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My Portfolio:
  • 0.00 0

Kotak Bluechip Fund (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | Rohit Tandon

23 Apr 25 | 12:00 AM

71.02 0.56 (0.80%)

Scheme Info

Investment Details

Have a look at some key information regarding the Mutual fund which helps in evaluating whether the fund suits your investment objectives

Fund Objective

To generate capital appreciation from a portfolio of predominantly equity and equity related securities. 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. Review and rebalancing will be conducted if the investment in companies exceed above 59. To reduce risk of portfolio, the scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI.

Scheme Details

  • Fund Type

    OPEN

  • Inception Date

    11-12-1998

  • AMC Name

    Kotak Mahindra Mutual Fund

  • Minimum Investment

    Rs. 100

  • Expense Ratio

    1.74

  • Exit Load Comment

    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. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

Style Box Analysis

  • Large Cap
  • Mid Cap
  • Small Cap
  • Growth Blend Value

Investment-Style

Market-Cap