Pros | Larger AUM within category. Beats FD returns for both 3Y & 5Y. | Lower volatility within category. Recovers losses quickly. 5Y returns in the top 25% of the category. | ||
Cons | Poor track record of protecting capital in bear phase. 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | 13/19 | 4/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 33523 Cr | 12566 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.7% | 0.48% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 47 | 54 | ||
Top 5 Holdings | ICICI Bank Ltd (7.73%) Reliance Industries Ltd (7.1%) HDFC Bank Ltd (6.82%) Bajaj Finance Ltd (6.55%) Avenue Supermarts Ltd (5.73%) | HDFC Bank Ltd (7.77%) ICICI Bank Ltd (7.31%) Reliance Industries Ltd (6.74%) Larsen & Toubro Ltd (5.1%) Infosys Ltd (4.26%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Financial Services (30.24%) Consumer Cyclical (15.09%) Consumer Defensive (10.35%) | Financial Services (29.37%) Consumer Cyclical (12.99%) Industrial (11.48%) | ||
Equity % | 98.12% | 96.61% | ||
Debt % | - | - | ||
P/E | 28.88 | 26.67 | ||
P/B | 5.31 | 4.67 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 3.27% | 2.96% | ||
3-Month Return | 6.08% | 4.56% | ||
6-Month Return | 16.18% | 16.32% | ||
1-Year Return | 30.21% | 32.54% | ||
3-Year Return | 13.82% | 17.72% | ||
5-Year Return | 14.93% | 18.34% |
Sharpe | 0.62 | 0.96 | ||
Alpha | -3.3 | 0.61 | ||
Beta | 0.96 | 0.89 | ||
Standard Deviation | 13.12 | 11.75 | ||
Information Ratio | -1.03 | -0.24 |
Description | Axis Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Canara Robeco Bluechip Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shreyash Devalkar,Ashish Naik | Shridatta Bhandwaldar,Vishal Mishra |