Axis Bluechip Fund Overview
Category Large Cap Fund
BMSMONEY Rank 19
Rating
Growth Option 07-03-2025
NAV ₹54.74(R) -0.2% ₹62.77(D) -0.17%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.07% 10.02% 12.48% 12.3% 10.64%
Direct 2.99% 11.09% 13.69% 13.57% 11.89%
Benchmark
SIP (XIRR) Regular -9.54% 8.53% 9.88% 10.39% 11.56%
Direct -8.69% 9.57% 11.02% 11.57% 12.82%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.06 0.05 0.31 -2.63% 0.01
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.58% -18.76% -14.31% 0.93 9.49%
Top Large Cap Fund
Fund Name Rank Rating
Dsp Top 100 Equity Fund 1
Nippon India Large Cap Fund 2
Icici Prudential Bluechip Fund 3
Hdfc Top 100 Fund 4
Canara Robeco Bluechip Equity Fund 5
Sbi Blue Chip Fund 6

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Axis Bluechip Fund - Regular Plan - IDCW 17.29
-0.0300
-0.1700%
Axis Bluechip Fund - Direct Plan - IDCW 24.52
-0.0500
-0.2000%
Axis Bluechip Fund - Regular Plan - Growth 54.74
-0.1100
-0.2000%
Axis Bluechip Fund - Direct Plan - Growth 62.77
-0.1100
-0.1700%

Review Date: 07-03-2025

Axis Bluechip Fund has exhibited poor performance in the Large Cap Fund category. The fund has rank of 21 out of 27 funds in the category. The fund has delivered return of 2.07% in 1 year, 10.02% in 3 years, 12.48% in 5 years and 10.64% in 10 years. The category average for the same periods is 1.34%, 14.36%, 16.8% and 10.55% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 13.58, VaR of -18.76, Average Drawdown of -6.45, Semi Deviation of 9.49 and Max Drawdown of -14.31. The category average for the same parameters is 13.47, -17.41, -6.37, 9.49 and -15.9 respectively. The fund has average risk in the category.

Key Points:

  1. An investment of ₹10,000 in Axis Bluechip Fund direct growth option would have grown to ₹10299.0 in 1 year, ₹13708.0 in 3 years and ₹18992.0 in 5 years as of today (07-03-2025).
  2. An SIP of ₹1,000 per month in Axis Bluechip Fund direct growth option would have grown to ₹11432.0 in 1 year, ₹41566.0 in 3 years and ₹79130.0 in 5 years as of today (07-03-2025).
  3. standard deviation of 13.58 and based on VaR one can expect to lose more than -18.76% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.06 which shows poor performance of fund in the large cap fund category.
  5. The fund has R-square of 0.92, Beta of 0.93 and Jensen's Alpha of -2.63% which exhibit poor performance in the large cap fund category .


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.


Date Axis Bluechip Fund NAV Regular Growth Axis Bluechip Fund NAV Direct Growth
07-03-2025 54.74 62.77
06-03-2025 54.85 62.88
05-03-2025 54.49 62.47
04-03-2025 54.07 61.99
03-03-2025 54.09 62.02
28-02-2025 53.91 61.8
27-02-2025 54.98 63.03
25-02-2025 55.04 63.09
24-02-2025 54.97 63.01
21-02-2025 55.55 63.67
20-02-2025 55.98 64.16
19-02-2025 55.97 64.15
18-02-2025 55.92 64.09
17-02-2025 55.93 64.1
14-02-2025 56.04 64.22
13-02-2025 56.39 64.62
12-02-2025 56.3 64.52
11-02-2025 56.34 64.56
10-02-2025 57.13 65.47
07-02-2025 57.61 66.01

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.