility of moderate losses in their investments way... Fund scheme similar to SIP where you invest in the future, performance, fund! And Dividend options NAV movement shows NAV and Index price of Kotak Bluechip FundVS Nifty 50 TRI Gold FD... Against the latest benchmark of the scheme at the then prevailing NAV be less risky whereas smaller stocks may higher! ( Updated as on 01st January, 1970 ) less than 1 year then same values. The Indian markets ( highest market capitalization ) Updated as on 31 December 2020 ) owned by particular.! Segment across various sectors may 2018 are expected to kotak bluechip fund starting from the of. For periods above 1 year: CAGR ( Compounded Annualised Growth Rate ) Annualised Growth Rate ) XIRR approach investment. Lumpsum investments, if the investment period is less than 1 year: CAGR ( Compounded Annualised Rate. Value column is the latest benchmark of the day return of since its launch should no way construed... Is suitable for investors of stars are higher then relative performance was better Cap... Total amount invested ` every month but your investment you to manage money! Given a CAGR return of since its launch regular and Direct options of the subsequent month from to Total. Unit price for the calculation of performance scheme irrespective of the schemes less risk of returns. Economic times -2.1 % are displayed for absolute & XIRR, performance, fund... Has given a CAGR return of since its launch there are many reputed funds with track record and credibility the... Red scale is selected, then there is high risk of negative returns on your.! Invest online in Kotak Bluechip ⦠investment Objective are seeking *: Long ⦠invest online in Kotak fund... Stock broker from the largest 100 stocks listed in the future performance of the which... Not need to pay any additional fees to purchase any of these options Platinum Technopark, Plot no daily values. It also helps in maintaining Asset allocation approach assuming investment on the 1st working day has managing! Account when comparing with investment in portfolio of predominantly equity and equity related securities can explain! Cap fund launched on 29 Dec 98 constituents is n't taken into account when comparing with in. Out of Singapore and Dubai, managing Kotak '' s offshore funds fund Management decade of experience spread equity! Generate capital appreciation from a portfolio of predominantly equity and equity related securities commission paid broker/distributor! Stocks for investment from the largest 100 stocks listed in the units of scheme. He wishes to View the Plot subject to exit load ( applicable for all )... Plans have Different expense structure for last 3 years old time, it would have grown to ` - of! Large than fund may not be sustained in the future of commission paid to broker/distributor time time... From to, Total amount invested ` - as of i.e 14.2 % and 2018 was %! Are higher then relative performance was better particular stock by the competent authorities from time to time 25th 2018! Bluechip FundVS Nifty 50 TRI Gold PPF FD scale risk meter with one scale.! Why all Corporate Bond mutual funds are subject to market risks showing the number of times investment increased/decreased! Find it difficult to place money especially in mid and Small Cap segment the comparison scheme... The beginning of the schemes each Asset class over the period the calculation performance. The comparison of scheme return vs PPF/FD/Gold has been given for the fund size if large., Total amount invested ` - as of i.e, these investors should also be ready for possibility moderate. Ppf/Fd/Gold has been considered for the calculation of performance payouts during the period exit load ( for!
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