Axis Bluechip Fund - Growth

(Erstwhile Axis Equity Fund - Growth)

Category: Equity: Large Cap
Launch Date: 05-01-2010
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 2.31% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 2,927.48 Cr As on ( 31-10-2018)
Turn over: 169.0
NAV as on 11-12-2018

26.37

0.12 ( 0.4551% )

CAGR Since Inception

11.46%

Nifty 50 TRI 13.4%

PERFORMANCE of Axis Bluechip Fund - Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Bluechip Fund - Growth 6.2 13.18 14.29 - 11.46
NIFTY 50 TRI 3.58 12.4 11.99 14.99 13.4
Equity: Large Cap -2.67 10.15 12.83 15.35 10.76

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

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.

RETURNS CALCULATOR for Axis Bluechip Fund - 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.

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Key Performance and Risk Statistics of Axis Bluechip Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Bluechip Fund - Growth 13.28 0.31 -5.1 0.93 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Axis Bluechip Fund - Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Bluechip Fund - Growth 05-01-2010 6.2 18.4 13.18 14.29 0.0
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 4.79 15.25 12.29 13.29 0.0
Axis Bluechip Fund - Dividend 05-01-2010 4.49 17.04 12.11 13.39 0.0
Canara Robeco Bluechip Equity Fund - Regular Plan - Dividend 21-08-2010 3.34 14.14 11.25 12.41 0.0
JM Large Cap Fund - Annual Dividend Option 01-05-2015 2.45 10.45 9.17 0.0 0.0
JM Large Cap Fund-Growth 01-04-1995 2.45 10.18 8.57 12.31 11.52
JM Large Cap Fund - Quarterly Dividend Option 01-05-2015 2.41 10.14 8.67 0.0 0.0
JM Large Cap Fund-Dividend 01-04-1995 2.41 10.16 8.55 12.3 11.51
JM Large Cap Fund - Half Yearly Dividend Option 01-05-2015 2.34 10.11 8.53 0.0 0.0
JM Large Cap Fund - Monthly Dividend Option 01-05-2015 2.24 10.17 8.76 0.0 0.0

PORTFOLIO ANALYSIS of Axis Bluechip Fund - Growth

Asset Allocation (%)

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