Axis Bluechip Fund

The Axis Bluechip Fund - Direct Growth is a renowned mutual fund investment option managed by Axis Asset Management Company (AMC). The current Assets Under Management (AUM) under this fund are Rs. 32,153 crores as of October 2023. The Axis Bluechip Fund (Direct Growth) aims to provide you with long-term capital appreciation by primarily investing in a diversified portfolio of large-cap equities. Axis Bluechip Fund is a popular choice among investors seeking a blend of stability and growth in the Indian stock market.

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About Axis Bluechip Fund

Axis Bluechip Fund is an open-ended large-cap equity fund offered by Axis Mutual Fund House since 02 January 2013.

It invests at least 80% of its assets in large-cap stocks, which are the stocks of the largest and most established companies in India.

The Axis Bluechip Fund is ideal for investors who seek high returns over a 3 to 4 - year investment horizon and who are willing to accept moderate risk.

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Top Funds with High Returns (Past 7 Years)

16.71%

Midcap Fund

13.74%

Opportunities Fund

25.41%

Global Innovation Leaders Fund

23.26%

US Technology Advantage Fund

22%

Multi Cap Fund

13.6%

Nifty 500 Low Volatility 50 Index Pension Fund

15.34%

Multiplier

13.55%

Frontline Equity Fund

14.92%

Virtue II

9.83%

Growth Plus Fund

9.42%

Blue-Chip Equity Fund

14.2%

Growth Opportunities Plus Fund

10.91%

Equity Top 250 Fund

12.94%

Future Apex Fund

10.1%

Pension Dynamic Equity Fund

12.89%

Accelerator Fund

10.41%

Pension Balanced Fund

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Overview of Axis Bluechip Fund

Particulars	Details
Fund Name	Axis Bluechip Fund
Fund House	Axis Mutual Fund House
Launched On	02 January 2013
Asset Under Management (AUM)	Rs. 32,153 Crores
Benchmark Index	S&P BSE 100 TRI
Risk Category	Moderate to High Risk
Investment Objective	To grow capital over the long term by investing mainly in large-cap stocks, including derivatives, within a diversified portfolio. However, it is important to note that there are no guarantees of achieving this investment objective.
Fund Options	Axis Bluechip Fund - Regular Growth Plan Axis Bluechip Fund - Direct Growth Plan
Net Asset Value (as of 09 October 2023)	Axis Bluechip Fund (Regular) NAV: Rs. 47.06 Axis Bluechip Fund (Direct) NAV: Rs. 53.27
Asset Allocation	Equity Assets: 95.32% Debt Funds: 0.84% Other Cash Holdings: 3.84%
Market Cap Allocation	Large Cap: 75.56% Mid Cap: 4.93% Small Cap: 0%
Systematic Investment Plan (SIP)	Minimum SIP of Rs. 100
Minimum Lump Sum Investment Amount	Rs. 500
Minimum Additional Investment Amount	Rs. 100
Lock- in	No Lock-in Period
Fund Manager	Shreyash Devalkar Ashish Naik Vinayak Jayanath
Expense Ratio	0.62% (as of 31 August 2023) Lower than the category average of 1%
Exit Load	If you sell it within 365 days, 1% If exit after 1 year: NIL

Top Holdings of Axis Bluechip Fund

Name of Holdings	% of Total Holdings
Top 5 Equity Holdings (95.32%)
HDFC Bank Ltd.	9.68%
ICICI Bank Ltd.	9.50%
Bajaj Finance Limited	8.08%
Avenue Supermarts Ltd.	5.78%
Tata Consultancy Services Ltd.	5.34%
Top Debt Holdings (0.84%)
Government of India Securities (G-secs)	0.00%
Treasury Bills (T-Bills)	0.84%
Non-Convertible Debentures (NCDs) & Bonds	0.00%
Other Cash Holdings (3.84%)
TREPS	3.66%
Net Receivables	0.18%

