62.21
NAV (Mar 28,2024)

Axis Bluechip Fund - Growth - Direct Plan is a popular mutual fund option in India. With an expense ratio of 0.66, it offers a good value for investors. The fund's PE ratio stands at 47.68, indicating its potential for growth. The PB ratio of 9.14 further highlights its attractiveness. With an established date of 2013, this fund has a track record of delivering consistent returns. The minimum investment required is INR 100, making it accessible to all investors.

Axis Bluechip Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Axis Bluechip Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    47.68
  • P/B Ratio
    UM_URBAN_MONEY

    9.14
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.89
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.66%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

32645.86 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,627.48 (6.27%)11,637.33 (16.37%)13,408.94 (34.09%)14,572.17 (45.72%)20,486.5 (104.86%)
31,882.44 (6.27%)34,911.99 (16.37%)40,226.82 (34.09%)43,716.51 (45.72%)61,459.5 (104.86%)
53,137.4 (6.27%)58,186.65 (16.37%)67,044.7 (34.09%)72,860.85 (45.72%)1,02,432.5 (104.86%)
85,019.84 (6.27%)93,098.64 (16.37%)1,07,271.52 (34.09%)1,16,577.36 (45.72%)1,63,892 (104.86%)
1,06,274.8 (6.27%)1,16,373.3 (16.37%)1,34,089.4 (34.09%)1,45,721.7 (45.72%)2,04,865 (104.86%)

Calculate Your Mutual Fund Returns

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Years
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Total investment

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Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited7.64%
  • HDFC Bank Limited6.79%
  • Reliance Industries Limited6.66%
  • Bajaj Finance Limited6.03%
  • Tata Consultancy Services Limited5.63%
  • Avenue Supermarts Limited5.18%
  • Larsen & Toubro Limited4.18%
  • Infosys Limited3.71%
  • Bharti Airtel Limited3.44%
  • Sun Pharmaceutical Industries Limited3.36%
  • Tata Motors Limited3.05%
  • Nestle India Limited2.76%
  • Bajaj Auto Limited2.75%
  • UltraTech Cement Limited2.68%
  • Titan Company Limited2.55%
  • Mahindra & Mahindra Limited2.41%
  • Cholamandalam Investment and Finance Company Ltd2.07%
  • Bajaj Finserv Limited1.86%
  • Kotak Mahindra Bank Limited1.86%
  • DLF Limited1.84%
  • Info Edge India Limited1.71%
  • InterGlobe Aviation Limited1.63%
  • Pidilite Industries Limited1.57%
  • TVS Motor Company Limited1.49%
  • State Bank of India1.44%
  • NTPC Limited1.40%
  • Zomato Limited1.35%
  • Jio Financial Services Limited1.23%
  • Apollo Hospitals Enterprise Limited1.16%
  • HCL Technologies Limited1.00%
  • Coal India Limited0.83%
  • Godrej Consumer Products Limited0.80%
  • Mankind Pharma Limited0.79%
  • The Indian Hotels Company Limited0.72%
  • Axis NIFTY ETF0.71%
  • Maruti Suzuki India Limited0.68%
  • Tata Consumer Products Limited0.62%
  • Siemens Limited0.55%
  • ICICI Prudential Life Insurance Company Limited0.54%
  • SBI Life Insurance Company Limited0.54%
  • Cipla Limited0.52%
  • Bharat Petroleum Corporation Limited0.49%
  • ABB India Limited0.48%
  • Clearing Corporation of India Ltd0.44%
  • Divi s Laboratories Limited0.30%
  • Net Receivables Payables0.22%
  • Tata Steel Limited0.17%
  • Hindustan Unilever Limited0.15%
  • United Spirits Limited0.03%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India Bluechip Fund - Regular Plan - GrowthBank of India Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

23.88%

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.15%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.55%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.29%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

14.12%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

12.79%

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

12.38%

Sundaram Large Cap Fund - Regular Plan - GrowthSundaram Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

10.34%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

9.96%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

9.43%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.00%

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.85%

JM Large Cap Fund - Regular Plan - GrowthJM Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.06%

