Axis Bluechip Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund
Category: Equity: Large Cap
Status: Open Ended Schemes
Launch Date: 05-01-2010
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: BSE 100 TRI
Total Assets: 32352.98 As on (31-03-2025)
Expense Ratio: 1.58% As on (31-03-2025)
Turn over: 81.00% | 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 18/05
NAV as on 25-04-2025
18.48
-0.19
CAGR Since Inception
11.33%
BSE 100 TRI 17.09%
PERFORMANCE
Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
---|---|---|---|---|---|
Axis Bluechip Fund - Regular Plan - IDCW | 6.14 | 10.09 | 16.1 | 10.84 | 11.33 |
Benchmark | - | - | - | - | - |
Equity: Large Cap | 6.19 | 14.46 | 21.49 | 11.83 | 13.35 |
Funds Manager
Shreyash Devalkar, Ashish Naik, Krishnaa N
RETURNS CALCULATORS for Axis Bluechip Fund - Regular Plan - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Bluechip Fund - Regular Plan - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Bluechip Fund - Regular Plan - IDCW
Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
---|---|---|---|---|---|---|
Axis BlueChip Reg IDCW | 05-01-2010 | 6.14 | 17.13 | 10.09 | 16.1 | 10.84 |
Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 23.59 | 0.0 | 0.0 | 0.0 | 0.0 |
DSP Top 100 Equity Reg Gr | 05-03-2003 | 14.64 | 25.64 | 19.45 | 22.89 | 11.55 |
WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 10.29 | 23.12 | 0.0 | 0.0 | 0.0 |
Canara Robeco Bluechip Equity Reg Gr | 05-08-2010 | 10.26 | 20.87 | 15.14 | 21.37 | 13.35 |
Franklin India BlueChip Gr | 01-12-1993 | 9.39 | 19.13 | 13.54 | 21.96 | 10.82 |
ABSL Frontline Equity Gr | 05-08-2002 | 8.97 | 20.9 | 15.18 | 23.21 | 12.14 |
SBI Blue Chip Reg Gr | 01-02-2006 | 8.71 | 17.53 | 14.28 | 22.64 | 12.25 |
Kotak Bluechip Gr | 29-12-1998 | 8.57 | 19.81 | 14.78 | 22.78 | 12.42 |
Mirae Asset Large Cap Gr | 01-04-2008 | 8.37 | 17.07 | 12.02 | 20.66 | 12.92 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Bluechip Fund - Regular Plan - IDCW
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis Bluechip Fund - Regular Plan - IDCW | 12.82 | 0.4 | -5.01 | 0.97 | - | - |
Equity: Large Cap | - | - | - | - | - | - |