Axis Bluechip Fund - Regular Plan - IDCW
(Erstwhile Axis Equity Fund - Dividend)
Fund House: Axis Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 05-01-2010 |
| 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 18/05 |
19.04
0.09 (0.4727%)
11.52%
Benchmark: 17.33%
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
11 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate regular long term capital growth from a diversified and actively managed portfolio of equity and equity related securities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.82 |
| Sharpe Ratio | 0.4 |
| Alpha | -5.01 |
| Beta | 0.97 |
| 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 - IDCW | 05-01-2010 | 20.41 | 12.51 | 5.37 | 11.49 | 10.43 |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 30.77 | 22.96 | 14.92 | 15.24 | 11.15 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 29.94 | - | - | - | - |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 29.87 | 21.5 | 12.37 | 17.5 | 12.83 |
| Quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 29.82 | 20.83 | - | - | - |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 29.33 | 20.67 | 14.27 | 17.21 | 13.01 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 29.28 | 20.2 | 12.05 | 16.73 | 11.54 |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 28.35 | 21.94 | 14.61 | 17.68 | 11.12 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 28.29 | 23.68 | 18.4 | 19.25 | 13.9 |
| ICICI Prudential Bluechip Fund - Growth | 01-05-2008 | 27.49 | 21.5 | 15.67 | 18.78 | 13.68 |
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%
