Axis Bluechip Fund (Equity, Large Cap)

Moderately High
9 yrs 10 monthsStarted on:05 Jan 2010
₹ 8049.93 Cras on: 15 Oct 2019
Long Term Horizon
1.99%
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)
YTD14.35
1 Month6.07
3 Month5.39
1 YR21.12
2 YR12.17
3 YR15.03

SIP Returns

TenureReturns (CAGR)
1 YR20.71
2 YR13.99
3 YR15.36
5 YR13.4

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.17
Kotak Mahindra Bank Ltd.8.99
Infosys Ltd.8.71
Bajaj Finance Ltd.8.42
ICICI Bank Ltd.8.01
Reliance Industries Ltd.6.62
Avenue Supermarts Ltd.5.41
Housing Development Finance Corpn. Ltd.4.3
Asian Paints Ltd.4.13
Tata Consultancy Services Ltd.3.76

Top Sectoral Holdings

Sector Name% Assets
Financial45.32
Technology13.77
Energy6.97
Chemicals6.69
FMCG5.48
Services5.43
Construction3.67
Cons Durable2.96
Healthcare1.06
Communication0.95

Indicators

LabelValue
Portfolio turnover ratio86
Standard Deviation12.75%
Beta0.9%
Sharpe Ratio0.72

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