Axis Bluechip Fund - Regular Plan - Growth

(Erstwhile Axis Equity Fund - Growth)

Category: Equity: Large Cap
Launch Date: 05-01-2010
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.62% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 36,979.68 Cr As on (31-08-2022)
Turn over: 47%
NAV as on 27-09-2022

42.93

-0.12 (-0.2795%)

CAGR Since Inception

12.12%

S&P BSE 100 TRI 8.92%

PERFORMANCE of Axis Bluechip Fund - Regular Plan - Growth

Scheme Performance (%)

Data as on - 27-09-2022

Yearly Performance (%)

Fund Managers

Shreyash Devalkar, Hitesh Das

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.

RETURNS CALCULATOR for Axis Bluechip Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Bluechip Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Bluechip Fund - Regular Plan - Growth 13.28 0.66 -1.11 0.82 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Axis Bluechip Fund - Regular Plan - Growth

Period
Data as on - 27-09-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Bluechip Fund - Regular Plan - Growth 05-01-2010 -10.28 19.27 11.21 12.84 14.23
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 3.3 33.24 15.59 11.95 14.41
Taurus Largecap Equity Fund - Regular Plan - Growth 28-02-1995 1.31 23.23 12.59 8.57 9.9
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 1.18 29.32 13.29 10.58 12.66
ICICI Prudential Bluechip Fund - Growth 05-05-2008 -1.01 27.03 15.34 11.89 14.06
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 -1.9 18.43 13.18 9.49 10.96
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 -3.5 26.43 14.52 11.19 14.7
IDBI India Top 100 Equity Fund Growth 15-05-2012 -3.81 26.18 15.82 10.74 13.07
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 -3.82 26.02 14.47 10.11 13.87
Indiabulls Blue Chip Fund - Regular Plan- Growth Option 10-02-2012 -3.82 20.04 9.75 8.71 10.75

PORTFOLIO ANALYSIS of Axis Bluechip Fund - Regular Plan - Growth

Asset Allocation (%)