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  • Axis Mutual Fund
  • Axis Bluechip Fund (Growth)

Formerly Axis Equity Gr

Axis Mutual Fund

Axis Bluechip Fund (Growth)

EquityLarge Cap

55.16

NAV (May 29)

13.5%
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

Poor

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

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

55.16

NAV (May 29)

Fund Returns

Last 1Y
26.5%
Last 3Y
11.1%
Last 5Y
13.5%
Last 10Y
13.1%
Since Inception
12.7%
6 Month CAGR
17.6%

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
1.56
Launched (14y ago)
Jan 05, 2010
AUM in Crores
33351.611
ISIN
INF846K01164
Lock-in
No Lock-in
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.1
Standard Deviation (5yr)
16
Beta (3yr)
0.96
Beta (5yr)
0.82
Sharpe Ratio (3yr)
0.55
Sharpe Ratio (5yr)
0.575
YTM
0
Fund Managers

Krishnaa N

Fund Manager

Shreyash Devalkar

Fund Manager

Ashish Naik

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Bluechip Fund (Growth)70%10,23,538 2,90,92613.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-29

Top Stock Holdings

icici bank ltd

8.3%
8.3%

hdfc bank ltd

7%
7%

reliance industries ltd

7%
7%

avenue supermarts ltd

5.9%
5.9%

bajaj finance ltd

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

29.3%
29.3%

consumer cyclical

14.7%
14.7%

consumer defensive

10.1%
10.1%

industrials

8.2%
8.2%

energy

7.6%
7.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 18,691 cr

₹ 14,859 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 297,862 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

4.9%

7.9%

5.7%

7%

5.7%

7%

5.9%

8%

-

5.1%

Axis Bluechip Fund (G) Review

Axis Bluechip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 12.7% over a period of 14 years. The fund was previously known as Axis Equity Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Krishnaa N, Shreyash Devalkar.

Nav of Axis Bluechip Fund (G) as of 5/29/2024 is ₹55.16 with the total AUM as of 5/30/2024 is ₹33351.611. 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 26.5% 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 1.56% for regular plan.