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 (31-01-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 32,675.27 Cr As on (31-01-2024)
Turn over: 36
NAV as on 20-02-2024

52.6

0.15 (0.2852%)

CAGR Since Inception

12.46%

S&P BSE 100 TRI 11.7%

PERFORMANCE of Axis Bluechip Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 20-02-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Bluechip Fund - Regular Plan - Growth 22.81 9.84 14.48 14.91 12.46
S&P BSE 100 TRI 29.67 16.71 17.81 15.86 11.7
Equity: Large Cap 31.31 15.37 16.63 15.18 15.16

Yearly Performance (%)

Nav Movement

Fund Managers

Shreyash Devalkar, Ashish Naik, 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 13.15 0.56 -5.68 0.95 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Axis Bluechip Fund - Regular Plan - Growth

Period
Data as on - 20-02-2024
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 22.81 8.77 9.84 14.48 14.91
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 49.23 0.0 0.0 0.0 0.0
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 41.84 18.81 0.0 0.0 0.0
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 41.27 18.62 16.31 15.27 13.06
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 40.59 22.0 19.51 17.41 15.22
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 38.6 23.76 22.48 19.01 17.94
ICICI Prudential Bluechip Fund - Growth 05-05-2008 36.39 20.02 19.75 19.26 16.89
Invesco India Largecap Fund - Growth 21-08-2009 35.69 15.31 17.34 16.89 15.64
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 35.34 21.65 19.5 17.59 16.34
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 34.94 15.62 13.41 0.0 0.0

PORTFOLIO ANALYSIS of Axis Bluechip Fund - Regular Plan - Growth

Asset Allocation (%)