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Business News/Market/Market Stats/    Axis Bluechip Fund Direct Plan Growth

Axis Bluechip Fund Direct Plan Growth

+
  • Equity
  • Large-Cap
  • Rating 3
  • Plan
63.78 -0.18 (-0.28%) NAV as on 24 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)33351.61
  • CAGR 30.00%
  • Exit Load1.00%
  • Expense ratio0.64%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2013-01-01

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 27 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 4.70%
  • Beta 0.80
  • Sharpe Ratio0.63
  • Std Deviation 13.11%
  • Tracking Error 7.48%

About Fund

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.

 

The Axis Bluechip Fund Direct Plan Growth has an AUM of 33351.61 crores & has delivered CAGR of 15.34% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.64%. The minimum investment in Axis Bluechip Fund Direct Plan Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries & Avenue Supermarts.

 

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Oil & Gas Operations.

 

Some of the similar funds are HDFC Top 100 Fund -Direct Plan - Growth Option, SBI Bluechip Fund Direct Growth, Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth, Mirae Asset Large Cap Fund Direct Plan Growth, Axis Bluechip Fund Direct Plan Growth. Axis Bluechip Fund Direct Plan Growth has a sharpe ratio of 0.63 & a standard deviation of 13.11%.

FAQs about Axis Bluechip Fund Direct Plan Growth

According to the morning star rating Axis Bluechip Fund Direct Plan Growth has a Moderate risk & Exceptional return.
Axis Bluechip Fund Direct Plan Growth is managed by Shreyash Devalkar,Ashish Naik,Krishnaa N.
The expense ratio of Axis Bluechip Fund Direct Plan Growth is 0.64%.
The 5 year annualized return on Axis Bluechip Fund Direct Plan Growth is 15.34% & it has generated 30.00% in the last 1 year.
The minimum investment in Axis Bluechip Fund Direct Plan Growth is 100 Rs.
Axis Bluechip Fund Direct Plan Growth has an AUM of 33351.61 crores.
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