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: BSE 100 TRI |
| TER: 1.58% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 33,229.5 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 39% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017. 1% if Units are redeemed or Switched out within 12 months from the date of allotment w.e.f., 01/10/2013.3% is payable if Units are redeemed /switched-out within 6 months from the date of allotment.2% is payable if Units are redeemed /switched-out after 6 months and upto 12 months from the date of allotment.1% is payable if Units are redeemed /switched-out after 12 months and upto 24 months from the date of allotment. w.e.f 01/10/2012. 1% if Units are redeemed or Switched out within 12 months from the date of allotment w.e.f 01/01/2010. Axis Equity Fund has been renamed as Axis Bluechip Fund w.e.f 18/0 |
58.04
1.09 (1.878%)
12.54%
Benchmark: 17.27%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 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 | 13.31 |
| Sharpe Ratio | 0.11 |
| Alpha | -5.0 |
| Beta | 0.95 |
| 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 | 23.07 | 14.53 | 7.58 | 13.16 | 11.58 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 32.44 | 22.55 | 13.85 | 17.92 | 12.83 |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 32.08 | 23.75 | 16.16 | 15.49 | 11.16 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 31.35 | - | - | - | - |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 30.93 | 21.56 | 15.58 | 17.7 | 13.05 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 30.9 | 21.32 | 13.41 | 17.13 | 11.52 |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 30.48 | 23.02 | 16.04 | 18.02 | 11.23 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 30.25 | 24.74 | 19.83 | 19.71 | 13.96 |
| Quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 29.43 | 20.86 | - | - | - |
| ICICI Prudential Bluechip Fund - Growth | 01-05-2008 | 29.18 | 22.6 | 16.92 | 19.29 | 13.72 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
8.19%
Large Cap
86.65%
Mid Cap
5.12%
