Jama - Kotak Bluechip Fund


Kotak Bluechip Fund


NAV : 479.932
(-1.0889999999999986
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)
AUM : ₹53 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.7%7.02%17.84%14.14%7.39%22.85%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme predominantly investing in large cap stocks
NAV479.932
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio59.0%
Exit Load : i) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%. ii) For redemption/switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: Nil. Note Any exit load charged (net off Service Tax, if any) shall be credited back to the respective scheme. Units issued on reinvestment of dividends shall not be subject to entry and exit load.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,553₹1,08,216₹338
After 1 year₹1,14,140₹1,12,696₹1,444
After 3 years₹1,85,393₹1,78,619₹6,774
After 20 years₹61,27,543₹47,80,905₹13,46,638

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 22.85% Past 3 yr Data




Fund 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.
Fund Manager:
Harish krishnan