Fund Overview

AXIS Bluechip Fund (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

60.21

Inception Date

05-01-2010

Category

Equity - Diversified
Investment Objectives

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.

Risk O Meter
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
AXIS Bluechip Fund (G) 7.44 5.43 9.45 14.89 17.88 12.28 12.39
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.09 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.26 Lakh

Benchmark

1Lakh investment Grown to NA Lakh

img
Key Parameters
AUM(₹ Cr.) 33,218
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Incrimental Investment(₹) 100
Expense Ratio (%) 1.81
Benchmark BSE 100 TRI
Fund Manager Shreyash Devalkar
Exit If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
C C I Reverse Repo 9.18
HDFC Bank Equity 9.08
ICICI Bank Equity 8.81
Bharti Airtel Equity 5.53
Reliance Industr Equity 5.11
NIFTY May 2025 Future Derivatives - Index Future 4.78
Bajaj Finance Equity 4.57
Infosys Equity 3.52
St Bk of India Equity 3.14
M & M Equity 2.92
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
AXIS Bluechip Fund 33,218.10 9.45 14.89 17.88 12.39 05-Jan-2010 0.3872 3.93
Motilal Oswal Large Cap Fund 2,149.71 26.56 NA NA 27.55 06-Feb-2024 1.2678 4.05
Invesco India Midcap Fund 6,046.97 21.62 29.27 31.39 16.84 19-Apr-2007 0.9553 4.89
HDFC Defence Fund 5,487.27 21.37 NA NA 55.27 02-Jun-2023 1.2293 9.06
Motilal Oswal Large and Midcap Fund 9,176.39 20.46 31.71 31.72 23.54 17-Oct-2019 0.9334 5.37
Bandhan Innovation Fund 1,434.07 20.32 NA NA 20.05 30-Apr-2024 0.4991 6.38
Sundaram Services Fund 3,998.33 20.05 22.14 28.89 20.28 21-Sep-2018 0.7985 3.95
Motilal Oswal Midcap Fund 27,780.18 19.23 32.46 38.28 22.69 24-Feb-2014 1.0433 5.41
Edelweiss Mid Cap Fund 9,241.96 18.81 28.81 34.07 13.83 27-Dec-2007 0.9631 4.90
Invesco India Large & Mid Cap Fund 6,765.05 18.78 27.46 27.01 13.49 09-Aug-2007 0.9558 4.51
 123456...