Axis Bluechip Fund Overview
Category Large Cap Fund
BMSMONEY Rank 26
BMSMONEY Rating
Growth Option As On: 26-04-2024
NAV ₹54.45 (R) -0.96% ₹61.95 (D) -0.98%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 26.83% 12.21% 13.59% 13.99% 13.97%
LumpSum Dir. P 28.0% 13.38% 14.85% 15.36% 15.29%
SIP Reg. P 28.99% 13.79% 13.59% 13.54% 13.39%
SIP Dir. P 30.15% 14.87% 14.77% 14.8% 14.68%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.3 0.17 0.43 -3.39% 0.04
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.15% -13.64% -17.27% 0.96 8.68%

NAV Date: 26-04-2024

Scheme Name NAV Rupee Change Percent Change
Axis Bluechip Fund - Regular Plan - IDCW 18.12
-0.1800
-0.9800%
Axis Bluechip Fund - Direct Plan - IDCW 25.5
-0.2500
-0.9700%
Axis Bluechip Fund - Regular Plan - Growth 54.45
-0.5300
-0.9600%
Axis Bluechip Fund - Direct Plan - Growth 61.95
-0.6100
-0.9800%

Review Date: March 28, 2024

The Large Cap Fund category has 27 funds. Performance of the Axis Bluechip Fund has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has one return parameter in first quartile; whereas zero risk parameters (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved 26th (out of 27 funds), which is ok rank in the Large Cap Fund category.
Our ranking strategy involves a composite performance score that reflects the fund's returns, its associated risk, and its risk-adjusted performance for the last three years. We then use this composite performance score to rank the funds within each category.

The Axis Bluechip Fund has poor return performance, as all 1 year and above return parameters are below average in Large Cap Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Axis Bluechip Fund has given return of 3.25% in last one month which is very good as it is in the top quartile in Large Cap Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Axis Bluechip Fund has given return of 6.69% in last three month which is good as it is above average in Large Cap Fund.
  3. 1 Year Return%: The Axis Bluechip Fund has given return of 33.86% in last one year which is very poor as it is in the fourth quartile in Large Cap Fund. The one year return rank of Axis Bluechip Fund is 23 in 29 funds. The investment of ₹ 10,000 in this fund would have become ₹ 13386.0 in one year.
  4. 3 Year Return%: The Axis Bluechip Fund has given return of 11.87% in last three year which is very poor as it is in the fourth quartile with rank of 26 in 26 funds. in Large Cap Fund.
  5. 5 Year Return%: The Axis Bluechip Fund has given return of 14.1% in last five year which is poor as it is in the below average with return rank of 17 in 24 funds. in Large Cap Fund.
  6. 1 Year SIP Return%: The Axis Bluechip Fund has given return of 15.32% in last one year which is poor as it is in the below average with return rank of 18 in 29 funds. in Large Cap Fund.
  7. 3 Year SIP Return%: The Axis Bluechip Fund has given return of 12.63% in last three year which is very poor as it is in the fourth quartile with rank of 24 in 26 funds. in Large Cap Fund.
  8. 5 Year SIP Return%: The Axis Bluechip Fund has given return of 14.42% in last five year which is very poor as it is in the fourth quartile with rank of 23 in 24 funds. in Large Cap Fund.
    9. '
'

The Axis Bluechip Fund has poor risk performance, as non of above risk paramerters are above average Large Cap Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Axis Bluechip Fund has standard deviation of 13.15 which is very poor as it is in the fourth quartile with risk rank of 22 in 26 funds. in Large Cap Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Axis Bluechip Fund has semi deviation of 8.68 which is poor as it is in the below average with risk rank of 16 in 26 funds. in Large Cap Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Axis Bluechip Fund has max drawdown of -17.27% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Axis Bluechip Fund has 1Y VaR at 95% of -13.64% which is poor as it is in the below average with risk rank of 17 in 26 funds. in Large Cap Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Axis Bluechip Fund has average drawdown of -6.13% which is very poor as it is in the fourth quartile with risk rank of 24 in 26 funds. in Large Cap Fund.
