Mutual Fund

Kotak bluechip fun

By Rajendra

Mar 26, 2023

image credit - unsplash

Scheme Analysis

Category 

Large Cap

Inception

Dec 29, 1998

Benchmark

Nifty 100

Scribbled Arrow

AUM  - 5,259 Cr

Fund Manager

Harish Krishnan & Arjun Khanna

Thick Brush Stroke

Kotak Bluechip Fund

Mainly invests in companies with large market capitalization segment across various sector

Top 5 Holding

ICICI Bank

HDFC Bank

Reliance

Infosys

ITC

7.07

6.54

6.14

5.66

4.01

Total  -  29.42

Companies that are relatively stable in comparison to broader market

Financial Services

Information Technology

Automobiles

Top 5 Sector

29.06

13.98

11.01

9.82

9.45

Oil Gas

FMCG

Stock select based on financial strength of companies, reputation, track record, liquidity.

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,130

43,916

82,920

Returns

2.03%

13.39%

14.17%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

4.50%

16.07%

10.95%