Axis bluechip fund

Axis Bluechip Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research Axis Bluechip Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/10780/axis-bluechip-fund/ Get the latest information and complete track record of Axis Bluechip Fund schemes, returns, latest NAV and ratings from independent mutual fund research house. Suitability When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way. This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors. Like for all equity funds, you must invest only through the SIP route. Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years. AMCs: • 360 ONE • Aditya Birla Sun Life • Axis • Bandhan • Bank of India • Baroda BNP Paribas • Canara Robeco • DSP • Edelweiss • Franklin Templeton • Groww • HDFC • HSBC • ICICI Prudential • IDBI • Invesco • ITI • JM Financial • Kotak Mahindra • LIC • Mahindra Manulife • Mirae Asset • Motilal Oswal • Navi • Nippon India • NJ • PGIM India • PPFAS • Quant • Quantum • Samco • SBI • Shriram • Sundaram • Tata • Taurus • TRUST • Union • UTI • WhiteOak Cap...

Axis Bluechip Fund Direct Plan-Growth is a Large Cap mutual fund scheme from • • Axis Bluechip Fund Direct Plan-Growth returns of last 1-year are 16.09%. Since launch, it has delivered 14.50% average annual returns. The fund has doubled the money invested in it every 6 yrs. • Axis Bluechip Fund Direct Plan-Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is low. • The fund has the majority of its money invested in Financial, Technology, Services, Automobile, Energy sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category. • • The fund's top 5 holdings are in ICICI Bank Ltd., Bajaj Finance Ltd., HDFC Bank Ltd., Avenue Supermarts Ltd., Tata Consultancy Services Ltd.. ..... NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. 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. The NAV of Axis Bluechip Fund for Jun 15, 2023 is 50.59. On ET Money, Investing in Axis Bluechip Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do - • Click on the Invest Now Button present on the top right-hand side. • Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount • Pro...

Introduction Axis Bluechip fund is the flagship fund of the AMC with an Asset Under Management (AUM) of more than Rs. 33,000 Cr. as of January 2023, this is a huge AUM. The highest AUM was in August 2022 of Rs. 36,979.68 Cr. The AUM has grown multifold between 2017 to 2020 because of its fantastic returns during these years. To give you an idea about the growth of the fund, you must know that the AUM of the fund in Jan 2017 was Rs. 1,942 Cr only. Wow! If this is the growth in AUM, let us check how the returns were. Returns 1) Calendar Returns Source: Value Research In the above image, you can see that the fund has given amazing returns in 2014 and from 2017 to 2020. In 2021, the fund fell short to perform with the benchmark and the category. 2022 was not good as the benchmark and category both gave positive returns while the fund gave negative returns. This is where it started hurting the investors. 2) Trailing Returns Source: Value Research In the short term, the fund is bleeding. But, by now we all are aware that you should invest in large-cap funds with an investment horizon of more than 5 years. So, if we look at long-term returns, it is 12.14%, 15.30%, and 14.64% for 5 years, 7 years, and 10 years respectively which is a fair enough performance. Risk Return Parameters Similarly, if we look at the risk-returns parameters – Source: Value Research Mean returns should be higher the better, you can see that the fund is lagging in the category where it is ranked second from...

Many equity investors are concerned about increasing volatility and uncertainties in the market. Such investors can consider investing in As per Sebi norms, large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. These large companies fare better in a volatile market as these companies may be market leaders. That is why if you are looking for relatively safer mutual fund category, you should consider investing in If that is the case, why are many investors not in favour of large cap schemes these days? Many investors and mutual fund analysts believe that large cap schemes are losing their mojo lately. Ever since SEBI introduced total variable benchmark indices and stricter investment norms, these schemes have been struggling to beat their benchmarks. Worse, large cap schemes have been lagging behind their passive counterparts - index schemes and ETFs- in the last two years. However, writing off large cap schemes for this reason alone could be a mistake. It is true that new benchmarks and stricter investment norms have made life difficult for these schemes. However, you still can’t ignore large cap schemes. For example, successful flexi cap schemes, the current favourites, have invested heavily in large cap stocks. If you are not happy that you are missing out on one or two per cent valuable returns over a long period, you can invest in large cap index schemes. But the trouble is many investors are not comfortable investing in index sche...

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category Less expense ratio implies better returns over the long term We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags Total holdings with red flags is insignificant AMC profile Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited. • No.of Schemes 59 • Total AUM ₹ 2,48,296.67 Cr.

How is consistency score calculated? At ET Money, we have developed a smart rating system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. We analyze the strong performance of a fund over a prolonged period of time. To arrive at a rating, we carefully consider the track record of a fund in terms of performance. In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings. How fund report card works Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis. However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets. At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the...

New Delhi: Individuals are increasingly turning to mutual funds to help them develop their money over time. Bluechip funds, like cricketer MS Dhoni, are regarded as the pinnacle of the mutual fund universe. They are well-known for their constant performance, consistency, and dependability, making them a reliable alternative for long-term wealth development investors. The Axis Bluechip Fund is one such bluechip fund that has been demonstrating its worth for quite some time. The Axis Bluechip Fund Until recently, Axis Bluechip Fund was a darling among investors. In 2017, the fund ranked second among active large-cap funds. Later, in 2018 and 2019, the fund won the category’s top rank. The fund’s winning record continued in 2020, when it was named the second-best performing active big cap fund. Its performance began to deteriorate in 2021, and the fund was unable to recruit investors as a result of its poor performance. However, it is a good fund in which you might want to invest. Axis Bluechip Fund is 96.06% invested in Indian equities, with the majority (85.17%) invested in large-cap companies and the remainder (1.26%) in mid-cap stocks. It is known to invest in prominent corporations such as ICICI Bank, HDFC Bank, Infosys, Bajaj Finance, etc. Furthermore, the fund has generated a 5-year return of more than 10% on 89% of the time. This indicates that if you had invested in Axis Bluechip on any given day throughout a 5-year period, you would have gained around 10 per cent on...