Axis Bluechip Fund - Growth - Direct Plan

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  • Net Change on 08-07-2020

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Bluechip Fund - Direct Plan - Growth 5.07 14.02 0.46 11.12 9.91 13.96
NIFTY 50 5.29 22.37 -7.38 3.46 5.06 12.91
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 6.03 22.06 -5.00 6.28 6.93 12.38

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Bluechip Fund - Direct Plan - Growth Jan 01, 2013 0.46 11.12 9.91 0.44 13,003.39
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -7.68 3.90 6.88 1.10 21,765.71
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 -8.29 2.27 5.93 1.04 19,632.17
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 -9.46 1.01 5.23 1.11 16,026.88
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 -5.85 5.15 8.83 0.65 15,174.51
HDFC Top 100 Fund -Direct Plan - Growth Option Dec 31, 2012 -18.13 0.32 4.64 1.27 14,467.85

Fund Holdings as on 31-May-2020

  • Clearing Corporation of India Ltd

  • HDFC Bank Limited

  • Avenue Supermarts Limited

  • Infosys Limited

  • Kotak Mahindra Bank Limited

  • Bharti Airtel Limited

  • Tata Consultancy Services Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Nestle India Limited

  • Bajaj Finance Limited

  • Hindustan Unilever Limited

  • Asian Paints Limited

  • Nifty 50 Index

  • Divi's Laboratories Limited

  • Dr. Reddy's Laboratories Limited

  • Housing Development Finance Corporation Limited

  • Maruti Suzuki India Limited

  • Titan Company Limited

  • HDFC Life Insurance Company Limited

  • 4.75% Axis Bank Limited (30/06/2020)

  • Pidilite Industries Limited

  • Torrent Pharmaceuticals Limited

  • Sun Pharmaceutical Industries Limited

  • Cipla Limited

  • UltraTech Cement Limited

  • ICICI Lombard General Insurance Company Limited

  • 5.5% HDFC Bank Limited (31/08/2020)

  • 7.15% Housing Development Finance Corporation Limited (16/09/2021) **

  • Reliance Industries Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Retailing

  • Telecommunication - Service Provider

  • Refineries

  • Consumer Food

  • Finance - NBFC

  • Household & Personal Products

  • Paints

  • Insurance

  • Finance - Housing

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Chemicals

  • Cement & Construction Materials

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Fund Manager

  • Education:Engineer from UDCT and PGDM from the JBIMS, Mumbai
  • Experience:5 Years
  • Basic Details:Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.
  • Funds Managed:
  • Axis Bluechip Fund
  • Axis Midcap Fund
  • Axis Multicap Fund
  • Cash

  • CRISIL AAA

  • Deposits

  • Derivatives

  • Equity

  • Rights

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About Axis Bluechip Fund

Scheme Analysis

Axis Bluechip Fund is a Equity - Large Cap Fund fund and belongs to Axis Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹13,003.39 crore. Axis Bluechip Fund is benchmarked against NIFTY 50 as primary index and NIFTY 50 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Axis Bluechip Fund ended down ₹-0.4(-1.23%)yesterday to ₹32.13.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The Axis Bluechip Fund is managed by Shreyash Devalkar .

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com