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Kotak Bluechip Fund
Last 5 Years Annualised Return:
Direct Plan:12.35%
Regular Plan: 11.03%
Latest NAV :
Direct: Rs. 396.04
Regular: Rs. 356.9
Minimum Expense Ratio: 0.48% (Inc. of GST)
Minimum SIP- Rs.100
Fund Size- Rs. 4217 Cr
Fund Managers: Mr. Harish Krishnan & Arjun Khanna
P/E Ratio: 24.04
P/B Ratio:3.50
Alpha: 1.92
Beta: 0.95
Sharpe Ratio:0.56
Sortiono Ratio: 0.61
7.52%
Returns :
Category :
Large Cap
1Y
3Y
5Y
All
Fund returns
6.12%
17.2%
12.3%
14.2%
Category Average
48%
13.9%
14.2%
NA
Rank within Category
15
3
4
NA
Taxation
- Capital Gains:
15% tax on returns if redeemed before 1 year ,10% long-term capital gains tax (LTCG) is applied on gains from the sale of equity shares that exceed Rs 100,000.
The verdict
- Kotak Bluechip Fund with the help of experienced fund managers has been continuously giving good returns for the past 3 & 5 years in the large cap category. Still, the fund hasn't provided significant returns in 6 months.
Rating
Compare a range of mutual funds
Review by
Abhijeet Saxena
About the Expert
Abhijeet Saxena is qualified banking & finance lawyer registered with the bar council of Delhi.Graduate from NALSAR University of Law. Ex-NSE, ex Amarchand Mangaldas, ex Khaitan & Co.
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