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  • Axis Mutual Fund
  • Axis Bluechip Fund (Growth)

Formerly Axis Equity Gr

Axis Mutual Fund

Axis Bluechip Fund (Growth)

EquityLarge Cap

42.7

NAV (Feb 03)

11.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

42.7

NAV (Feb 3)

Fund Returns

Last 1Y

-6.4%

Last 3Y

10%

Last 5Y

11.3%

Last 10Y

13.3%

Since Inception

11.7%

6 Month CAGR

-2.1%

Scheme Information

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.

Expense Ratio

1.65

Launched (13y ago)

Jan 05, 2010

AUM in Crores

35197.664

ISIN

INF846K01164

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

19.3

Standard Deviation (5yr)

16.9

Beta (3yr)

0.82

Beta (5yr)

0.82

Sharpe Ratio (3yr)

0.332

Sharpe Ratio (5yr)

0.374

YTM

0

Fund Managers

Shreyash Devalkar

Fund Manager

Vinayak Jayanath

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Bluechip Fund (Growth)70%967,033 234,42111.3%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-02-03

Top Stock Holdings

clearing corporation of india ltd

9.8%
9.8%

icici bank ltd

9.4%
9.4%

hdfc bank ltd

8.7%
8.7%

bajaj finance ltd

8.7%
8.7%

avenue supermarts ltd

7%
7%
See all holdings

Allocation by Sector

financial services

39.4%
39.4%

technology

12.2%
12.2%

consumer defensive

10.4%
10.4%

consumer cyclical

6.6%
6.6%

basic materials

6.5%
6.5%
See all sectors

Compare Axis Bluechip Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 249,932 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.9%

    8%

    4.2%

    7%

    6.3%

    8%

    5.7%

    7.5%

    5.9%

    7%

    Axis Bluechip Fund (G) Review

    Axis Bluechip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.7% over a period of 13 years. The fund was previously known as Axis Equity Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar, Vinayak Jayanath.

    Nav of Axis Bluechip Fund (G) as of 2/3/2023 is ₹42.70 with the total AUM as of 2/6/2023 is ₹35197.664. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Bluechip Fund (G) was launched on Jan 05, 2010. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis Bluechip Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Axis Bluechip Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.

    Axis Bluechip Fund (G) is rated as a 1 fund in Equity and delivered -6.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Bluechip Fund (G).

    Frequently Asked Questions

    What is Axis Bluechip Fund (G)?

    Axis Bluechip Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Axis Bluechip Fund (G)?

    You can invest in Axis Bluechip Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis Bluechip Fund (G)?

    The minimum sip amount for Axis Bluechip Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Bluechip Fund (G) good to invest in?

    As per Scripbox experts, Axis Bluechip Fund (G) is a Not Recommended fund. You can investAxis Bluechip Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Bluechip Fund (G)?

    The expense ratio of the Axis Bluechip Fund (G) is 1.65% for regular plan.