Axis Bluechip Fund - Regular Plan - Growth
AUM:
₹ 3,051.6 Cr
Expense Ratio
1.6%
Benchmark
BSE 100 TRI
ISIN
INF846K01164
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Exit Load
If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017. 1% if Units are redeemed or Switched out within 12 months from the date of allotment w.e.f., 01/10/2013.3% is payable if Units are redeemed /switched-out within 6 months from the date of allotment.2% is payable if Units are redeemed /switched-out after 6 months and upto 12 months from the date of allotment.1% is payable if Units are redeemed /switched-out after 12 months and upto 24 months from the date of allotment. w.e.f 01/10/2012. 1% if Units are redeemed or Switched out within 12 months from the date of allotment w.e.f 01/01/2010. Axis Equity Fund has been renamed as Axis Bluechip Fund w.e.f 18/0
Asset Class
Equity
Status
Open Ended Schemes
Fund Manager
Shreyash Devalkar, Ashish Naik, Krishnaa N
56.6
0.63 (1.1131%)
Overview
Investment Objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Asset Allocation
Equity
87.36%
Debt
0.81%
Others
11.83%
Indicators
| Volatility | 12.82 |
| Sharp Ratio | 0.11 |
| Alpha | -3.41 |
| Beta | 0.93 |
| Yield to Maturity | - |
| Average Maturity | - |
-
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| Axis Bluechip Fund - Regular Plan - Growth | 7.65 | 8.27 | 16.57 | 12.07 |
| Benchmark | - | - | - | - |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.47 |
| N/A | 15.14 |
| Information Technology | 9.97 |
| Healthcare | 7.87 |
| Consumer Services | 7.32 |
| Automobile and Auto Components | 5.98 |
| Telecommunication | 5.05 |
| Construction | 3.29 |
| Fast Moving Consumer Goods | 2.94 |
| Oil, Gas & Consumable Fuels | 2.94 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 12.1 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.94 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.35 |
| INFOSYS LIMITED EQ FV RS 5 | 6.2 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.05 |
| BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | 4.87 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.29 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 3.22 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.94 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 2.93 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Axis BlueChip Reg Gr | 04-01-2010 | 7.65 | 8.27 | 16.57 | 11.2 |
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 26.93 | 0.0 | 0.0 | 0.0 |
| DSP Top 100 Equity Reg Gr | 05-03-2003 | 16.44 | 16.69 | 22.44 | 10.47 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 13.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Bluechip Equity Reg Gr | 05-08-2010 | 11.51 | 13.0 | 21.72 | 12.49 |
| SBI Blue Chip Reg Gr | 01-02-2006 | 10.42 | 12.63 | 22.82 | 11.6 |
| Invesco India Large Cap Gr | 21-08-2009 | 9.99 | 12.81 | 22.43 | 11.26 |
| ABSL Frontline Equity Gr | 05-08-2002 | 9.85 | 12.93 | 23.32 | 11.34 |
| Kotak Bluechip Gr | 29-12-1998 | 9.54 | 12.95 | 22.94 | 11.64 |
| Bandhan Large Cap Reg Gr | 09-06-2006 | 9.5 | 12.63 | 21.85 | 10.84 |