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AXIS BLUECHIP FUND

Medium RiskEquityMorning Star5 / 5
AXIS BLUECHIP FUND
Issued by:Axis Asset Management Company Ltd
Unit Price (NAV) :
Minimum investment:
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AXIS BLUECHIP FUND

AXIS BLUECHIP FUND

About this Fund

Axis Bluechip Fund's objective is 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.

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Returns1Y3Y5Y
This Mutual Fund5.90%10.06%9.99%
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Projected Returns

Investment ofper month
gives returns of :
at 9.99% / annum
in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 9.99% per annum
+ 9.99%

Fund Details

Fund Size(AUM) i
Morningstar Ratings 5i
ISIN INF846K01DP8
Asset class Equity
Category Large Cap Fund

Fund Portfolio Data & Volatility Analysis

Expense ratio 0.46i
Beta 0.75i
Standard Deviation 16.77i

Asset Class

Asset type breakdown
Stock87.50%
Other12.50%

Fund Holdings - Top 10

NameiWeightage (%)
HDFC Bank Limited7.48%
Avenue Supermarts Limited6.98%
Kotak Mahindra Bank Limited6.86%
Infosys Limited6.02%
ICICI Bank Limited5.74%
Bajaj Finance Limited4.61%
Nestle India Limited4.47%
Hindustan Unilever Limited4.44%
Asian Paints Limited3.71%
Housing Development Finance Corporation Limited3.01%

Fund Sectors/Industry Breakdown

Sectori% of market value
Financial Services30.79%
Consumer Goods 21.38%
IT 11.23%
Pharma 8.42%
Telecom 4.31%
Energy 3.80%
Cement & Cement Products2.07%
Automobile 1.76%
Chemicals 1.40%

About this Fund

Fund Manager

Shreyash Devalkar

Mr. Gopani is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University.He is managing the Axis Bluechip Fund since November 2016 and prior to joining Axis Mutual Fund, he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Tax Implications

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.

Exit Load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

AXIS BLUECHIP FUND