Axis Bluechip Fund - Direct Plan - Growth

(Erstwhile Axis Equity Fund - Direct Plan - Growth)
Fund House: Axis Mutual Fund
Category: Equity: Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: BSE 100 TRI
TER: 0.71% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 32,352.98 Cr As on 31-03-2025(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. 1% if Units are redeemed or Switched out within 12 months from the date of allotment w.e.f., 01/10/2013.3% is payable if Units are redeemed /switched-out within 6 months from the date of allotment.2% is payable if Units are redeemed /switched-out after 6 months and upto 12 months from the date of allotment.1% is payable if Units are redeemed /switched-out after 12 months and upto 24 months from the date of allotment. w.e.f 01/10/2012. 1% if Units are redeemed or Switched out within 12 months from the date of allotment w.e.f 01/01/2010. Axis Equity Fund has been renamed as Axis Bluechip Fund w.e.f 18/0

67.65

14.83%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
1 Years 11 Months
7 Years 11 Months
8 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.87
Sharpe Ratio 0.21
Alpha -2.2
Beta 0.94
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 - Direct Plan - Growth 01-01-2013 7.59 18.1 12.2 17.08 13.39
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 24.18 - - - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 13.66 24.64 19.42 21.1 11.6
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 10.6 20.15 15.43 20.2 13.47
Franklin India Bluechip Fund-Growth 01-12-1993 10.52 18.75 13.92 20.75 11.07
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 9.63 22.23 - - -
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 9.52 16.95 14.5 21.21 12.41
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 9.47 20.22 15.59 21.91 12.3
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 9.3 16.46 12.44 19.46 13.09
Kotak Bluechip Fund - Growth 29-12-1998 8.78 19.35 15.14 21.47 12.57

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

13.16%

Large Cap

81.92%

Mid Cap

4.88%

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