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

36.42%

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

33.95%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.26%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

25.84%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

25.45%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

22.90%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

21.10%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

23.00%

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

22.27%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

21.38%

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.78%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

16.93%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

15.04%

SBI Blue Chip Fund - Regular Plan - GrowthSBI Blue Chip Fund - Regular Plan - Growth

EQUITY

Very High

14.70%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.52%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

13.78%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

13.35%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.79%

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

17.64%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.09%

SBI Blue Chip Fund - Regular Plan - GrowthSBI Blue Chip Fund - Regular Plan - Growth

EQUITY

Very High

16.14%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

15.75%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

15.33%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.48%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

14.12%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

13.18%

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

12.57%

Fund Managers

SD

Mr. Shreyash DevalkarFund Manager - Equities

Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.

AN

Mr. Ashish NaikFund Manager

Previous experience includes 6 years with Goldman Sachs as an equity analyst.

KN

Mr. Krishnaa N

Get your latest Credit Score, FREE

Compare with similar Funds

Axis Bluechip Fund - Growth - Direct Plan

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Axis Bluechip Fund - Growth - Direct Plan

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About Axis Bluechip Fund – Growth | Direct Plan

Axis Bluechip Fund – Growth | Direct Plan is a large-cap equity mutual fund scheme launched by Axis Mutual Fund on January 1, 2013. The fund aims to generate long-term capital growth by investing in a diversified portfolio of large-cap companies listed on Indian stock exchanges. The fund has an expense ratio of 0.59%, which is lower than the average expense ratio of 2.25% for large-cap equity mutual funds.

As of May 26, 2023, the NAV of Axis Bluechip Fund – Growth | Direct Plan is ₹49.61. The fund has a 10-year annualised return of 14.36%. The fund’s top 10 holdings include HDFC Bank, ICICI Bank, Reliance Industries, Infosys, TCS, HDFC, Kotak Mahindra Bank, State Bank of India, and Hindustan Unilever.

Key parameters of Axis Bluechip Fund – Growth | Direct Plan

Here are some of the key parameters of Axis Bluechip Fund – Growth | Direct Plan:

  • Fund Name: Axis Bluechip Fund – Growth | Direct Plan
  • Fund Type: Equity
  • Fund Category: Large Cap
  • Fund Manager: Ashish Chauhan
  • Asset Under Management (AUM): ₹33,474 crores
  • Expense Ratio: 0.59%
  • 10-year annualised return: 14.36%
  • Top 10 holdings: HDFC Bank, ICICI Bank, Reliance Industries, Infosys, TCS, HDFC, Kotak Mahindra Bank, State Bank of India, and Hindustan Unilever

Taxation on Axis Bluechip Fund – Growth | Direct Plan

The taxation on Axis Bluechip Fund – Growth | Direct Plan depends on the holding period of the units. If the units are sold within 1 year of purchase, the gains will be taxed as short-term capital gains (STCG).

The STCG tax rate is 15%. If the units are sold after 1 year of purchase, the gains will be taxed as long-term capital gains (LTCG). The LTCG tax rate is 10% if your total long-term capital gain exceeds 1 lakh. Any cess/surcharge is not included in the 10% or 15%.

Here are some of the factors that can affect the taxation of Axis Bluechip Fund – Growth | Direct Plan:

  • Your income tax slab
  • Your total long-term capital gains
  • The type of fund (equity, debt, etc.)
  • The holding period of the units

Holdings of Axis Bluechip Fund – Growth | Direct Plan

The top 10 holdings of Axis Bluechip Fund – Growth | Direct Plan as of May 26, 2023, are:

  • HDFC Bank Ltd. (9.46%)
  • ICICI Bank Ltd. (9.19%)
  • Bajaj Finance Ltd. (7.79%)
  • Avenue Supermarts Ltd. (6.72%)
  • ITC Ltd. (5.87%)
  • Kotak Mahindra Bank Ltd. (5.76%)
  • Hindustan Unilever Ltd. (5.47%)
  • Reliance Industries Ltd. (5.26%)
  • State Bank of India (4.99%)
  • Infosys Ltd. (4.88%)

Returns on Axis Bluechip Fund – Growth | Direct Plan

Axis Bluechip Fund – Growth | Direct Plan has a 10-year annualised return of 14.36%. The fund has a 3-year annualised return of 19.6% and a 5-year annualised return of 11.89%.