    6. '
'

The Axis Bluechip Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Large Cap Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Axis Bluechip Fund has Sterling Ratio of 0.43 which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Axis Bluechip Fund has Sortino Ratio of 0.17 which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Axis Bluechip Fund has Jensen Alpha of -3.39% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Axis Bluechip Fund has Treynor Ratio of 0.04 which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Axis Bluechip Fund has Modigliani Square Measure of 11.67% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Axis Bluechip Fund has Alpha of -4.02% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large Cap Fund.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.68
2.52
0.67 | 4.88 28 | 29
No
No
Yes
3M Return % 5.81
6.02
3.54 | 9.26 15 | 29
No
No
No
6M Return % 19.78
22.91
15.54 | 37.10 22 | 29
No
No
Yes
1Y Return % 26.83
33.77
23.47 | 52.52 25 | 29
No
No
Yes
3Y Return % 12.21
17.29
12.21 | 25.64 26 | 26
No
No
Yes
5Y Return % 13.59
15.14
12.79 | 17.88 20 | 24
No
No
Yes
7Y Return % 13.99
13.27
11.10 | 15.87 7 | 22
Yes
No
No
10Y Return % 13.97
14.28
12.11 | 17.09 13 | 21
No
No
No
1Y SIP Return % 28.99
35.27
22.93 | 59.10 22 | 29
No
No
Yes
3Y SIP Return % 13.79
19.20
13.79 | 27.43 26 | 26
No
No
Yes
5Y SIP Return % 13.59
18.08
13.59 | 24.44 24 | 24
No
No
Yes
7Y SIP Return % 13.54
15.65
12.97 | 19.81 20 | 22
No
No
Yes
10Y SIP Return % 13.39
14.24
12.13 | 17.21 16 | 21
No
No
Yes
Standard Deviation 13.15
12.62
11.63 | 15.85 22 | 26
No
No
Yes
Semi Deviation 8.68
8.66
8.04 | 10.90 16 | 26
No
No
No
Max Drawdown % -17.27
-12.32
-17.27 | -6.79 26 | 26
No
No
Yes
VaR 1 Y % -13.64
-13.49
-19.12 | -11.33 17 | 26
No
No
No
Average Drawdown % -6.13
-4.93
-6.49 | -3.57 24 | 26
No
No
Yes
Sharpe Ratio 0.30
0.64
0.30 | 1.17 26 | 26
No
No
Yes
Sterling Ratio 0.43
0.74
0.43 | 1.35 26 | 26
No
No
Yes
Sortino Ratio 0.17
0.34
0.17 | 0.66 26 | 26
No
No
Yes
Jensen Alpha % -3.39
1.12
-3.39 | 8.60 26 | 26
No
No
Yes
Treynor Ratio 0.04
0.09
0.04 | 0.17 26 | 26
No
No
Yes
Modigliani Square Measure % 11.67
16.74
11.67 | 23.85 26 | 26
No
No
Yes
Alpha % -4.02
-0.24
-4.02 | 6.65 26 | 26
No
No
Yes
Return data last Updated On : April 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.76 2.61 0.73 | 5.02 28 | 29
No
No
Yes
3M Return % 6.04 6.29 3.78 | 9.64 14 | 29
No
No
No
6M Return % 20.29 23.57 15.99 | 38.11 22 | 29
No
No
Yes
1Y Return % 28.00 35.19 24.97 | 54.97 25 | 29
No
No
Yes
3Y Return % 13.38 18.55 13.38 | 26.70 26 | 26
No
No
Yes
