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Axis Bluechip Fund Direct Plan Axis Bluechip Fund Direct Plan Review, Axis Bluechip Fund Direct Plan NAV, asset allocation The Economic Times

axis bluechip fund graph
axis bluechip fund graph

Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme /Offer related documents carefully. The NAV will inter-alia be exposed to Price / Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other / better alternatives to the investment avenues displayed by BFL.

What is the 5 year return of Axis Bluechip?

1. Current NAV: The Current Net Asset Value of the Axis Bluechip Fund as of Mar 24, 2023 is Rs 40.71 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: -7.13% (1yr), 15.88% (3yr), 10.78% (5yr) and 11.25% (since launch).

A beta equal to 1 means that fund’s volatility is in line with the broader market. A fee payable to a mutual fund house for exiting a fund before the completion of a specified period from the date of investment. Assets Under Management is the total market value of the investments that the fund manages on behalf of the unitholders. Exit load – Charge applied to mutual fund redemptions before the designated investment period. The expense ratio refers to how much of a fund’s assets are used towards administrative and other operating expenses.


The expense ratio is about 1.1%, which is comparatively higher when compared to the Axis blue chip fund. The companies which pay out regular dividends to its investors. The only concern of a few blue-chip companies will be overvalued. I hereby provide my express consent to Abchlor Investments Pvt. Ltd. to fetch my KYC details from KRA system for registration of my online mutual fund account with its portal –

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You may choose upto 10 securities of your choice to customise the ticker. The data will refresh automatically with the new rates every 3 minutes. You may choose to add/delete the securities as per your requirements. Choose from a variety of Protection, Retirement, Wealth Builders, Savings and multiple combinations of Savings & Protection plans by choosing the right Life Insurance Plan. Ltd. has gathered the data, information, statistics from sources believed to be highly reliable and true.

It has a bottom-up approach of investing the funds by focusing on the fundamentals and requirements of the investors. Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited. More insights of mutual funds based on our research tools.

The table depicts year-on-year returns delivered by this fund. The category average column depicts the average returns of all the funds in this category, and the last column shows how this particular fund has ranked within the category. The fund has shown a better and high risk-adjusted return compared to Nifty 50 and category average. Investing in blue-chip stocks is really a dream for investors. Here we are going to discuss the performance calibration between Axis bluechip fund and ICICI bluechip fund. True, but then market does offer timely opportunities.


Here is the data for risk analysis over the past 5 years. AXIS bluechip is performing much higher than the category. ICICI is performing above average when compared to the category.

Axis bluechip fund has shown lower volatility and high risk-adjusted reward. The higher the value, the higher the risk-adjusted return. In the last 6 and lesser month performance, ICICI fund, and Nifty 50 have performed more than Axis fund. In an overall year-by-year performance comparison, Axis bluechip fund has shown consistent domination over ICICI fund and Nifty 50. The Rs. 10 in August 2013 has grown into 22.67, 20.11, and 16.43 in Axis fund, ICICI fund, and NIFTY 50 respectively. Track the movement of your favourite scrips without the hassle of refreshing the page!

What is the current position of Axis Bluechip fund?

Axis Bluechip Fund Direct Plan-Growth has ₹33,050 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.63%, which is less than what most other.

The total return of a mutual fund over a given period. Average of the yearly returns of a mutual fund over a given period. There is a notion that choice of SIP date plays an important role in the returns. Reality is that SIP date has very less significance over a long period of time. It is just a date for your convenience – the date of which you would like your bank account to get debited.

Branch Banking

Its ability to control losses in a falling market is below average. Axis Bluechip Fund Direct Plan-Growth returns of last 1-year are -6.79%. Since launch, it has delivered 13.75% average annual returns.

axis bluechip fund graph

The above returns are calculated based on past performance of the fund. The best about the ICICI fund is even with Rs. 100 every month we can start investing. The P/B and P/E ratios are attractive axis bluechip fund graph in ICICI bluechip funds. But Axis bluechip fund has surpassed all year performance than ICICI fund and Nifty 50. It is necessary to analyze both the reward and risk of the fund before investing.

Tax implication

In case you are making lump sum investments in the Axis Bluechip Fund Growth plan, then you can start with INR 5000 and in multiples of 1 thereafter. However, you can make subsequent lump sum investments in the fund starting with just INR 100 and in multiples of 1 thereafter. If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains . LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation. Axis Bluechip Fund is an open-ended equity scheme primarily investing in the stocks of large-cap companies. The fund has shown a better-adjusted return compared to the category average and low adjusted return than Nifty 50.

The calculator shows the investment corpus accumulated if you had started SIP or lumpsum investment in the fund for the selected period, basis the past performance. A. You can start SIP in Axis Bluechip Fund Growth with just INR 500 per month. Moreover, you can have any additional amount in the multiples of 1.

  • For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
  • If you have started a SIP online, cancel SIP option is available for upcoming transactions.
  • The performance of the Axis fund is majorly due to lesser holding, only 33 securities.

Mutual funds that invest largely in stocks are called equity funds. Minimum 65-80% of the asset are allocated to equity funds. You can make a lump sum or SIP investment in the fund, and it will invest your funds on your behalf in a variety of equity stocks. Axis Bluechip Fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term.

Scheme Details

It is the percentage that investors need to pay to the mutual fund company towards the management of the fund. Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies.

Is Axis Bluechip fund good?

Over the past 10 years, Axis Bluechip has been the third-best performing fund among its peers and has delivered a CAGR of over 15%. The average returns of all funds are around 13% for the same period. If we compare year-on-year performance with its category, the fund has delivered outperformance in most of the years.

SIP instills discipline as it is route which helps you invest a particular amount on a regular basis. A fixed amount gets invested automatically at a fixed interval. One doesn’t need to spend time on a regular basis to put the money to work. Carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment. Every mutual fund has experienced professionals that manage your funds.

And most people who invest, do so in an ad-hoc manner. When the markets look promising, they follow the trend and invest like others do. When the volatility sets in, they worry over their investments and take uninformed decisions. This CAGR is calculated based on the actual past return given by the fund during the selected investment period.

Why is Axis Blue Chip fund not doing well?

This fund is managed with a growth-oriented approach, and post Covid, growth style of investing has been out of favour. This resulted in the fund delivering a rather underwhelming performance in 2021 and this year so far.