Axis Bluechip Fund Direct Plan Growth

Equity
Large Cap
Very High Risk
16.34%
3Y annualised
+1.33% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May 2025₹69.18
Min. SIP amount₹100
Rating1
Fund size₹33,218.10Cr

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 returns11.5%16.3%19.1%15.0%
Category average10.3%18.8%23.4%NA
Rank with in category487857NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
12.7%25.4%39,677.38
5
13.5%23.0%68,033.76
5
10.6%21.6%33,913.31
4
14.3%21.4%1,828.46
4
16.5%20.9%15,621.37

Holdings (63)

NameSectorInstrumentAssets
FinancialEquity9.08%
FinancialEquity8.81%
CommunicationEquity5.53%
EnergyEquity5.11%
FinancialEquity4.57%
TechnologyEquity3.52%
FinancialEquity3.14%
AutomobileEquity2.92%
FinancialEquity2.92%
HealthcareEquity2.86%
ConstructionEquity2.81%
ServicesEquity2.42%
ConstructionEquity2.36%
TechnologyEquity2.35%
ServicesEquity2.17%
ChemicalsEquity2.00%
HealthcareEquity1.72%
ServicesEquity1.72%
Consumer DiscretionaryEquity1.60%
ServicesEquity1.53%
ServicesEquity1.42%
FinancialEquity1.41%
EnergyEquity1.30%
HealthcareEquity1.17%
Consumer StaplesEquity1.09%
Consumer StaplesEquity1.06%
InsuranceEquity1.05%
AutomobileEquity1.01%
Capital GoodsEquity0.83%
ServicesEquity0.81%
Consumer StaplesEquity0.79%
NAMutual Fund0.77%
Consumer StaplesEquity0.75%
AutomobileEquity0.68%
Consumer StaplesEquity0.62%
Reserve Bank of India
FinancialT-Bills0.60%
HealthcareEquity0.59%
HealthcareEquity0.58%
AutomobileEquity0.55%
Tech Mahindra Ltd.
TechnologyFutures0.48%
Capital GoodsEquity0.48%
HealthcareEquity0.42%
Reliance Industries Ltd.
EnergyFutures0.42%
HealthcareEquity0.41%
Reserve Bank of India
FinancialT-Bills0.38%
Reserve Bank of India
FinancialT-Bills0.37%
InsuranceEquity0.35%
Reserve Bank of India
FinancialT-Bills0.34%
AutomobileEquity0.33%
Reserve Bank of India
FinancialT-Bills0.33%
Reserve Bank of India
FinancialT-Bills0.30%
TechnologyEquity0.27%
HCL Technologies Ltd.
TechnologyFutures0.13%
ConstructionEquity0.13%
FinancialEquity0.12%
TVS Motor Company Ltd.
AutomobileFutures0.10%
Consumer StaplesEquity0.10%
TechnologyEquity0.10%
AutomobileEquity0.09%
Capital GoodsEquity0.06%
Siemens Energy India Ltd.
EnergyEquity0.05%
Reserve Bank of India
FinancialT-Bills0.04%
State Bank of India
FinancialFutures-0.21%
See All

Pros and cons

Category: Equity Large Cap

Pros

1Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.69%

Cons

3Y and 5Y annualised returns lower than category average
Lower alpha: -1.76 The fund has generated returns lower than benchmark - BSE 100 Total Return Index - in the last 3Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.69%

Inclusive of GST

Exit load

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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

Jayesh Sundar
Nov 2024 - Present
View details

Education
Mr. Sundar is a Chartered Accountant
Experience
Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
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,

Compare funds

Axis Bluechip Fund Direct Plan Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2025 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 6.0.3
STOCK MARKET INDICES:  S&P BSE SENSEX |  BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