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Axis Bluechip Fund - Direct Plan
(Erstwhile Axis Equity)

5 Value Research
-0.27%
Change from previous, NAV as on Mar 22, 2019
Category: Equity: Large Cap
Assets: R 4,221 crore (As on Feb 28, 2019)
Expense: 0.88% (As on Feb 28, 2019)
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Basic Details
Fund House: Axis Mutual Fund
Launch Date: Jan 01, 2013
Benchmark: NIFTY 50 Total Return
Riskometer: Moderately High
Risk Grade: Low
Return Grade: Above Average
Turnover: 137%
Type: Open-ended
Investment Details
Return since Launch: 15.43%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 100
Minimum SIP Investment (R) 1,000
Minimum No of Cheques 12
Minimum Withdrawal (R) 1,000
Minimum Balance (R) 1
Exit Load (%) For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 3.41 4.17 4.21 15.75 16.73 16.28 -
S&P BSE Sensex 50 TRI 5.12 6.07 6.22 14.20 16.09 13.94 -
Category 4.11 6.17 5.09 10.17 14.47 14.22 -
Rank within Category 41 58 43 6 4 7 -
Number of funds in category 99 103 98 91 76 62 -
As on Mar 22, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Axis Bluechip Fund - Direct Plan Jan-2013 15.75 16.73 16.28 0.88 4,221
Aditya Birla Sun Life Focused Equity Fund - Direct Plan Jan-2013 7.83 14.21 16.04 1.13 3,944
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan Jan-2013 7.85 14.07 15.83 1.17 20,664
Edelweiss Large Cap Fund - Direct Plan Jan-2013 10.38 14.52 15.20 0.55 146
HDFC Top 100 Fund - Direct Plan Jan-2013 15.61 17.92 16.03 1.50 15,163
Portfolio
Portfolio Aggregates
  Fund Benchmark* Category
Average Mkt Cap (Rs Cr) 222,941.34 - 179,684.72
Giant (%) 91.29 - 70.64
Large (%) 8.71 - 23.13
Mid (%) - - 8.95
Small (%) - - 0.83
Tiny (%) - - 0.00
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  HDFC Bank Financial 30.99 10.38 8.02 9.55
  Bajaj Finance Financial 46.88 8.41 0.00 8.41
  Kotak Mahindra Bank Financial 36.61 8.66 4.53 7.64
  Tata Consultancy Services Technology 24.87 8.73 0.00 7.61
  Infosys Technology 21.59 7.80 0.00 7.03
  ICICI Bank Financial 73.92 5.95 0.00 4.46
  Avenue Supermarts Services 104.07 4.07 0.00 4.07
  Hindustan Unilever FMCG 62.12 3.65 0.00 3.30
  Maruti Suzuki India Automobile 26.11 8.61 1.85 3.24
  Titan Company Cons Durable 71.82 3.24 0.00 3.13
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Feb 28, 2019
Most Recent Dividends
  Plan Record Date Dividend
(R / Unit)
   
+ Dividend Mar 14, 2019 1.3281   More...
    Mar 15, 2018 2.0000    
    Mar 21, 2017 1.1500    
    Mar 10, 2016 1.0000    
    Mar 05, 2015 1.0000    
    Mar 18, 2014 1.0000    
    Feb 04, 2013 1.2000    
News and Analysis
Contact Information

AMC: Axis Asset Management Company Ltd.

Address: 'Axis House' - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025 | Phone: 022-24255161 | Fax: 022-43255199

Email: [email protected] / [email protected]

Website: www.axismf.com



Registrar & Transfer Agent: Karvy Fintech Pvt Ltd.

Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034 | Phone: 040-23312454

Email: [email protected]

Website: www.karvymfs.com

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