Axis Bluechip Fund Direct Plan Growth | Pros & Cons NAV(45.17)

Axis Bluechip Fund Direct Plan Growth

Equity: Large Cap

Fund Information

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.

Very High Risk

Nifty 100

Benchmark

2013-01-01

Launched On

Type

Min SIP

5000

Min Investment

33967

AUM in Crores

0.48

Expense Ratio

1.00

Exit Load

Axis Asset Management Company Ltd.

Fund House

Shreyash Devalkar

Fund Managers

Axis Bluechip Fund Direct Plan Pros & Cons

Pros

  • Axis Bluechip Fund Direct Plan Growth has over performed index in 2012-2015, 2015-2018, 2016-2019, 2017-2020 years
  • Lower Expense Ratio
  • 3 years avg returns are higher than benchmark
  • Axis Bluechip Fund Direct Plan Growth is ranking 3rd in last 5 years

Cons

  • Axis Bluechip Fund Direct Plan Growth has under performed index in 2013-2016, 2014-2017 years
  • Assets under Management is 15000, fund might under perform index in the coming years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Axis Bluechip Fund Direct Plan Growth 
13.1919.6618.6113.38
Nifty 100
15.9518.9115.1911.613.7211.7

Axis Bluechip Fund Direct Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Axis Bluechip Fund Direct Plan Growth 
14.9726.75.6515.4322.535.02
Nifty 100
16.0164.11-7.0514.2746.96-0.75

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Axis Bluechip Fund Direct Plan Growth 
25.8118.081.1660.87.33
Nifty 100
21.9222.050.78--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
10.61
2020-03-11 - 2020-03-18
-15.59
Month2014-05-07 - 2014-06-07
17.27
2020-02-24 - 2020-03-24
-26.67
Quarter2020-09-24 - 2021-01-24
31.36
2019-12-04 - 2020-04-04
-22.28
Year2020-03-23 - 2021-03-23
68.25
2015-02-13 - 2016-02-13
-15.16

Portfolio

Stock NameSector% of Total Holdings
HDFC Bank Ltd.Financials9.16
Infosys Ltd.Technology8.93
Bajaj Finance Ltd.Financials8.61
ICICI Bank Ltd.Financials7.72
Tata Consultancy Services Ltd.Technology7.07
Kotak Mahindra Bank Ltd.Financials6.56
Avenue Supermarts Ltd.Retail and Other Services5.68
Reliance Industries Ltd.Energy5.25
Housing Development Finance Corporation Ltd.Financials4.9
Divi's Laboratories Ltd.Healthcare3.01
Ultratech Cement Ltd.Construction2.42
Hindustan Unilever Ltd.FMCG2.38
Asian Paints Ltd.Chemicals2.36
Motherson Sumi Systems Ltd.Automobile and Ancillaries2.18
Nestle India Ltd.FMCG2.15
Maruti Suzuki India Ltd.Automobile and Ancillaries2.05
Pidilite Industries Ltd.Chemicals1.94
Wipro Ltd.Technology1.58
Bharti Airtel Ltd.Media and Communications1.55
Shree Cement Ltd.Construction1.21
Titan Company Ltd.Retail and Other Services1.13
Cipla Ltd.Healthcare1.05
State Bank Of IndiaFinancials1.04
Tata Consumer Products Ltd.FMCG0.9
Dr. Reddys Laboratories Ltd.Healthcare0.9
Tata Steel Ltd.Metals0.85
Cholamandalam Investment & Finance Company Ltd.Financials0.81
HDFC Life Insurance Co Ltd.Financials0.62
Gland Pharma Ltd.Healthcare0.55
Torrent Pharmaceuticals Ltd.Healthcare0.47
ICICI Lombard General Insurance Co Ltd.Financials0.44
Larsen & Toubro Ltd.Infrastructure0.35
Tata Motors Ltd.Automobile and Ancillaries0.31
SBI Life Insurance Company Ltd.Financials0.27
Mahindra & Mahindra Ltd.Automobile and Ancillaries0.25
Reliance Industries Ltd - Partly Paid up Equity Shares (Rights Entitlements (REs)Energy0.11
Info Edge (India) Ltd.Technology0.1
Bajaj FinanceFinancial10.09
HDFC BankFinancial8.92
InfosysTechnology8.84
ICICI BankFinancial7.92
Tata Consultancy ServicesTechnology7.78
Avenue SupermartsServices6.91
Reliance IndustriesEnergy5.02
HDFCFinancial4.1
Kotak Mahindra BankFinancial4.01
Divi's LaboratoriesHealthcare3.25
Ultratech CementConstruction3.22
Bharti AirtelCommunication2.54
Motherson Sumi SystemsAutomobile2.02
Asian PaintsChemicals1.97
Hindustan UnileverFMCG1.95
Pidilite IndustriesChemicals1.91
Nestle IndiaFMCG1.55
WiproTechnology1.51
Gland PharmaHealthcare1.28
Maruti Suzuki IndiaAutomobile1.26
Titan CompanyConsumer Durable1.22
State Bank of IndiaFinancial1.19
Ambuja CementsConstruction1.04
CiplaHealthcare0.98
Tata Consumer ProductsFMCG0.94

AUM Yearly

YearScheme Total AumCategory Total Aum
202125183.240.00
202022517.330.00
201910211.89154726.00

Axis Bluechip Fund Direct Plan Details

Axis Bluechip Fund Direct Plan Growth is a mutual fund scheme launched by Axis Asset Management Company Ltd..This fund has been launched on 2013-01-01. Axis Bluechip Fund Direct Plan Growth currently has 33967 crores of assets under management (AUM) and has an expense ratio of 0.48 which is lower than what most other Large Cap funds charge.


Axis Bluechip Fund Direct Plan Growth has given returns of 13.19% in the last 1 year and 19.66% in the last 3 years. And since launch the fund has given 16.73% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.5000.

The top holdings of the fund are HDFC Bank Ltd. , Infosys Ltd. , Bajaj Finance Ltd. , ICICI Bank Ltd. , Tata Consultancy Services Ltd.

Frquently Asked Questions

1. What is the NAV of Axis Bluechip Fund Direct Plan ?

The current Net Asset Value (NAV) of the Axis Bluechip Fund Direct Plan is 45.17

2. Axis Bluechip Fund Direct Plan Rolling Returns

The 3 year rolling returns of the Axis Bluechip Fund Direct Plan :

  • Mean : 14.97%
  • Max : 26.7%
  • Min : 5.65%

3. How do I invest in Axis Bluechip Fund Direct Plan ?

  1. Click here Invest Now
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  3. Invest and enjoy the returns

Axis Bluechip Fund Direct Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.