- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
-
As of 28 Feb 2025, fund size of Axis Bluechip Fund is
30,516.04 Cr. -
Axis Bluechip Fund shown here is of
Growthplan.
-
The Total Expense Ratio (TER) of the fund is
1.6%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
-
Axis Bluechip Fund is an
Equityoriented mutual fund in the
- Large Cap Fundcategory.
-
Nifty 50 Arbitrage Index
is the benchmark for Axis Bluechip Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
-
The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on
04 Jan 2010as at present it is 15 years old fund.
-
Name of the AMC is
Axis Mutual Fund.
Click here to
know moreabout Axis Mutual Fund.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Axis Bluechip Fund managed by following fund manager(s);
Riskometer
Investors understand that their
principal
will be at Very High risk
How does the
Return Comparison of the Axis Bluechip Fund fare against peer funds in the Large Cap fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Axis Bluechip Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Large Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 8.81% | 6.03% | 6.03% | 13.59% | 24.76% | 17.33% | 28.92% | 13.12% |
| Category Average | 6.02% | -5.07% | -9.78% | 4.28% | 19.54% | 12.04% | 23.22% | 11.16% |
| Axis Bluechip Fund | 5.53% | -4.42% | -9.51% | 3.61% | 17.08% | 7.94% | 17.78% | 11.18% |
| Nippon India Large Cap Fund | 6.24% | -5.48% | -9.29% | 5.09% | 23.92% | 17.33% | 28.92% | 12.92% |
| DSP Top 100 Equity Fund | 5.66% | -3.01% | -7.26% | 13.59% | 24.76% | 16.55% | 24.41% | 10.57% |
| ICICI Prudential Bluechip Fund | 6.16% | -3.42% | -8.89% | 5.97% | 22.94% | 15.54% | 27.28% | 13.12% |
| HDFC Large Cap Fund | 5.30% | -4.02% | -10.59% | 3.50% | 20.43% | 14.90% | 26.31% | 11.93% |
| Baroda BNP Paribas Large Cap Fund | 6.19% | -7.08% | -12.40% | 3.50% | 20.77% | 13.70% | - | - |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Axis Bluechip Fund are shown below;
Equity 87.36%
Debt 0.81%
Others 11.80%
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| HDFC Bank Ltd | 9.94% |
| ICICI BANK LTD. | 8.35% |
| INFOSYS LTD. | 6.20% |
| BHARTI AIRTEL LTD. | 5.05% |
| Bajaj Finance Limited | 4.87% |
| Others | 65.59% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Financial | 36.30% |
| Financial Services | 30.47% |
| N/A | 15.14% |
| Information Technology | 9.97% |
| Technology | 9.74% |
| Others | -1.62% |
Portfolio Holdings shown is as of 28 Feb 2025