Investment Objective of Axis Bluechip Fund – Growth | Direct Plan

The investment objective of Axis Bluechip Fund – Growth | Direct Plan is to generate long-term capital growth by investing in a diversified portfolio of large-cap companies listed on Indian stock exchanges. The fund aims to invest in companies with strong profitability and growth track record.

Minimum Investment and Lock-In Period for Axis Bluechip Fund – Growth | Direct Plan

The minimum investment amount for Axis Bluechip Fund – Growth | Direct Plan is ₹500. There is no lock-in period for this fund. However, if you redeem your units within 30 days of purchase, you will be charged a penalty of 1% of the amount redeemed.

About Axis AMC

Axis Asset Management Company (AMC) is one of the largest asset management companies in India. It was founded in 2009 and has over ₹2.5 trillion in assets under management. Axis AMC offers a wide range of mutual funds, including equity, debt, hybrid, and liquid funds.

FAQs

How to invest in Axis Bluechip Fund - Growth | Direct Plan?

You can invest in Axis Bluechip Fund – Growth | Direct Plan either online or offline. Online investment can be made through the Axis Mutual Fund website or third-party platforms. For online investment, create an account with Axis Mutual Fund and make the payment through net banking or UPI. Offline investment involves filling up an investment form and submitting it to an Axis Mutual Fund distributor along with the payment.

What are your views about Axis Bluechip Fund - Growth | Direct Plan?

Axis Bluechip Fund – Growth | Direct Plan is a large-cap equity mutual fund that invests in a diversified portfolio of large-cap companies. The fund has a commendable track record of performance and consistently outperforms its benchmark index. Managed by experienced professionals, it has proven to be a successful investment option.

Is Axis Bluechip Fund - Growth | Direct Plan a risky investment?

While all investments carry some degree of risk, Axis Bluechip Fund – Growth | Direct Plan is considered a relatively low-risk investment. It focuses on large-cap companies, which are generally more stable than smaller ones, reducing the overall risk associated with the investment.

How good is Axis Bluechip Fund - Growth | Direct Plan for long-term investment?

Axis Bluechip Fund – Growth | Direct Plan is well-suited for long-term investments. With its consistent track record of performance and experienced management team, the fund offers a reliable option for investors seeking long-term growth.

Should we invest in Axis Bluechip Fund - Growth | Direct Plan in 2023?

Whether to invest in Axis Bluechip Fund – Growth | Direct Plan in 2023 depends on individual circumstances and investment goals. If you are a long-term investor seeking a low-risk investment with potential returns, Axis Bluechip Fund – Growth | Direct Plan could be a suitable choice.

What are the top sectors of Axis Bluechip Fund - Growth | Direct Plan?

The top sectors in Axis Bluechip Fund – Growth | Direct Plan include Financial Services, Consumer Discretionary, Healthcare, Technology, and Industrials.

How to redeem Axis Bluechip Fund - Growth | Direct Plan?

Axis Bluechip Fund – Growth | Direct Plan can be redeemed online through the Axis Mutual Fund website or third-party platforms like Groww or Paytm Money. Offline redemption can be done through Axis Mutual Fund distributors by submitting a redemption form.

What is the NAV of Axis Bluechip Fund - Growth | Direct Plan?

The NAV of Axis Bluechip Fund – Growth | Direct Plan as of May 28, 2023, is ₹49.61.

What is the PE and PB ratio of Axis Bluechip Fund - Growth | Direct Plan?

As of May 28, 2023, the PE ratio of Axis Bluechip Fund – Growth | Direct Plan is 22.5, and the PB ratio is 2.5.

How much does Axis Bluechip Fund - Growth | Direct Plan charge as an expense ratio?

The expense ratio of Axis Bluechip Fund – Growth | Direct Plan is 0.59%.

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