Axis Bluechip Fund - Regular Plan - Growth

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NAV
₹ 59.51 ₹ -0.12 (-0.2 %)
as on 28-05-2025
Asset Size (AUM)
33,281.49 Cr
Launch Date
Jan 04, 2010
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jan 04, 2010
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12.28

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.39 %
Expense Ratio
1.57%
Volatility
12.82 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsDebtMutual FundsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10703
FD₹ 10600
Gold₹ 10800
Nifty₹ 10721
Performance

Scheme Performance (%)

Data as on - 28-05-2025
Created with Highcharts 4.1.4ReturnsAxis Bluechip Fund - Regular Plan - GrowthNIFTY 100 TRIEquity: Large CapYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch0102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAxis Bluechip Fund - Regular Plan - GrowthNIFTY 100 TRIEquity: Large Cap2016201720182019202020212022202320242025-1001020304050
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000122,0972,0973.87
Benchmark---
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Bluechip Fund - Regular Plan - Growth 04-01-2010 7.03 16.28 13.65 17.16 12.05
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 23.25 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 14.32 23.93 21.2 22.55 11.76
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 10.69 19.61 17.6 21.51 13.59
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 10.32 16.53 14.8 21.09 13.2
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Financial Services31.45
N/A12.24
Healthcare7.75
Consumer Services7.65
Information Technology6.24
Automobile and Auto Components5.58
Telecommunication5.53
Oil, Gas & Consumable Fuels5.11
Fast Moving Consumer Goods4.41
Construction2.81
Services2.42
Construction Materials2.36
Chemicals2
Consumer Durables1.6
Capital Goods1.42
power1.3
Realty0.13
Portfolio Holdings
CompanyHoldings (%)
Clearing Corporation of India Ltd9.18
HDFC BANK LIMITED EQ NEW FV RE. 1/-9.08
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.81
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.53
RELIANCE INDUSTRIES LIMITED EQ5.11
NIFTY May 2025 Future4.78
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-4.57
INFOSYS LIMITED EQ FV RS 53.52
STATE BANK OF INDIA EQ NEW RE. 1/-3.14
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.92
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-2.92
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-2.86
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.81
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-2.42
ULTRATECH CEMENT LIMITED EQ2.36
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-2.35
AVENUE SUPERMARTS LIMITED EQ2.17
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/-2
CIPLA LIMITED EQ NEW FV RS.2/-1.72
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-1.72
TITAN COMPANY LIMITED EQ NEW Re.1/-1.6
ZOMATO LIMITED EQ1.53
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/-1.42
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-1.41
NTPC LIMITED EQ1.3
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-1.17
ITC LIMITED EQ NEW FV RE.1/-1.09
Varun Beverages Ltd1.06
HDFC LIFE INSURANCE COMPANY LIMITED EQ1.05
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-1.01
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-0.83
TRENT LIMITED EQ NEW FV Re. 1/-0.81
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-0.79
Axis NIFTY 50 ETF0.77
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-0.75
MARUTI SUZUKI INDIA LIMITED EQ0.68
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/-0.62
91 Days Tbill (MD 11/07/2025)0.6
MAX HEALTHCARE INSTITUTE LIMITED EQ0.59
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-0.58
BAJAJ AUTO LIMITED EQ0.55
Hindustan Aeronautics Ltd0.48
Tech Mahindra Limited May 2025 Future0.48
LUPIN LIMITED EQ NEW F.V. RS.2/-0.42
Reliance Industries Limited May 2025 Future0.42
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-0.41
182 Days Tbill (MD 08/05/2025)0.38
91 Days Tbill (MD 01/08/2025)0.37
ICICI LOMBARD GEN INSURANCE CO LTD EQ0.35
91 Days Tbill (MD 05/06/2025)0.34
182 Days Tbill (MD 05/06/2025)0.33
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-0.33
182 Days Tbill (MD 12/06/2025)0.3
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-0.27
DLF LIMITED EQ NEW FV RS.2/-0.13
HCL Technologies Limited May 2025 Future0.13
REC LIMITED EQ0.12
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 10.1
TVS Motor Company Limited May 2025 Future0.1
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-0.1
Hyundai Motor India Ltd0.09
SIEMENS LIMITED EQ NEW FV RS.2/-0.06
Siemens Energy India Limited0.05
364 Days Tbill (MD 29/05/2025)0.04
State Bank of India May 2025 Future-0.21
Net Receivables / (Payables)-5.76
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesHealthcareConsumer ServicesInformation TechnologyAutomobile and Auto ComponentsTelecommunicationOil, Gas & Consumable FuelsFast Moving Consumer GoodsConstructionOthers
Portfolio Holdings
Created with Highcharts 4.1.4Clearing Corporation of India LtdHDFC BANK LIMITED EQ NEW FV RE. 1/-ICICI BANK LIMITED EQ NEW FV RS. 2/-BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-RELIANCE INDUSTRIES LIMITED EQNIFTY May 2025 FutureBAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-INFOSYS LIMITED EQ FV RS 5STATE BANK OF INDIA EQ NEW RE. 1/-Others