Kotak Bluechip Fund Direct Growth

Scheme code: INF174K01KW6 NAV value: ₹ 633.4360 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	1.90	45.55	25.14	23.94
3 year	10.47	34.34	18.39	17.2
5 year	2.92	28.47	15.04	13.9
7 year	6.57	18.00	14.18	13.25
10 year	11.83	17.69	15.22	14.33
12 year	14.32	15.77	15.15	14.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	25.14
3 year	6.28	33.32	15.79	18.39
5 year	3.54	26.02	13.5	15.04
7 year	3.33	15.62	11.71	14.18
10 year	3.49	17.22	10.6	15.22
12 year	3.07	16.17	10.84	15.15
15 year	6.95	15.66	10.88

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	31.13	25.14
3 year	8.15	28.1	17.96	18.39
5 year	3.67	28.39	12.79	15.04
7 year	6.37	19.44	12.99	14.18
10 year	5.44	23	13.61	15.22
12 year	5.63	21.18	13.5	15.15
15 year	7.36	20.78	13.11

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	25.14
3 year	6.56	32.12	15.89	18.39
5 year	3.67	26.2	13.34	15.04
7 year	3.8	15.42	11.89	14.18
10 year	3.8	18	11.04	15.22
12 year	3.63	16.86	11.23	15.15
15 year	7.01	16.36	11.2

Rolling return for 1 year

- Average return: 25.14% - Median return: 29.11% - Average standard deviation: 4.42

Rolling return for 3 year

- Average return: 18.39% - Median return: 17.64% - Average standard deviation: 1.82

Rolling return for 5 year

- Average return: 15.04% - Median return: 14.87% - Average standard deviation: 0.96

Rolling return for 7 year

- Average return: 14.18% - Median return: 14.37% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 15.22% - Median return: 15.33% - Average standard deviation: 0.47

Rolling return for 12 year

- Average return: 15.15% - Median return: 15.07% - Average standard deviation: 0.43

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,05,252	1,05,252	8.78
3 year	36,00,000	46,42,415	10,42,415	8.85
5 year	60,00,000	90,68,235	30,68,235	8.61
7 year	84,00,000	1,42,51,760	58,51,760	7.85
10 year	1,20,00,000	2,67,99,688	1,47,99,688	8.37
12 year	1,44,00,000	3,76,37,059	2,32,37,059	8.34

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	8.78
3 year	7.31	8.85
5 year	7.48	8.61
7 year	6.39	7.85
10 year	5.96	8.37
12 year	6.11	8.34

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	7.58	8.78
3 year	9.5	8.85
5 year	7.75	8.61
7 year	6.75	7.85
10 year	7.61	8.37
12 year	7.66	8.34

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	8.78
3 year	7.48	8.85
5 year	7.46	8.61
7 year	6.41	7.85
10 year	6.17	8.37
12 year	6.32	8.34

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,05,252 - Absolute Returns: ₹1,05,252 - CAGR: 8.78%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,42,415 - Absolute Returns: ₹10,42,415 - CAGR: 8.85%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,68,235 - Absolute Returns: ₹30,68,235 - CAGR: 8.61%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,42,51,760 - Absolute Returns: ₹58,51,760 - CAGR: 7.85%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,67,99,688 - Absolute Returns: ₹1,47,99,688 - CAGR: 8.37%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,76,37,059 - Absolute Returns: ₹2,32,37,059 - CAGR: 8.34%