Axis Bluechip Fund Dividend+3.51%

5Groww
-4.81%
1 Year Return
Equity
Large Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Bluechip Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.71%
NAV13.01 (09 Apr 2020)
Fund Started05 Jan 2010
Fund Size11,824 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Bluechip Fund Dividend
-4.8%
8.7%
6.2%
10.2%
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 -4.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    Cons
    1. 5Y Returns are lower than the benchmark
    2. 10Y 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

    Axis Bluechip Fund Dividend Details

    Axis Bluechip Fund Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 05 Jan 2010. Shreyash Devalkar is the Current Fund Manager of Axis Bluechip Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹11,824 Cr and the Latest NAV as of 09 Apr 2020 is ₹13.01.

    The Axis Bluechip Fund Dividend is rated Moderately 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

    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
    Enter investment amount
    + ₹1,000
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    + ₹5,000
    ONE TIME
    MONTHLY SIP
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