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.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
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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.
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
|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.|
|Net Asset Value (as of 09 October 2023)||
|Market Cap Allocation||
|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|
|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%)|
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
|Sector||% of Total Holdings|
|Investment Period||Annualised Returns|
|Axis Bluechip Fund – Regular Growth||Axis Bluechip Fund – Direct Growth|
|Returns Since Inception (RSI)||11.92%||14.60%|
The following table shows the list of documents required to invest in the Axis Bluechip Fund:
|Proof of Identity||
|Proof of Address||
|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
|NRI/ OCI/ PIOs Documents||
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.
To estimate the returns on an investment in Axis Bluechip Fund with SIP, you should consider using any of the following:
Policybazaar SIP Calculator
Mutual Fund Calculator
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:
Expected rate of return
Any associated charges
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
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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