Axis Bluechip Fund - Regular Plan - Growth
(Erstwhile Axis Equity Fund - Growth)
| Category: Equity: Large Cap |
| Launch Date: 05-01-2010 |
| Asset Class: Equity |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 1.71% As on (29-02-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 100.0 |
| Total Assets: 11,823.95 Cr As on (29-02-2020) |
| Turn over: 85.00 |
26.28
-0.1 (-0.3805%)
9.91%
NIFTY 50 TRI 11.56%
PERFORMANCE of Axis Bluechip Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 27-03-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Bluechip Fund - Regular Plan - Growth | -5.81 | 8.39 | 6.52 | 9.64 | 9.91 |
| NIFTY 50 TRI | -23.71 | -0.4 | 2.03 | 6.37 | 11.56 |
| Equity: Large Cap | -20.49 | -1.78 | 1.28 | 6.86 | 8.87 |
Yearly Performance (%)
Fund Managers
Shreyash Devalkar
Investment Objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
RETURNS CALCULATOR for Axis Bluechip Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Axis Bluechip Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Bluechip Fund - Regular Plan - Growth | 13.28 | 0.31 | -5.1 | 0.93 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
PEER COMPARISION of Axis Bluechip Fund - Regular Plan - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Bluechip Fund - Regular Plan - Growth | 05-01-2010 | -5.81 | 3.02 | 8.39 | 6.52 | 9.64 |
| JM Large Cap Fund-Growth | 01-04-1995 | -8.65 | -2.08 | 1.36 | 1.85 | 5.6 |
| LIC MF Large Cap Fund-Regular Plan-Growth | 31-08-1994 | -11.15 | -2.5 | 1.63 | 1.98 | 6.58 |
| Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | 05-08-2010 | -11.69 | -1.25 | 3.36 | 4.09 | 0.0 |
| BNP PARIBAS LARGE CAP Fund-Growth Option | 23-09-2004 | -11.82 | -3.52 | 1.38 | 2.34 | 9.34 |
| IDBI India Top 100 Equity Fund Growth | 15-05-2012 | -17.18 | -7.91 | -2.92 | 0.09 | 0.0 |
| Baroda Large cap Fund - Plan A - Growth Option | 22-06-2010 | -18.91 | -6.3 | -2.93 | -0.32 | 0.0 |
| IDFC Large Cap Fund-Regular Plan-Growth | 09-06-2006 | -19.17 | -6.89 | -0.69 | 1.1 | 5.63 |
| HSBC Large Cap Equity Fund - Growth | 10-12-2002 | -19.36 | -7.74 | -1.66 | 2.26 | 5.64 |
| PGIM India Large Cap Fund - Growth | 21-01-2003 | -19.92 | -7.68 | -2.2 | 1.14 | 5.96 |