Axis Bluechip Fund - Regular Plan - Growth
(Erstwhile Axis Equity Fund - Growth)
Fund House: Axis Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 04-01-2010 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 1.57% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 33,281.49 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 39% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017 |
59.34
-0.37 (-0.6235%)
12.27%
Benchmark: 17.15%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 0 Months
11 Years 1 Months
13 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.63 |
| Sharpe Ratio | 0.39 |
| Alpha | -2.16 |
| Beta | 0.93 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Bluechip Fund - Regular Plan - Growth | 04-01-2010 | 6.94 | 16.61 | 13.82 | 17.57 | 11.86 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 23.11 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 14.67 | 24.11 | 21.42 | 23.51 | 11.57 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 11.38 | 20.0 | 17.86 | 22.22 | 13.41 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 11.1 | 18.76 | 16.1 | 22.53 | 10.8 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.68 | 16.71 | 14.92 | 22.2 | 13.0 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 10.39 | 21.64 | - | - | - |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 10.19 | 20.15 | 18.08 | 24.15 | 12.17 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 9.9 | 17.09 | 17.0 | 23.8 | 12.38 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 9.85 | 23.66 | 20.67 | 26.03 | 13.91 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
12.25%
Large Cap
83.1%
Mid Cap
4.66%
