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Axis Bluechip Fund Growth INF846K01164

NAV / 1-Day Return
56.34 / -1.38%
Total Assets
322.7 Bil
Inception Date
Jan 05, 2010
Expense Ratio
1.570%
Fee Level
Load
1.00%
Category
India Fund Large-Cap
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Open
TTM Yield
0.00%
Turnover
39%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-1.24 -3.62 38.03 6.54 18.57 19.72 20.64 -5.66 17.45 13.73 -3.41
Category
-0.86 4.42 31.60 0.65 9.15 15.27 26.02 3.69 23.19 14.39 -4.57
Index
0.99 3.19 36.29 -2.11 9.69 19.99 32.84 2.47 26.07 15.94 -6.19
Quartile Rank
Quartile Rank is third Quartile Rank is fourth Quartile Rank is first Quartile Rank is first Quartile Rank is first Quartile Rank is first Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is second Quartile Rank is second
Percentile Rank
52 98 15 18 1 10 95 99 98 39 46
# of Invest. in Cat.
482 403 556 267 272 270 273 251 259 262 270
Category Name
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap
IN001 India Fund Large-Cap


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 91.59 0.00 91.59 95.97 100.00
Fixed Income 0.33 0.00 0.33 0.05 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 8.07 0.00 8.07 2.40 0.00
Other 0.00 0.00 0.00 1.81 0.00

Stock Style

People

Inception Date
Jan 05, 2010
Number of Managers
3
Longest Tenure
8.3 Years
Average Tenure
3.1 Years
Advisor(s)
Axis Asset Management Company Limited

Management Team

Nov 23, 2016 –Present
Mar 01, 2024 –Present
Nov 04, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Average
Return vs. Category
Low

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
56 0
Bond Holding
1 0
Other Holding
7 0
Total Holding
64 0
Equity Holdings
56
Bond Holdings
1
Other Holdings
7
Total Holdings
64
% Assets in Top 10 Holdings
50
Reported Turnover %
39.33
As of 03 / 31 / 24
Active Share
35.96
Women Directors %
20
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
9.41 Jan 31, 2010 30,356,820,480
INR Indian Rupee
22.61 Financial Services
8.41 Sep 30, 2018 27,135,302,230
INR Indian Rupee
24.94 17.45 Financial Services
6.54 Dec 31, 2017 21,090,416,100
INR Indian Rupee
15.29 24.81 Narrow Technology
5.14 Nov 30, 2019 16,584,620,340
INR Indian Rupee
52.18 Communication Services
4.21 Jul 31, 2017 13,580,365,800
INR Indian Rupee
23.58 Financial Services
3.60 Feb 28, 2018 11,609,140,700
INR Indian Rupee
-1.12 24.69 Wide Technology
3.49 Nov 30, 2021 11,249,217,940
INR Indian Rupee
88.72 25.71 Consumer Cyclical
3.31 Nov 30, 2021 10,680,959,700
INR Indian Rupee
-1.71 Industrials
3.04 Sep 30, 2021 9,794,398,150
INR Indian Rupee
11.76 Healthcare
2.68 Feb 28, 2018 8,655,628,230
INR Indian Rupee
-15.12 19.01 Energy
Holdings as of Jan 31, 2025 | The top 64 largest holdings are available for display across Equity, Bond and Other. Active Share as of Jan 31, 2025. Active Share index: SBI S&P BSE 100 ETF


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