Pros | Beats FD returns for both 3Y & 5Y. | Generated Consistent Returns. Consistently beats benchmark. Lower volatility within category. | ||
Cons | Has not generated consistent returns. Does not beat the benchmark consistently. Higher probablity of downside risk. | - |
INDMoney rank | 18/19 | 1/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 33236 Cr | 63670 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.7% | 0.87% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 57 | 75 | ||
Top 5 Holdings | HDFC Bank Ltd (8.82%) ICICI Bank Ltd (7.65%) Bajaj Finance Ltd (5.27%) Bharti Airtel Ltd (5.21%) Infosys Ltd (4.94%) | HDFC Bank Ltd (8.54%) ICICI Bank Ltd (8.22%) Larsen & Toubro Ltd (6.49%) Infosys Ltd (4.63%) Reliance Industries Ltd (4.46%) | ||
No of Sectors | 11 | 12 | ||
Top 3 Sectors | Financial Services (30.56%) Consumer Cyclical (17.08%) Consumer Defensive (9.93%) | Financial Services (31.29%) Industrial (11.17%) Consumer Cyclical (10.65%) | ||
Equity % | 94.61% | 89.53% | ||
Debt % | - | - | ||
P/E | 29.15 | 23.66 | ||
P/B | 4.57 | 3.6 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 2.18% | 1.06% | ||
3-Month Return | -0.82% | -0.35% | ||
6-Month Return | 8.46% | 9.74% | ||
1-Year Return | 22.52% | 26.89% | ||
3-Year Return | 11.18% | 20.19% | ||
5-Year Return | 15.06% | 20.69% |
Sharpe | 0.33 | 1.06 | ||
Alpha | -4.58 | 5.08 | ||
Beta | 0.96 | 0.86 | ||
Standard Deviation | 13.18 | 11.71 | ||
Information Ratio | -1.36 | 1.37 |
Description | Axis Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shreyash Devalkar | Anish Tawakley,Vaibhav Dusad |