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Axis Bluechip Fund - Direct Plan - Growth

(Erstwhile Axis Equity Fund - Direct Plan - Growth)

Category: Equity: Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 0.84% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 6,500.66 Cr As on (31-07-2019)
Turn over: 90%
NAV as on


CAGR Since Inception


Nifty 50 TRI 13.27%

PERFORMANCE of Axis Bluechip Fund - Direct Plan - Growth

Scheme Performance (%)

Data as on - 16-08-2019

Yearly Performance (%)

Fund Managers

Mr. Shreyash Devalker

Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund, IDFC Capital, JP Morgan Services India and Calyon Bank.

Investment Objective

The scheme aims to generate regular long term capital growth from a diversified and actively managed portfolio of equity and equity related securities.

RETURNS CALCULATOR for Axis Bluechip Fund - Direct 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.



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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Bluechip Fund - Direct Plan - Growth 13.29 0.71 -4.02 1.25 - -
Equity: Large Cap

PEER COMPARISION of Axis Bluechip Fund - Direct Plan - Growth

Data as on - 16-08-2019
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PORTFOLIO ANALYSIS of Axis Bluechip Fund - Direct Plan - Growth

Asset Allocation (%)

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