Axis Bluechip Fund - Growth - Direct Plan

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  • Net Change on 15-01-2021

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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 5.06 23.26 20.92 16.33 18.03 16.84
NIFTY 50 6.38 23.57 16.94 10.34 14.16 13.78
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 6.03 23.66 18.54 13.39 16.38 13.51

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 20.92 16.33 18.03 0.51 22,517.33
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 17.48 9.34 15.46 1.22 26,541.23
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 18.10 10.34 17.31 0.55 22,093.02
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 17.83 7.72 13.94 1.08 19,575.33
HDFC Top 100 Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated 11.46 6.48 14.32 1.20 18,274.15
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 9.88 6.13 13.71 1.18 10,434.50

Fund Holdings as on 31-December-2020

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Infosys Limited

  • Kotak Mahindra Bank Limited

  • Tata Consultancy Services Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Avenue Supermarts Limited

  • Housing Development Finance Corporation Limited

  • Clearing Corporation of India Ltd

  • Maruti Suzuki India Limited

  • Hindustan Unilever Limited

  • Divi's Laboratories Limited

  • Nestle India Limited

  • Bharti Airtel Limited

  • Asian Paints Limited

  • Pidilite Industries Limited

  • Dr. Reddy's Laboratories Limited

  • HDFC Life Insurance Company Limited

  • UltraTech Cement Limited

  • Cipla Limited

  • Wipro Limited

  • Shree Cement Limited

  • Titan Company Limited

  • Motherson Sumi Systems Limited

  • ICICI Lombard General Insurance Company Limited

  • Torrent Pharmaceuticals Limited

  • 3.25% Axis Bank Limited (17/08/2021)

  • Tata Steel Limited

  • Tata Consumer Products Limited

  • Gland Pharma Limited

  • Tata Steel Limited

  • Reliance Industries Limited - Partly Paid Shares

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Refineries

  • Retailing

  • Finance - Housing

  • Consumer Food

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Paints

  • Insurance

  • Chemicals

  • Diamond & Jewellery

  • Auto Ancillary

  • Miscellaneous

  • Steel & Iron Products

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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

  • Deposits

  • Derivatives

  • Equity

  • Rights

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About Axis Bluechip Fund

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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 ₹22,517.33 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 ₹-0.52(-1.21%)yesterday to ₹42.6.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Axis Bluechip Fund is managed by Shreyash Devalkar and Hitesh Das.

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