Moneycontrol

Markets

  • Sensex
    35898.35
    142.09 (0.40%)
  • Nifty
    10789.85
    54.40 (0.51%)
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
28.850 0.12 ( 0.42 %)
NAV as on 21 Feb, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
Success
Alert
Please select a Day.
Info

Very Good performance in the category

The scheme is ranked 1 in Large Cap Fund category by Crisil (for quarter ended Dec 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

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Feb 21, 2019)
Period Returns(%) Rank#
1 Month -0.2 3
3 Months 3.4 2
6 Months -5.9 5
1 Year 10.7 1
2 Years 17.0 1
3 Years 17.5 4
5 Years 16.6 12

# Moneycontrol Rank within 71 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 -1.7 2.3 9.0
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

View where it stands within its peers

Return Calculator SIP Calculator

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 -0.2 3.4 -5.9 10.7 17 17.5 16.6
Category average -2.4 -0.2 -8.6 -0.8 7.2 13.6 14.6
Difference of Fund returns and Category returns 2.2 3.6 2.7 11.5 9.8 3.9 2
Best of Category 2.7 3.6 -2.6 10.7 17 23.2 20.4
Worst of Category -6 -6.2 -14.8 -11.2 0.2 9.3 9.3
Benchmark returns # -1.6 1.8 -6.8 3.8 10.1 14.3 11.9
Difference of Fund returns and Benchmark returns 1.4 1.6 0.9 6.9 6.9 3.2 4.7
# 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):

    379 ( Dec 31, 2018 )

  • Asset Date:

    Dec 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 after 12 months from the date of allotment: NIL (w.e.f. 25th September 2017) from 1st October 2013).)

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Top 100 Fund - Direct Plan (G) 2,152.97 472.6 -0.2 -4.9 1.6 18.3 15.8
Reliance Large Cap Fund - Retail Plan (G) 9,511.60 32 -2.0 -7.1 -0.6 15.9 16.9
SBI Blue Chip Fund - Direct Plan (G) 5,016.64 37.7 -2.3 -9.8 -3.3 12.2 16.3
ICICI Prudential Bluechip Fund - Institutional Option - I 0.01 43.1 -1.8 -7.7 0.0 16.1 15.6
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) 5,067.28 221.3 -0.5 -8.5 -1.3 14.1 15.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jan 31, 2019
Company Sector Value %Assets
HDFC Bank Banking/Finance 378.55 9.56
Bajaj Finance Banking/Finance 301.26 7.61
Infosys Technology 122.36 7.53
TCS Technology 283.99 7.17
Kotak Mahindra Banking/Finance 298.32 6.97
ICICI Bank Banking/Finance 276.27 5.52
HDFC Banking/Finance 132.82 3.69
Maruti Suzuki Automotive 218.67 3.35
Titan Company Miscellaneous 128.46 3.24
Avenue Supermar Retail & Real Estate 146.10 3.09
Asset Allocation (%) As on Jan 31, 2019
Equity 80.96
Others 0.00
Debt 1.02
Mutual Funds 0.00
Money Market 0.00
Cash / Call 18.02
Sector Allocation (%) As on Jan 31, 2019
Sector %
Banking/Finance 37.79
Technology 16.53
Chemicals 4.74
Food & Beverage 3.67
Automotive 3.35
Miscellaneous 3.24
Concentration As on Jan 31, 2019
Holdings %
Top 5 38.84
Top 10 80.96
Sectors %
Top 3
Forum | Add a comment...

See More

What`s Your Opinion

Will you invest in a IT-dedicated Mutual Fund scheme?

  • Yes
  • No

Submit

See More

Last Visited
  • 0.00 0.00 (0)
Sections
Follow us on
Available On
PCI DSS Compliant