Mutual Fund

Axis bluechip fund

By Rajendra

May 25, 2023

Category 

Large Cap

Inception

Jan 5, 2010

Benchmark

BSE 100

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AUM  - 33,474 Cr

Fund Manager

Shreyash Devalkar & Vinayak Jayanath

Thick Brush Stroke

Axis Bluechip Fund

Predominantly large cap strategy with moderate allocation to midcaps

Investment Strategy

Top 5 Holding

HDFC Bank

ICICI Bank

Bajaj Finance

Avenue Supermart

TCS

9.46

9.19

7.79

5.93

4.95

Total  -  37.32

Aim for delivering superior risk adjusted returns

Investment Strategy

Financial Services

Information Technology

Consumer Service

Top 5 Sector

37.64

9.89

7.35

5.14

4.54

Oil & Gas

Automobile

Uses bottom-up stock selection process

Investment Strategy

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

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As on 2 May. 2023

1 Year

3 Year

5 Year

Period

Value

12,062

39,564

75,806

Returns

0.98%

6.27%

9.32%

Monthly SIP of 1,000

Stocks are selected in the portfolio based on their ability to grow earning on a sustainable basis

Investment Strategy

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  2 May. 2023

1 Year

3 Year

5 Year

Period

Returns

-0.23%

15.09%

10.29%