Axis Bluechip Fund - Regular Plan - Growth

(Erstwhile Axis Equity Fund - Growth)

Category: Equity: Large Cap
Launch Date: 05-01-2010
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.65% As on (31-12-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 35,197.66 Cr As on (31-12-2022)
Turn over: 36
NAV as on 31-01-2023

41.96

-0.09 (-0.2145%)

CAGR Since Inception

11.59%

S&P BSE 100 TRI 8.87%

PERFORMANCE of Axis Bluechip Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 31-01-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Bluechip Fund - Regular Plan - Growth -6.61 9.18 10.35 13.04 11.59
S&P BSE 100 TRI 2.78 6.72 5.87 10.36 8.87
Equity: Large Cap 0.05 12.85 9.0 12.21 11.62

Yearly Performance (%)

Nav Movement

Fund Managers

Shreyash Devalkar, Vinayak Jayanath

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.

RETURNS CALCULATOR for Axis Bluechip Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

Key Performance and Risk Statistics of Axis Bluechip Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Bluechip Fund - Regular Plan - Growth 19.1 0.44 -2.83 0.81 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Axis Bluechip Fund - Regular Plan - Growth

Period
Data as on - 31-01-2023
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Bluechip Fund - Regular Plan - Growth 05-01-2010 -6.61 7.26 9.18 10.35 13.04
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 7.43 20.87 15.39 9.73 14.04
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 6.59 18.48 15.18 9.05 12.39
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 3.92 15.07 14.61 9.84 14.03
ICICI Prudential Bluechip Fund - Growth 05-05-2008 3.87 17.09 15.93 10.4 13.82
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 3.31 13.22 14.4 8.74 10.89
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 2.14 13.59 13.36 9.97 13.11
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 2.13 13.59 13.36 9.96 13.1
Edelweiss Large Cap Fund - Regular Plan - Growth Option 20-05-2009 2.05 13.53 13.32 9.94 13.1
PGIM India Large Cap Fund - Growth 05-01-2003 1.57 10.66 11.35 7.85 11.88

PORTFOLIO ANALYSIS of Axis Bluechip Fund - Regular Plan - Growth

Asset Allocation (%)