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Axis Bluechip Fund Direct Plan Growth+0.24%

47.24%
1 Year Return
Equity
Large Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Bluechip Fund Direct Plan Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.49%
NAV₹42.48 (16 Apr 2021)
Fund Started01 Jan 2013
Fund Size24,598 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
47.2%
15.4%
17.1%
16.8%
Category Average
57.6%
11.0%
13.5%
-
Rank Within Category
62
2
2
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 47.2% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.49%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity9.5%
HDFC Bank Ltd.FinancialEquity9.4%
Bajaj Finance Ltd.FinancialEquity8.7%
Tata Consultancy Services Ltd.TechnologyEquity7.4%
Kotak Mahindra Bank Ltd.FinancialEquity7.1%
ICICI Bank Ltd.FinancialEquity6.3%
Avenue Supermarts Ltd.ServicesEquity5.6%
Housing Development Finance Corpn. Ltd.FinancialEquity5.3%
Reliance Industries Ltd.EnergyEquity4.2%
Hindustan Unilever Ltd.FMCGEquity2.7%
See All

Fund Managers

Hitesh Das
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Axis Bluechip Fund Direct Plan Growth Details

Axis Bluechip Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Shreyash Devalkar is the Current Fund Manager of Axis Bluechip Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹24,598 Cr and the Latest NAV as of 16 Apr 2021 is ₹42.48.

The Axis Bluechip Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 12 months

Investment Objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹100
Min for Second Investment
For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Exit Load

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About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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