25.31
NAV (Mar 27,2024)

The Axis Bluechip Fund - IDCW - Direct Plan is a mutual fund that offers investors the opportunity to invest in blue-chip companies in India. With an express ratio of 0.66 and a PE ratio of 47.68, this fund aims to provide long-term capital appreciation. It has a scheme AUM of ₹32,645.86 and a minimum investment requirement of ₹100. Established in 2013, this fund is a great option for those looking to grow their investments.

Axis Bluechip Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Axis Bluechip Fund Idcw 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

    0.30

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 28, 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 %)

10,665.16 (6.65%)11,565.31 (15.65%)13,312.46 (33.12%)14,467 (44.67%)20,058.96 (100.59%)
31,995.48 (6.65%)34,695.93 (15.65%)39,937.38 (33.12%)43,401 (44.67%)60,176.88 (100.59%)
53,325.8 (6.65%)57,826.55 (15.65%)66,562.3 (33.12%)72,335 (44.67%)1,00,294.8 (100.59%)
85,321.28 (6.65%)92,522.48 (15.65%)1,06,499.68 (33.12%)1,15,736 (44.67%)1,60,471.68 (100.59%)
1,06,651.6 (6.65%)1,15,653.1 (15.65%)1,33,124.6 (33.12%)1,44,670 (44.67%)2,00,589.6 (100.59%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

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)

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

EQUITY

Very High

23.87%

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

EQUITY

Very High

21.15%

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

EQUITY

Very High

20.61%

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

EQUITY

Very High

17.55%

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

17.54%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

15.64%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

14.12%

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

EQUITY

Very High

11.96%

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)

Quant Large Cap Fund - Regular Plan - GrowthQuant Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

55.03%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

34.18%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.77%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

29.92%

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

EQUITY

Very High

29.31%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

28.76%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.86%

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

EQUITY

Very High

22.67%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.78%

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

EQUITY

Very High

17.06%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

23.00%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

21.38%

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

EQUITY

Very High

18.82%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

15.69%

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

EQUITY

Very High

15.38%

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

EQUITY

Very High

15.16%

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%

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

EQUITY

Very High

11.92%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

11.66%

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

17.66%

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

EQUITY

Very High

17.64%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

16.43%

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%

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

EQUITY

Very High

15.52%

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

EQUITY

Very High

15.33%

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

EQUITY

Very High

14.82%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

14.12%

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

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Compare with similar Funds

Axis Bluechip Fund - IDCW - Direct Plan

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Axis Bluechip Fund - IDCW - Direct Plan

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The Axis Bluechip Fund – IDCW – Direct Plan is an open-ended scheme long-term strategy with a major focus on the financial and information technology sectors. This scheme is excellent for investors who are well-versed in risk associated with a diversified portfolio and have a proclivity for making selected bets for higher returns than other equity funds. At the same time, even if the overall market is performing well, investors should be prepared for moderate to severe investment losses.

Key Parameters

A minimum commitment of Rs. 500 is required for the Axis Bluechip Fund – IDCW – Direct Plan, with further commitments in multiples of Rs. 100. The expense ratio of the fund is 0.63% including GST. This fee is charged to investors to cover fund administration costs. If redeemed within a month or 30 days after the allocation date, the exit burden is 1% for 10% of investments. The remaining investments are exempted. Due to the lack of a lock-in period, investors may redeem their funds at any moment.

Taxation

If an investor sells one year after the acquisition date of the Axis Bluechip Fund – IDCW – Direct Plan, tax will be implied on the Long-Term Capital Gains (LTCG). If the LTCG exceeds Rs. 1 lakh, a 10% tax rate is applicable. There is no mention of a suitable fee or cess. Short-Term Capital Gains (STCG) are obtained by an investor if property sales occur within a year of purchase. The current tax rate, excluding any cess or levy, is 15%.

