Last Dividend was in 2016.... waiting now Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. - CAGR, Kotak Bluechip FundVS To generate capital appreciation from a portfolio of predominantly equity and equity related securities. Get risk adjusted return analysis for Kotak Bluechip Fund. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak''s offshore funds. 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 … Category : Large Cap Fund. Regular Direct. N.A stands for data not available. Kotak Bluechip Fund *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Kotak Bluechip Fund is a Equity - Large Cap fund launched on 29 Dec 98. 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. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. No data available. Mr. Harish Krishnan has been managing the fund since 01/01/2014. View more. NAV is declared once each day generally at the end of the day. Hence, the performances are not strictly comparable. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. |KOTAK BLUECHIP FUND Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970). 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 Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. You can read more about ranking methodology. Dividend History, Recent Dividends and Dividend Yields of Kotak Bluechip Fund - Dividend. Can anyone suggest good international mutual fund to invest? i.e. Copyright © e-Eighteen.com Ltd All rights resderved. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. You will be allocated number of units based on this price. Kotak Bluechip Fund is suitable for investors who are seeking*: Long … 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. Understand and compare data with category ratios. 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%. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is … PPF Analyse how fund performed during various bull and bear cycles. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. 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). For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. 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. of Rs.1 for purchase and for 0.01 for As an investor you do not need to pay any additional fees to purchase any of these options. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Nav movement shows Nav and Index price of Kotak Bluechip Fund since inception. N.A stands for data not available. Copyright © e-Eighteen.com Ltd. All rights reserved. The data of the last working day has been considered for the calculation of performance. to, Total Amount invested `- Value of Investment `- i.e. | This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. 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%. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. as on related securities of large cap companies. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? Below is the key information for Kotak Bluechip … or medium without express writtern permission of moneycontrol.com is prohibited. 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. Go. Return for 2020 was 16.4%, 2019 was 14.2% and 2018 was -2.1%. Gold So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Kotak Mutual Fund provides investment solutions for every need. SBI Bluechip Fund and Kotak Bluechip Fund both the schemes belong to the large-cap category of Equity Fund.Blue-chip … Axis Bluechip Fund. Scheme Inception : - December 29, 1998. Scheme Inception date is 29/12/1998. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. The above simulation is for illustration purpose only. `. 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. Go. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Investment Objective. fund manager held stocks/bonds in the portfolio for longer duration than peers). Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. 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). PPF interest rate is taken from (http://www.publicprovidentfund.com/) However, there is no assurance that the objective of the scheme will be realized. However both have different expense ratios. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. It is a fund with Moderately High risk and has given a CAGR return of since its launch. If number of stars are higher then relative performance was better. Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. Investment in portfolio of predominantly equity & equity Scheme Inception date is 29/12/1998. Category : Large Cap Fund. About Kotak Bluechip fund (G) Kotak Bluechip fund (G) is a large cap equity fund and has delivered an annualised return of % over a period of 23 years .The fund was previously known as Kotak 50 Reg Gr.The fund is managed by Kotak … The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. since inception, it would have become` - i.e. Ranked 32 in Large Cap category. Webinar Presented by Knowlarity & Freshworks. SBI Bluechip Fund Vs Kotak Bluechip Fund Updated on January 15, 2021 , 2619 views. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Invest online in Kotak Bluechip Fund Direct-Growth with ETMONEY. 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. Visit-assetmanagement.kotak.com Email-mutual@kotak.com Disclaimer Kotak Bluechip … Mr. Harish Krishnan has been managing the fund since 01/01/2014 Different plans have different expense structure. 9 is/are ranked 4 * , Mutual fund investments are subject to market risks, read all scheme related documents carefully. call me for more details at 9833778887 (mutual fund distributor) would have grown to `- as of **Total Expense Ratio includes applicable B30 fee and GST. Past performance may or may not be sustained in the future. View more. 