Axis Bluechip (Equity, Large Cap)

Moderately High
9 yrs 2 monthsStarted on:05 Jan 2010
₹ 3961.03 Cras on: 15 Feb 2019
Long Term Horizon
2.29%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month3.47
1 YR7.79
2 YR16.58
3 YR16.06

SIP Returns

TenureReturns (CAGR)
1 YR1.72
2 YR8.33
3 YR11.78
5 YR10.92

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.56
Bajaj Finance Ltd.7.61
Infosys Ltd.7.53
Tata Consultancy Services Ltd.7.17
Kotak Mahindra Bank Ltd.6.97
ICICI Bank Ltd.5.52
Housing Development Finance Corpn. Ltd.3.69
Maruti Suzuki India Ltd.3.35
Titan Company Ltd.3.24
Avenue Supermarts Ltd.3.09

Top Sectoral Holdings

Sector Name% Assets
Financial37.79
Technology16.53
FMCG6.67
Chemicals4.74
Automobile3.35
Cons Durable3.24
Services3.09
Energy2.17
Construction2.03
Healthcare1.35

Indicators

LabelValue
Portfolio turnover ratio155
Standard Deviation13.78%
Beta0.91%
Sharpe Ratio0.56

Shreyash Devalkar

Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund, IDFC Capital, JP Morgan Services India and Calyon Bank.

Other Funds Managed by Shreyash Devalkar

  • Nav as on 15 Feb 19 34.03
    Returns since inception (CAGR) 16.55%
    Value Research