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you are here: Moneycontrol Mutual Funds Large Cap Fund Axis Mutual Fund Axis Bluechip Fund - Direct Plan (G)

Axis Bluechip Fund - Direct Plan (G)

Previous Name: Axis Equity Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120465
30.660 -0.04 ( -0.13 %)
NAV as on 21 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Info

Very Good performance in the category

The scheme is ranked 1 in Large Cap Fund category by Crisil (for quarter ended Jun 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Axis Equity Fund has been renamed as Axis Bluechip Fund w.e.f. May 18, 2018

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Returns (NAV as on Aug 21, 2018)
Period Returns(%) Rank#
1 Month 1.8 71
3 Months 10.6 8
6 Months 17.7 1
1 Year 25.4 1
2 Years 20.5 1
3 Years 14.9 4
5 Years 21.3 16

# Moneycontrol Rank within 72 Large Cap Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -1.5 8.5 - - -
2017 13.8 6.2 6.0 6.8 39.7
2016 -4.5 7.9 3.7 -11.2 -3.0
2015 1.1 -1.5 -3.7 1.7 -0.3
2014 6.0 18.8 3.7 9.4 42.6
2013 -1.1 4.2 -1.8 9.7 12.8

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.8 10.6 17.7 25.4 20.5 14.9 21.3
Category average 4.8 6.9 8.1 12.6 13.6 10.8 19
Difference of Fund returns and Category returns -3 3.7 9.6 12.8 6.9 4.1 2.3
Best of Category 9.2 11.1 17.7 25.4 20.5 19.4 38.6
Worst of Category 1.7 2.2 0.3 5.1 8.4 6 14.9
Benchmark returns # 4.4 10 11.3 18.6 15.8 11.7 16.9
Difference of Fund returns and Benchmark returns -2.6 0.6 6.4 6.8 4.7 3.2 4.4
# Benchmark Index: Nifty 50

Investment Information

Investment Objective

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    Nifty 50

  • Asset size (Rs Cr):

    99.27 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Shreyash Develkar
    View performance of schemes managed by the Fund Manager

  • Notes:

    Axis Equity Fund has been renamed as Axis Bluechip Fund w.e.f. May 18, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    If redeemed / switched-out within 12 months from the date of allotment, For 10 % of investments: Nil, For remaining investments: 1%, If redeemed / switched - out nafter 12 months from the date of allotment: NIL (w.e.f. 25th September 2017)nnfrom 1st October 2013).)

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) 4,905.24 241.8 8.1 7.8 11.8 12.8 22.1
HDFC Top 100 Fund - Direct Plan (G) 2,200.78 497.1 10.6 6.8 14.2 12.7 21.5
HDFC Top 100 Fund (G) 13,199.36 478.8 10.3 6.4 13.3 11.8 20.6
ICICI Prudential Bluechip Fund - Direct Plan (G) 3,745.88 44.9 8.7 8.6 16.5 14.1 21.3
ICICI Prudential Bluechip Fund (G) 12,639.52 42.7 8.4 8.0 15.3 12.9 20.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jul 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 253.91 9.89
Kotak Mahindra Banking/Finance 176.42 6.87
HDFC Banking/Finance 173.55 6.76
TCS Technology 166.66 6.49
Bajaj Finance Banking/Finance 153.78 5.99
Maruti Suzuki Automotive 138.05 5.38
Reliance Oil & Gas 83.64 4.43
Britannia Food & Beverage 113.86 3.44
HUL Cons NonDurable 88.32 3.26
Bandhan Bank Banking/Finance 82.62 3.22
Asset Allocation (%) As on Jul 31, 2018
Equity 84.55
Others 0.00
Debt 9.27
Mutual Funds 0.00
Money Market 6.20
Cash / Call -0.02
Sector Allocation (%) As on Jul 31, 2018
Sector %
Banking/Finance 36.15
Automotive 12.63
Technology 8.46
Chemicals 4.64
Oil & Gas 4.43
Food & Beverage 3.44
Concentration As on Jul 31, 2018
Holdings %
Top 5 36
Top 10 84.55
Sectors %
Top 3 57.24
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