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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
27.530 0.02 ( 0.07 %)
NAV as on 14 Nov, 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 Sep 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

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  • View Historic Graph

Returns (NAV as on Nov 14, 2018)
Period Returns(%) Rank#
1 Month 0.6 54
3 Months -9.7 58
6 Months -1.3 8
1 Year 7.6 1
2 Years 17.1 2
3 Years 12.8 9
5 Years 15.8 22

# Moneycontrol Rank within 70 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 - -
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 0.6 -9.7 -1.3 7.6 17.1 12.8 15.8
Category average 1.4 -7.2 -4.2 -1.3 10.4 10 14.5
Difference of Fund returns and Category returns -0.8 -2.5 2.9 8.9 6.7 2.8 1.3
Best of Category 4.1 -2.4 2 7.6 17.6 17.6 29.4
Worst of Category -4.1 -11.7 -6.8 -7.4 5.9 4.9 9.6
Benchmark returns # 0.6 -7.5 -2.1 3.8 14.2 10.7 11.8
Difference of Fund returns and Benchmark returns 0 -2.2 0.8 3.8 2.9 2.1 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(%)
HDFC Top 100 Fund (G) 13,199.36 455.8 -2.3 1.3 -0.3 12.1 15.9
ICICI Prudential Bluechip Fund (G) 12,639.52 39.8 -4.6 -1.8 0.7 12.2 15.5
HDFC Top 100 Fund - Direct Plan (G) 2,200.78 475.8 -2.4 2.0 1.5 13.1 16.4
Aditya Birla Sun Life Frontline Equity Fund (G) 15,075.08 209.9 -7.4 -4.2 -2.2 10.5 15.2
SBI Blue Chip Fund (G) 13,264.78 36.5 -6.6 -6.6 -2.7 9.5 16.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 19.01 9.41
TCS Technology 17.64 8.73
HDFC Banking/Finance 12.51 6.19
Reliance Oil & Gas 9.58 5.51
Bajaj Finance Banking/Finance 11.01 5.45
Maruti Suzuki Automotive 9.66 4.78
Kotak Mahindra Banking/Finance 11.13 4.74
Bajaj Finserv Banking/Finance 7.11 4.03
HUL Cons NonDurable 8.14 3.52
Avenue Supermar Retail & Real Estate 6.91 3.42
Asset Allocation (%) As on Sep 29, 2018
Equity 84.71
Others 0.00
Debt 1.72
Mutual Funds 0.00
Money Market 0.00
Cash / Call 13.57
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 33.44
Technology 11.76
Automotive 9.41
Oil & Gas 5.51
Cons NonDurable 4.34
Chemicals 4.29
Concentration As on Sep 29, 2018
Holdings %
Top 5 35.29
Top 10 84.71
Sectors %
Top 3
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