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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

Crisil MF Rank 3

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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