Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl

Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl

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Equity
Direct
Large-Cap
NAV: ₹ 25.21 as on 18-04-2024
Fund Performance
zero opening, trading, fund transfer fee
165 people have invested ₹ 6.6L in Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl in the last three months

About the Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl

Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Shreyash Devalkar, Ashish Naik. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl has ₹33523 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
  2. The fund has an expense ratio 0.7.

Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl Overview

Expense ratio
Expense ratio
0.7%
Benchmark
Benchmark
S&P BSE 100 India TR INR
AUM
AUM
₹33523 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
26.46%

Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl Distribution as on (31-Mar-24)

  • Equity 98.1%

  • Debt & Cash 1.9%

Size breakup

Large cap
95.8%
Mid cap
2.3%
Sector Allocation

Mar'24

Feb'24

Jan'24

Financial Services
30.8%
Consumer Cyclical
15.4%
Consumer Defensive
10.5%
Tech
8.8%
Energy
8%
Industrial
7.5%
Health
6.3%
Communication
5.6%
Basic Materials
4.2%
Utilities
1.7%
Real Estate
1.3%

Top Holdings of Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl as on (31-Mar-24)

  • Equity

Equity Holdings45

Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl: Monthly Changes Updates

All changes are between Jan'24 and Mar'24
Fund Performance
Mar'24
Feb'24
Jan'24
Fund Returns
4.15%
2.49%
0.00%
Nifty 100
0.26%
2.21%
0.53%
  • This fund’s returns stands at 4.15% whereas the fund’s underlying benchmark Nifty 100 returns stands at 0.26% as on Mar'24
  • This fund outperformed Nifty 100 by 3.89% in Mar'24
AUM Change
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 33.5K Cr
₹ 32.6K Cr
₹ 32.7K Cr
  • AUM of the fund stands at 33.5K Cr as of Mar'24
  • AUM increased by 877.2 Cr between Mar'24 and Feb'24
Fund Portfolio Changes

Gainers & Losers in Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl portfolio Returns for the month of Mar

Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl Fund Manager

Shreyash Devalkar
Shreyash Devalkar
Fund Manager of Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl, since 23 November 2016
Ashish Naik
Ashish Naik
Fund Manager of Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl, since 3 August 2023

Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 15.16% since inception which is more than its category average return of 13.36%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.12% in Equity, 0% in Debt and 1.88% in Cash related instruments
AUM size ₹33523 Cr

AUM size ₹33523 Cr

This fund has AUM of ₹33523 Cr which is more than its category average of ₹ 6122 Cr
Expense Ratio 0.7%

Expense Ratio 0.7%

This fund has an expense ratio of 0.7% which is less than its category average expense ratio of 1.32%

Frequently Asked Questions

The current NAV of Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl is ₹25.21 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl
Absolute Returns
CAGR Returns
1 Month Returns
2.71%
2.71%
6 Month Returns
15.02%
15.02%
1 Year Returns
28.47%
28.47%
3 Years Returns
44.77%
13.12%
5 Years Returns
97.22%
14.55%
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0.7% as on March 2024
₹33523 Cr as on March 2024
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%) as on March 2024
Financial Services(30.24%), Consumer Cyclical(15.09%), Consumer Defensive(10.35%) as on March 2024
The alpha ratio for the Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl
2.04
-3.35
0.73
As on March 2024
The alpha for Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl is calculated against S&P BSE 100 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl
0.87
0.96
0.83
As on March 2024
The Beta for Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl is calculated with S&P BSE 100 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl
2.34
0.62
0.64
As on March 2024
The sharpe ratio for Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl is calculated with S&P BSE 100 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.6
13.12
16.26
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.11 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Shreyash Devalkar, Ashish Naik are the fund managers of Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl
The Exit load of Axis Bluechip Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl is 1%