Holdings

The Axis Bluechip Fund – IDCW – Direct Plan invests heavily in the technology sector. An investor receives a well-diversified portfolio that includes assets in financial services, information technology, consumer services, oil gas and consumables fuels, and automobile and auto components. The following are the top holdings of the Axis Bluechip Fund – IDCW – Direct Plan:

  • HDFC Bank Limited
  • ICICI Bank Limited
  • Bajaj Finance Limited
  • Infosys Limited
  • Avenue Supermarts Limited
  • Tata Consultancy Services Limited
  • Reliance Industries Limited
  • Kotak Mahindra Bank Limited
  • Larsen & Toubro Limited
  • Mahindra & Mahindra Limited

Returns

The Axis Bluechip Fund – IDCW – Direct Plan has delivered great returns ever since its inception. Annualized returns over the last five years stand at 12.23%. They have been 18.17% over the previous three years. It should be noted that mutual fund returns are subject to market risks and that previous performance cannot be used to forecast future returns.

Investment Objective of Axis Bluechip Fund – IDCW – Direct Plan

The investment objective of the Axis Bluechip Fund – IDCW – Direct Plan is to achieve Long-Term Capital Gain (LTCG) by investing in a diversified portfolio primarily consisting of large-cap equity and equity-related securities, including derivatives. The fund invests 87.14% in domestic equities of which 71.23% and 3.72% of investment is made in large and mid-cap stocks respectively. However, there is no guarantee that the scheme’s investment goal will be met.

Minimum Investment and Lock-in Period

A minimum investment of Rs. 500 and a minimum SIP of Rs. 100 are required for the Axis Bluechip Fund – IDCW – Direct Plan, with successive multiples of Rs. 100. Investors can withdraw their money whenever they wish because there is no lock-in period. The Axis Bluechip Fund – IDCW – Direct Plan is an excellent choice for investors who do not want to be bound by a lock-in term.

AMC Information

Axis Mutual Fund is one of the top ten asset management firms in India. It was founded in 2009 as a joint venture between Axis Bank, India’s third-largest private bank, and Schroder Singapore Holdings Private Limited (SSHPL). This AMC is one of India’s fastest-growing mutual fund companies. As of February 28th, 2023, the company’s AUM was Rs 241455 crores, accounting for 5.8% of the industry’s AUM. In October 2009, Axis Mutual Fund launched its inaugural strategy. The AMC has grown significantly since then.

FAQs

How to invest in an Axis Bluechip Fund - IDCW - Direct Plan?

To invest in an Axis Bluechip Fund – IDCW – Direct Plan, you must either visit the nearest bank branch or apply online via the official portal of the Axis Mutual Fund. You can also apply for the fund scheme from the Urban Money platform.

Is Axis Bluechip Fund - IDCW - Direct Plan a risky investment?

Yes, Axis Bluechip Fund – IDCW – Direct Plan is a highly risky investment.

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

Axis Bluechip Fund – IDCW – Direct Plan is a strong investment since it has the ability to provide risk-adjusted gains over the long run. Investing in the Axis Bluechip Fund – IDCW – Direct Plan may allow investors to build money over a five to seven-year period.

What are the top sectors Axis Bluechip Fund - IDCW - Direct Plan has invested in?

The top sectors Axis Bluechip Fund – IDCW – Direct Plan has invested in are financial services, information technology, consumer services, oil gas and consumables fuels, and automobile and auto components.

How to Redeem Axis Bluechip Fund - IDCW - Direct Plan?

To redeem the Axis Bluechip Fund – IDCW – Direct Plan, you must approach the portal you purchased the funds from.

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

The PE and PB ratio of Axis Bluechip Fund – IDCW – Direct Plan is 28.28 and 4.32 respectively.

The PE and PB ratio of Axis Bluechip Fund - IDCW - Direct Plan is 28.28 and 4.32 respectively.

Axis Bluechip Fund – IDCW – Direct Plan charges 0.64% including GST as expense ratio.

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