Axis Bluechip Fund - Regular Plan - Growth
Fund Manager: Shreyash Devalkar |
Equity: Large Cap |
NIFTY 50 TRI
NAV as on 18-09-2020
AUM as on 31-08-2020
Rtn ( Since Inception )
11.23%
Inception Date
Jan 01, 2010
Expense Ratio
1.7%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
100
Min. SIP Amount
1000
Risk Status
moderately high
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.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 11.4 | 21.72 | 8.39 | 8.44 | 10.76 | 10.24 |
| NIFTY 50 TRI | 14.44 | 36.77 | 7.22 | 5.54 | 8.94 | 8.24 |
| Equity: Large Cap | 12.75 | 29.49 | 6.18 | 2.65 | 7.1 | 8.17 |
| Rank within Category | 23 | 29 | 9 | 1 | 1 | 4 |
| Number of Funds within Category | 31 | 31 | 31 | 30 | 29 | 26 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Axis Bluechip Fund - Regular Plan - Growth | 16,763.73 | 1.7 | 8.39 | 8.44 | 10.76 | 10.24 |
| Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | 701.72 | 2.45 | 16.59 | 7.63 | 10.22 | 10.33 |
| IDFC Large Cap Fund-Regular Plan-Growth | 514.93 | 2.6 | 13.65 | 4.09 | 8.46 | 7.51 |
| Kotak Bluechip Fund - Growth | 1,653.38 | 2.19 | 10.52 | 4.3 | 7.63 | 8.58 |
| Invesco India Largecap Fund - Growth | 236.02 | 2.64 | 8.91 | 4.02 | 7.57 | 8.46 |
| IDBI India Top 100 Equity Fund Growth | 366.53 | 2.5 | 8.8 | 0.82 | 5.74 | 0.0 |
| JM Large Cap Fund-Growth | 381.5 | 2.04 | 8.78 | 3.62 | 5.93 | 6.29 |
| UTI - Master Share-Growth Option | 6,475.27 | 1.98 | 8.65 | 4.38 | 7.3 | 8.37 |
| Mirae Asset Large Cap Fund - Growth Plan | 18,385.69 | 1.66 | 8.5 | 4.55 | 10.5 | 12.08 |
| BNP PARIBAS LARGE CAP Fund-Growth Option | 843.97 | 2.31 | 8.25 | 4.34 | 7.43 | 10.41 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | -22.55 | 31.73 | 13.49 | 40.85 | -1.24 | -3.62 | 38.03 | 6.54 | 18.57 |
| NIFTY 50 TRI | 18.51 | -24.1 | 29.08 | 7.23 | 32.94 | -3.01 | 4.39 | 30.27 | 4.64 | 13.48 |
| Equity: Large Cap | -1.62 | 30.92 | 3.26 | 0.86 | 41.03 | 6.49 | 28.57 | -21.84 | 19.03 | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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