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    • Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Formerly Axis Equity DP

    Axis Mutual Fund

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    EquityLarge Cap

    Top Ranked

    21.03

    NAV (Sep 23)

    17.7%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is recommended for investment within 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).

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    11 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    32,213 Cr. Category leader in size

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    21.03

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    57.7%
    Last 3Y
    19.9%
    Last 5Y
    17.7%
    Last 10Y
    16.9%
    Since Inception
    14.1%
    6 Month CAGR
    22.7%
    info-icon-blue

    Scheme Information

    Investment Objective

    To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives. However,there can be no assurance that the investment objective of the Scheme will be achieved.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.58
    Launched (11y ago)
    Jan 05, 2010
    AUM in Crores
    32212.628
    ISIN
    INF846K01172
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 50 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Hitesh Das

    Fund Manager

    user-avatar

    Shreyash Devalkar

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Axis Asset Management Company Limited

    Axis Asset Management Company Limited manages assets worth 247,959 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

    amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5.1%

    7.2%

    recommended-badge

    20.8%

    14.3%

    recommended-badge

    25.3%

    20.2%

    top-ranked-badge

    4.6%

    6.9%

    top-ranked-badge

    4.1%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    About Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 14.1% over a period of 11 years. The fund was previously known as Axis Equity DP . The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Investment Objective

    To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives. However,there can be no assurance that the investment objective of the Scheme will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on Jan 05, 2010. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-09-23 is ₹21.03. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹32212.628. The category risk of the Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 1.58 % as expense ratio.

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.9% in this asset class. The top three holdings of the fund are , bajaj finance ltd , infosys ltd , hdfc bank ltd , icici bank ltd , tata consultancy services ltd , avenue supermarts ltd , reliance industries ltd , housing development finance corp ltd , divi's laboratories ltd , ultratech cement ltd , kotak mahindra bank ltd , hindustan unilever ltd , bharti airtel ltd , asian paints ltd , motherson sumi systems ltd , pidilite industries ltd , nestle india ltd , net receivables / (payables) , wipro ltd , gland pharma ltd , maruti suzuki india ltd , ambuja cements ltd , state bank of india , titan co ltd , tata consumer products ltd , cipla ltd , shree cement ltd , cholamandalam investment and finance co ltd , clearing corporation of india ltd , info edge (india) ltd , sun pharmaceutical industries limited september 2021 future , hindalco industries ltd , zomato ltd , bajaj finserv ltd , tata steel ltd , jubilant foodworks ltd , hdfc life insurance company limited , 3% axis bank limited (31/05/2022) , 3% axis bank limited (19/08/2022) , 3% axis bank limited (01/08/2022) , 3% axis bank limited (19/04/2022) , info edge (india) limited september 2021 future , bharti airtel limited september 2021 future , jubilant foodworks limited september 2021 future , titan company limited september 2021 future , 3% axis bank limited (22/07/2022) , 3% axis bank limited (24/08/2022) , 3% axis bank limited (29/07/2022) , 3% axis bank limited (28/07/2022) , 3% axis bank limited (02/05/2022) , 3% axis bank limited (04/05/2022) , 3% axis bank limited (12/04/2022)

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 IISL Nifty 50 TR INR

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Review

    Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 5 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 5 out of 5 Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.

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