Last NAV: 27.88

AXIS BLUECHIP FUND   -   Growth

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.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
11.31% 14.27% 15.17% 13.82% 3.14% 4.11%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.82 1.16 0.42 13.84% -27.24% 61.26%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Large Cap
AUM INR   4,220.99   Cr.
Inception Date 08/12/2009
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   100
TurnOver 137
Expense Ratio 1.98
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 12 months

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2010 -3.77 1.44 5.69 1.83 -2.46 4.26 1.11 1.10 9.54 -1.58 -3.96 3.86 17.46
2011 -10.22 -3.95 8.03 0.54 -2.89 1.95 -1.09 -8.01 -1.70 4.99 -7.66 -3.68 -22.55
2012 10.25 2.57 -0.19 0.58 -5.38 6.60 0.00 0.95 8.21 -1.05 5.02 1.34 31.73
2013 1.99 -3.00 1.42 5.03 1.26 -2.33 -1.91 -4.21 5.24 8.43 -1.26 2.85 13.49
2014 -4.01 1.98 8.20 0.21 10.31 6.85 -1.52 3.55 1.77 4.61 5.80 -1.98 40.85
2015 3.88 -0.45 -2.35 -3.95 3.26 0.05 3.05 -6.07 0.21 1.39 -0.42 0.63 -1.24
2016 -5.09 -7.57 9.03 3.07 3.14 0.88 3.58 2.42 -2.02 -0.10 -7.19 -2.49 -3.62
2017 5.01 3.78 4.39 3.92 2.44 0.00 5.93 0.76 -0.17 3.25 0.00 3.59 38.03
2018 1.06 -2.61 -1.08 6.56 2.13 0.93 5.71 0.38 -7.82 -5.16 6.71 0.63 6.54
2019 -0.96 0.04 4.11 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.14
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

About Fund Managers:

Shreyash Devalkar Axis

  • Job Since 23/11/2016 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund, IDFC Capital, JP Morgan Services India and Calyon Bank.
  • Education Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University

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