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
1.71%
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 YR5.23

SIP Returns

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

Portfolio

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
Financial41.01
Technology8.51
FMCG7.52
Services7.05
Chemicals5.55
Communication2.83
Energy2.3
Automobile2.13
Construction1.82
Cons Durable1.64

Indicators

LabelValue
Portfolio turnover ratio85
Standard Deviation15.76%
Beta0.79%
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