5Y Return % 14.85 16.30 14.19 | 18.62 19 | 24
No
No
Yes
7Y Return % 15.36 14.42 11.40 | 16.92 6 | 22
Yes
Yes
No
10Y Return % 15.29 15.42 12.71 | 18.14 13 | 21
No
No
No
1Y SIP Return % 30.15 36.71 23.90 | 61.57 22 | 29
No
No
Yes
3Y SIP Return % 14.87 20.42 14.87 | 28.47 26 | 26
No
No
Yes
5Y SIP Return % 14.77 19.25 14.77 | 25.45 24 | 24
No
No
Yes
7Y SIP Return % 14.80 16.76 14.38 | 20.77 20 | 22
No
No
Yes
10Y SIP Return % 14.68 15.33 12.94 | 18.21 15 | 21
No
No
No
Standard Deviation 13.15 12.62 11.63 | 15.85 22 | 26
No
No
Yes
Semi Deviation 8.68 8.66 8.04 | 10.90 16 | 26
No
No
No
Max Drawdown % -17.27 -12.32 -17.27 | -6.79 26 | 26
No
No
Yes
VaR 1 Y % -13.64 -13.49 -19.12 | -11.33 17 | 26
No
No
No
Average Drawdown % -6.13 -4.93 -6.49 | -3.57 24 | 26
No
No
Yes
Sharpe Ratio 0.30 0.64 0.30 | 1.17 26 | 26
No
No
Yes
Sterling Ratio 0.43 0.74 0.43 | 1.35 26 | 26
No
No
Yes
Sortino Ratio 0.17 0.34 0.17 | 0.66 26 | 26
No
No
Yes
Jensen Alpha % -3.39 1.12 -3.39 | 8.60 26 | 26
No
No
Yes
Treynor Ratio 0.04 0.09 0.04 | 0.17 26 | 26
No
No
Yes
Modigliani Square Measure % 11.67 16.74 11.67 | 23.85 26 | 26
No
No
Yes
Alpha % -4.02 -0.24 -4.02 | 6.65 26 | 26
No
No
Yes
Return data last Updated On : April 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.96 ₹ 9904.0 -0.98 ₹ 9902.0
1W -0.53 ₹ 9947.0 -0.53 ₹ 9947.0
1M 0.68 ₹ 10068.0 0.76 ₹ 10076.0
3M 5.81 ₹ 10581.0 6.04 ₹ 10604.0
6M 19.78 ₹ 11978.0 20.29 ₹ 12029.0
1Y 26.83 ₹ 12683.0 28.0 ₹ 12800.0
3Y 12.21 ₹ 14128.0 13.38 ₹ 14576.0
5Y 13.59 ₹ 18913.0 14.85 ₹ 19984.0
7Y 13.99 ₹ 25000.0 15.36 ₹ 27183.0
10Y 13.97 ₹ 36965.0 15.29 ₹ 41494.0
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 28.9886 ₹ 13810.38 30.1464 ₹ 13880.04
3Y ₹ 36000 13.7939 ₹ 44209.728 14.8663 ₹ 44895.708
5Y ₹ 60000 13.5913 ₹ 84367.98 14.7723 ₹ 86862.36
7Y ₹ 84000 13.5422 ₹ 136119.06 14.7999 ₹ 142372.02
10Y ₹ 120000 13.3946 ₹ 241433.88 14.682 ₹ 258673.56
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
26-04-2024 54.45 61.95
25-04-2024 54.98 62.56
24-04-2024 54.9 62.46
23-04-2024 54.79 62.34
22-04-2024 54.74 62.28
19-04-2024 54.15 61.6
18-04-2024 53.84 61.25
16-04-2024 54.14 61.59
15-04-2024 54.52 62.02
12-04-2024 55.31 62.91
09-04-2024 55.51 63.13
08-04-2024 55.51 63.13
05-04-2024 55.11 62.67
04-04-2024 55.15 62.71
03-04-2024 54.83 62.34
02-04-2024 54.91 62.44
01-04-2024 54.97 62.5
28-03-2024 54.72 62.21
27-03-2024 54.08 61.48
26-03-2024 53.7 61.05
22-03-2024 53.53 60.85
21-03-2024 53.13 60.4
20-03-2024 52.58 59.77
19-03-2024 52.47 59.65
18-03-2024 52.91 60.15
15-03-2024 52.74 59.95
14-03-2024 53.0 60.24
13-03-2024 52.59 59.77
12-03-2024 53.5 60.81
11-03-2024 53.53 60.84
