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Axis Bluechip Fund

Growth
EquityLarge Cap Fund
Large-size FundAssets Under Mgmt: ₹ 33,236 Cr
Very High RiskPrinciple investment will be at very high risk
65.130.47% (-0.31)

Price Chart

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Returns
0.00%
1M
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1Y
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Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityLarge Cap Fund
Large-size FundAssets Under Mgmt: ₹ 33,236 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7053.011.40
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4642.471.37

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of investments and 1% for remaining investments on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
BSE 100 - TRI

About Large Cap 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. These funds are relatively less riskier than other market cap funds.

Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Bluechip Fund22.06%7.10%15.14%
ICICI Pru Bluechip Fund27.82%16.27%16.37%
SBI BlueChip Fund21.26%12.30%15.78%
Mirae Asset Large Cap Fund20.63%10.55%16.68%

Price Comparison

Compare Axis Bluechip Fund with any MF, ETF, stock or index
Compare Axis Bluechip Fund with any MF, ETF, stock or index
Axis Bluechip Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Mutual FundsFutures & OptionsCash & EquivalentsEquity0.77%0.99%6.43%91.81%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

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Sector Distribution

+26 morePharmaceuticalsInvestment Banking & BrokerageSpecialized FinanceIT Services & ConsultingPrivate Banks51.03 %5.64 %5.97 %6.73 %10.86 %19.78 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2420.11%19.49%16.47%18.91%17.91%19.78%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.04 %

    Holdings

    9.75 %

    1.04 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.91 %

    Holdings

    8.63 %

    0.91 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.37 %

    Holdings

    5.29 %

    0.37 %

AMC Profile

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.

  • No.of Schemes

    68

  • Total AUM

    ₹ 3,17,451.79 Cr.

Fund Manager Profile

Shreyash Devalkar

AUM:  ₹1,34,568.36 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Jayesh Sundar

AUM:  ₹41,313.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Krishnaa N

AUM:  ₹1,38,766.90 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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