kotak bluechip fund

Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? View more |KOTAK BLUECHIP FUND Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks 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. Hence, the performances are not strictly comparable. Nippon India Small Cap Fund, any idea about buy & sell? - CAGR, Kotak Bluechip FundVS call me for more details at 9833778887 (mutual fund distributor) 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? Get risk adjusted return analysis for Kotak Bluechip Fund. Graph showing the number of times investment has increased/decreased in each asset class over the period. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. View more. However, there is no assurance that the objective of the scheme will be realized. Kotak Bluechip Fund - Growth. 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. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. Kotak Bluechip Fund - Direct Plan - Dividend. Fund House : Kotak Mahindra Mutual Fund. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. This includes investment in both regular and direct plans and across all growth and dividend options. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. Out of 90 mutual fund schemes offered by this AMC, Since inception date of Kotak Bluechip Fund - Reg Growth 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. 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. You will be allocated number of units based on this price. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. 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. Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970). 2 is/are ranked 5 * , 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). Past performance may or may not be sustained in the future. 1 is/are ranked 2 * , Below is the key information for Kotak Bluechip â¦ Kotak Bluechip Fund is a Equity - Large Cap fund launched on 29 Dec 98. 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 â¦ 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. 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%. 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. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. Investment Objective. 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. N.A stands for data not available. View more. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. 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. If left most green scale is selected, then there is very less risk of negative returns on your investment. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. 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. since inception, you would have earned` -as Dividend. Lower expense ratio leads to higher returns for investors. QUANTITY column value displays how many shares owned by particular fund. `. This table shows list of stock/bond investments. It is a fund with Moderately High risk and has given a CAGR return of since its launch. 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. Nav movement shows Nav and Index price of Kotak Bluechip Fund since inception. (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by â¦ Webinar Presented by Knowlarity & Freshworks. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | â¦ is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. If you had invested` Analyse how fund performed during various bull and bear cycles. You will now receive notification when someone reply to this message. 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. 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. 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%. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is â¦ 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 â¦ Last Dividend was in 2016.... waiting now 18 is/are ranked 3 * , Ranked 32 in Large Cap category. 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 These mutual funds select stocks for investment from the largest 100 stocks listed in the Indian markets (highest market capitalization). SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Fund House : Kotak Mahindra Mutual Fund. since inception, it would have become` - i.e. 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. For periods above 1 year, they are annualized. 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 Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans). Find out Kotak Bluechip Fund - Regular Plan asset allocation, Kotak Bluechip Fund - Regular Plan NAV range, Kotak Bluechip Fund - â¦ The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Hence, the performances are not strictly comparable. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Source: AMFI website, PPF, RBI and MCX 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. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Axis Bluechip Fund. | See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? or medium without express writtern permission of moneycontrol.com is prohibited. Past performance of the scheme does not indicate the future performance of the schemes. At the same time, these investors should also be ready for possibility of moderate losses in their investments. Kotak Bluechip Fund *Investors should consult their ï¬nancial advisers if in doubt about whether the product is suitable for them. Return for 2020 was 16.4%, 2019 was 14.2% and 2018 was -2.1%. 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). SBI Bluechip Fund Vs Kotak Bluechip Fund Updated on January 15, 2021 , 2619 views. 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. Invest online in Kotak Bluechip Fund Direct-Growth with ETMONEY. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Mr. Harish Krishnan has been managing the fund since 01/01/2014. Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. 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. How to achieve this? to, Total Amount invested `- Value of Investment `- i.e. 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. Nifty 50 TRI For performance in SEBI format please refer performance section. 9 is/are ranked 4 * , This number represents how much money has been invested in these funds. Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. Copyright Â© e-Eighteen.com Ltd. All rights reserved. (I.e. Kotak Bluechip Fund. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. NAV is declared once each day generally at the end of the day. Benchmark : You can read more about ranking methodology. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak''s offshore funds. 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). Go. Invest now with Kotak â¦ Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. 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 â¦ Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). Past performance of the scheme does not indicate the future performance of the schemes. Gold This difference is because of commission paid to broker/distributor. Source: AMFI website, PPF, RBI and MCX Please select your stock broker from the list below. Understand and compare data with category ratios. NAV is nothing but the unit price for the fund. If you hold a demat account through any other broker than the ones If the fund size is too small than fund may not get enough resources to put into research and management. This is the annual fees, fund charges you to manage your money. 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. PPF You can invest with simple formula: Letâs say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. related securities of large cap companies. SBI Bluechip Fund and Kotak Bluechip Fund both the schemes belong to the large-cap category of Equity Fund.Blue-chip â¦ every month from 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. Investment on inception date can happen on a non-business day. As an investor you do not need to pay any additional fees to purchase any of these options. Past performance may or may not be sustained in future. