Fund Performance
Lumpsum
SIP
11.00
as on 07 Dec 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,677 today.
NAV Performance
Fund Information
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₹ 49.500
as on 07 Dec 2023 -
Regular - Growth
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15 / 29
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₹ 5,000
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₹ 32,615 Cr.
as on 31 May 2023 -
1.56%
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05 Jan 2010
-
S&P BSE 100 TRI
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Axis Mutual Fund
Show All Funds -
Axis Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Highlights of this fund
Axis Bluechip Fund is an Open-ended Equity Fund. The fund belongs to Large Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 05 Jan 2010. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Equity funds offered by Axis Mutual Fund.
Latest NAV of the fund is ₹ 49.500 as on 07 Dec 2023.
This fund has 13 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.56%. Ideally you shoulds compare this fund with the benchmark S&P BSE 100 TRI.
You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.
Fund 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.
List of Fund Managers of Axis Bluechip Fund
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About Shreyash Devalkar
Shreyash Devalkar is the Senior Fund Manager as Axis AMC. He joined the AMC in 2016 and took over the responsibility of managing important funds like Bluechip Fund, Midcap Fund, followed by Multicap Fund in 2017. Prior to this, he was associated with BNP Paribas AMC as a Fund Manager for more than 5 years. He has also worked as a Research Analyst at IDFC Asset Management Company (July 2008 to Jan 2011) and IDFC Securities (Sept 2005 to July 2008).
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About Vinayak Jayanath
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Very High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 9.69% | 10.05% | 18.95% | 24.05% | 24.80% | 24.74% | 16.93% | 17.04% | 35.12% | 26.04% | 22.79% | 21.80% | 16.03% |
| Category Average | 6.64% | 5.56% | 12.06% | 14.71% | 12.00% | 16.57% | 14.03% | 13.84% | 27.42% | 18.27% | 15.17% | 16.60% | 13.40% |
| Axis Bluechip Fund | 6.89%₹ 10,688 | 6.20%₹ 10,620 | 10.89%₹ 11,088 | 10.66%₹ 11,066 | 21.44%₹ 13,348 | 3.98%₹ 10,812 | 11.85%₹ 27,023 | 11.00%₹ 13,677 | 9.18%₹ 41,335 | 13.14%₹ 18,546 | 12.34%₹ 81,790 | 13.89%₹ 36,748 | 12.70%₹ 2,32,636 |
| ICICI Prudential Bluechip Fund | 8.06%₹ 10,805 | 8.26%₹ 10,826 | 17.65%₹ 11,764 | 20.17%₹ 12,017 | 33.12%₹ 14,053 | 15.31%₹ 13,297 | 22.63%₹ 29,882 | 20.71%₹ 17,589 | 19.34%₹ 47,825 | 16.83%₹ 21,771 | 19.88%₹ 98,418 | 15.57%₹ 42,557 | 15.35%₹ 2,68,107 |
| Canara Robeco Blue Chip Equity Fund | 6.97%₹ 10,696 | 5.82%₹ 10,582 | 11.93%₹ 11,193 | 15.09%₹ 11,508 | 24.67%₹ 13,545 | 9.79%₹ 12,053 | 16.76%₹ 28,313 | 15.77%₹ 15,514 | 13.82%₹ 44,225 | 16.53%₹ 21,500 | 16.81%₹ 91,304 | 14.78%₹ 39,734 | 14.57%₹ 2,57,049 |
| Kotak Bluechip Fund | 7.55%₹ 10,754 | 5.83%₹ 10,582 | 13.18%₹ 11,317 | 16.06%₹ 11,605 | 26.01%₹ 13,626 | 10.56%₹ 12,224 | 17.74%₹ 28,573 | 17.28%₹ 16,130 | 14.93%₹ 44,935 | 16.08%₹ 21,086 | 17.34%₹ 92,511 | 14.77%₹ 39,708 | 14.00%₹ 2,49,429 |
| Nippon India Large Cap Fund | 7.48%₹ 10,748 | 5.96%₹ 10,596 | 16.67%₹ 11,666 | 24.05%₹ 12,405 | 34.90%₹ 14,158 | 19.12%₹ 14,190 | 26.04%₹ 30,809 | 24.74%₹ 19,407 | 22.79%₹ 50,177 | 16.93%₹ 21,863 | 21.80%₹ 1,03,099 | 17.04%₹ 48,294 | 16.03%₹ 2,78,071 |
| IDBI India Top 100 Equity Fund | 3.64%₹ 10,364 | 10.05%₹ 11,005 | 12.38%₹ 11,238 | - | - | - | - | - | - | - | - | - | - |
Portfolio Holdings
Top Sector Holdings of Axis Bluechip Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 23.25% | ₹ 7,819.69 Cr. |
| NBFC | 12.19% | ₹ 4,102.16 Cr. |
| Computers - Software | 9.65% | ₹ 3,246.55 Cr. |
| Passenger/Utility vehicles | 6.18% | ₹ 2,081.46 Cr. |
| Retailing | 5.63% | ₹ 1,895.40 Cr. |
| Others | 43.10% | - |
Top Stock Holdings of Axis Bluechip Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| ICICI Bank Ltd. | 9.46% | ₹ 3,181.74 Cr. |
| Bajaj Finance Ltd. | 8.83% | ₹ 2,970.53 Cr. |
| HDFC Bank Ltd. | 8.51% | ₹ 2,863.32 Cr. |
| Avenue Supermarts Ltd. | 5.63% | ₹ 1,895.40 Cr. |
| Tata Consultancy Services Ltd. | 4.93% | ₹ 1,657.91 Cr. |
| Others | 62.64% | - |
Top Debt Instrument Type holdings of Axis Bluechip Fund
| Instrument Type | Holding Percentage | Holding Values in Crore |
|---|---|---|
| T-Bills | 0.97% | ₹ 321.93 Cr. |
| Others | 99.03% | - |
Top Debt Holdings of Axis Bluechip Fund
| Name of Debt Instrument | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Bond - T-Bill | 0.97% | ₹ 321.93 Cr. |
| Others | 99.03% |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 9.70% |
| Net Receivables | -0.23% |