Axis Bluechip Fund Direct Plan Growth-2.24%

5Groww
-12.84%
1 Year Return
Equity
Large Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Bluechip Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.60%
NAV26.68 (03 Apr 2020)
Fund Started01 Jan 2013
Fund Size11,824 Cr

Fund Overview

Quick overview of Axis Bluechip Fund Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
Axis Bluechip Fund Direct Plan Growth
-12.8%
6.6%
5.7%
11.3%
Category Average
-28.1%
-2.7%
2.3%
-
Rank within category
2
1
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -12.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    1. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity8.0%
    ICICI Bank Ltd.FinancialEquity7.8%
    Kotak Mahindra Bank Ltd.FinancialEquity7.3%
    Avenue Supermarts Ltd.ServicesEquity7.0%
    HDFC Bank Ltd.FinancialEquity7.0%
    Infosys Ltd.TechnologyEquity5.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.8%
    Asian Paints Ltd.ChemicalsEquity4.1%
    Hindustan Unilever Ltd.FMCGEquity3.9%
    Nestle India Ltd.FMCGEquity3.6%
    See All

    Other Details

    Axis Bluechip Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Shreyash Devalkar is the Current Fund Manager of Axis Bluechip Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹11,824 Cr and the Latest NAV as of 03 Apr 2020 is ₹26.68.

    The Axis Bluechip Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 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

    To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives. Howerver, there can be no assurance that the investment objective of the scheme will be achieved.

    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,
    Invest Now
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