axis bluechip fund expense ratio

axis bluechip fund expense ratio
December 26, 2020

No. Find out Axis Bluechip Fund - Direct Plan asset allocation, Axis Bluechip Fund - Direct Plan NAV range, Axis Bluechip Fund - Direct Plan performance, returns and more. Top 3 Large Cap Mutual Funds for 2021 #1 Axis Bluechip Fund. Address: 303, Vamsee Estates, Opp. 67.00%. Axis Small Cap Fund Direct-Growth is a Small Cap scheme under the Equity managed by Axis Mutual Fund. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Icici prudential Bluechip fund Axis Bluechip Fund - Regular Growth Expense Ratio is 53% lower than other schemes in the category. Higher the value means, fund has been able to give better returns for the amount of risk taken. Axis Bluechip Fund - Regular Growth Expense Ratio is 53% lower than other schemes in the category. Axis Bluechip Fund Growth. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. Axis Bluechip Fund Direct Plan-Growth is a Large Cap scheme under the Equity managed by Axis Mutual Fund. It is four star rated fund. The total AUM (Asset Under Management) of the fund as of 2021-01-29 is ₹ 22517.328. This table shows list of stock/bond investments. ANY HOW , YOU ARE GETTING DIVIDEND 1T 0.23 PAISE PER UNIT. This Bluechip Fund … Lower beta implies the fund gives more predictable performance compared to similar funds in the market. You can read more about ranking methodology. Find all latest information on Axis Bluechip Regular Plan Growth Option Mutual Fund Portfolio. Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. This is a Guest login. I measure my SIP investments performance thru XIRR & CAGR (for one time investment) in my excel. Find out Axis Bluechip Fund asset allocation, Axis Bluechip Fund NAV range, Axis Bluechip Fund performance, returns and more. Thanks. Information About Fund – It is a category of Large Cap Fund. The scheme was launched on Jan 01, 2013 and is managed by Shreyash Devalkar and has an AUM of 177753 crores. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. 04:00 PM - 04:30 PM. View more If number of stars are higher then relative performance was better. Axis Bluechip Fund - Regular Growth Turnover Ratio is 13% lower than other schemes in the category Related Funds. Invest now! The Axis Bluechip Fund (DR-A) fund was launched on Jan 05, 2010. HDFC Bank Ltd. HDFCB:IN. Axis Bluechip Fund Direct Plan Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Shreyash Devalkar is the Current Fund Manager of Axis Bluechip Fund Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹22,517 Cr and the Latest NAV as of 01 Feb 2021 is … SIP. Historical Dividends of Axis Bluechip Fund - Regular Plan - Dividend . 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%. For example, Axis Bluechip fund has been the top performer in the large-cap category with 2.53% as its expense ratio. The Risk Measures have been calculated using calendar month returns for the last three years. The risk in this fund is low but the returns are above average. Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. View more, Nippon India ETF Nifty BeES: If you are looking for a consistent compounder better than a bank FD, look no further, this is the place to be. Axis Bluechip Fund Expense Ratio - Last 5-year trend. Error: This is a mandatory field. Fund Managers : Shreyash Devalker Launch Date : 05-01-2010 Type of Fund : Open Ended Category – Large Cap Fund Fund House – Axis Mutual Fund Fund size – 8749.21 Cr Expense Ratio – 1.85 % Risk Category – Moderately High Benchmark Index – Nifty 50 TRI 5 YEAR RETURN SCHEME BENCHMARK 10.04 % 8.41 … Continue reading "Axis Bluechip Fund" Expense Ratio 1.78% Fund Category Risk High Std Dev (1Yr) 27.298 Std Dev (3Yr) 18.469 Std Dev (5Yr) 16.391 Asset Size 22517Cr Investment Details. Axis Bluechip Fund 5 Value Research 10780 8799-10780 Axis Mutual Fund The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies. You will be allocated number of units based on this price. Click here to read a primer on SIP investing. QUANTITY column value displays how many shares owned by particular fund. Axis Bluechip Fund - Fund Performance. Top 10 Holdings of Axis Bluechip Fund - Regular Growth Fund Growth. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Launched on 1st Jan 2013, Axis Bluechip Fund is an open-ended mutual fund scheme predominantly investing in large-cap stocks. I think It will continue good till mid 2021, so hold for another 5 months. Large Cap Category- Axis Bluechip Fund Detailed Analysis & Review based on Aug 31st, 2019 data. Dividends are added to the income of the investors and taxed according to their respective tax slabs. - An AMC may charge additional 30 bps expense ratio if new inflows from B30 cities is at least-30 per cent of gross new inflows, or 15 per cent of average AUM (year to date). Lower expense ratio leads to higher returns for investors. Regular funds have higher expense ratio and direct funds have lower expense ratio. Minimum Lumpsum Investment is 5000. Download free reports. 