Axis Bluechip Fund - Regular Plan - Growth
(Erstwhile Axis Equity Fund - Growth)
Fund House: Axis Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 04-01-2010 |
| Asset Class: Equity |
| Benchmark: NIFTY 50 TRI |
| TER: 1.57% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 33,523.02 Cr As on (31-03-2024) |
| Turn over: 39% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 12 months |
55.03
0.11 (0.1999%)
12.64%
Benchmark: 14.1%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 0 Months
11 Years 1 Months
13 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.1 |
| Sharpe Ratio | 0.56 |
| Alpha | -4.36 |
| Beta | 0.96 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Bluechip Fund - Regular Plan - Growth | 04-01-2010 | 28.19 | 13.09 | 12.43 | 13.83 | 14.23 |
| quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 52.74 | - | - | - | - |
| BANK OF INDIA Bluechip Fund Regular Plan Growth | 24-06-2021 | 46.21 | 22.91 | - | - | - |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 46.1 | 24.85 | 21.6 | 17.36 | 14.36 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 42.86 | 27.33 | 26.06 | 17.86 | 17.34 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 40.54 | 23.26 | 22.06 | 18.08 | 16.27 |
| ITI Large Cap Fund - Regular Plan - Growth Option | 24-12-2020 | 40.27 | 21.66 | 17.5 | - | - |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 40.07 | 19.88 | 19.66 | 16.18 | 15.27 |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 39.55 | 22.4 | 19.83 | 18.0 | 16.26 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 39.46 | 18.66 | 18.25 | 14.14 | 12.3 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
5.16%
Large Cap
92.5%
Mid Cap
2.33%
