Axis Bluechip Fund (Equity, Large Cap)

Moderately High
10 yrs 4 monthsStarted on:05 Jan 2010
₹ 11823.95 Cras on: 03 Apr 2020
Long Term Horizon
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

Similar Funds
Mirae Asset India Equity Fund
Current NAV 36.65
Return (CAGR) 11.43%
Value Research
Motilal Oswal Focused 25 Fund
Current NAV 17.52
Return (CAGR) 8.47%
Value Research
ICICI Pru Bluechip Fund
Current NAV 30.02
Return (CAGR) 9.70%
Value Research
Kotak Bluechip Fund
Current NAV 172.27
Return (CAGR) 15.94%
Value Research
TATA Index Fund Nifty
Current NAV 49.31
Return (CAGR) 12.93%
Value Research
IDFC Large Cap Fund
Current NAV 24.21
Return (CAGR) 6.60%
Value Research
UTI Mastershare Fund
Current NAV 90.12
Return (CAGR) 16.07%
Value Research
SBI Nifty Index Fund
Current NAV 69.25
Return (CAGR) 11.20%
Value Research
Aditya Birla SL Index Fund
Current NAV 80.06
Return (CAGR) 12.58%
Value Research
HDFC Top 100 Fund
Current NAV 328.25
Return (CAGR) 17.05%
Value Research
Nippon India large cap fund
Current NAV 22.87
Return (CAGR) 6.75%
Value Research
DSP Top 100 Equity Fund
Current NAV 145.75
Return (CAGR) 16.98%
Value Research


TenureReturns (CAGR)
3 YR5.23

SIP Returns

TenureReturns (CAGR)
5 YR2.35
10 YR8.4


Company Name% Assets
Bajaj Finance Ltd.8.03
ICICI Bank Ltd.7.81
Kotak Mahindra Bank Ltd.7.26
Avenue Supermarts Ltd.7.05
HDFC Bank Ltd.6.97
Infosys Ltd.5.2
Housing Development Finance Corpn. Ltd.4.85
Asian Paints Ltd.4.08
Hindustan Unilever Ltd.3.92
Nestle India Ltd.3.6

Top Sectoral Holdings

Sector Name% Assets
Cons Durable1.64


Portfolio turnover ratio85
Standard Deviation15.76%
Sharpe Ratio0.19

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