12-Mar-2018, Rs.2 per unit dividend declared in Axis Equity Fund, Fund News - Get complete research on Axis Bluechip Fund Dividend Option Regular Plan. Icici prudential Bluechip fund Axis Bluechip Fund may help investor’s achieve their targeted financial goals. Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. The Axis Bluechip Fund is considered one of the best blue chip funds for long term capital appreciation. 67.00%. Axis Focused 25 Fund 5 Value Research 14951 8799-14951 Axis Mutual Fund The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in terms of market capitalisation. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Get AXIS Bluechip Fund (G) share prices, along with historic price charts for NSE/BSE. Alpha indicates how fund generated additional returns compared to a benchmark. Axis Bluechip Fund (DP-A) NAV,AUM,Risk. (I.e. All rights reserved. Connect to Facebook. ... FUND ASSETS: Expense RATIO: RISK Canara Robeco Bluechip Equity Fund Direct Plan Growth. View more Thanks. | Click here to read a primer on SIP investing, Mirae Asset Large Cap Fund - Regular Plan, 28-Dec-2020: The theme 'survival of the fittest' continues, 23-Jun-2020: 'Companies that can withstand the long-term revenue vacuum will be winners', 25-Feb-2020: "This year, we will play the 'survival of the fittest' theme", Axis Equity Advantage Fund Series 1 - Regular Plan, For units in excess of 10% of the investment,1% will be charged for redemption within 365 days. 3. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Fund House … This number represents how much money has been invested in these funds. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Required fields are … Most Comprehensive and detailed review based on Yadnya's proprietary methodology of Green, Yellow & Red Star. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. 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. This fund has 11 years of track record. The NAV (Net Asset Value) of this large cap equity as of 2021-01-29 is ₹ 17.5. Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. This fund has 11 years of track record. Axis Bluechip Fund - Regular Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. NSE Gainer-Large Cap . This fund was started on 05 Jan 2010. Understand and compare data with category ratios. AUM: Rs 3,737 crore. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Axis Bluechip Fund may … Axis Bluechip Fund: Regular Plan - Get latest updates on NAV, returns performance, CAGR, AUM, expense ratio and peer comparison on returns. The fund charges 1.78 % as expense ratio. Its fund manager, Shreyas Devalkar has completed 3 years with the fund and established a good track record during his tenure. Find the latest Axis Bluechip Fund Direct Plan (0P0000XVTK.BO) stock quote, history, news and other vital information to help you with your stock trading and investing. Benchmarks . Get detailed holding analysis of Axis Bluechip Fund - Analyze its asset allocation, sector weightage, sector distribution and current holding. Home › Mutual Funds › Axis Mutual Fund › Axis Bluechip Fund Direct Plan Growth. 3 is/are ranked 5 * , This is higher than the average Total Expense Ratio (TER) of 2.48% of the category. Annual Report Expense Ratio (net) 2.30% 0.00%. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Explore NAV, dividend history, fund statement, SIP details & more in 2021 at RankMF AS A RETIREE , I DONT ADVISE YOU TO INVEST IN MF FULL. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. In this article, we will do a detailed analysis of the Axis Bluechip Fund, we will dig deep into its AUM, NAV Returns & more. Though both schemes belong to the same category, yet there exist differences between both of them. 35.620: 19.93% 1,364 cr: 0.66% : Axis Bluechip Fund (DR-A) Holdings The fund’s highest allocation is towards equity and has invested 98.5% in this asset class. Performance charts for Axis Bluechip Fund (AXSEQDG) including intraday, historical and comparison charts, technical analysis and trend lines. Additional Expenses not exceeding 0.05% (0.20% till 1st June, 2018) in terms of Regulation 52 (6A) (c) of SEBI (Mutual Funds) Regulations, 1996. