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. Different plans have different expense structure. This is the annual fees, fund charges you to manage your money. Get risk adjusted return analysis for Kotak Bluechip Fund. Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970). Kotak Bluechip Growth factsheet. 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. Kotak Bluechip Fund - Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio For periods above 1 year, they are annualized. However both have different expense ratios. Investment in portfolio of predominantly equity & equity 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. 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 If you hold a demat account through any other broker than the ones Can someone explain why all Corporate Bond Mutual Funds are going down? Kotak Bluechip Fund (G) was previously known as Kotak 50 (G) Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. Below is the key information for Kotak Bluechip … 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. - CAGR, Kotak Bluechip FundVS 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 Graph showing the number of times investment has increased/decreased in each asset class over the period. SBI Bluechip Fund and Kotak Bluechip Fund both the schemes belong to the large-cap category of Equity Fund.Blue-chip … call me for more details at 9833778887 (mutual fund distributor) VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. Source: ICRA MFI Explorer. 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. If you had invested ` Copyright 2021 Kotak Asset Management. Last Dividend was in 2016.... waiting now You will now receive notification when someone reply to this message. PPF interest rate is taken from (http://www.publicprovidentfund.com/) For performance in SEBI format please refer performance section. 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. These mutual funds select stocks for investment from the largest 100 stocks listed in the Indian markets (highest market capitalization). View more switches, Additional Investment:Rs.1000 & in Investment Objective. Webinar Presented by Knowlarity & Freshworks. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. Dividend History, Recent Dividends and Dividend Yields of Kotak Bluechip Fund - Dividend. 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. Regular funds have higher expense ratio and direct funds have lower expense ratio. 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. FD. Source: AMFI website, PPF, RBI and MCX Lower expense ratio leads to higher returns for investors. `. Mr. Harish Krishnan has been managing the fund since 01/01/2014. ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Past performance may or may not be sustained in future. This difference is because of commission paid to broker/distributor. - %CAGR . Gold Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. of Rs.1 for purchase and for 0.01 for Nifty 50 TRI Ranked 32 in Large Cap category. View more. 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. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. as on to, Total Amount invested `- Value of Investment `- i.e. 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. Graph showing the number of times investment has increased/decreased in each asset class over the period. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. **Total Expense Ratio includes applicable B30 fee and GST. Mr. Harish Krishnan has been managing the fund since 01/01/2014 Different plans have different expense structure. Kotak Mutual Fund provides investment solutions for every need. Regular Direct. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Kotak Bluechip Fund mainly invests in companies with large market capitalization segment across various sectors. However if right most red scale is selected, then there is high risk of negative returns on your investment. N.A stands for data not available. |KOTAK BLUECHIP FUND Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks Hence, the performances are not strictly comparable. QUANTITY column value displays how many shares owned by particular fund. Scheme Inception date is 29/12/1998. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Analyse how fund performed during various bull and bear cycles. If you had invested` Nippon India Small Cap Fund, any idea about buy & sell? Compare Historic Returns, SIP Returns and Quarterly … 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 … All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. would have grown to `- as of You will see 5 scale risk meter with one scale selected. 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). Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. 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. 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%. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Out of 90 mutual fund schemes offered by this AMC, FD. 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. 2, any reason for PGIM Balanced fund only? and 60 schemes are not ranked. 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 Axis Equity Fund) To achieve long term capital appreciation by … Scheme Inception : - December 29, 1998. The data of the last working day has been considered for the calculation of performance. Kotak Bluechip Fund - Direct Plan - Dividend. How to achieve this? Kotak Bluechip Fund. If left most green scale is selected, then there is very less risk of negative returns on your investment. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. 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 Gold There are many reputed funds with track record and credibility? Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | … Scheme Inception : - December 29, 1998. 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. NAV is nothing but the unit price for the fund. 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. Benchmark : This number represents how much money has been invested in these funds. PPF 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). 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). Axis Bluechip Fund. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Invest now with Kotak … Kotak Bluechip Fund - Growth. Hence, the performances are not strictly comparable. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. 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. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). | NAV is declared once each day generally at the end of the day. Scheme Inception date is 29/12/1998. Kotak Bluechip Fund is suitable for investors who are seeking*: Long … Nippon India Small Cap Fund, any idea about buy & sell? (applicable for all plans). Return for 2020 was 16.4%, 2019 was 14.2% and 2018 was -2.1%. Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. since inception, you would have earned` -as Dividend. 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