Axis Bluechip Fund - Regular Plan - IDCW

Equity: Large Cap Open Ended Scheme
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NAV
₹ 20.25 ₹ -0.18 (-0.89 %)
as on 06-09-2024
Asset Size (AUM)
34,988.27 Cr
Launch Date
Jan 05, 2010
Invest in this scheme
Investment Objective
The scheme aims to generate regular long term capital growth from a diversified and actively managed portfolio of equity and equity related securities.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jan 05, 2010
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12.16

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.4 %
Expense Ratio
1.56%
Volatility
12.82 %
Fund House
Axis Mutual Fund
Fund Manager
Shreyash Devalkar, Ashish Naik, Krishnaa N
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
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 18/05
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Axis Bluechip Fund - Regular Plan - IDCW
Quant Large Cap Fund - Growth Option - Regular Plan
JM Large Cap Fund (Regular) - Growth Option
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option
BANK OF INDIA Bluechip Fund Regular Plan Growth
BANDHAN Large Cap Fund - Regular Plan - Growth
ICICI Prudential Bluechip Fund - Growth
DSP Top 100 Equity Fund - Regular Plan - Growth
Invesco India Largecap Fund - Growth
Taurus Large Cap Fund - Regular Plan - Growth
Performance

Scheme Performance (%)

Data as on - 06-09-2024

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Bluechip Fund - Regular Plan - IDCW 05-01-2010 30.08 16.14 8.32 14.89 11.85
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 43.64 25.83 0.0 0.0 0.0
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 42.53 28.47 19.43 20.31 12.58
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 40.62 26.53 17.65 20.87 14.31
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 40.02 24.86 14.33 0.0 0.0
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 39.38 24.51 15.85 20.41 12.53
ICICI Prudential Bluechip Fund - Growth 05-05-2008 38.48 26.96 19.46 21.86 14.87
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 38.46 26.67 15.49 19.06 11.9
Invesco India Largecap Fund - Growth 21-08-2009 38.1 25.19 16.24 20.31 14.0
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 37.43 19.95 15.68 17.72 10.91
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings