Open An Account
Online Share/Stock Trading & Investment Broker in India | mastertrust

Axis Bluechip Fund - Regular Plan - Growth

AMC: Axis Mutual Fund
Type: Equity - Large Cap Fund
Plan: Standard Plan
32.0400 0.25 (0.79) % NAV as on 19-Oct-2020
start sip Lumpsum
Benchmark Indices NIFTY 50 - TRI
Category Equity
Inception Date 05-Jan-2010
Risk Category Moderately High
3 Yr CAGR 9.34%

Fund Data

Fund Manager Shreyash Devalkar
Exit Load 1 %
Expense Ratio 1.70 %
AUM (Rs in Cr) 17,270.02
Lock in Period NA

Investment Details

Min Investment 5,000
Min SIP Investment 500
Min Addtnl Investment 100
Min Withdrawal 1

Price Movement

ApPLY
FUND
Benchmark
}

Top Holdings

Value ( Cr.) Hold %
Infosys Limited 1,693.86 9.81
HDFC Bank Limited 1,659.97 9.61
Reliance Industries Limited 1,438.92 8.33
Bajaj Finance Limited 1,273.74 7.38
Tata Consultancy Services... 1,248.64 7.23
View More

Asset Allocation

94.79% Domestic Equities
4.02% Cash & Cash Equivalents and Net Assets
1% Deposits
0.19% Rights

Portfolio Aggregates

Fund Benchmark Category
Average Mkt Cap (Rs Cr) 2,25,720.54 0.00 83,625.68
Large Cap(%) 100.00 0.00 94.30
Mid Cap (%) 0.00 0.00 4.73
Small Cap(%) 0.00 0.00 0.97

Sector Allocation

18.49% Bank - Private
18.2% IT - Software
10.05% Pharmaceuticals & Drugs
8.33% Refineries
7.38% Finance - NBFC
5.21% Miscellaneous
4.83% Retailing
4.29% Household & Personal Products
3.89% Consumer Food
3% Automobiles - Passenger Cars
2.94% Telecommunication - Service Provider
2.9% Insurance
2.76% Paints
2.16% Chemicals
2.11% Cement & Construction Materials
1.41% Finance - Housing
1.22% Diamond & Jewellery
0.84% Automobile Two & Three Wheelers

Performance

Company Name YTD(%) 1 Month(%) 3 Month(%) 1 Year(%) 3 Years(%) 5 Year(%) Since Inception(%)
FUND -0.76 2.46 7.34 2.01 9.34 10.58 11.39

Peer Comparison

Compare the performance of a mutual fund with the other funds from the same category

Quant Small Cap Fund - Growth 60.6152 Change: 0.88 (1.48%)
1Y Retn: 54.31%
Aum (Rs Cr) : 48.58
Min Inv: 5000
LUMPSUM SIP
BOI AXA Small Cap Fund - Regular Plan - Growth 13.5100 Change: 0.02 (0.15%)
1Y Retn: 33.63%
Aum (Rs Cr) : 79.91
Min Inv: 5000
LUMPSUM SIP
PGIM India Midcap Opportunities Fund - Regular Plan - Growth 22.7300 Change: 0.15 (0.66%)
1Y Retn: 31.54%
Aum (Rs Cr) : 330.49
Min Inv: 5000
LUMPSUM SIP
Canara Robeco Small Cap Fund - Regular Plan - Growth 11.4500 Change: 0.03 (0.26%)
1Y Retn: 23.78%
Aum (Rs Cr) : 494.84
Min Inv: 5000
LUMPSUM SIP
View More

Risk Measures

RISK MEASURES Mean(%) Std Deviation(%) Sharpe Sortino Beta Alpha(%)
Fund 6.02 24.34 0.13 0.18 0.77 -2.94
S&P BSE Sensex 10.98 31.03 0.25 0.35 1 0
Rank With In Category 77 (114) 18 (114) 77 (114) 83 (114) 21 (114) 77 (114)
Ratios calculated on daily returns for last 1 year.

News

No Data Available
ALERTS
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,