AXIS BLUECHIP FUND

(An Open-Ended Equity Scheme Predominantly Investing In Large Cap Stocks)
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JANUARY 2025
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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. There is no assurance that the investment objective of the Scheme will be achieved.

DATE OF ALLOTMENT5th January 2010
MONTHLY AVERAGE 32,345.36Cr.
  AS ON 31st January, 202532,271.39Cr.
BENCHMARK BSE 100 TRI
STATISTICAL MEASURES (3 YEARS)
  Standard Deviation13.14%
  Beta0.95
  Sharpe Ratio** 0.12
 **Risk-free rate assumed to be 6.65% (MIBOR as on 31-01-2025)-
Source: www.fimmda.orgComputed for the 3-yr period ended Jan 31, 2025. Based on month-end NAV.
PORTFOLIO TURNOVER
(1 YEAR) 		0.57 times
FUND MANAGER
Mr. Shreyash Devalkar
  Work experience: 20 years.He has been managing this fund since 23rd November 2016
Mr. Jayesh Sundar
  Work experience: 21 years.He has been managing this fund since 4th November 2024
Ms. Krishnaa N
(for foreign securities)
  Work experience: 4 years.She has been managing this fund since 1st March 2024



 

Past performance may or may not be sustained in future. Different plans have different expense structure. Shreyash Devalkar is managing the scheme since 23rd November 2016 and he manages 7 schemes of Axis Mutual Fund & Jayesh Sundar is managing the scheme since 4th November 2024 and he manages 8 schemes of Axis Mutual Fund & Krishnaa N is managing the scheme since 1st March 2024 and she manages 23 schemes of Axis Mutual Fund . Please refer to annexure for performance of all schemes managed by the fund manager. Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : ₹ 10.


Regular Plan

Pursuant to payment of Distribution (of Income & Capital), the NAV of the above stated IDCW options of the scheme/plan would fall to the extent of payout and statutory levy, if any. Past performance may or may not be sustained in future. Face value of units is ₹ 10. IDCW means Income Distribution cum Capital Withdrawal.


Entry Load : NA
Exit Load : If redeemed / switched-out within 12 months from the date of allotment,For 10% of investments: Nil.For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NIL.




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