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

Axis Bluechip Fund - Regular Plan (G)

Previous Name: Axis Equity Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 112277
Fact Sheet Buy
25.700 0.19 ( 0.74 %)
NAV as on 13 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

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  • View Historic Graph

Returns (NAV as on Nov 13, 2018)
Period Returns(%) Rank#
1 Month 0.4 54
3 Months -9.5 56
6 Months -2.2 9
1 Year 5.7 2
2 Years 15.5 3
3 Years 11.5 24
5 Years 14.6 32

# 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 -1.8 8.1 -2.1 - -
2017 13.7 5.8 5.6 6.5 38.0
2016 -4.7 7.6 3.5 -11.5 -4.0
2015 0.9 -1.7 -3.9 1.4 -1.3
2014 5.8 18.4 3.3 9.0 40.6
2013 -0.5 3.7 -1.9 9.4 12.6

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 0.4 -9.5 -2.2 5.7 15.5 11.5 14.6
Category average 0.7 -8.3 -4.8 -2.7 10 9.8 14.2
Difference of Fund returns and Category returns -0.3 -1.2 2.6 8.4 5.5 1.7 0.4
Best of Category 4 -2.1 1.7 7.2 17.6 17.6 29.9
Worst of Category -4.1 -10.9 -7.4 -7.8 6 4.9 9.9
Benchmark returns # 0.7 -6.8 -2.1 3.5 14.2 10.9 12.1
Difference of Fund returns and Benchmark returns -0.3 -2.7 -0.1 2.2 1.3 0.6 2.5
# 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, 2010

  • Benchmark:

    Nifty 50

  • Asset size (Rs Cr):

    1786.82 ( 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) 13,199.36 451.6 -4.1 0.4 -2.1 11.9 15.6
ICICI Prudential Bluechip Fund (G) 12,639.52 39.8 -4.6 -1.8 0.7 12.2 15.5
Aditya Birla Sun Life Frontline Equity Fund (G) 15,075.08 210 -6.7 -4.3 -2.5 10.5 15.5
SBI Blue Chip Fund (G) 13,264.78 36.2 -7.8 -7.4 -4.0 9.3 16.3
Reliance Large Cap Fund - Retail Plan (G) 6,975.55 32.3 -4.3 -1.0 -0.2 11.6 18.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 231.04 9.41
TCS Technology 214.35 8.73
HDFC Banking/Finance 151.98 6.19
Reliance Oil & Gas 116.38 5.51
Bajaj Finance Banking/Finance 133.81 5.45
Maruti Suzuki Automotive 117.36 4.78
Kotak Mahindra Banking/Finance 135.29 4.74
Bajaj Finserv Banking/Finance 86.43 4.03
HUL Cons NonDurable 98.95 3.52
Avenue Supermar Retail & Real Estate 83.97 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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