Axis Bluechip Fund (Equity, Large Cap)

Moderately High
9 yrs 8 monthsStarted on:05 Jan 2010
₹ 6500.66 Cras on: 23 Aug 2019
Long Term Horizon
2.02%
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)
YTD5.73
2 YR10.28
3 YR12.17

SIP Returns

TenureReturns (CAGR)
1 YR5.76
2 YR7.38
3 YR11.03
5 YR10.78

Portfolio

Company Name% Assets
Kotak Mahindra Bank Ltd.9.46
HDFC Bank Ltd.7.97
Bajaj Finance Ltd.7.8
ICICI Bank Ltd.6.97
Infosys Ltd.6.25
Tata Consultancy Services Ltd.5.67
Housing Development Finance Corpn. Ltd.4.9
Avenue Supermarts Ltd.4.61
Asian Paints Ltd.3.84
Nestle India Ltd.3

Top Sectoral Holdings

Sector Name% Assets
Financial42.22
Technology11.92
Chemicals5.37
Services4.61
FMCG4.49
Construction4.45
Cons Durable2.86
Energy1.79
Healthcare1.52
Automobile1.35

Indicators

LabelValue
Portfolio turnover ratio90
Standard Deviation12.45%
Beta0.88%
Sharpe Ratio0.53

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 as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Other Funds Managed by Shreyash Devalkar