Axis Bluechip Fund - Regular Plan - Growth

Large Cap NAV 46.47 0 22 September, 2023

Fund Details

Category Large Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 May, 2010
Benchmark NIFTY 50 Total Return
Asset Size(Cr) 33644.250799999994
Turn over 26%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.53
Fund Manager Shreyash Devalkar, Vinayak Jayanath
Fund House Axis Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.54% 1.58% 1.65%
1 M 3.1% 4.02% 3.67%
3 M 0.61% 1.44% 1.44%
6 M -3.44% 0.35% -0.53%
1 Y 0.09% 7.25% 6.36%
2 Y 5.17% 12.49% 10.65%
3 Y 15.09% 23.79% 21.02%
5 Y 10.43% 12.46% 10.26%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.24 0.74 -7.16 0.97
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Bluechip Fund - Regular Plan - Growth 0.09% 15.09% 10.43%
Nippon India Large Cap Fund- Growth Plan -Growth Option 14.21% 27.75% 11.81%
ICICI Prudential Bluechip Fund - Growth 8.82% 24.39% 11.69%
SBI Blue Chip Fund-Regular Plan Growth 9.61% 24.14% 10.85%
Aditya Birla Sun Life Frontline Equity Fund-Growth 6.57% 23.01% 9.95%
Mirae Asset Large Cap Fund - Growth Plan 4.49% 21.43% 11.04%

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Axis Equity Fund: Providing Greater Income

Axis Bluechip Fund (Erstwhile known as Axis Equity Fund g) is a growth-oriented mutual fund programme which is launched on January 05, 2010 and is formulated by the expert team of fund analysts of Axis MF .It falls under the Diversified Equity category and provides wide diversification to the funds. The axis bluechip fund growth SIP investment is the best alternative that can be opted by an investor in order to gain high growth of capital in the long run. We recommend axis equity fund growth programme to the investors seeking capital appreciation and willing to bear a moderate level of risk appetite on their mutual funds investments. Hereunder is mentioned an overview of nav of axis equity fund g scheme that would assist you in deciding whether or not you should opt for the same for your portfolio.

Axis Bluechip Fund: Investment Strategy

Axis Equity fund g plan primary objective is to attain long-term capital appreciation by investing in a well-diversified portfolio which consists of equity and equity-related securities along with derivatives. Although there can be no assurance that the objectives are achieved, the fund managers keep on trying to grab the best possible opportunities for the investors’ benefit. The key features of the axis equity fund growth scheme are:

  • Axis bluechip fund growth is a diversified equity fund having major investments in the large-cap companies.
  • It has a bottom-up approach of investing the funds by focusing on the fundamentals and requirements of the investors.
  • The axis equity fund g investment process is embedded with risk management techniques.
  • This fund is best suited to the investors who have long-term investment goals and can stay invested for 3-5 years.

Being an open-ended growth plan, axis equity fund growth offers investors an opportunity to earn considerable income with high degree of flexibility. The SIP investments in the Axis Equity Mutual Fund growth provides feasibility to the investors and gain remarkable returns. Its benchmark against which its performance is measured is NIFTY 50. Axis bluechip fund NAV amounted to Rs.18.610 as on December 06, 2016.

You can start investing in axis equity fund g programme with just Rs.5,000, while the minimum investment for SIP is Rs.1,000 only. It is convenient for small investors to invest in axis equity fund growth scheme by saving a small amount at a regular interval and earn capital growth for their future.

Axis Bluechip Growth Fund: Portfolio Review

With an asset size of Rs.2,106 crore as on October 31, 2016, axis equity fund g has made major investments in the equity and equity-related securities of the companies which are among the top ones in the country. 96.4 percent of the funds are put in stocks and shares while the remaining 4.8 percent are invested in the debt instruments. The average market capitalisation of the scheme is Rs.76,384.35 crore as against Rs.45,171.91 crore of its category. This shows the overall market possession by the axis bluechip growth fund scheme.

The sector allocation graph of Axis Bluechip Fund growth online scheme depicts major investments in the financial, automobile, healthcare, services, and other diversified sectors. The portfolio of axis bluechip fund g is designed after doing immense market research and the capital is invested in the best companies which include:

  1. HDFC Bank
  2. HDFC
  3. Larsen & Toubro
  4. ICICI Bank
  5. Kotak Mahindra Bank
  6. Maruti Suzuki India
  7. Asian Paints
  8. Zee Entertainment Ltd.

Axis Bluechip Fund Growth: Performance Analysis

The axis equity growth fund scheme is ranked fourth in the Diversified Equity category by CRISIL for the quarter that ended in June 2016. It has outperformed its benchmark and category as per the past records. The absolute annual returns of the scheme went up to 40.6 percent in the year 2014 and have always been appreciable for the investors. You can calculate returns over your investment in Axis Equity Plan using the SIP return calculator before investing your money in the same.
The annualised returns of the axis equity fund growth scheme for three- and five-year investments are 11.4 and 13.5 percent respectively. You too can earn the same by investing your hard-earned money in this plan.

Accordingly, axis equity fund growth can be assured that the investments are made in the best-growing entities and thus by making an investment in axis bluechip fund g scheme you can earn tremendous returns over time. So, you must consider the same while taking the investment decision for your future.

We recommend axis equity growth plan due to its market possession which is higher than its category’s average market holdings and the portfolio designing which include investments in the best-performing companies. If you need assistance or advice to make a productive portfolio for your investment in axis equity fund g, you can avail our services anytime.

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