Axis Bluechip Fund Direct Plan Growth

Equity
Large Cap
Very High Risk
16.13%
3Y annualised
-0.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Sep 2023₹52.67
Min. SIP amount₹100
Rating2
Fund size₹32,153.40Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.6%16.1%13.2%14.5%
Category average15.3%21.4%13.0%NA
Rank with in category786238NA
Understand terms

Holdings (44)

NameSectorInstrumentAssets
FinancialEquity9.7%
FinancialEquity9.5%
FinancialEquity8.1%
ServicesEquity5.8%
TechnologyEquity5.3%
EnergyEquity4.9%
TechnologyEquity4.4%
ConstructionEquity4.0%
AutomobileEquity3.4%
ConstructionEquity3.1%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.62%
Lower alpha: -4.94 The fund has generated returns lower than benchmark - S&P BSE 100 Total Return Index - in the last 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.62%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Shreyash Devalkar
Nov 2016 - Present
View details

Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Also manages these schemes

Ashish Naik
Aug 2023 - Present
View details

Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Also manages these schemes

Vinayak Jayanath
Jan 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
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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