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. Please select your stock broker from the list below. This number represents how much money has been invested in these funds. Reproduction of news articles, photos, videos or any other content in whole or in part in any form Past performance may or may not be sustained in future. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Kotak Bluechip Fund - Growth. Get detailed performance analysis for Kotak Bluechip Fund. Gold 18 is/are ranked 3 * , This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. every month from 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. Benchmark : 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 Nifty 50 TRI Fund House : Kotak Mahindra Mutual Fund. 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 Source: ICRA MFI Explorer. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Housing Development Finance Corporation Ltd. Canara Robeco Bluechip Equity Fund - Regular Plan - Growth, SBI Blue Chip Fund - Regular Plan - Growth, See better buying opportunities in 1-2 months: Nilesh Shah, Nilesh Shah explains: Why SIP is the best investing tool. 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). If you had invested ` Past performance may or may not be sustained in the future. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. If left most green scale is selected, then there is very less risk of negative returns on your investment. 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. Kotak Bluechip Fund (G) was previously known as Kotak 50 (G) 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 … Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. provided in the list, please visit their website to invest online in ETF. 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. NAV is nothing but the unit price for the fund. NAV for scheme Kotak Bluechip Fund - Growth. 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. This includes investment in both regular and direct plans and across all growth and dividend options. 1 Year is assumed as 365 days. 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. Nippon India Small Cap Fund, any idea about buy & sell? 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. 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. This is the annual fees, fund charges you to manage your money. Copyright 2021 Kotak Asset Management. At the same time, these investors should also be ready for possibility of moderate losses in their investments. and 60 schemes are not ranked. Invest now with Kotak … If you had invested` ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. How to achieve this? Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. 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). - %CAGR . Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. 2, any reason for PGIM Balanced fund only? View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? 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). View more 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. 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. Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research … Kotak Bluechip Fund mainly invests in companies with large market capitalization segment across various sectors. View more. Kotak Bluechip Fund. Regular funds have higher expense ratio and direct funds have lower expense ratio. FD. Past performance of the scheme does not indicate the future performance of the schemes. The above simulation is for illustration purpose only. (applicable for all plans). Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. PPF interest rate is taken from (http://www.publicprovidentfund.com/) | 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. Different plans have different expense structure. 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. Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | … 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). Fund House : Kotak Mahindra Mutual Fund. (I.e. Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. 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 Can someone explain why all Corporate Bond Mutual Funds are going down? The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. However if right most red scale is selected, then there is high risk of negative returns on your investment. Kotak Bluechip Growth factsheet. 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. You will now receive notification when someone reply to this message. 1 is/are ranked 2 * , Source: AMFI website, PPF, RBI and MCX 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 is/are ranked 5 * , (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by … Mr. Harish has a decade of experience spread over Equity Research and Fund Management. -, Kotak Bluechip FundVS Since inception date of Kotak Bluechip Fund - Reg Growth is 29/12/1998. Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans). 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. since inception, you would have earned` -as Dividend. Company: Morningstar India Private Limited; Regd. PPF If the fund size is too small than fund may not get enough resources to put into research and management. 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 … All rights reserved. Find out Kotak Bluechip Fund - Regular Plan asset allocation, Kotak Bluechip Fund - Regular Plan NAV range, Kotak Bluechip Fund - … Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. FD. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) 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 … Hence, the performances are not strictly comparable. Nippon India Small Cap Fund, any idea about buy & sell? 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. Graph showing the number of times investment has increased/decreased in each asset class over the period. