Kotak Bluechip Fund Idcw Direct Plan

Risk: Very High
₹ 83.87
NAV (Jul 25,2024)

Kotak Bluechip Fund - IDCW - Direct Plan is a popular mutual fund scheme offered by Kotak. With an expense ratio of 0.6%, this fund aims to provide substantial returns. The price-to-earnings (PE) ratio is 36.40 and the price-to-book (PB) ratio is 5.95. The scheme has accumulated assets under management (AUM) of ₹7,333.92 crores since its establishment on January 1, 2013. It requires a minimum investment of ₹100 and has no lock-in period. Ideal for long-term investors seeking growth opportunities.

Kotak Bluechip Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Bluechip Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    36.40
  • P/B Ratio
    UM_URBAN_MONEY

    5.95
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.92
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.24

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.60%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 7333.92 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,197.45 (11.97%)₹ 12,045.96 (20.46%)₹ 13,460.77 (34.61%)₹ 16,665.67 (66.66%)₹ 25,856.64 (158.57%)
₹ 30,000₹ 33,592.35 (11.97%)₹ 36,137.88 (20.46%)₹ 40,382.31 (34.61%)₹ 49,997.01 (66.66%)₹ 77,569.92 (158.57%)
₹ 50,000₹ 55,987.25 (11.97%)₹ 60,229.8 (20.46%)₹ 67,303.85 (34.61%)₹ 83,328.35 (66.66%)₹ 1,29,283.2 (158.57%)
₹ 80,000₹ 89,579.6 (11.97%)₹ 96,367.68 (20.46%)₹ 1,07,686.16 (34.61%)₹ 1,33,325.36 (66.66%)₹ 2,06,853.12 (158.57%)
₹ 1,00,000₹ 1,11,974.5 (11.97%)₹ 1,20,459.6 (20.46%)₹ 1,34,607.7 (34.61%)₹ 1,66,656.7 (66.66%)₹ 2,58,566.4 (158.57%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC BANK LTD7.97%
  • ICICI BANK LTD6.25%
  • RELIANCE INDUSTRIES LTD5.11%
  • Larsen and Toubro Ltd4.58%
  • Infosys Ltd4.31%
  • AXIS BANK LTD3.65%
  • ITC Ltd3.58%
  • Maruti Suzuki India Limited3.30%
  • Tata Consultancy Services Ltd2.66%
  • Ultratech Cement Ltd2.61%
  • Mahindra & Mahindra Ltd2.53%
  • STATE BANK OF INDIA2.19%
  • BHARTI AIRTEL LTD2.16%
  • National Thermal Power Corporation Ltd1.91%
  • SUN PHARMACEUTICAL INDUSTRIES LTD1.80%
  • Hindustan Unilever Ltd1.73%
  • Persistent Systems Limited1.71%
  • Bharat Forge Ltd1.67%
  • KOTAK MAHINDRA BANK LTD1.59%
  • TITAN COMPANY LTD1.55%
  • Triparty Repo1.55%
  • Hindalco Industries Ltd1.51%
  • Bajaj Finance Ltd1.50%
  • Inter Globe Aviation Ltd1.50%
  • Godrej Consumer Products Ltd1.43%
  • Dr Reddy s Laboratories Ltd1.38%
  • Hero MotoCorp Ltd1.27%
  • Zydus Lifesciences Ltd1.25%
  • Coromandel International Limited1.24%
  • Eicher Motors Ltd1.23%
  • Tech Mahindra Ltd1.21%
  • Bosch Limited1.21%
  • Bharat Petroleum Corporation Ltd1.19%
  • United Spirits Ltd1.18%
  • Container Corporation of India Ltd1.17%
  • Apollo Tyres Ltd1.15%
  • Larsen & Toubro Infotech Ltd1.07%
  • United Breweries Ltd1.03%
  • Tata Steel Ltd1.02%
  • Solar Industries India Limited1.01%
  • HCL Technologies Ltd1.00%
  • Gujarat State Petronet Ltd0.86%
  • V Guard Industries Ltd0.82%
  • HDFC Life Insurance Company Ltd0.81%
  • Indraprastha Gas Ltd0.80%
  • Zomato Ltd0.79%
  • Oberoi Realty Limited0.79%
  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD0.73%
  • BANK OF BARODA0.71%
  • Schaeffler India Ltd0.70%
  • Shree Cement Ltd0.66%
  • Gland Pharma Limited0.63%
  • SHRIRAM FINANCE LIMITED0.56%
  • Mahindra Lifespace Developers Ltd0.48%
  • JIO FINANCIAL SERVICES LTD0.46%
  • FSN E Commerce Ventures Ltd0.41%
  • Life Insurance Corporation Of India0.34%
  • Kotak Liquid Scheme Direct Plan Growth0.27%
  • Motherson Sumi Wiring India Limited0.24%
  • Net Current Assets Liabilities0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Large Cap Fund - Regular Plan - GrowthQuant Large Cap Fund - Regular Plan - Growth

