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Axis Bluechip Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-21)
60.64 0.68%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
If redeemed/switched-out within 12 months: For 10% of investments: Nil. For remaining investments: 1%. After 12 months: NIL.
Risk
N/A
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-14 ₹1,000.00 ₹1,005.47
0.55 %
Two Week 2025-07-07 ₹1,000.00 ₹989.72
-1.03 %
One Month 2025-06-23 ₹1,000.00 ₹1,009.32
0.93 %
Three Months 2025-04-22 ₹3,000.00 ₹3,060.07
2.00 %
Six Months 2025-01-22 ₹6,000.00 ₹6,288.11
4.80 %
One Year 2024-07-22 ₹12,000.00 ₹12,394.23
3.29 %
Three Year 2022-07-22 ₹36,000.00 ₹43,727.29
21.46 %
Five Year 2020-07-22 ₹60,000.00 ₹80,677.98
34.46 %
Ten Year 2015-07-24 ₹120,000.00 ₹237,547.13
97.96 %
Since Inception 2010-01-05 ₹190,000.00 ₹574,336.70
202.28 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Axis Bluechip Fund - Regular Plan - Growth

Banks
17%
Petroleum Products
6%
Retailing
7%
IT - Software
8%
Telecom - Services
4%
Finance
6%
Automobiles
7%
Construction
2%
Transport Services
2%
Cement & Cement Products
2%
Pharmaceuticals & Biotechnology
2%
Chemicals & Petrochemicals
1%
Power
1%
Food Products
1%
Diversified FMCG
1%
Personal Products
1%
Electrical Equipment
0%
Leisure Services
0%
Aerospace & Defense
0%
Auto Components
0%
Insurance
0%
Ferrous Metals
0%
Healthcare Services
0%

Companies Holding in Axis Bluechip Fund - Regular Plan - Growth

HDFC Bank Limited
8.71%
ICICI Bank Limited
7.73%
Reliance Industries Limited
6.31%
Avenue Supermarts Limited
4.97%
Tata Consultancy Services Limited
4.92%
Bharti Airtel Limited
4.91%
Bajaj Finance Limited
4.80%
Infosys Limited
4.51%
Mahindra & Mahindra Limited
3.18%
Larsen & Toubro Limited
2.77%
InterGlobe Aviation Limited
2.56%
UltraTech Cement Limited
2.52%
Sun Pharmaceutical Industries Limited
2.41%
Cholamandalam Investment And Finance Company Ltd
2.40%
Bajaj Auto Limited
2.39%
Zomato Limited
2.04%
State Bank Of India
1.82%
Pidilite Industries Limited
1.78%
NTPC Limited
1.74%
Tata Motors Limited
1.69%
Info Edge (India) Limited
1.51%
Nestle India Limited
1.48%
Kotak Mahindra Bank Limited
1.30%
ITC Limited
1.08%
TVS Motor Company Limited
1.04%
Godrej Consumer Products Limited
1.04%
Siemens Limited
0.92%
Bajaj Finserv Limited
0.77%
The Indian Hotels Company Limited
0.72%
Hindustan Aeronautics Limited
0.68%
Samvardhana Motherson International Limited
0.67%
SBI Life Insurance Company Limited
0.64%
Cipla Limited
0.61%
Tata Power Company Limited
0.61%
Hindustan Unilever Limited
0.61%
Tata Steel Limited
0.61%
Maruti Suzuki India Limited
0.56%
Power Grid Corporation Of India Limited
0.52%
Trent Limited
0.50%
Apollo Hospitals Enterprise Limited
0.50%

Risk Ratios

Std. Deviation 13.29
Beta 0.97
Sharpe Ratio 0.43
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Shreyash Devalkar
20 Experience
Mr. Ashish Naik
16 Experience
Ms. Krishnaa N
4 Experience

Exit load

If redeemed/switched-out within 12 months: For 10% of investments: Nil. For remaining investments: 1%. After 12 months: NIL.

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