Axis Bluechip Fund - Regular Plan - Growth

(Erstwhile Axis Equity Fund - Growth)
Fund House: Axis Mutual Fund
Category: Equity: Large Cap
Launch Date: 01-01-2010
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.7% As on (31-08-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 16,763.73 Cr As on (31-08-2020)
Turn over: 90% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

31.27

11.23%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
5 Years 0 Months
There is no value for 4x
There is no value for 5x
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

Volatility 13.28
Sharp Ratio 0.31
Alpha -5.1
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 01-01-2010 8.39 6.46 8.44 10.76 10.24
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 05-08-2010 16.59 7.64 7.63 10.22 10.33
IDFC Large Cap Fund-Regular Plan-Growth 09-06-2006 13.65 2.85 4.09 8.46 7.51
Kotak Bluechip Fund - Growth 29-12-1998 10.52 3.38 4.3 7.63 8.58
Invesco India Largecap Fund - Growth 21-08-2009 8.91 2.19 4.02 7.57 8.46
IDBI India Top 100 Equity Fund Growth 15-05-2012 8.8 3.13 0.82 5.74 -
JM Large Cap Fund-Growth 01-04-1995 8.78 3.49 3.62 5.93 6.29
UTI - Master Share-Growth Option 18-10-1986 8.65 2.02 4.38 7.3 8.37
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 8.5 3.43 4.55 10.5 12.08
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 8.25 6.18 4.34 7.43 10.41

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

4.44%

Large Cap

95.44%

Mid Cap

0.12%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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