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  • Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Formerly Axis Equity DR

Axis Mutual Fund

Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

EquityLarge Cap

Top Ranked

20.96

NAV (Oct 25)

18%
5 Year CAGR
Scripbox Opinion

Top Ranked

Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-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

33,154 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
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

20.96

NAV (Oct 25)

Fund Returns

Last 1Y
48.3%
Last 3Y
23.6%
Last 5Y
18%
Last 10Y
16.5%
Since Inception
13.9%
6 Month CAGR
26.3%
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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
1.65
Launched (11y ago)
Jan 05, 2010
AUM in Crores
33153.712
ISIN
INF846K01180
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%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,506 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%

    7.2%

    recommended-badge

    24.5%

    14.2%

    recommended-badge

    28.4%

    19.8%

    top-ranked-badge

    4.5%

    6.8%

    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

    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

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    About Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 13.9% over a period of 11 years. The fund was previously known as Axis Equity DR . The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar

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

    The Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund was launched on Jan 05, 2010. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-10-25 is ₹20.96. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹33153.712. The category risk of the Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 1.65 % as expense ratio.

    Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.6% in this asset class. The top three holdings of the fund are , bajaj finance ltd , hdfc bank ltd , infosys ltd , icici bank ltd , tata consultancy services ltd , avenue supermarts ltd , reliance industries ltd , housing development finance corp ltd , kotak mahindra bank ltd , clearing corporation of india ltd , divi's laboratories ltd , ultratech cement ltd , net receivables / (payables) , bharti airtel ltd , motherson sumi systems ltd , asian paints ltd , pidilite industries ltd , hindustan unilever ltd , nestle india ltd , wipro ltd , gland pharma ltd , maruti suzuki india ltd , state bank of india , titan co ltd , ambuja cements ltd , cipla ltd , cholamandalam investment and finance co ltd , info edge (india) ltd , tata consumer products ltd , bajaj finserv ltd , shree cement ltd , hindalco industries ltd , sun pharmaceuticals industries ltd , jubilant foodworks ltd , zomato ltd , hdfc life insurance company limited , state bank of india october 2021 future , 3% axis bank limited (01/08/2022) , 3% axis bank limited (28/07/2022) , 3% axis bank limited (22/07/2022) , 3% axis bank limited (24/08/2022) , 3% axis bank limited (29/07/2022)

    Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Review

    Axis Bluechip Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-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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