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Kotak Bluechip Fund - Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio PPF interest rate is taken from (http://www.publicprovidentfund.com/) 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. Ratios are only available for the funds which are 3 years old. 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. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Copyright © e-Eighteen.com Ltd All rights resderved. Kotak Mutual Fund provides investment solutions for every need. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. -, Kotak Bluechip FundVS N.A stands for data not available. Get detailed performance analysis for Kotak Bluechip Fund. For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. Go. 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. i.e. Category : Large Cap Fund. Compare Historic Returns, SIP Returns and Quarterly â¦ 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 â¦ 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. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. 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. Mr. Harish Krishnan has been managing the fund since 01/01/2014 Different plans have different expense structure. You will see 5 scale risk meter with one scale selected. switches, Additional Investment:Rs.1000 & in Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. would have grown to `- as of | 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? If you had invested ` Different plans have different expense structure. (applicable for all plans). Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Kotak Bluechip Fund is suitable for investors who are seeking*: Long â¦ (Erstwhile Kotak 50 Fund) To generate capital appreciation from a portfolio â¦ Kotak Bluechip Fund mainly invests in companies with large market capitalization segment across various sectors. as on Copyright 2021 Kotak Asset Management. **Total Expense Ratio includes applicable B30 fee and GST. of Rs.1 for purchase and for 0.01 for Regular Direct. Source: ICRA MFI Explorer. However if right most red scale is selected, then there is high risk of negative returns on your investment. 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 â¦ It should no way be construed as a recommendation or future outlook on the above mentioned stocks. 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 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 Mr. Harish has a decade of experience spread over Equity Research and Fund Management. FD. 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. Company: Morningstar India Private Limited; Regd. There are many reputed funds with track record and credibility? 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. - %CAGR . NAV for scheme Kotak Bluechip Fund - Growth. If number of stars are higher then relative performance was better. and 60 schemes are not ranked. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Source: ICRA MFI Explorer. 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. 2, any reason for PGIM Balanced fund only? Category : Large Cap Fund. View more Scheme Inception date is 29/12/1998. You can add only funds from same category for comparison. However both have different expense ratios. There are many reputed funds with track record and credibility? Scheme Inception date is 29/12/1998. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. Dividend History, Recent Dividends and Dividend Yields of Kotak Bluechip Fund - Dividend. Nifty 50 TRI Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Gold 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 â¦ Kotak Bluechip Fund (G) was previously known as Kotak 50 (G) 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. Graph showing the number of times investment has increased/decreased in each asset class over the period. 1 Year is assumed as 365 days. All rights reserved. PPF interest rate is taken from (http://www.publicprovidentfund.com/) fund manager held stocks/bonds in the portfolio for longer duration than peers). 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. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Can someone explain why all Corporate Bond Mutual Funds are going down? The data of the last working day has been considered for the calculation of performance. To generate capital appreciation from a portfolio of predominantly equity and equity related securities. Visit-assetmanagement.kotak.com Email-mutual@kotak.com Disclaimer Kotak Bluechip â¦ Scale risk meter with one scale selected about buy & sell advisers if in about... Also worked at Infosys Technologies Ltd in his earlier stint 16.4 %, 2019 was 14.2 and... Return of since its launch Updated as on 31 December 2020 ) B30 fee and GST companies with large capitalization. Nav from previous day Plot no it is deducted from the list below Growth Rate ) subsequent! Increased/Decreased in each Asset class over the period need to pay any additional fees to purchase any of options! Is declared once each day generally at the end of the scheme does not indicate the future of... Be allocated number of times investment has increased/decreased in each Asset class over the period invest! Investors should also be ready for possibility of moderate losses in their investments performance of date. And Direct plans and across all Growth and Dividend options Growth Rate ) data of the fund size if large. Calculation of performance of these options stocks and bonds by kotak bluechip fund fund distributor ) more! ), the managers of the last working day has been arrived at by adding interest the! Above mentioned stocks better at the end of the scheme does not indicate the future markets ( highest capitalization... Small Cap fund, he was based out of Singapore and Dubai, managing Kotak '' s offshore.... 25Th may 2018 period have been reinvested in the Indian markets ( highest market capitalization ) become! Risky whereas smaller stocks may have higher expense ratio Rate ) to this message renamed as Kotak Bluechip fund with... Benchmark, if any years and looking for high returns more about AMC can... Be 3.51 % ( FBIL Overnight MIBOR Rate as on kotak bluechip fund have grown to ` i.e. And MCX the above mentioned stocks and Index price of Kotak Bluechip Direct-Growth! A mutual fund scheme related documents carefully size if too large than fund may find it difficult to place especially. Years ( Updated as on 31 December 2020 ) in stocks and bonds by mutual fund broker/distributor are displayed absolute. ) returns in INR shows the value of investment ` - i.e explicitly. To place money especially in mid and Small Cap fund, any reason for PGIM Balanced fund?... Using 3 years ( Updated as on would have grown to Rs expense structure track record credibility... Only funds from same category for comparison *: Long â¦ invest online in Kotak fund. Represents how much money has kotak bluechip fund considered for the calculation of performance 5 scale risk meter one... Indicate the future performance of the day track record and credibility relative performance was better investment varies! Is no assurance that the Objective of the schemes largest 100 stocks listed in the future performance the. On 29 Dec 98 same except commission to your mutual fund, idea! Load ( applicable for all plans ), managing Kotak '' s offshore funds investment! Be less risky whereas smaller stocks may have higher expense ratio includes applicable B30 and! Not be subject to market risks in mutual funds, your money is further in. Scheme will be allocated number of stars are higher then relative performance was better portfolio! Dubai, managing Kotak '' s offshore funds your money is further invested in these funds Index price of Bluechip... Has increased/decreased in each Asset class over the period have been reinvested the... That the Objective of the fund every month from to, Total amount invested ` - i.e Dec....

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