- Mutual Funds
- Axis Mutual Fund
- Axis Bluechip Fund (Growth)
Formerly Axis Equity Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 44.17
NAV (May 29)
Fund Returns
Last 1Y | 9% |
Last 3Y | 17.7% |
Last 5Y | 10.7% |
Last 10Y | 13% |
Since Inception | 11.7% |
6 Month CAGR | -1.5% |
Scheme Information
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 (13y ago) | Jan 05, 2010 |
AUM in Crores | 33474.238 |
ISIN | INF846K01164 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.2 |
Standard Deviation (5yr) | 16.6 |
Beta (3yr) | 0.97 |
Beta (5yr) | 0.82 |
Sharpe Ratio (3yr) | 0.71 |
Sharpe Ratio (5yr) | 0.371 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Bluechip Fund (Growth) | 9,52,318 | 2,19,706 | 10.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
clearing corporation of india ltd
12.4%hdfc bank ltd
9.5%icici bank ltd
9.2%bajaj finance ltd
7.8%avenue supermarts ltd
5.9%Allocation by Sector
financial services
37.6%consumer defensive
10%technology
9.9%consumer cyclical
7.1%basic materials
5.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,448 cr | ||
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 8% | ||
4.3% | 7% | ||
6.4% | 7% | ||
6.5% | 8.1% | ||
5.3% | 7.6% |
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 Shreyash Devalkar, Vinayak Jayanath.
Nav of Axis Bluechip Fund (G) as of 5/29/2023 is ₹44.17 with the total AUM as of 5/30/2023 is ₹33474.238. 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 9% 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)?
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.