Optional
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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
| 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
| 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| 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 |
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives.
Open-Ended
Growth
Feb 01, 2013
Nifty 50
379 ( Dec 31, 2018 )
Dec 31, 2018
Rs.5000
N.A.
Shreyash Develkar
View performance of schemes managed by the Fund Manager
Axis Equity Fund has been renamed as Axis Bluechip Fund w.e.f. May 18, 2018
N.A
1.00%
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).)
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
022 - 43255161
022 43255199
| 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 |
| 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 |
| Equity | 80.96 |
| Others | 0.00 |
| Debt | 1.02 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 18.02 |
| Sector | % |
|---|---|
| Banking/Finance | 37.79 |
| Technology | 16.53 |
| Chemicals | 4.74 |
| Food & Beverage | 3.67 |
| Automotive | 3.35 |
| Miscellaneous | 3.24 |
| Holdings | % |
|---|---|
| Top 5 | 38.84 |
| Top 10 | 80.96 |
| Sectors | % |
|---|---|
| Top 3 |
| Add a comment...
Axis Bluechip Fund - Growth: this fund is best for investment for long term.. invest See more
Posted by : akmodi89
An IDR is an instrument in the form of a Depository Receipt created by the Indian Depository in India against the underlying equity shares of the issuing company in order to enable foreign companies to raise funds from the Indian markets. See more
Posted by : sau.saw
I want this for s I p investment for future See more
Posted by : Garg Bhavi
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