Kotak Bluechip Fund: Plan your long-term investment goals with SIP

In the ever-evolving markets, SIP still continues to be a popular investment choice because of the benefits that it offers. And Compounding is indeed one of the most significant benefits of investing in mutual funds

Kotak Bluechip Fund, has stood as a beacon of growth in the dynamic world of investments and has recently marked a milestone of 25 years!

This fund aims to provide investor with long term growth opportunities by investing in blue-chip companies in India, with strong business fundamentals and management.

The Fund reflects India’s economic growth and is a testament to the power of compounding, since its inception on 29th Dec 1998, SIP of Rs. 10,000 per month, generated a CAGR of 16.36% return*, which translated into corpus of approximately Rs. 3.50 crore as of 31st January 2024. If you would have done a 10% step up in SIP of Rs.10000 every year since inception, that would have grown to Rs. 6.51 crore at a 15.78% CAGR in 25 years.*

*Source: ICRA, MFI Explorer.  Data as on 31st January 2024, Since Inception. Performance given above is for Regular Plan-IDCW Option, Past performance may or may not be sustained in the future. Kotak Mahindra Asset Management Company Limited (KAMAMC) is not guaranteeing or promising any returns/futuristic returns. For detailed scheme performance, refer below table.

Over these 25 years, Kotak Bluechip Fund has generated these returns amidst many economic and global headwinds such as the 2000 Dot-com Bubble Burst, the 2008 Global Financial Crisis, 2016 Demonetization, and the 2020 COVID-19 Pandemic, among others. Navigating the portfolio through these events has been the key to the Fund's performance.

Nilesh Shah, Managing Director KMAMC said, "Over past  25 years, India's landscape has evolved significantly. Through every economic cycle, political phase, and fundamental shift, the Kotak Bluechip Fund has mirrored India's growth story."

Harsha Upadhyaya, Chief Investment Officer - Equity, KMAMC is at the helm of the Fund, has played a pivotal role by guiding the fund's performance to provide investors with growth opportunities by investing in India's blue-chip companies. Speaking on the Fund’s 25 years completion he said, “Kotak Bluechip Fund has successfully navigated various economic, political and social changes over the past 25 years. The fund has outperformed both Nifty 100 TRI and Nifty 50 TRI over various time periods1.”

The Fund has invested in the companies selected for their strong business fundamentals and capable management teams, making the fund an ideal choice for those looking to invest in Bluechip companies. It's designed to be a core part of any investment portfolio , helping investors achieve growth in the long term.

Well, long Term Investment does Counts! So what are you waiting for? Start your investment journey via SIP today, to grow your investment portfolio.

Systematic Investment Plans (SIP) PerformanceSystematic Investment Plan (SIP) If you had invested Rs 10,000 every month

Since inception date of Kotak Bluechip Fund - Regular Plan – IDCW Option is December 29, 1998; Alpha is difference of scheme return with benchmark return. The returns are calculated by XIRR approach assuming investment of `10,000/- on the 1st working day of every month. Returns are of Regular Plan IDCW Option. 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. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. # Benchmark; ^ 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). Alpha is difference of scheme return with benchmark return. *All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). N.A stands for data not available. Note: Point to Point (PTP) Returns in INR shows the value of 10,000/- investment made at inception.

Source: ICRA MFI Explorer. ***As per SEBI Circular dated 27th October 2021 The first tier benchmark is reflective of the category of the scheme and the second tier benchmark is demonstrative of the investment style / strategy of the Fund Manager within the category.

SIP Step -UP workings:

Scheme Performance

Since inception Date of Kotak Bluechip Fund – Regular Plan - IDCW option is 29/12/1998. Mr. Rohit Tandon has appointed as the Fund Manager of the Scheme w.e.f January 22, 2024. Different plans have different expense structure. The performance details provided herein are of Regular Plan - IDCW Option. 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. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). N.A stands for data not available. Note: Point to Point (PTP) Returns in INR shows the value of 10,000/- investment made at inception.

Source: ICRA MFI Explorer. # Name of Scheme Benchmark. ## Name of Additional Benchmark. TRI - Total Return Index, In terms of para 6.14 of SEBI Master circular No. SEBI/HO/IMD/IMD-PoD-1/P/CIR/2023/74 dated May 19, 2023, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Alpha is difference of scheme return with benchmark return.

To know about the more funds managed by the fund manager – please click on the link

https://www.kotakmf.com/documents/Funds-Managed-by-Fund-Managers-Regular-Plan

Kotak Bluechip Fund
Large cap fund - An open-ended equity scheme predominantly investing in large cap stocks

The information contained in this (document) is extracted from different public sources/KMAMC internal research. All reasonable care has been taken to ensure that the information contained herein is not misleading or untrue at the time of publication. This is for the information of the person to whom it is provided without any liability whatsoever on the part of Kotak Mahindra Asset Management Co Ltd or any associated companies or any employee thereof. Investors should consult their financial advisors if in doubt about whether the product is suitable for them before investing.

The document includes statements/opinions which contain words or phrases such as "will", "believe", "expect" and similar expressions or variations of such expressions, that are forward looking statements. Actual results may differ materially from those suggested by the forward looking statements due to risk or uncertainties associated with the statements mentioned with respect to but not limited to exposure to market risks, general and exposure to market risks, general economic and political conditions in India and other countries globally, which have an impact on the services and/or investments, the monetary and interest policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign exchange rates, equity prices or other rates or prices etc.

This is not intended for distribution or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. The distribution of it, in certain jurisdictions may be restricted or totally prohibited and accordingly, persons who come into possession of this material are required to inform themselves about, and to observe, any such restrictions. The sector(s)/ stock(s) referred, if any should not be construed as any kind of recommendation and are for information/used to explain the concept.

Past performance may or may not be sustained in future. For detailed portfolio and related disclosures for the scheme(s), please refer to our website https://www.kotakmf.com/Information/forms-and-downloads. The portfolio and its composition are subject to change, and the same position may or may not be sustained in future. The fund manager may make the changes, as per different market conditions and in the best interest of the investors. To view the latest complete performance details of the Scheme(s), kindly refer to the factsheet on our website: https://www.kotakmf.com/Information/forms-and-downloads. Investors may consult their financial expert before making any investment decision.

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY