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Axis Bluechip Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
28.560 0.2 (0.70%)

NAV as on 19 Jun, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2018) up from Rank 4 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Axis Equity Fund has been renamed as Axis Bluechip Fund w.e.f. May 18, 2018
Benchmark Index:
 
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Returns (NAV as on 19 Jun, 2018)

Period Returns (%) Rank #
1 mth 1.9 9
3 mth 10.9 3
6 mth 6.8 4
1 year 20.4 3
2 year 19.2 38
3 year 13.5 52
5 year 17.7 84

# Moneycontrol Rank within 221 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -1.5 - - - -
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

* Returns over 1 year are Annualised

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

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.9 10.9 6.8 20.4 19.2 13.5 17.7
Category avg -0.8 1.3 -4.1 5.7 14.2 9.3 11.5
Difference of Fund returns and Category returns 2.7 9.6 10.9 14.7 5.0 4.2 6.2
Best of category 2.7 11.5 13.1 32.6 34.5 25.6 28.2
Worst of category -6.0 -17.2 -25.1 -19.3 0.8 0.3 6.9
Benchmark returns # 2.4 6.4 3.1 11.6 14.3 8.8 13.8
Difference of Fund returns and Benchmark returns -0.5 4.5 3.7 8.8 4.9 4.7 3.9
Axis Bluechip Fund - Direct Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 99.27 (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 after 12 months from the date of allotment: NIL (w.e.f. 25th September 2017) from 1st October 2013).)

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin India Equity Fund - D (G) Rank 4
2,189.31 3.7 -1.2 9.3 11.2 20.2
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 3.4 -0.9 7.1 8.1 22.3
Motilal Oswal Multicap 35 - D (G) Rank 1
4,781.51 3.4 -2.8 10.2 15.7 --
HDFC Equity Fund - Direct (G) Rank 4
6,217.57 1.7 -6.3 5.0 10.5 18.0
ICICI Pru Multi-Asset Fund - D(G) Not Ranked
1,316.71 0.3 -2.5 9.0 12.2 18.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 189.57 9.53
Kotak Mahindra Banking/Finance 163.50 8.22
Maruti Suzuki Automotive 135.22 6.80
HDFC Banking/Finance 128.06 6.44
Bajaj Finance Banking/Finance 110.65 5.56
TCS Technology 109.50 5.50
Avenue Supermar Retail & Real Estate 74.53 3.75
Britannia Food & Beverage 68.92 3.46
HUL Cons NonDurable 63.37 3.19
Page Industries Manufacturing 58.08 2.92

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 35.78 39.12 39.12
Automotive 16.62 13.97 13.97
Technology 7.99 4.45 4.45
Chemicals 4.10 4.13 4.13
Retail & Real Estate 3.75 3.12 3.12
Food & Beverage 3.46 3.03 3.03

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 86.94
Others 0.00
Debt 2.25
Mutual Funds N.A
Money Market 5.57
Cash / Call 5.24

View All

Concentration

Holdings (%)
Top 5 36.55
Top 10 55.37
Sector (%)
Top 3 60.39

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