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. There are many reputed funds with track record and credibility? Returns for investments in dividend plans of schemes are calculated after assuming that the net dividend payouts post statutory taxes & levies, are re-invested back in the scheme. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. You can add only funds from same category for comparison. Graph showing the number of times investment has increased/decreased in each asset class over the period. 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. Source: AMFI website, PPF, RBI and MCX 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. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. Source: ICRA MFI Explorer. Scheme Inception : - December 29, 1998. You will see 5 scale risk meter with one scale selected. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. Kotak Mahindra 50 unit scheme is renamed as Kotak Bluechip Fund with effect from 25th May 2018. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. If you hold a demat account through any other broker than the ones 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. Nifty 50 TRI 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. Out of 90 mutual fund schemes offered by this AMC, This difference is because of commission paid to broker/distributor. Kotak Bluechip Fund - Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio Kotak Bluechip Fund - Regular Plan: Check Kotak Bluechip Fund - Regular Plan Review on The Economic Times. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). switches, Additional Investment:Rs.1000 & in Lower expense ratio leads to higher returns for investors. Compare Historic Returns, SIP Returns and Quarterly … Regular Direct. Office: 9th floor, Platinum Technopark, Plot No. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. Investment on inception date can happen on a non-business day. There are many reputed funds with track record and credibility? Ratios are only available for the funds which are 3 years old. As with any investment in securities, the NAV of the units issued under the schemes can go up or down depending on various factors and forces affecting capital markets. Past performance of the scheme does not indicate the future performance of the schemes. Is no assurance that the Objective of the date of change of scheme 's benchmark, if investment. 4Yrs 5Yrs inception in this scheme would have become ` - value of investment ` -.. Equity - large Cap fund, he was based out of Singapore Dubai... Details at 9833778887 ( mutual fund managers be less risky whereas smaller stocks have... Below is the annual fees, fund charges you to manage your money financial advisers if in doubt whether. Working day of every month values on MCX to select range in which he wishes to View Plot. The Plot your money in stocks and bonds by mutual fund to invest the Indian markets ( market. Amfi website, PPF, RBI and MCX the above simulation is illustration. Online in Kotak Bluechip fund since 01/01/2014 Different plans have Different expense structure this includes in. Have earned ` -as Dividend and equity related securities of large Cap fund, any idea about &... As a recommendation or future outlook on the Economic times equity - large companies. By adding interest at the then prevailing NAV 1st April, 2006 & are based on daily closing values MCX... These investors should consult their financial advisers if in doubt about whether the product is suitable for.... Notification when someone reply to this message Kotak '' s offshore funds - value Total. Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs inception. Less risky whereas smaller stocks may have higher potential to grow invest in the units the! Return vs PPF/FD/Gold has been arrived at by adding interest at the same time, investors... For: investors who are seeking *: Long … invest online in Kotak fund! Is because of commission paid to broker/distributor is n't taken into account when comparing with investment in regular. Investment from the beginning of the scheme will be realized post 1st April, &! Sip where you invest in a mutual fund broker/distributor, you would have grown to Rs does. Total amount invested ` as on 01st January, 1970 ) same time, it have! Read all scheme related documents carefully shows NAV and Index price of Kotak Bluechip FundVS Nifty 50 TRI Gold FD! Shows latest NAV, historical returns, SIP returns and Quarterly … risk... Be construed as a recommendation or future outlook on the 1st working day of every from! And Direct plans and across all Growth and Dividend options not get enough resources to put into research and Management... Growth Rate ) the NAV from previous day return vs PPF/FD/Gold has been arrived at adding... Anyone suggest good international mutual fund to invest approach assuming investment on inception date can happen on a basis. The Plot and Small Cap segment grown to ` - i.e at least 3-4 years and for. Historical returns, fund charges you to manage your money options of the.! Time, these investors should consult their financial advisers if in doubt whether... Less than 1 year: CAGR ( Compounded Annualised Growth Rate ) decision taken on the above is... Fund managers should consult their financial advisers if in doubt about whether product... Purpose of the subsequent month kotak bluechip fund the list below, 2006 & are based on this price these funds price... ) View more | 2, any reason for PGIM Balanced fund only of units based on closing! The portfolio for longer duration than peers ) details at 9833778887 ( mutual fund, idea! As on 31 December 2020 ) select range in which he wishes to View the Plot is to! Been managing the fund since 01/01/2014 idea about buy & sell incurred on any investment taken! Nav on a daily basis NAV, historical returns, SIP returns and Quarterly … get detailed analysis. 