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Partner With Us NRI

May 21, 2024


Category

Equity

AUM (Cr.)

33,351.61

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.56

Sharpe Ratio

23.10

Beta Ratio

0.00

Fund Manager

Shreyash Devalkar

Inception Date

Jan 05, 2010

Risk Level

Very High

Investment Objective

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Bluechip Fund (IDCW) 2.16 17.49 27.22 11.32 13.42 12.46
Benchmark - Nifty 50 TRI 1.93 14.31 25.12 15.47 15.36 0
Category Average - BEST EQUITY PERFORMERS 3.37 19.59 33.87 16.47 15.74 15.29
Category Rank 10/10 8/10 10/10 10/10 10/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
JM Large Cap Fund - (IDCW-A) 30.3460 1.18 48.25 21.50 17.47 144.17 0.00 1,000.00 invest
JM Large Cap Fund - (IDCW-Q) 34.3062 1.18 48.25 21.50 17.86 144.17 0.00 1,000.00 invest
JM Large Cap Fund - (G) 152.0140 1.18 48.25 21.50 17.86 144.17 0.00 1,000.00 invest
JM Large Cap Fund - (IDCW) 29.5102 1.18 48.25 21.50 16.62 144.17 0.00 1,000.00 invest
Franklin India Bluechip Fund - (G) 893.6884 -0.35 27.12 12.18 14.35 7,705.18 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Larsen & Toubro Apr 30, 2024 1,326.21 3.98 -4.51
Equity-M & M Apr 30, 2024 1,031.72 3.09 24.33
Equity-Reliance Industr Apr 30, 2024 2,320.98 6.96 -2.50
Equity-Tata Motors Apr 30, 2024 1,040.86 3.12 -6.55
Equity-Bajaj Finance Apr 30, 2024 1,899.20 5.69 -13.50
Equity-TCS Apr 30, 2024 1,616.85 4.85 -5.28
Equity-ICICI Bank Apr 30, 2024 2,759.79 8.27 6.43
Equity-HDFC Bank Apr 30, 2024 2,341.17 7.02 2.35
Equity-Bharti Airtel Apr 30, 2024 1,481.42 4.44 12.61
Equity-Avenue Super. Apr 30, 2024 1,952.85 5.86 1.73

latest news

Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 22 May 2024 as the record date for declarati...

May 21, 2024 11:02

AXIS MF Announces change in fund manager under its schemes

AXIS Mutual Fund has announced change in fund manager under the following s...

May 13, 2024 14:18

Axis Mutual Fund Announces change in benchmark under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

May 08, 2024 10:28

AXIS MF Announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

May 04, 2024 11:35

Axis MF Announces IDCW & Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 26 April 2024 as the record date for declara...

Apr 27, 2024 12:50

AXIS MF Announces change in fund managers under its schemes

AXIS Mutual Fund has announced change in fund managers under the following ...

Apr 08, 2024 12:02

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Bluechip Fund (IDCW)
Contact Persone : Shreyash Devalkar
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com