EQUITY

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WhiteOak Capital Large Cap Fund - Regular Plan - GrowthWhiteOak Capital Large Cap Fund - Regular Plan - Growth

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20.28%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

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Very High

19.84%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

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Very High

18.39%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

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Very High

18.13%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.84%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

16.16%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

16.02%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.72%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

WhiteOak Capital Large Cap Fund - Regular Plan - GrowthWhiteOak Capital Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.44%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

34.18%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

33.90%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.36%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.41%

Axis Bluechip Fund - Regular Plan - GrowthAxis Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

25.81%

SBI Blue Chip Fund - Regular Plan - GrowthSBI Blue Chip Fund - Regular Plan - Growth

EQUITY

Very High

25.75%

Sundaram Large Cap Fund - Regular Plan - GrowthSundaram Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.65%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.27%

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

17.06%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.03%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

17.30%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

17.26%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

16.93%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

16.76%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.19%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.10%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.45%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.01%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.40%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.98%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.09%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.67%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.35%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.31%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

15.68%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.54%

Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)

EQUITY

Very High

15.35%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

14.72%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.48%

Show all Funds

Fund Managers

RT

Mr. Rohit TandonFund Manager

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.

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Compare with similar Funds

Kotak Bluechip Fund - IDCW - Direct Plan

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Motilal Oswal Large Cap Fund - Regular Plan - Growth

Kotak Bluechip Fund - IDCW - Direct Plan

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Groww Largecap Fund - Regular Plan - Growth

Kotak Bluechip Fund - IDCW - Direct Plan

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Tata Large Cap Fund - Regular Plan - Growth

Kotak Bluechip Fund - IDCW - Direct Plan

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Quant Large Cap Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Kotak Bluechip Fund - IDCW - Direct Plan?

The Kotak Bluechip Fund - IDCW - Direct Plan is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Kotak Bluechip Fund - IDCW - Direct Plan as of Jul 25,2024?

The current NAV of the Kotak Bluechip Fund - IDCW - Direct Plan as of Jul 25,2024 is INR 83.87.

What are the returns generated by the Kotak Bluechip Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Kotak Bluechip Fund - IDCW - Direct Plan has delivered strong returns of 27.40% in the past year, 17.13% over 3 years, and 17.98% over 5 years.

What is the expense ratio associated with the Kotak Bluechip Fund - IDCW - Direct Plan?

The Kotak Bluechip Fund - IDCW - Direct Plan has a low expense ratio of 0.6%.

What is the minimum investment amount required for the Kotak Bluechip Fund - IDCW - Direct Plan?

The Kotak Bluechip Fund - IDCW - Direct Plan has a minimum investment requirement of INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Bluechip Fund - IDCW - Direct Plan?

Yes, SIP is available for Kotak Bluechip Fund - IDCW - Direct Plan for a minimum investment of INR 100 per month.

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