Axis Bluechip Fund is an Open-ended, large-cap category fund launched in 2010 by Axis Asset Management Company Ltd. The fund manager name is Shreyash Devalkar. The risk in this fund is low but the returns are above average. In this article, we will do a detailed analysis of the Axis Bluechip Fund, we will dig deep into its AUM, NAV Returns & more.
Axis Bluechip Fund Ranking
Background of Axis Bluechip Fund
| Name of Fund |
Axis Bluechip Fund |
| Type of Fund ( Open / Close) |
Open Ended |
| Category of Fund |
Equity: Large Cap |
| Fund Manager |
Shreyash Devalkar |
| Launch Date |
1-Jan-2010 |
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Axis Bluechip Fund Performance
| Risk Grade |
Low |
| Return Grade |
Above Average |
| NAV (as on current Date) |
Rs. 26.97 as on Dec 14, 2018 |
| Net Asset (as on current date) |
Rs. 3294.8 crore as on Nov 30, 2018 |
Axis Bluechip Fund Portfolio Characteristics
| Total Stock/Securities |
24 |
| Total Bonds |
– |
| Avg Market Cap (in Cr) |
215891 |
| Portfolio P/B Ratio |
5.77 |
| Portfolio P/E Ratio |
38.37 |
| 3Y Earning Growth (%) |
18.73 |
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Axis Bluechip Fund Composition
| Equity |
83.74% |
| Debt |
19.45% |
| Cash |
-3.19% |
Risk Analysis:
| Standard Deviation |
14.2 |
| Sharpe Ratio |
0.44 |
| Beta |
0.92 |
| R Square |
0.86 |
| Alpha |
0.33 |
Axis Bluechip Fund NAV – Yearly
| 2018 |
26.97 |
| 2017 |
25.37 |
| 2016 |
18.38 |
| 2015 |
19.07 |
| 2014 |
19.31 |
| 52 Week High (NAV) |
29.11 |
| 52 Week Low (NAV) |
25.37 |
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Axis Bluechip Fund Returns – Yearly
| 2018 |
6.310% |
| 2017 |
38.030% |
| 2016 |
-3.620% |
| 2015 |
-1.240% |
| 2014 |
40.850% |
Axis Bluechip Fund AUM
| 2018 |
2657 |
| 2017 |
1888 |
| 2016 |
2001 |
| 2015 |
1928 |
| 2014 |
1323 |
Bluechip Fund Expense Ratio
| 2018 |
– |
| 2017 |
2.665% |
| 2016 |
2.500% |
| 2015 |
2.550% |
| 2014 |
2.690% |
Axis Bluechip Fund Quarterly Returns
| 2018 Q1 |
-2.64% |
| 2018 Q2 |
9.84% |
| 2018 Q3 |
-2.17% |
| 2018 Q4 |
– |
|
|
| 2017 Q1 |
13.76% |
| 2017 Q2 |
6.46% |
| 2017 Q3 |
6.56% |
| 2017 Q4 |
6.96% |
|
|
| 2016 Q1 |
-4.35% |
| 2016 Q2 |
7.24% |
| 2016 Q3 |
3.94% |
| 2016 Q4 |
-9.59% |
|
|
| 2015 Q1 |
0.98% |
| 2015 Q2 |
-0.77% |
| 2015 Q3 |
-3.00% |
| 2015 Q4 |
1.60% |
|
|
| 2014 Q1 |
5.91% |
| 2014 Q2 |
18.11% |
| 2014 Q3 |
3.79% |
| 2014 Q4 |
8.48% |
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Axis Bluechip Fund Weightage by Sector
| 1 |
Financial (40.33%) |
| 2 |
Technology (8.98%) |
| 3 |
FMCG (8.27%) |
| 4 |
Automobile (6.47%) |
| 5 |
Chemicals (4.26%) |
| 6 |
Services (3.97%) |
| 7 |
Energy ( 3.53%) |
| 8 |
Construction (3.33%) |
| 9 |
Cons Durable (2.98%) |
| 10 |
Healthcare (1.19%) |
Weightage by Securities Holding:
| 1 |
HDFC Bank (10.08%) |
| 2 |
Kotak Mahindra Bank (7.83%) |
| 3 |
Bajaj Finance (6.82%) |
| 4 |
Maruti Suzuki India (5.70%) |
| 5 |
Tata Consultancy Services (4.89%) |
| 6 |
ICICI Bank (4.83%) |
| 7 |
HDFC (4.41%) |
| 8 |
Avenue Supermarts (3.92%) |
| 9 |
Hindustan Unilever (3.62%) |
| 10 |
Titan Company (2.95%) |
Investment Information:
| AMC |
Axis Asset Management Company Ltd. |
| Registrar |
Karvy Fintech Pvt Ltd. |
| Minimum Investment |
5000 |
| Minimum SIP Investment |
1000 |
| Exit Load |
For units in excess of 10% of the investment,1% will be charged for redemption within
365 days |
Conclusion:
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.
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