Question 1

What is Kotak Bluechip Fund?

Accepted Answer

Kotak Bluechip Fund primarily aims to generate capital appreciation from a portfolio of equity and equity related securities falling under the category of large cap companies. The scheme focuses on the top 100 companies with large market capitalization across diverse sectors. This fund is ideal for investors aiming for exposure to large-cap stocks with potential for reasonable returns.  Nevertheless, there is no guarantee that this scheme's objective will be met.

Question 2

How to invest in Kotak Bluechip Fund Direct Growth?

Accepted Answer

To invest in Kotak Bluechip Fund Direct Growth, you can go directly to the Kotak Mahindra Mutual Fund website. Additionally, you can also buy these mutual funds at the branches of Asset Management Company (AMC) or Investor Service Centres (ISCs)/Official Points of Acceptance (OPAs) of the Registrar (CAMS).

Question 3

What is the current NAV of Kotak Bluechip Fund Direct Growth?

Accepted Answer

As of 2nd December 2024, the current Kotak Bluechip Fund NAV is ₹ 638.41.

Question 4

What kind of returns does Kotak Bluechip Fund Direct Growth provide?

Accepted Answer

As of 2nd December 2024, Kotak Bluechip Fund Direct Growth has provided annualized returns of 27.87% in the last 1 year, 15.62% over 3 years, 18.90% over 5 years, and 15.79% since inception.

Question 5

What is the AUM of Kotak Bluechip Fund?

Accepted Answer

As of 30th November 2024, ₹ 9,497 Cr. is the AUM of Kotak Bluechip Fund.

Question 6

What is the riskometer level of Kotak Bluechip Fund?

Accepted Answer

The Kotak Bluechip Fund is classified as having a ‘VeryHigh’ risk level on the riskometer.

Question 7

What are the top holdings of Kotak Bluechip Fund Direct Growth?

Accepted Answer

The following are the top holdings of Kotak Bluechip Fund Direct Growth with their percentage portfolio as on 30th November 2024:
1.HDFC Bank Ltd. - 7.09%,
2.ICICI Bank Ltd. - 6.36%,
3.Infosys Ltd. - 5.27%,
4.RELIANCE INDUSTRIES LTD. - 4.95%,
5.Larsen And Toubro Ltd. - 3.92%,
6.Mahindra & Mahindra Ltd. - 3.39%,
7.Bharti Airtel Ltd - 3.2%,
8.ITC Ltd. - 3.07%,
9.Axis Bank Ltd. - 3.02%,
10.State Bank Of India - 2.73%.

Question 8

How much expense ratio is charged by Kotak Bluechip Fund Direct Growth?

Accepted Answer

0.60% expense ratio is charged by the Kotak Bluechip Fund Direct Growth as on 30th November 2024.

Question 9

Is there any lock-in period for Kotak Bluechip Fund Direct Growth?

Accepted Answer

There is no lock-in period for Kotak Bluechip Fund Direct Growth.

Question 10

How will the Kotak Bluechip Fund scheme benchmark its performance?

Accepted Answer

The Kotak Bluechip Fund scheme benchmark performance is  Nifty 100 TRI.

Question 11

What is the minimum investment amount for the Kotak Bluechip Fund?

Accepted Answer

The minimum investment amount for Kotak Bluechip Fund is Rs100 and any amount thereafter.

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