Axis Bluechip Fund- Analyse AUM, NAV, Returns and more

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


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

Invest in Axis Bluechip Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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%

Find details on other Mutual Funds

Axis Strategic Bond Fund Kotak Medium Term Fund Regular Plan Sbi Dynamic Bond Fund
Bnp Paribas Short Term Fund Kotak Standard Multicap Fund Regular Plan Sbi Etf Nifty 50
Canara Robeco Bluechip Equity Fund Lic Mf Etf Nifty 50 Sbi Etf Sensex

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.


Invest in Axis Bluechip Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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