07-03-2024 53.63 60.95
06-03-2024 53.41 60.7
05-03-2024 53.15 60.39
04-03-2024 53.35 60.62
01-03-2024 53.32 60.58
29-02-2024 52.58 59.74
28-02-2024 52.4 59.54
27-02-2024 53.0 60.22
26-02-2024 52.8 59.99
23-02-2024 53.0 60.21
22-02-2024 52.84 60.03
21-02-2024 52.4 59.52
20-02-2024 52.6 59.75
19-02-2024 52.45 59.57
16-02-2024 52.2 59.3
15-02-2024 51.78 58.82
14-02-2024 51.67 58.68
13-02-2024 51.55 58.55
12-02-2024 51.23 58.18
09-02-2024 51.57 58.57
08-02-2024 51.4 58.37
07-02-2024 51.8 58.82
06-02-2024 51.71 58.72
05-02-2024 51.28 58.23
02-02-2024 51.47 58.44
01-02-2024 51.1 58.02
31-01-2024 51.26 58.2
30-01-2024 50.84 57.73
29-01-2024 51.46 58.42
25-01-2024 50.69 57.54
24-01-2024 50.77 57.63
23-01-2024 50.3 57.1
19-01-2024 51.16 58.07
18-01-2024 50.75 57.61
17-01-2024 50.96 57.84
16-01-2024 51.83 58.83
15-01-2024 52.05 59.07
12-01-2024 51.76 58.74
11-01-2024 51.31 58.23
10-01-2024 51.19 58.1
09-01-2024 51.08 57.97
08-01-2024 50.9 57.76
05-01-2024 51.29 58.2
04-01-2024 51.26 58.16
03-01-2024 50.78 57.62
02-01-2024 51.09 57.97
01-01-2024 51.23 58.12
29-12-2023 51.29 58.19
28-12-2023 51.19 58.07
27-12-2023 51.0 57.85
26-12-2023 50.45 57.23
22-12-2023 50.36 57.13
21-12-2023 50.11 56.83
20-12-2023 49.97 56.68
19-12-2023 50.76 57.57
18-12-2023 50.71 57.51
15-12-2023 50.7 57.5
14-12-2023 50.3 57.04
13-12-2023 49.56 56.2
12-12-2023 49.53 56.16
11-12-2023 49.73 56.39
08-12-2023 49.57 56.21
07-12-2023 49.5 56.13
06-12-2023 49.58 56.22
05-12-2023 49.28 55.87
04-12-2023 48.98 55.54
01-12-2023 48.15 54.59
30-11-2023 47.88 54.28
29-11-2023 47.65 54.02
28-11-2023 47.28 53.6
24-11-2023 47.01 53.29
23-11-2023 47.1 53.39
22-11-2023 47.16 53.45
21-11-2023 47.08 53.36
20-11-2023 46.9 53.15
17-11-2023 47.11 53.38
16-11-2023 47.11 53.39
15-11-2023 46.82 53.05
13-11-2023 46.43 52.61
10-11-2023 46.45 52.63
09-11-2023 46.41 52.59
08-11-2023 46.43 52.6
07-11-2023 46.31 52.47
06-11-2023 46.35 52.52
03-11-2023 45.94 52.04
02-11-2023 45.7 51.77
01-11-2023 45.38 51.41
31-10-2023 45.52 51.56
30-10-2023 45.64 51.7
27-10-2023 45.46 51.5
26-10-2023 45.07 51.05
25-10-2023 45.84 51.92
23-10-2023 46.12 52.24
20-10-2023 46.68 52.87
19-10-2023 46.82 53.02
18-10-2023 46.91 53.12
17-10-2023 47.3 53.56
16-10-2023 47.2 53.45
13-10-2023 47.4 53.66
12-10-2023 47.29 53.54
11-10-2023 47.36 53.63
10-10-2023 47.07 53.29
09-10-2023 46.69 52.87
06-10-2023 47.06 53.27
05-10-2023 46.67 52.83
04-10-2023 46.35 52.46
03-10-2023 46.52 52.66
29-09-2023 46.53 52.67
27-09-2023 46.67 52.83
26-09-2023 46.64 52.78
25-09-2023 46.63 52.77
22-09-2023 46.47 52.58
21-09-2023 46.62 52.75
20-09-2023 47.04 53.23
