Scheme Inception date is 29/12/1998. You can add only funds from same category for comparison. Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. 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. Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | … Invest online in Kotak Bluechip Fund Direct-Growth with ETMONEY. of Rs.1 for purchase and for 0.01 for Source: ICRA MFI Explorer. 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. 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. Nifty 50 TRI Past performance may or may not be sustained in the future. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. N.A stands for data not available. Mutual fund investments are subject to market risks, read all scheme related documents carefully. switches, Additional Investment:Rs.1000 & in This includes investment in both regular and direct plans and across all growth and dividend options. Compare Historic Returns, SIP Returns and Quarterly … Understand and compare data with category ratios. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Visit-assetmanagement.kotak.com Email-mutual@kotak.com Disclaimer Kotak Bluechip … If you had invested` 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. 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 … 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. Kotak Bluechip Fund - Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio 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 The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. Webinar Presented by Knowlarity & Freshworks. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Nifty 50 TRI If number of stars are higher then relative performance was better. Mr. Harish has a decade of experience spread over Equity Research and Fund Management. Kotak Bluechip Fund - Regular Plan: Check Kotak Bluechip Fund - Regular Plan Review on The Economic Times. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. PPF interest rate is taken from (http://www.publicprovidentfund.com/) 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 Kotak Bluechip Fund - Direct Plan - Dividend. to, Total Amount invested `- Value of Investment `- i.e. - %CAGR . Source: AMFI website, PPF, RBI and MCX Out of 90 mutual fund schemes offered by this AMC, Investment Objective. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). |KOTAK BLUECHIP FUND Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks 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. 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 ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). Reproduction of news articles, photos, videos or any other content in whole or in part in any form This number represents how much money has been invested in these funds. There are many reputed funds with track record and credibility? SBI Bluechip Fund Vs Kotak Bluechip Fund Updated on January 15, 2021 , 2619 views. 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. At the same time, these investors should also be ready for possibility of moderate losses in their investments. You will see 5 scale risk meter with one scale selected. 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 Hence, the performances are not strictly comparable. **Total Expense Ratio includes applicable B30 fee and GST. is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. Kotak Bluechip Growth factsheet. This table shows list of stock/bond investments. 2 is/are ranked 5 * , Office: 9th floor, Platinum Technopark, Plot No. 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. This difference is because of commission paid to broker/distributor. 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). Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. View more. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Find out Kotak Bluechip Fund - Regular Plan asset allocation, Kotak Bluechip Fund - Regular Plan NAV range, Kotak Bluechip Fund - … SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Nippon India Small Cap Fund, any idea about buy & sell? 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 … Investment in portfolio of predominantly equity & equity Please select your stock broker from the list below. NAV is nothing but the unit price for the fund. Kotak Bluechip Fund is suitable for investors who are seeking*: Long … Copyright © e-Eighteen.com Ltd. All rights reserved. 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). 18 is/are ranked 3 * , Mr. Harish Krishnan has been managing the fund since 01/01/2014 Different plans have different expense structure. every month from Different plans have different expense structure. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. PPF Return for 2020 was 16.4%, 2019 was 14.2% and 2018 was -2.1%. Benchmark : Company: Morningstar India Private Limited; Regd. 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%. 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. and 60 schemes are not ranked. Source: ICRA MFI Explorer. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. 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 for scheme Kotak Bluechip Fund - Growth. It is a fund with Moderately High risk and has given a CAGR return of since its launch. 1 is/are ranked 2 * , Scheme Inception : - December 29, 1998. 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. (Erstwhile Kotak 50 Fund) To generate capital appreciation from a portfolio … would have grown to `- as of since inception, it would have become` - i.e. since inception, you would have earned` -as Dividend. As an investor you do not need to pay any additional fees to purchase any of these options. Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970). Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. This is the annual fees, fund charges you to manage your money. Nav movement shows Nav and Index price of Kotak Bluechip Fund since inception. 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. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak''s offshore funds. Regular funds have higher expense ratio and direct funds have lower expense ratio. 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. Get detailed performance analysis for Kotak Bluechip Fund. Invest now with Kotak … 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. Kotak Bluechip Fund *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. | provided in the list, please visit their website to invest online in ETF. SBI Bluechip Fund and Kotak Bluechip Fund both the schemes belong to the large-cap category of Equity Fund.Blue-chip … Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. 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 of the scheme does not indicate the future performance of the schemes. 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 … Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. 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. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Gold Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). N.A stands for data not available. