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

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Sector Allocation

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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 - - - - - -