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Axis Bluechip Fund - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 39.17 -0.28%
    (as on 09th April, 2021)
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Crisil Rank
Very good performance among peers
Risk-O-Meter
Very High

Fund has 93.95% investment in indian stocks of which 82.29% is in large cap stocks, 1.18% is in mid cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

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Returns (NAV as on 09th April, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 01-Apr-21 10010.20 0.10% - -0.12% 8/35
1 Month 09-Mar-21 9849.10 -1.51% - -1.70% 17/35
3 Month 08-Jan-21 10002.60 0.03% - 3.10% 35/35
6 Month 09-Oct-20 12149.50 21.50% - 24.36% 28/33
YTD 01-Jan-21 10195.20 1.95% - 6.30% 35/35
1 Year 09-Apr-20 14448.50 44.48% 44.49% 56.12% 31/32
2 Year 09-Apr-19 13753.50 37.54% 17.25% 13.19% 2/32
3 Year 09-Apr-18 15241.20 52.41% 15.07% 10.97% 2/31
5 Year 08-Apr-16 21821.70 118.22% 16.87% 13.69% 2/30
10 Year 08-Apr-11 35224.80 252.25% 13.40% 11.03% 3/27
Since Inception 05-Jan-10 39170.00 291.70% 12.88% 14.56% 22/35

SIP Returns (NAV as on 09th April, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 09-Apr-20 12000 14559.22 21.33 % 41.78 %
2 Year 09-Apr-19 24000 30129.56 25.54 % 23.54 %
3 Year 09-Apr-18 36000 47703.47 32.51 % 19.15 %
5 Year 08-Apr-16 60000 91673.05 52.79 % 16.97 %
10 Year 08-Apr-11 120000 268058.95 123.38 % 15.35 %
 

Tax Treatment

Portfolio (Updated on 31st Mar,2021)

Equity Holding : 93.95% | F&O Holdings : 1.85%| Foreign Equity Holdings : 0.00%| Total : 95.80%
No of Stocks : 37 (Category Avg - 45.38) | Large Cap Investments : 82.29%| Mid Cap Investments : 1.18% | Small Cap Investments : 0% | Other : 12.33%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# Infosys Ltd. Computers - software 23393.7 9.51% 0.00% 10.06% (Jul 2020) 5.47% (Mar 2020) 1.71 Cr 7.30 L
# HDFC Bank Ltd. Banks 23017.2 9.36% 0.00% 10.94% (Nov 2020) 6.06% (Mar 2020) 1.54 Cr 0.00
# Bajaj Finance Ltd. Nbfc 21371.9 8.69% 0.00% 10.38% (Nov 2020) 4.36% (May 2020) 41.50 L 0.00
# Tata Consultancy Services Ltd. Computers - software 18209.1 7.40% 0.00% 7.26% (Oct 2020) 3.22% (Mar 2020) 57.30 L 9.90 L
# Kotak Mahindra Bank Ltd. Banks 17565.1 7.14% 0.00% 7.63% (Nov 2020) 5.51% (Sep 2020) 1.00 Cr 10.20 L
# ICICI Bank Ltd. Banks 15437.3 6.28% 0.00% 6.64% (Feb 2021) 3.37% (Sep 2020) 2.65 Cr 4.20 L
# Avenue Supermarts Ltd. Retailing 13773.7 5.60% 0.00% 7.41% (Mar 2020) 4.48% (Jul 2020) 48.18 L 2.08 L
# Housing Development Finance Corporation Ltd. Housing finance 13015.1 5.29% 0.00% 5.63% (Feb 2021) 1.28% (Jun 2020) 52.10 L 0.00
# Reliance Industries Ltd. Refineries/marketing 10376.1 4.22% 0.00% 8.33% (Sep 2020) 2.04% (Mar 2020) 51.80 L -4.20 L
# Hindustan Unilever Ltd. Diversified 6710.9 2.73% 0.00% 5.27% (Mar 2020) 2.5% (Feb 2021) 27.60 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 5.57%
FD - Axis Bank Ltd. FD 0.54%
FD - Axis Bank Ltd. FD 0.20%
FD - Axis Bank Ltd. FD 0.12%
Net Receivables Net Receivables -2.23%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st March, 2021)

  • Standard Deviation

    High volatility
    18.15vs17.33
    Category Avg
  • Beta

    High volatility
    0.81vs0.78
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    0.72vs0.41
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.16vs0.09
    Category Avg
  • Jension's Alpha

    Better risk adjusted returns
    2.98vs-0.61
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Franklin India Bluechip Fund - Growth 2 5926.85 -2.82 6.85 36.29 65.97 10.51
SBI Blue Chip Fund - Regular Plan - Growth 4 26838.32 -2.43 4.06 29.76 64.80 10.66
Kotak Bluechip Fund - Growth 5 2357.33 -1.26 4.42 24.69 64.77 12.84
UTI Mastershare Unit Scheme - Growth 4 7739.12 -0.12 3.61 26.24 60.77 12.49
Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth 3 19498.62 -1.67 3.45 26.87 60.68 9.70
Tata Large Cap Fund - Regular Plan - Growth 2 892.44 -2.25 6.13 27.75 60.17 10.17
Nippon India Large Cap Fund - Growth 1 10069.41 -3.04 5.09 32.24 59.84 8.42
Mirae Asset Large Cap Fund - Regular - Growth 3 23762.37 -1.70 3.55 22.94 59.71 12.57
ICICI Prudential Bluechip Fund - Growth 3 26467.80 -2.76 2.90 26.22 58.89 10.77
HDFC Top 100 Fund - Growth 1 18660.18 -3.76 4.74 30.45 58.87 9.36

More Funds from Axis Mutual Fund

Out of 55 mutual fund schemes offered by this AMC, 3 is/are ranked 5 * , 3 is/are ranked 4 * , 11 is/are ranked 3 * , 2 is/are ranked 2 * , and 36 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Long Term Equity Fund - Growth 4 27870.00 -1.30 1.17 29.46 53.17 13.82
Axis Bluechip Fund - Growth 5 23496.02 -1.51 0.03 21.50 44.49 15.07
Axis Liquid Fund - Growth 3 21567.59 0.29 0.79 1.55 3.53 5.73
Axis Banking & PSU Debt Fund - Growth 2 16154.21 0.68 0.35 1.93 8.66 8.63
Axis Focused 25 Fund - Growth 5 14698.83 -1.70 -0.57 25.66 56.37 13.05
Axis Short Term Fund - Growth 3 11744.71 0.59 0.13 2.03 8.93 8.13
Axis Midcap Fund - Growth 5 10431.65 0.22 6.87 30.67 59.88 16.95
Axis Treasury Advantage Fund - Growth 3 8537.37 0.48 0.76 2.04 6.78 7.35
Axis Flexi Cap Fund - Growth 4 7459.86 -1.82 0.97 24.07 44.29 14.45
Axis Overnight Fund - Regular Plan - Growth NA 5448.13 0.27 0.75 1.49 3.04 0.00

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