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3 Year return
12.27%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹33351.61 Cr.
Expense Ratio
0.64% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| TCS | 4.85 % |
| Bharti Airtel | 4.44 % |
| Larsen & Toubro | 3.98 % |
| Tata Motors | 3.12 % |
| M & M | 3.09 % |
| Sun Pharma.Inds. | 2.78 % |
| Bajaj Auto | 2.49 % |
| Infosys | 2.3 % |
| Cholaman.Inv.&Fn | 2.07 % |
| Interglobe Aviat | 2.05 % |
| Nestle India | 2 % |
| UltraTech Cem. | 1.87 % |
| Titan Company | 1.85 % |
| Pidilite Inds. | 1.84 % |
| Bajaj Finserv | 1.84 % |
| Zomato Ltd | 1.75 % |
| NTPC | 1.73 % |
| Kotak Mah. Bank | 1.71 % |
| Info Edg.(India) | 1.55 % |
| St Bk of India | 1.52 % |
| ITC | 1.31 % |
| C C I | 1.17 % |
| Net CA & Others | 1.16 % |
| DLF | 0.99 % |
| TVS Motor Co. | 0.97 % |
| Tata Steel | 0.93 % |
| Siemens | 0.87 % |
| Mankind Pharma | 0.86 % |
| Maruti Suzuki | 0.76 % |
| Apollo Hospitals | 0.74 % |
| Tata Power Co. | 0.73 % |
| AXIS Nifty 50 ETF | 0.71 % |
| Indian Hotels Co | 0.7 % |
| Coal India | 0.67 % |
| A B B | 0.67 % |
| Hind.Aeronautics | 0.65 % |
| Cipla | 0.6 % |
| Tata Consumer | 0.49 % |
| SBI Life Insuran | 0.48 % |
| Jio Financial | 0.48 % |
| Godrej Consumer | 0.39 % |
| C C I | 0.34 % |
| HCL Technologies | 0.25 % |
| Power Grid Corpn | 0.23 % |
| ICICI Pru Life | 0.2 % |
| Tube Investments | 0.02 % |
Axis Mutual Fund Managers
SD
Shreyash Devalkar
Fund Manager since Nov 2016
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Large Cap Fund Direct Annual IDCW Payout |
22.15% |
1.5 |
|
JM Large Cap Fund Direct Quarterly IDCW Payout |
22.15% |
1.5 |
|
JM Large Cap Fund Direct Half Yearly IDCW Payout |
22.15% |
1.5 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About Axis Bluechip Fund Direct Plan Growth
The Axis Bluechip Fund Direct Plan Growth is an Equity Mutual Fund Scheme launched by Axis Mutual Fund. This fund primarily invests in blue-chip stocks of predominantly large and financially stable companies. These blue-chip stocks are known for their relatively lower volatility compared to mid-cap and small-cap stocks and typically have higher trading volumes and liquidity. The Axis Bluechip Fund follows a rigorous stock selection process. It is also characterised by a relatively low expense ratio and has a history of delivering consistent returns over the long term.
Investment Objective of the Scheme
The main investment objective of Axis Bluechip Fund Direct Plan Growth is to achieve substantial and sustained long-term capital appreciation. This objective is pursued primarily through investing in a well-diversified portfolio of stocks and related securities, with a particular focus on large companies. Additionally, the fund may utilise derivatives as part of its investment strategy. The inclusion of derivatives allows fund managers to potentially enhance returns or manage risk more effectively.
Key Features of The Fund
| 5-year return | 14.74% |
| Expense Ratio | 0.64% |
| Fund Manager | Shreyash Devalkar |
| Fund Size | ₹33351.61 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Whether the Axis Blue Chip Fund Direct Growth is suitable for you depends on your specific investment objectives and preferences. This equity fund is well-suited for investors seeking long-term capital appreciation, ideally with an investment horizon of more than 5 years. It's important to note that there is no lock-in period for this fund, providing you with the flexibility to access your investment whenever required.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
