Kotak Bluechip Fund Direct Growth

Scheme code: INF174K01KW6 NAV value: ₹ 600.9290 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 16.43 45.55 31.19 31.36
3 year 12.37 20.44 16.76 16.43
5 year 16.67 23.58 19.25 17.82
7 year 14.25 17.73 15.73 14.67
10 year 13.21 17.43 15.60 14.61

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 31.19
3 year 7.63 16.87 13.32 16.76
5 year 12.6 19.62 15.37 19.25
7 year 10.81 15.2 13.42 15.73
10 year 9.81 13.99 12.12 15.6
NIFTY NEXT 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 9.82 79.75 55.14 31.19
3 year 11.58 25.57 20.12 16.76
5 year 15.11 24.71 19.88 19.25
7 year 9.62 16.24 13.78 15.73
10 year 11.93 17.68 15.62 15.6
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 31.19
3 year 7.94 17.89 14.14 16.76
5 year 13.28 20.23 15.93 19.25
7 year 10.62 15.28 13.42 15.73
10 year 10.08 14.47 12.61 15.6

Rolling return for 1 year

Average return: 31.19%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.87 16.43 19.87 16.43 1.72 18.15 01-2024 01-2025
25.07 22.28 30.37 17.31 4.72 23.76 12-2023 12-2024
31.99 28.71 37.41 23.64 5.01 30.44 11-2023 11-2024
36.1 38.85 45.55 29.84 5.64 37.58 10-2023 10-2024
36.12 38.22 42.98 31.58 4.1 37.22 09-2023 09-2024
33.62 37.91 40.39 31.25 3.57 35.79 08-2023 08-2024
35.15 35.91 40.17 31.04 3.24 35.57 07-2023 07-2024
27.06 35.31 40.41 22.45 6.99 31.31 06-2023 06-2024
29.51 32.59 36.92 25.42 4.21 31.11 05-2023 05-2024
32.47 32.54 36.97 28.18 3.11 32.54 04-2023 04-2024
33.13 31.47 37.36 27.41 3.57 32.34 03-2023 03-2024
28.7 28.22 32.6 24.45 2.89 28.49 02-2023 02-2024

Rolling return for 3 year

Average return: 16.76%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.8 13.29 15.8 13.29 1.26 14.54 01-2022 01-2025
16.46 16.06 18.08 14.46 1.29 16.26 12-2021 12-2024
14.88 13.89 16.43 12.37 1.48 14.39 11-2021 11-2024
14.84 15.49 17.44 12.94 1.61 15.18 10-2021 10-2024
16.8 17.19 18.73 15.28 1.23 17 09-2021 09-2024
17.64 17.26 19.6 15.34 1.51 17.46 08-2021 08-2024
18.79 19.4 20.25 17.96 0.84 19.1 07-2021 07-2024
15.84 18.48 19.76 14.6 2.05 17.17 06-2021 06-2024
18.23 17.53 20.44 15.38 1.81 17.9 05-2021 05-2024
18.23 18.08 19.56 16.77 0.99 18.16 04-2021 04-2024
17.45 16.57 18.68 15.36 1.21 17.02 03-2021 03-2024
17.69 16.11 18.87 14.96 1.49 16.91 02-2021 02-2024

Rolling return for 5 year

Average return: 19.25%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.57 17.76 18.57 17.76 0.4 18.16 01-2020 01-2025
18.66 18.89 19.64 17.91 0.62 18.77 12-2019 12-2024
18.41 18.73 19.37 17.78 0.57 18.57 11-2019 11-2024
20.64 20.52 22.27 18.92 1.19 20.59 10-2019 10-2024
22.37 21.54 23.58 20.35 1.18 21.96 09-2019 09-2024
21.55 21.94 22.76 20.74 0.73 21.75 08-2019 08-2024
21.13 20.33 22.02 19.46 0.95 20.74 07-2019 07-2024
17.56 19.12 19.93 16.77 1.25 18.34 06-2019 06-2024
18.58 18.1 19.91 16.79 1.12 18.34 05-2019 05-2024
17.33 17.65 18.12 16.87 0.46 17.49 04-2019 04-2024
18.18 17.4 18.92 16.67 0.84 17.79 03-2019 03-2024
18.72 18.36 19.43 17.66 0.64 18.54 02-2019 02-2024

Rolling return for 7 year

Average return: 15.73%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.03 14.25 15.03 14.25 0.39 14.64 01-2018 01-2025
15.62 15.44 16.31 14.75 0.56 15.53 12-2017 12-2024
15.28 15.51 15.95 14.85 0.4 15.4 11-2017 11-2024
16.14 16.56 17.26 15.45 0.66 16.35 10-2017 10-2024
16.91 16.94 17.73 16.12 0.57 16.92 09-2017 09-2024
16.4 16.47 17.22 15.65 0.56 16.43 08-2017 08-2024
16.34 16.36 16.95 15.76 0.42 16.35 07-2017 07-2024
14.92 16.21 16.58 14.56 0.85 15.57 06-2017 06-2024
15.1 15.5 16.02 14.58 0.53 15.3 05-2017 05-2024
15.19 15.26 15.74 14.71 0.36 15.22 04-2017 04-2024
15.41 15.39 15.93 14.87 0.37 15.4 03-2017 03-2024
15.59 15.62 16.08 15.13 0.34 15.6 02-2017 02-2024

Rolling return for 10 year

Average return: 15.60%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.45 13.21 14.45 13.21 0.62 13.83 01-2015 01-2025
14.71 14.38 15.19 13.91 0.47 14.55 12-2014 12-2024
14.24 14.27 14.7 13.81 0.31 14.26 11-2014 11-2024
15.44 15.33 16.21 14.56 0.58 15.39 10-2014 10-2024
15.63 15.81 16.2 15.24 0.35 15.72 09-2014 09-2024
15.94 15.75 16.51 15.18 0.48 15.84 08-2014 08-2024
16.24 16.04 16.67 15.61 0.38 16.14 07-2014 07-2024
15.22 15.84 16.37 14.69 0.63 15.53 06-2014 06-2024
16.36 15.83 17.01 15.18 0.67 16.1 05-2014 05-2024
16.24 16.33 16.63 15.94 0.25 16.28 04-2014 04-2024
16.73 16.33 17.1 15.97 0.42 16.53 03-2014 03-2024
17.08 16.86 17.43 16.51 0.33 16.97 02-2014 02-2024