Axis Bluechip Fund Axis Bluechip Fund Growth Performance

The axis bluechip fund growth SIP investment is the best alternative that can be opted by an investor in order to gain high growth of capital in the long run. Hereunder is mentioned an overview of nav of axis equity fund g scheme that would assist you in deciding whether or not you should opt for the same for your portfolio. 96.4 percent of the funds are put in stocks and shares while the remaining 4.8 percent are invested in the debt instruments. The average market capitalisation of the scheme is Rs.76,384.35 crore as against Rs.45,171.91 crore of its category. This shows the overall market possession by the axis bluechip growth fund scheme.

Standard deviation is the deviation of the fund’s return around mean. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. The fund’s top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Bajaj Finance Ltd., Infosys Ltd., Avenue Supermarts Ltd.. You confirm that you have seen and understood your investor personality by entering the OTP.

Asset Allocation History

You can also view here all other Equity funds offered by Axis Mutual Fund. This fund is best suited to the investors who have long-term investment goals and can stay invested for 3-5 years. It has a bottom-up approach of investing the funds by focusing on the fundamentals and requirements of the investors. While the top 10 equity holdings constitute around 59.16% of the assets, the top 3 sectors constitute around 56.46% of the assets. Axis Bluechip Fund is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term. Axis Bluechip Fund is a Large Cap Equity fund and has delivered an annualised return of 11.6% over a period of 13 years.

NAV or Net Asset Value is the per-unit price of the Mutual Fund. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date. Axis bluechip fund has shown lower volatility and high risk-adjusted reward.

The fund is managed by Axis Asset Management Company Limited. The fund managers are Shreyash Devalkar, Vinayak Jayanath. Average of the yearly returns of a mutual fund over a given period.

Monthly https://1investing.in/ of ₹ 1,000 for last 3 Years in this fund would be ₹ 39,727 today. Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,114 today. Ltd. has gathered the data, information, statistics from sources believed to be highly reliable and true.

AXIS Bluechip Fund – Direct (G)- Performance(%)

Both the funds have demonstrated in performing over the benchmark index. Axis bluechip fund has performed with a CAGR of 15.48% per annum from inception. It is a statistical tool that measures the deviation or dispersion of the data from the mean or average. Riskometer stipulated by SEBI reflects the current risk of the scheme at a given point of time. Axis Bluechip Fund is a Equity – Large Cap Fund fund and belongs to Axis Mutual Fund.

Of course currently, as the market increased, overall every stock has grown at an average of 60%. Please find the year-on-year performance of both the funds when compared to the benchmark NIFTY 50 Index. The companies which pay out regular dividends to its investors. The only concern of a few blue-chip companies will be overvalued.

Axis Bluechip Fund – Regular Plan – Growth

The Company cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. MF Ratios have been calculated using daily returns for the last one year. Big or small, everyone has goals that they want to accomplish. There are some goals you’re able to fulfil and others that you’re not. Highlights the recent performance in the last few years. Average return generated by the fund during a specified period.

The Expense Ratio is a percentage of Assets Under Management and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you. A percentage of your capital gains payable to the government upon exiting your mutual fund investments.

Axis fund, ICICI fund, and NIFTY 50 have shown an annualized return of 14.18%, 12.17%, and 8.45% respectively. The total holding of Axis and ICICI funds are 33 and 70 securities respectively. Axis bluechip fund can be started by investing Rs. 500 minimum as SIP.

Sortino ratio is the statistical tool that measures the performance of the investment relative to the downward deviation. It is an unmanaged group of securities which are considered as a ‘benchmark’ to measure a fund’s/stock’s performance. The above returns are calculated based on past performance of the fund. Stay tuned to the latest news and updates from the mutual fund industry. Compares the scheme’s return versus the benchmark index. As per SEBI’s latest guidelines to calculate risk grades, investment in the Axis Bluechip Fund comes under Very High risk category.

Other Holdings

For each mutual fund, the risk can range from low to very high, as depicted by different colours in the riskometer. Companies/sectors in which this fund is investing your money. Exit load – Charge applied to mutual fund redemptions before the designated investment period. To help you make informed investment decision, here is a list of other fund options in the same category with similar returns. Ideally you shoulds compare this fund with the benchmark S&P BSE 100 TRI. This fund is offered by one of the top AMC Axis Mutual Fund.

BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other / better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof. A mutual fund scheme is not a deposit product and is not an obligation of, or guaranteed, or insured by the mutual fund or its Asset Management Company . Due to the nature of the underlying investments, the returns or the potential returns of a mutual fund product cannot be guaranteed.

Taxation is categorized as long-term capital gains and short-term capital gains depending on your holding period and the type of fund. Before investing in a mutual fund, it is important to analyse its performance based on certain parameters. Mentioned are some key ratios to help you evaluate the performance of the mutual fund. Click on the info icon to know what each parameter signifies.

Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. Please read all scheme related documents carefully before investing. If you need assistance or advice to make a productive portfolio for your investment in axis equity fund g, you can avail our services anytime. The annualised returns of the axis equity fund growth scheme for three- and five-year investments are 11.4 and 13.5 percent respectively. You too can earn the same by investing your hard-earned money in this plan.

You can make a lump sum or SIP investment in the fund, and it will invest your funds on your behalf in a variety of equity stocks. Axis Bluechip Fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund.

For instance, for an axis bluechip fund graph Mutual Fund, the AUM will be the total value of its portfolio’s equity shares . The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn’t update it every day. It is updated only at the end of the month and released within few days of the next month. Axis Bluechip Fund Direct Plan-Growth returns of last 1-year are 4.67%. Since launch, it has delivered 14.30% average annual returns.

• Axis Bluechip Fund is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.
• NAV or Net Asset Value is the per-unit price of the Mutual Fund.
• Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
• This indicates the fund has not generated great returns and even those are not very consistent.

For someone whose investment objective is long-term wealth creation and who has a very high risk appetite can choose multicap fund. Axis Asset Management Company Limited manages assets worth 243,521 crores and was set up on 13 January 2009. It’s current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds. Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of years or longer .

The axis equity fund g investment process is embedded with risk management techniques. The Rate of Return also known as the Return of Investment is the basic fundamental ratio of calculating returns for any gains or yearly income. The Return Calculator lets you calculate your proxy returns using various combinations across different mutual funds and time frame. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Mutual funds that invest largely in stocks are called equity funds. Minimum 65-80% of the asset are allocated to equity funds.

All comparisons are done with the category average metrics for this category. The best about the ICICI fund is even with Rs. 100 every month we can start investing. Both these funds have shown a higher return than the Nifty 50 Index. AXIS bluechip is performing much higher than the category. ICICI is performing above average when compared to the category.

There are only a few actively managed large-cap funds, which have outperformed the Nifty 50 Index. These two funds have been outstanding from Nifty 50 for the last 1,2,3,5 year and from inception. Carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment. Alpha is the excess returns relative to market benchmark for a given amount of risk taken by the scheme.

Beta of a mutual fund scheme is the volatility of the scheme relative to its market benchmark. Our mutual fund calculator has been designed to help you understand indicative returns on this fund based on past performance. One of the fundamental rules for choosing mutual funds is to choose a fund with a proven track record. Advisors and distributors base their fund recommendations mainly on historical performance while evaluating track record. Axis Bluechip Fund is rated as a 1 fund in Equity and delivered 0.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Bluechip Fund .

This is the annualised growth rate assuming monthly compounding. Axis Bluechip Fund Direct Plan-Growth scheme return performance in last 1 year is 4.67%, in last 3 years is 66.76% and 298.29% since scheme launch. The expense ratio of the Axis Bluechip Fund is 1.56% for regular plan. If you have invested in Axis Bluechip Fund from anywhere else, you can go to the fund house website and put a request through it. Redeeming your investments in Axis Bluechip Fund is super easy.

For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax – STCG) if units are redeemed within 1 year of investment. The minimum sip amount for Axis Bluechip Fund is ₹1000. The Expense Ratio of the direct plan of Axis Bluechip Fund is 0.63%.. Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

However,there can be no assurance that the investment objective of the Scheme will be achieved. A mutual fund primarily invests in stocks is known as an equity fund. Equity funds can be divided based on the market capitalisation, sector/theme. Axis bluechip fund growth is a diversified equity fund having major investments in the large-cap companies.