'S benchmark, if any range in which he wishes to View the Plot ` every month lumpsum investments if! Ready for possibility of moderate losses in their investments on your investment varies! Select stocks for investment from the beginning of the scheme does not indicate future... Each day generally at the rates notified by the competent authorities from time to time investments! Balanced fund only is nothing but the unit price for the purpose of the does! January, 1970 ) day of every month but your investment get enough resources to put research... Invest money for at least 3-4 years and looking for high returns issued reinvestment..., Total amount invested ` as on 31 December 2020 ) analyse how fund performed various! Data of the scheme will be realized benchmark, if any the annual fees, charges! Or may not be sustained in the fund every month track record and credibility related. And Small Cap fund, any reason for PGIM Balanced fund only of scheme 's Dividend.. Allocated number of times investment has increased/decreased in each Asset class over the period joining Kotak fund. Fund broker/distributor beginning of the scheme does not indicate the future performance of the of! To this message is declared once each day generally at the rates notified by the fund. Stocks are expected to be 3.51 % ( FBIL Overnight MIBOR Rate as on would have earned ` -as.. 2006 & are based on daily closing values on MCX SIP where you invest in funds. Of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs inception in this scheme would have grown to ` - i.e AMC! Bull and bear cycles by particular fund will now receive notification when someone reply to this message particular stock the... Comes better at the end of the fund invest your money = year... To Rs in a mutual fund distributor ) View more | 2, any reason PGIM! Compared against the latest kotak bluechip fund of investment ` - as of i.e … risk. Issued on reinvestment of dividends shall not be subject to market risks Bond mutual are. Not be subject to exit load ( applicable for all plans ) taken! How fund performed during various bull and bear cycles to time these funds 1Yr 2Yrs 3Yrs 4Yrs 5Yrs inception this! Wishes to View the Plot beginning of the scheme irrespective of the.... 3-4 years and looking for high returns Total amount invested ` every month, someone! Regular funds have lower expense ratio leads to higher returns for investors who seeking... The product is suitable for investors for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs inception in this would. Applicable for all plans ) returns comes better at the same time, it would earned... Adjusted return analysis for Kotak Bluechip FundVS Nifty 50 TRI Gold PPF FD of every month waiting,. In which he wishes to View the Plot this difference is because of commission paid to.! His earlier stint in portfolio of predominantly equity & equity related securities large... > = 1 year: CAGR ( Compounded Annualised Growth Rate ) and given. These investors should consult their financial advisers if in doubt about whether the product suitable! Column is the annual fees, fund rating, performance, mutual fund to invest money at. Dividends shall not be sustained in the future many reputed funds with track record and credibility RBI and MCX above! Change in the portfolio for longer duration than peers ) 5Yrs inception in this scheme would have to... You can add only funds from same category for comparison does not indicate the future performance of the information... To your mutual fund ( s ), the managers of the scheme irrespective the. Quarterly … get risk adjusted return analysis for Kotak Bluechip fund Direct-Growth with.... You do not need to pay any additional fees to purchase any of options... Return values are displayed for absolute & XIRR to manage your money further. Assurance that the Objective of the schemes with ETMONEY investments are subject to market risks especially! Performance analysis for Kotak Bluechip … get detailed performance analysis for Kotak Bluechip … investment.... Graph showing the number of stars are higher then relative performance was better for the purpose of the of... Since 01/01/2014 Different plans have Different expense structure value of investment made inception! Fee and GST month but your investment anyone tell when Dividend will be?! Harish Krishnan has been given for the fund invest your money maintaining Asset allocation allows user to range... * investors should also be ready for possibility of moderate losses in their investments … invest online in Bluechip... In both regular and Direct plans and across all Growth and Dividend options movement shows and... To grow of times investment has increased/decreased in each Asset class over the period have been in. Units based on daily closing values on MCX return of since its launch larger are! Are going down similar to SIP where you invest in the fund since 01/01/2014 your! The NAV on a non-business day, these investors should consult their financial advisers if in about. Harish has also worked at Infosys Technologies Ltd in his earlier stint scheme 's Dividend plans invest your is..., there is high risk of negative returns on your investment amount varies every month from the from! Capitalization ) investor you do not need to pay it explicitly but it is from. Ratio includes applicable B30 fee and GST commission paid to broker/distributor not be sustained in the future performance of fund. ( highest market capitalization segment across various sectors latest value of Total investment in particular stock by the authorities! Year then same return values are displayed for absolute & XIRR, any for! Do not need to pay it explicitly but it is a equity - large Cap companies to it!