| Category: Equity: Large Cap |
| Launch Date: 01-01-2010 |
| Asset Class: Equity |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 1.82% As on (31-03-2021) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 100.0 |
| Total Assets: 24,598.26 Cr As on (31-03-2021) |
| Turn over: 57.00 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Bluechip Fund - Regular Plan - Growth | 48.21 | 14.33 | 16.03 | 13.84 | 12.81 |
| NIFTY 50 TRI | 60.42 | 12.89 | 15.21 | 11.61 | 13.73 |
| Equity: Large Cap | 55.79 | 10.24 | 13.08 | 11.62 | 13.84 |
Shreyash Devalkar,Hitesh Das
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.
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.
| 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 | - | - | - | - | - | - |
| 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 | 01-01-2010 | 48.21 | 17.9 | 14.33 | 16.03 | 13.84 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 70.05 | 15.4 | 10.76 | 12.23 | 11.19 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 63.18 | 8.82 | 7.99 | 13.46 | 12.24 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 62.82 | 15.58 | 9.97 | 12.68 | 13.81 |
| Tata Large Cap Fund Regular Plan - Growth | 07-05-1998 | 61.16 | 13.69 | 10.12 | 12.42 | 11.37 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 60.72 | 13.51 | 9.12 | 12.69 | 12.62 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 60.71 | 16.86 | 11.95 | 13.56 | 12.0 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 60.66 | 14.32 | 10.76 | 14.4 | 12.96 |
| UTI - Master Share-Growth Option | 18-10-1986 | 60.46 | 16.58 | 11.53 | 13.86 | 11.79 |
| Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth | 08-03-2019 | 59.75 | 15.68 | 0.0 | 0.0 | 0.0 |