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Top 10 Sector Allocations of Axis Bluechip Fund

Sector	% of Total Holdings
Financial	37.20%
Other	13.07%
Technology	10.20%
Services	9.90%
Automobile	9.6%
Construction	8.60%
Consumer Staples	5.70%
Energy	5.10%

Axis Bluechip Fund Returns

Investment Period	Annualised Returns
Investment Period	Axis Bluechip Fund – Regular Growth	Axis Bluechip Fund – Direct Growth
1-Year	7.71%	8.74%
3-Year	14.14%	15.39%
5-Year	13.37%	14.68%
10-Year	13.94%	15.27%
Returns Since Inception (RSI)	11.92%	14.60%

Documents Required to Invest in Axis Bluechip Fund

The following table shows the list of documents required to invest in the Axis Bluechip Fund:

Documents Required	Details
Proof of Identity	PAN card Aadhaar card Driving license Passport Voter ID card
Proof of Address	Bank statement Electricity bill Telephone bill
Bank Account Details	Required if you are investing through a Systematic Investment Plan or SIP
KYC Form	This is a form that provides your personal and financial information PAN Card Aadhar Card Passport-size Photographs
NRI/ OCI/ PIOs Documents	Overseas Address Proof Valid NRI/ PIO Card Valid Visa NRE/ NRO Account Details

Steps to Invest in Axis Bluechip Fund

You can follow the steps mentioned below to start investing in Axis Bluechip Fund:

Step 1: Choose a Mutual Fund Platform

Choose a broker firm or online platform that is easy to use and has a good track record.

Step 2: Open an Account and Complete Your KYC

You will need to create an account with the mutual fund platform and complete your KYC (Know Your Customer) formalities. This is a mandatory process for all mutual fund investors.

Step 3: Search for Axis Bluechip Fund

Once you have completed your KYC, you can search for Axis Bluechip Fund on the mutual fund platform.

Step 4: Select the Plan and Enter the Amount You Want to Invest

There are two types of plans available for Axis Bluechip Fund: Regular Plan and Direct Plan. The Direct Plan has a lower expense ratio than the Regular Plan.

Step 5: Make the Payment

You can make the payment using your bank account, debit card, or credit card.

Estimate Axis Bluechip Fund with SIP Calculator

To estimate the returns on an investment in Axis Bluechip Fund with SIP, you should consider using any of the following:

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Policybazaar provides a fast, easy and hassle-free calculator which takes into account factors to provide an estimate of the potential returns over time.

The SIP Calculator considers the following information to provide a more accurate estimation of Axis Bluechip returns:

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FAQ's

Is it good to invest in Axis Bluechip fund Direct Growth?

The fund has a good track record, having outperformed its benchmark index, the Nifty 50, in 8 out of the last 10 calendar years. It is managed by an experienced team of fund managers and has a lower expense ratio than the category average.
Who should invest in Axis Bluechip Fund Direct Growth?
Axis Bluechip Fund Direct Growth is a good investment for investors who:
- Have a long-term investment horizon (at least 5 years)
- Are willing to accept moderate risk
- Are you looking to invest in a diversified portfolio of large-cap stocks
Is it good to invest in the Axis Bluechip fund now?

Whether or not it is a good time to invest in Axis Bluechip Fund now depends on your individual investment goals and risk tolerance. If you are a long-term investor who is willing to accept moderate risk, then Axis Bluechip Fund could be a good investment for you. However, it is important to remember that no investment is guaranteed, and past performance is not indicative of future results.
What is the return of Axis Bluechip fund Growth in 1 year?

The annualised returns for the past 1 year (as of 09-Oct-2023) are 7.71% for Axis Bluechip Fund Regular Growth and 8.74% for Axis Bluechip Fund Direct Growth.
What is the minimum SIP amount of Axis Bluechip fund?

The minimum SIP amount for Axis Bluechip Fund is ₹100. This means that you can invest a minimum of ₹100 per month in the fund.