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Kotak Bluechip Dividend Payout Direct

Equity

  

Large Cap Fund

NAV

26.305 -0.982

as on (02 Apr, 2020)

RETURNS

-5.87 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

1.18 %

Benchmark

IISL Nifty 50 PR INR

Asset Size

1445.54 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

To generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

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Fund manager

Harish Krishnan

(since 01 Jan, 2014)

Exit load

1 %

(If redeemed within 540 days)

Minimum sip

₹ 100

minimum investment

₹ 1000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

8.93 %

Reliance Industries Ltd

7.93 %

Housing Development Finance Corp Ltd

5.05 %

ICICI Bank Ltd

4.97 %

Sector Allocation

About the Scheme Type

Large Cap Fund

FundsLarge Cap Mutual Funds invest in companies with large market capitalization, and who ae well-established players with good track record. Large cap funds are one of the less riskiest investment avenues and pose an attractive option for investors with lower risk appetite or who are relatively risk-averse. After SEBI’s re-categorization the large-cap companies are those thatfall within the top 100 ranks of the give benchmark. Large cap funds require patience from investors and ask for longer time periods for staying invested, usually for 5 – 7 years.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

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Overview of Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). Kotak Mutual Fund started operations in December 1998 and has approximately 7.5 Lac investors in various schemes. Kotak Mutual Fund offers schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities. The company is present in 80 cities and has 84 branches.

Vision of Kotak Mutual Fund – Kotak Mutual Fund envisions to be a responsible player in the Indian mutual fund space, offering best in class products across investor lifecycle. We, at Kotak Mutual Fund, strive hard to deliver consistent performance over the benchmark across all our products, thereby creating customer satisfaction. Our 12 years of existence, offering a broad range of investment products across asset classes with varying risk parameters that cater to needs of various customer segments, have enabled us to garner trust of over 10 lac investors.