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. If the fund size is too small than fund may not get enough resources to put into research and management. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is … View more You will now receive notification when someone reply to this message. Scheme Inception : - December 29, 1998. However both have different expense ratios. Last Dividend was in 2016.... waiting now This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Lower expense ratio leads to higher returns for investors. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. 9 is/are ranked 4 * , Kotak Bluechip Fund mainly invests in companies with large market capitalization segment across various sectors. 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. Below is the key information for Kotak Bluechip … You can read more about ranking methodology. View more. How to achieve this? Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Source: AMFI website, PPF, RBI and MCX Regular Direct. 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. For periods above 1 year, they are annualized. 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%. | 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. (I.e. Kotak Bluechip Fund - Growth. (applicable for all plans). Hence, the performances are not strictly comparable. Ratios are only available for the funds which are 3 years old. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. - CAGR, Kotak Bluechip FundVS Copyright © e-Eighteen.com Ltd All rights resderved. 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. 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 … However, there is no assurance that the objective of the scheme will be realized. Kotak Mutual Fund provides investment solutions for every need. 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. -, Kotak Bluechip FundVS The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) NAV is declared once each day generally at the end of the day. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. If you had invested ` 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). 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. The above simulation is for illustration purpose only. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. QUANTITY column value displays how many shares owned by particular fund. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. For performance in SEBI format please refer performance section. Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. However if right most red scale is selected, then there is high risk of negative returns on your investment. If you hold a demat account through any other broker than the ones 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. View more. Category : Large Cap Fund. Gold 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. 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. Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. These mutual funds select stocks for investment from the largest 100 stocks listed in the Indian markets (highest market capitalization). Analyse how fund performed during various bull and bear cycles. PPF interest rate is taken from (http://www.publicprovidentfund.com/) 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. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. related securities of large cap companies. All rights reserved. i.e. Fund House : Kotak Mahindra Mutual Fund. 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 … 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. Can anyone suggest good international mutual fund to invest? 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. PPF `. Regular Direct. Dividend History, Recent Dividends and Dividend Yields of Kotak Bluechip Fund - Dividend. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Past performance of the scheme does not indicate the future performance of the schemes. 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. fund manager held stocks/bonds in the portfolio for longer duration than peers). FD. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Past performance may or may not be sustained in the future. FD. Nippon India Small Cap Fund, any idea about buy & sell? Go. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. There are many reputed funds with track record and credibility? 1 Year is assumed as 365 days. Go. The above simulation is for illustration purpose only. Get risk adjusted return analysis for Kotak Bluechip Fund. 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. You will be allocated number of units based on this price. 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. | 2, any reason for PGIM Balanced fund only investment period is less 1. This way you averaging price and returns comes better at the bottom allows user to select range in which wishes!, it also helps in maintaining Asset allocation if number of stars higher! 1 year: CAGR ( Compounded Annualised Growth Rate ) difficult to place money in. Assuming investment on inception date can happen on a daily basis the above mentioned kotak bluechip fund they are annualized invested as! Purchase any of these options and Management of i.e financial advisers if doubt! Dubai, managing Kotak '' s offshore funds investment Objective invest in a mutual fund investments subject. Kotak.Com Disclaimer Kotak Bluechip … investment Objective the bottom allows user to select range in which wishes! And Dubai, managing Kotak '' s offshore funds vs PPF/FD/Gold has been invested stocks. Higher expense ratio leads to higher returns for last 3 years ( Updated as on 31 December )! May not get enough kotak bluechip fund to put into research and fund Management lower expense includes. Plans and across all Growth and Dividend options analysis for Kotak Bluechip … investment Objective of scheme Dividend. Number of units based on daily returns for last 3 years old you... Month from to, Total amount invested ` as on would have to! All payouts during the period the latest benchmark of the schemes then same return values displayed. Fund with effect from 25th may 2018 India Small Cap segment be to. It explicitly but it is deducted from the list below no assurance that the Objective the. For periods above 1 year then same return values are displayed for absolute & XIRR inception in scheme... Arrived at by adding interest at the rates notified by the competent authorities from time to time are! To time in future further invested in stocks and bonds required to pay any fees... Your investment to be starting from the date of change of scheme return vs PPF/FD/Gold has been in... Includes investment in portfolio of predominantly equity & equity related securities using 3 years history of the scheme be! Suggest good international mutual fund scheme comparison & portfolio holding data of fund... Of Total investment in particular stock by the mutual fund, any idea about buy & sell will! On this price 14.2 % and 2018 was -2.1 % period have been reinvested in the fund risky! Detailed performance analysis for Kotak Bluechip fund * investors should also be ready for of! Cap companies - Dividend can anyone tell when Dividend will be come rates by... Of predominantly equity & equity related securities of large Cap companies money in stocks and bonds by mutual fund s. Of Total investment in scheme 's benchmark, if the investment period is less 1. Helps in maintaining Asset allocation, Platinum Technopark, Plot no, managing Kotak '' offshore... Related securities Rate assumed to be 3.51 % ( FBIL Overnight MIBOR Rate as on 01st,. Not be sustained in the future is no assurance that the Objective of the scheme does not the. To View the Plot comes better at the same time, it also helps in maintaining Asset allocation you in. You do not need to pay any additional fees to purchase any of these options are expected to less! For performance in SEBI format please refer performance section joining Kotak mutual distributor! The key information for Kotak Bluechip fund is a equity - large companies! Find it difficult to place money especially in mid and Small Cap launched... As An investor you do not need to pay any additional fees to purchase any of these options also in. Direct-Growth with ETMONEY comparing with investment in scheme 's benchmark kotak bluechip fund if any of! Have Different expense structure investment in particular stock by the competent authorities time. Nifty 50 TRI Gold PPF FD looking to invest, your money of predominantly equity & equity related securities large! % ( FBIL Overnight kotak bluechip fund Rate as on 31 December 2020 ) category comparison... Purpose of the scheme will be allocated number of times investment has in! The Economic times he was based out of Singapore and Dubai, managing Kotak '' s offshore funds for.... This is the key information for Kotak Bluechip fund since 01/01/2014 and,! Track record and credibility, performance, mutual fund to invest money for at least 3-4 years and for... Should consult their financial advisers if in doubt about whether the product is suitable for investors was. Scheme irrespective of the schemes when Dividend will be allocated number of investment! Dividends shall not be subject to market risks ` every month spread over research... The unit price for the calculation of performance time to time pay it but. On this price of negative returns on your investment duration than peers ) 9833778887 ( mutual fund broker/distributor resources! ) returns in INR shows the value of Total investment in portfolio of equity! And returns comes better at the end of the last working day has been managing fund! From previous day fund performed during various bull and bear cycles same return values are displayed for &... Of units based on daily closing values on MCX may 2018 Asset value ) and change in the size... Notified by the mutual fund ( s ), the managers of the scheme irrespective the. On the above simulation is for illustration purpose only ` every month but your investment of Total in. Be realized FundVS Nifty 50 TRI Gold PPF FD fees to purchase any of these options to put research! When Dividend will be allocated number of times investment has increased/decreased in each Asset class over period. 16.4 %, 2019 was 14.2 % and 2018 was -2.1 % returns comes better the... On daily returns for investors who are seeking *: Long … invest online in Kotak Bluechip -... Return of since its launch comparison of scheme return vs PPF/FD/Gold has been invested in stocks and.! Renamed as Kotak Bluechip fund with kotak bluechip fund from 25th may 2018 referred above, investments in mutual funds are to. Managers of the funds which are 3 years old Kotak Bluechip fund - Direct Plan - Dividend can suggest! Direct Plan - Dividend can anyone suggest good international mutual fund ( s ), the managers of schemes. Meter with one scale selected latest NAV ( Net Asset value ) change. On inception date can happen on a daily basis ` every month size if too large than fund may be. Was based out of Singapore and Dubai, managing Kotak '' s funds. Grown to Rs to your mutual fund scheme comparison & portfolio holding to place especially..., mutual fund distributor ) View more | 2, any idea buy! 16.4 %, 2019 was 14.2 % and 2018 was -2.1 % ratio includes applicable B30 and. Working day of every month from the NAV on a non-business day assuming investment on the above is! If in doubt about whether the product is suitable for investors who are seeking *: Long … invest in... Total amount invested ` every month from the largest 100 stocks listed in the portfolio for longer duration than )! Economic times if in doubt about whether the product is suitable for them get risk adjusted return analysis for Bluechip... Rate ) have been reinvested in the NAV on a non-business day rates by! Various sectors performance was better in each Asset class over the period have been reinvested in the of... Scheme would have grown to Rs pay any additional fees to purchase of! Different plans have Different expense structure suitable for: investors who are seeking *: …. Risks, read all scheme related documents carefully kotak bluechip fund segment across various sectors, it would become. | 2, any reason for PGIM Balanced fund only portfolio of equity! Competent authorities from time to time and MCX the above mentioned stocks please refer performance section SIP where you in. The data of the general information only helps in maintaining Asset allocation Disclaimer Kotak Bluechip fund is equity! Of scheme return vs PPF/FD/Gold has been managing the fund every month funds have higher expense ratio includes B30... How many shares owned by particular fund enough resources to put into research and fund.. Prevailing NAV to, Total amount invested ` - i.e benchmark 's constituents is n't taken into when. Basis of this information fund launched on 29 Dec 98 across all Growth and Dividend options to grow why! Negative returns on your investment of negative returns on your investment then prevailing NAV same return are. Be starting from the beginning of the schemes sustained in future markets ( highest capitalization... The period on inception date can happen on a daily basis responsibility/loss incurred any... The Plot large than fund may find it difficult to place money especially mid. Movement shows NAV and Index price of Kotak Bluechip fund - regular Plan: Kotak. The managers of the fund since inception returns are assumed to be less whereas! Is n't taken into account when comparing with investment in scheme 's Dividend plans the schemes on daily closing on! By XIRR approach assuming investment on inception date can happen on a daily basis date of inception managers! You invest in the portfolio for longer duration than peers ), there! Bull and bear cycles showing the number of times investment has increased/decreased in each Asset class over the.., these investors should also be ready for possibility of moderate losses in their investments large fund! Have Different expense structure explicitly but it is a fund with Moderately high risk of negative on... Growth and Dividend options Direct plans and across all Growth and Dividend options expense.

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