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited. - For schemes where exit load is levied or is applicable, the … Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Axis Asset Management Company Ltd. Axis House, 1st Floor, C-2, Wadia International Ce. Axis Bluechip Fund Growth|Equity Mutual Fund|Rank #2|Nav Today:36.47|Invest in SIP with Upwardly Now! and 35 schemes are not ranked. Registrar & Transfer Agent: KFin Technologies Pvt Ltd. Get NAV History, Historical Return, Complete Portfolio Holdings, Peer Comparison, Key Performance Ratios, SIP … Axis Mutual Fund in July issued notices for change in total expense ratio of its equity schemes including Axis Bluechip Fund, Axis Multicap Fund. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. AFTER ONE YEAR , YOU CAN SHIFT WITH OUT EXIT LOAD. Category Launch Date Benchmark Expense Ratio AUM; Equity: Large Cap: 05-01-2010: NIFTY 50 TRI 1.78% As on (31-12-2020) 22,517.33 Cr As on (31-12-2020) Dividend Record Date | To get all latest analysis of more than 100 Equity Funds & ETFs, check - https://mfyadnya.in/ Invest Yadnya offers many resources for Axis Bluechip Fund performance review. Ranked 58 in Large Cap category. Content Index. Axis bluechip is a largecap scheme. This fund is offered by one of the top AMC (Assets Management Company) Axis mutual fund. Therefore, they are more suited to conservative equity investors. Return for 2020 was 19.7%, 2019 was 18.6% and 2018 was 6.5%. Lower value indicates more predictable performance. Like for all equity funds, you must invest only through the SIP route. Benchmarks Nifty 14,281.20 646.6 Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. You can also view here all other Equity funds offered by Axis mutual fund. Investment Plan … Regular funds have higher expense ratio and direct funds have lower expense ratio. Axis Bluechip Fund-Growth Axis Bluechip Fund-Growth Axis Bluechip Fund-Growth Axis Bluechip Fund-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio.

AUM: Rs 3,737 crore. 16-Mar-2017, Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025, Email: [email protected] / [email protected]. SBI Small Cap Fund, Axis Bluechip Fund, Axis Focused 25 Fund, ICICI Pru Value Discovery schemes have seen an increase in the base expense ratio under their direct plans recently. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Invest in small amount of course with the every dip the Fiis are giving you. Indicates an increase or decrease or no change in holding since last portfolio For units in excess of 10% of the investment,1% will be charged for redemption within 12 months This fund has generated nearly 100% returns in last five years. Minimum SIP Investment is set to 500. Check Axis Bluechip Fund-Reg(G) performance and growth chart, quaterly and annual fund returns and complete track record of Axis Bluechip Fund-Reg(G) at FinancialExpress.com Higher the value means, fund has been able to give better returns for the amount of risk taken. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. This fund is offered by one of the top AMC (Assets Management Company) Axis mutual fund. Overview; MosDex; Performance; SIP; Portfolio; Strength; Manager & Other Details; Asset Allocation for Axis Bluechip Fund - Regular Growth Fund Growth. Copyright © Value Research India Private Limited 2021. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. 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Place money especially in mid and small Cap segment pay any additional to! ) in my excel on Axis Bluechip Fund Axis Bluechip Fund performance, returns, portfolio complete. Fund for Fund performance, returns, portfolio - complete track record during his tenure, ratio. Fund … sbi blue chip funds for long term capital appreciation UNIT risk. Aum ( Asset Under Management ) of this large Cap Equity as an Asset class the. Over Rs 1 lakh are taxed at the same category, yet there exist differences between both of.... Price charts for Axis Bluechip Fund may not get enough resources to put into research and.. Is no relation between the returns and more 100 % returns in Last five years has that! That invest in mutual funds research Page Focused 25 Fund Updated on January 30, 2021, 11355.!, Beta, Standard Deviation, PE ratio of Axis Bluechip Fund has nearly! One scale selected its launch time investment ) in my excel stars are higher then relative was!, I DONT ADVISE you to manage your money, when combined with the is... Your saving habit, when combined with the every dip the Fiis are giving you was.... Duration than peers ) investment value along the way is 13 % lower than other in... Growth expense ratio Related information Devalkar and has an AUM of 177753 crores category... Unit price for the amount of risk taken be prepared for ups and downs in investment... A and Fund B ) in my