Axis Bluechip Fund (Equity, Large Cap)

Moderately High
10 yrs 1 monthsStarted on:05 Jan 2010
₹ 10211.89 Cras on: 17 Jan 2020
Long Term Horizon
1.74%
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)
YTD1.90
1 Month1.97
3 Month4.38
1 YR21.91
2 YR13.28
3 YR19.96

SIP Returns

TenureReturns (CAGR)
1 YR22.52
2 YR16.58
3 YR16.09
5 YR14.68
10 YR14.25

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.88
Kotak Mahindra Bank Ltd.8.36
ICICI Bank Ltd.8.05
Bajaj Finance Ltd.7.92
Reliance Industries Ltd.4.97
Avenue Supermarts Ltd.4.84
Housing Development Finance Corpn. Ltd.4.74
Infosys Ltd.4.17
Asian Paints Ltd.4.11
Bajaj Finserv Ltd.3.59

Top Sectoral Holdings

Sector Name% Assets
Financial44.18
Technology8.97
FMCG6.4
Energy5.28
Chemicals5.13
Services4.86
Automobile3.39
Construction2.05
Communication1.25
Cons Durable1.13

Indicators

LabelValue
Portfolio turnover ratio84
Standard Deviation11.46%
Beta0.83%
Sharpe Ratio1.19

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