18-09-2023 47.51 53.75
15-09-2023 47.58 53.84
14-09-2023 47.38 53.6
13-09-2023 47.24 53.45
12-09-2023 47.16 53.35
11-09-2023 47.15 53.35
08-09-2023 46.86 53.01
07-09-2023 46.61 52.73
06-09-2023 46.46 52.56
05-09-2023 46.31 52.38
04-09-2023 46.16 52.21
01-09-2023 46.09 52.13
31-08-2023 45.76 51.75
30-08-2023 45.96 51.99
29-08-2023 45.84 51.84
28-08-2023 45.64 51.62
25-08-2023 45.48 51.43
24-08-2023 45.68 51.65
23-08-2023 45.69 51.67
22-08-2023 45.56 51.52
21-08-2023 45.55 51.51
18-08-2023 45.31 51.24
17-08-2023 45.5 51.44
16-08-2023 45.7 51.67
14-08-2023 45.63 51.59
11-08-2023 45.68 51.65
10-08-2023 46.0 52.0
09-08-2023 46.21 52.24
08-08-2023 46.17 52.19
07-08-2023 46.23 52.26
04-08-2023 46.08 52.09
03-08-2023 45.82 51.79
02-08-2023 46.28 52.31
01-08-2023 46.67 52.74
31-07-2023 46.76 52.84
28-07-2023 46.61 52.68
27-07-2023 46.55 52.61
26-07-2023 46.84 52.93
25-07-2023 46.81 52.89
24-07-2023 46.77 52.85
21-07-2023 46.84 52.92
20-07-2023 47.27 53.41
19-07-2023 47.09 53.2
18-07-2023 46.83 52.91
17-07-2023 46.84 52.93
14-07-2023 46.69 52.75
13-07-2023 46.39 52.41
12-07-2023 46.28 52.28
11-07-2023 46.37 52.38
10-07-2023 46.16 52.14
07-07-2023 46.26 52.25
06-07-2023 46.59 52.62
05-07-2023 46.37 52.37
04-07-2023 46.35 52.35
03-07-2023 45.99 51.94
30-06-2023 45.76 51.68
28-06-2023 45.33 51.19
27-06-2023 44.93 50.73
26-06-2023 44.65 50.42
23-06-2023 44.52 50.27
22-06-2023 44.77 50.55
21-06-2023 45.14 50.97
20-06-2023 45.14 50.96
19-06-2023 45.13 50.95
16-06-2023 45.22 51.05
15-06-2023 44.81 50.59
14-06-2023 44.75 50.52
13-06-2023 44.71 50.47
12-06-2023 44.42 50.15
09-06-2023 44.33 50.03
08-06-2023 44.36 50.06
07-06-2023 44.64 50.38
06-06-2023 44.42 50.13
05-06-2023 44.36 50.07
02-06-2023 44.25 49.93
01-06-2023 44.1 49.76
31-05-2023 44.11 49.78
30-05-2023 44.21 49.89
29-05-2023 44.17 49.84
26-05-2023 43.96 49.61
25-05-2023 43.54 49.12
24-05-2023 43.45 49.02
23-05-2023 43.61 49.2
22-05-2023 43.62 49.21
19-05-2023 43.49 49.06
18-05-2023 43.31 48.86
17-05-2023 43.34 48.89
16-05-2023 43.68 49.27
15-05-2023 43.81 49.42
12-05-2023 43.81 49.41
11-05-2023 43.74 49.33
10-05-2023 43.72 49.31
09-05-2023 43.59 49.17
08-05-2023 43.63 49.21
05-05-2023 43.13 48.64
04-05-2023 43.38 48.91
03-05-2023 42.96 48.44
02-05-2023 43.02 48.5
28-04-2023 42.93 48.4
27-04-2023 42.62 48.05
26-04-2023 42.31 47.7

Fund Launch Date: 11/Nov/2009
Fund Category: Large Cap Fund
Investment Objective: To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Description: An Open-Ended Equity Scheme Predominantly Investing In Large Cap Stocks
Fund Benchmark: Nifty 50 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.