Axis Bluechip Fund - Growth - Direct Plan

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  • Net Change on 16-10-2019

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    Axis Bluechip Fund - Growth - Direct Plan 4 PersonalFN
  • Assets (Cr.)

  • Expense Ratio

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 6.19 5.69 22.61 16.51 13.21 16.05
NIFTY 50 4.18 -1.70 8.31 10.11 8.15 13.52
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI 3.98 -1.02 11.15 13.09 9.63 13.05

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 22.61 16.51 13.21 0.81 8,049.93
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 8.55 10.66 10.62 1.20 23,018.64
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 12.91 7.96 11.40 1.05 22,742.50
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 6.51 7.23 9.69 1.23 20,692.22
HDFC Top 100 Fund -Direct Plan - Growth Option Dec 31, 2012 6.56 9.24 8.67 1.28 17,613.65
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 10.62 11.95 12.85 0.62 14,917.15

Fund Holdings as on 30-September-2019

  • Clearing Corporation of India Ltd

  • HDFC Bank Limited

  • Kotak Mahindra Bank Limited

  • Infosys Limited

  • Bajaj Finance Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Avenue Supermarts Limited

  • Housing Development Finance Corporation Limited

  • Asian Paints Limited

  • Tata Consultancy Services Limited

  • Bajaj Finserv Limited

  • Nestle India Limited

  • Titan Company Limited

  • Nifty 50 Index

  • Pidilite Industries Limited

  • Hindustan Unilever Limited

  • Larsen & Toubro Limited

  • Bandhan Bank Limited

  • UltraTech Cement Limited

  • Divi's Laboratories Limited

  • Tech Mahindra Limited

  • Bharti Airtel Limited

  • 6.5% HDFC Bank Limited (26/02/2020)

  • Gruh Finance Limited

  • Astral Poly Technik Limited

  • Mahindra & Mahindra Limited

  • 5.6% HDFC Bank Limited (20/03/2020)

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Miscellaneous

  • Retailing

  • Finance - Housing

  • Paints

  • Finance - Investment

  • Consumer Food

  • Diamond & Jewellery

  • Chemicals

  • Household & Personal Products

  • Engineering - Construction

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Plastic Products

  • Automobiles - Passenger Cars

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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 ₹8,049.93 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 up ₹0.15(0.45%)yesterday to ₹33.61.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, HDFC Bank Limited and Kotak Mahindra Bank Limited

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

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

  • Deposits

  • Derivatives

  • Equity

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