Axis Bluechip Fund

Mutual Fund

Axis bluechip fund

By Rajendra

May 25, 2023

Category

Large Cap

Inception

Jan 5, 2010

Benchmark

BSE 100

AUM - 33,474 Cr

Fund Manager

Shreyash Devalkar & Vinayak Jayanath

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

SIP Performance Exit Load upto 12 month - 1%

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

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 2 May. 2023

1 Year

3 Year

5 Year

Period

Returns

-0.23%

15.09%

10.29%