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Axis Bluechip Fund(IDCW) Direct IDCW

IDCW
26.630.63% (-0.17)
High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Equity

Large Cap Fund

Large-size Fund

Assets Under Mgmt: ₹ 33,218 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Equity

Large Cap Fund

Large-size Fund

Assets Under Mgmt: ₹ 33,218 Cr

Very High Risk

Principle investment will be at very high risk

Axis Bluechip Fund(IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6939.090.36
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4635.650.27

Axis Bluechip Fund(IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investments and 1% for remaining investments on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
BSE 100 - TRI

About Large Cap Fund

Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.

Axis Bluechip Fund(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Bluechip Fund(IDCW)2.38%10.14%6.51%
ICICI Pru Bluechip Fund(IDCW-Payout)5.63%15.75%10.71%
SBI BlueChip Fund(IDCW-Payout)10.65%17.87%13.83%
Mirae Asset Large Cap Fund(IDCW)11.75%12.89%13.86%

Axis Bluechip Fund(IDCW) Returns Comparison

Compare Axis Bluechip Fund(IDCW) with any MF, ETF, stock or index
Compare Axis Bluechip Fund(IDCW) with any MF, ETF, stock or index
Axis Bluechip Fund(IDCW)
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Axis Bluechip Fund(IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Apr 2025

ACTUAL
Mutual FundsTreasury BillsCash & EquivalentsFutures & OptionsEquity0.77%2.36%3.42%5.71%87.74%

Sep 2024

Dec 2024

Mar 2025

Apr 2025

Tickertape Separator

Axis Bluechip Fund(IDCW) Sector Distribution

+27 moreSpecialized FinancePharmaceuticalsIT Services & ConsultingInvestment Banking & BrokeragePrivate Banks49.78 %5.98 %5.99 %8.26 %9.18 %20.81 %

Sep 2024

Dec 2024

Mar 2025

Apr 2025

Tickertape Separator

Axis Bluechip Fund(IDCW) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Apr 2516.47%18.91%17.91%19.39%21.40%20.81%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Axis Bluechip Fund(IDCW) Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Axis Bluechip Fund(IDCW)

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

    71

  • Total AUM

    ₹ 3,13,898.04 Cr.

Axis Bluechip Fund(IDCW) Fund Manager Profile

Shreyash Devalkar

AUM:  ₹1,27,443.14 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Jayesh Sundar

AUM:  ₹40,064.13 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Krishnaa N

AUM:  ₹1,37,661.00 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Axis Bluechip Fund(IDCW) Manager Performance (0)

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Axis Bluechip Fund(IDCW) Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Axis Bluechip Fund(IDCW) Review & Opinions

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Frequently asked questions

  1. What is the current price / NAV of Axis Bluechip Fund(IDCW)?

    The current NAV of Axis Bluechip Fund(IDCW) is ₹26.63, as of 22nd May 2025.

  2. What are the returns of Axis Bluechip Fund(IDCW)?

    The Axis Bluechip Fund(IDCW) was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 2.38%
    • 3 Year Returns: 10.14%
    • 5 Year Returns: 13.55%

  3. What are the top 5 sectoral holdings of Axis Bluechip Fund(IDCW)?

    The top sectors Axis Bluechip Fund(IDCW) has invested in are as follows:
    • Private Banks | 20.81%
    • Investment Banking & Brokerage | 9.18%
    • IT Services & Consulting | 8.26%
    • Pharmaceuticals | 5.99%
    • Specialized Finance | 5.98%
    This data is as on 22nd May 2025.

  4. What are the top 5 holdings of Axis Bluechip Fund(IDCW)?

    The top 5 holdings for Axis Bluechip Fund(IDCW) are as follows:
    • Clearing Corporation of India Ltd | 9.18%
    • HDFC Bank Ltd | 9.08%
    • ICICI Bank Ltd | 8.81%
    • Reliance Industries Ltd | 5.53%
    • Bharti Airtel Ltd | 5.53%
    This data is as on 22nd May 2025.

  5. What is the asset allocation of Axis Bluechip Fund(IDCW)?

    The asset allocation for Axis Bluechip Fund(IDCW) is as follows:
    • Equity | 87.74%
    • Futures & Options | 5.71%
    • Cash & Equivalents | 3.42%
    • Treasury Bills | 2.36%
    • Mutual Funds | 0.77%
    This data is as on 22nd May 2025.

  6. What is the AUM of Axis Bluechip Fund(IDCW)?

    The AUM (i.e. assets under management) of Axis Bluechip Fund(IDCW) is ₹33218.10 Cr as of 22nd May 2025.

  7. What is the expense ratio of Axis Bluechip Fund(IDCW)?

    The expense ratio of Axis Bluechip Fund(IDCW) Plan is 0.69 as of 22nd May 2025.

  8. What is the alpha ratio of Axis Bluechip Fund(IDCW)?

    The alpha ratio for the Axis Bluechip Fund(IDCW) is 1.53

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Axis Bluechip Fund(IDCW)?

    The volatility or standard deviation for the Axis Bluechip Fund(IDCW) is 14.52

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Axis Bluechip Fund(IDCW)?

    The Sharpe ratio for the Axis Bluechip Fund(IDCW) is 0.36

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Axis Bluechip Fund(IDCW)?

    The Sortino Ratio for the Axis Bluechip Fund(IDCW) is 0.04

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Axis Bluechip Fund(IDCW)?

    The PE ratio of Axis Bluechip Fund(IDCW) is 39.09, while category PE ratio is 35.65.