Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Lower volatility within category. ![]() Recovers losses quickly. ![]() 5Y returns in the top 25% of the category. | ||
Cons | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Higher probablity of downside risk. | - |
INDMoney rank | 16/19 | 4/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 34520 Cr | 13933 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.67% | 0.45% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 53 | 56 | ||
Top 5 Holdings | HDFC Bank Ltd (9.07%) ICICI Bank Ltd (8.22%) Reliance Industries Ltd (6.97%) Avenue Supermarts Ltd (5.52%) Bajaj Finance Ltd (5.09%) | HDFC Bank Ltd (8.63%) ICICI Bank Ltd (7.71%) Reliance Industries Ltd (6.29%) Infosys Ltd (4.17%) Bharti Airtel Ltd (4.1%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Financial Services (31.89%) Consumer Cyclical (13.48%) Consumer Defensive (9.72%) | Financial Services (31.26%) Consumer Cyclical (13.08%) Industrial (11.29%) | ||
Equity % | 96.95% | 95.96% | ||
Debt % | - | - | ||
P/E | 28.5 | 26.31 | ||
P/B | 5.14 | 4.64 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.73% | 2.93% | ||
3-Month Return | 7.42% | 10.48% | ||
6-Month Return | 16.79% | 18.97% | ||
1-Year Return | 27.06% | 32.1% | ||
3-Year Return | 12.65% | 17.74% | ||
5-Year Return | 16.83% | 21.49% |
Sharpe | 0.56 | 0.97 | ||
Alpha | -4.38 | 0.57 | ||
Beta | 0.97 | 0.9 | ||
Standard Deviation | 13.25 | 11.87 | ||
Information Ratio | -1.32 | -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 |