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Axis Bluechip Fund
(Erstwhile Axis Equity)

5 Glade Guides
2.32%
Change from previous, NAV as on Oct 12, 2018
Category: Equity: Large Cap
Assets: R 2,877 crore (As on Sep 30, 2018)
Expense: 2.52% (As on Sep 30, 2018)
SIP Returns
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End Date


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Basic Details
Fund House: Axis Mutual Fund
Launch Date: Jan 05, 2010
Benchmark: NIFTY 50 Total Return
Riskometer: Moderately High
Risk Grade: Low
Return Grade: Above Average
Turnover: 179%
Type: Open-ended
Investment Details
Return since Launch: 11.31%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 100
Minimum SIP Investment (R) 1,000
Minimum No of Cheques 12
Minimum Withdrawal (R) 1,000
Minimum Balance (R) 1
Exit Load (%) For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 0.87 -7.58 -8.64 4.75 10.23 14.35 -
NIFTY 50 Total Return 0.69 -7.88 -4.67 5.15 10.17 12.80 -
Category -2.88 -8.16 -5.23 2.24 8.91 12.90 -
Rank within Category 19 14 91 36 11 12 -
Number of funds in category 91 94 93 88 70 62 -
As on Oct 12, 2018
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Axis Bluechip Fund Jan-2010 4.75 10.23 14.35 2.52 2,877
ICICI Prudential Bluechip Fund May-2008 1.06 10.63 14.92 2.08 18,966
ICICI Prudential Nifty Next 50 Index Fund Jun-2010 -7.30 10.36 17.42 0.85 277
IDBI Nifty Junior Index Fund Sep-2010 -8.17 9.20 16.49 1.74 47
Invesco India Largecap Fund Aug-2009 0.73 8.25 14.22 2.71 163
Portfolio
Portfolio Aggregates
Fund Benchmark Category
Average Mkt Cap (Rs Cr) 203,158.30 318,704.48 180,627.63
Giant (%) 79.71 85.02 70.42
Large (%) 19.23 14.98 23.13
Mid (%) 1.06 - 9.46
Small (%) - - 1.88
Tiny (%) - - 0.00
Glade Guides Fund Style
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 29.99 10.38 7.69 9.41
Tata Consultancy Services Technology 25.51 8.73 0.00 8.73
HDFC Financial 23.25 7.36 2.12 6.19
Reliance Industries Energy 19.83 5.70 0.00 5.51
Bajaj Finance Financial 46.32 5.99 0.00 5.45
Maruti Suzuki India Automobile 26.65 8.61 1.80 4.78
Kotak Mahindra Bank Financial 34.72 8.66 4.21 4.74
Bajaj Finserv Financial 30.81 4.61 0.00 4.03
Hindustan Unilever FMCG 57.66 3.52 0.00 3.52
Avenue Supermarts Services 92.94 3.99 0.00 3.42
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on Sep 30, 2018
Most Recent Dividends
Plan Record Date Dividend
(R / Unit)
+ Dividend Mar 15, 2018 2.0000 More...
Mar 21, 2017 1.1500
Mar 10, 2016 1.0000
Mar 05, 2015 1.0000
Mar 18, 2014 1.0000
Feb 04, 2013 1.2000
News and Analysis
Contact Information

AMC: Axis Asset Management Company Ltd.

Address: 'Axis House' - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 | Phone: 022-24255161 | Fax: 022-43255199

Email: getintouch@axismf.com / customerservice@axismf.com

Website: axismf.com



Registrar & Transfer Agent: Karvy Computershare Pvt Ltd.

Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034 | Phone: 040-23312454

Email: mfshyderabad@karvy.com

Website: karvymfs.com

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