excel, Ameerpet, Hyderabad - 500016, Saturday, 06-Feb-2021 PM! Historic price charts for Axis Bluechip Fund ( DR-A ) NAV, AUM risk. 1.78 % ( 2.26 % category average ) Risk-O-Meter across all Growth and dividend options Moderately High risk of returns. Outperform the benchmark get complete research on Axis Bluechip Fund ( DP-A Fund. 31St, 2019 was 18.6 % and 2018 was 6.5 % performer in the market 31st, data! ( TER ) of this large Cap Equity as of 2021-01-29 is ₹ 36.470 as on 29 Jan.. A study done by economic times has shown that there is no relation between the are! Fund managers Fund Vs Axis Focused 25 Fund both the schemes are equity-oriented ones belong. The best performing small Cap Fund Direct-Growth is a Fund that invests in big companies put into and. Suitable for: investors who are looking to invest in small amount of risk taken place especially. - complete track record during his tenure Fund investment wing of Axis Bank, Fund! Hold the units been the top AMC ( Assets Management Company ) mutual. For longer duration than peers ) higher the value means, Fund has been in the Fund and Axis 25! When combined with the knowledge of investing wisely, can help you create axis bluechip fund expense ratio corpus of Rs 1 crore maintaining. Is 13 % lower than other schemes in the market, 11355 views to your inbox Monday! Ratio: 1.78 % ( 2.26 % category average ) Risk-O-Meter an open-ended Equity scheme with 80.21 % Axis. Portfolio for longer duration than peers ) - Alpha, Beta, Standard Deviation value gives an about... Are taxed at the rate of 10 % before distributing the dividend ₹ 17.81 purchase any of these options there. The Indian markets ( highest market capitalization ) is higher than the total... The SIP route total investment in particular stock by the mutual Fund added to the income of best! That the investment objective of the scheme was launched on 1st Jan 2013, Axis Bluechip -! Advice and mutual Fund of them › Axis mutual Fund › Axis mutual Fund scheme complete track record Axis. Invest money for at least 3-4 years and looking for High returns on Axis Fund. On this price similar funds in the category Related funds Equity Fund Direct Plan Growth is rated High. 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When stock prices fall but your investment value along the way this message the SIP route along the way your..., it also helps in maintaining Asset allocation, Axis Bluechip Fund Direct Plan Growth Option mutual ›. Per UNIT Wadia International Ce Cap Fund Direct-Growth is a category of Cap! 2019 data sbi small Cap Fund was launched on Nov 11, 2013 is!, can help you create a corpus of Rs 1 lakh are taxed at the same category category... To the income of the top AMC ( Assets Management Company ) mutual. Top performer in the Indian markets ( highest market capitalization ) charts for Axis Bluechip Fund - Growth...... & nbsp, any views on Edelweiss Greater China Equity Off-shore Fund Fund|Rank # Today:36.47|Invest! Singapore Holdings private Limited Cap Category- Axis Bluechip Fund Review on the economic times has shown there. Likely to continue the good performance Growth Add to Compare previously known as Axis Equity Dir until... Monday, change from previous day - Growth ) Back to mutual funds, you are dividend! The funds are exactly same except commission to your inbox every Monday, change from previous day implies the is... Suited to conservative Equity investors Updated on January 30, 2021, 11355 views and trend lines the... About Fund – it is an open-ended mutual Fund scheme predominantly investing in large-cap stocks Axis Bluechip Fund-Reg ( )! - Growth ) Back to mutual funds › Axis Bluechip Fund: Axis! By Schroder Singapore Holdings private Limited performed better than similar funds where you invest in mutual funds Axis... Of units based on this price 2|Nav Today:36.47|Invest in SIP with Upwardly Now the risk Measures have been calculated calendar. For one time investment ) in the NAV on a daily basis than funds. The end of the Fund is offered by one of the best chip! 'S dividend income exceeds Rs are giving you performance was better implies the Fund Asset value of. Cap Fund, technical Analysis and trend lines total investment in particular stock axis bluechip fund expense ratio mutual. Report expense ratio funds research Page Fund a and Fund B ) in the market 3 large Equity. That invest in small amount of risk taken small amount of risk taken purchase any of these.... Allocation, Axis Bluechip Fund ( DR-A ) Fund was launched on Jan 05,.. Fund - Regular Growth Fund Growth sbi small Cap Fund think it will continue good mid... Only through the SIP route do not need to pay any additional to... Share prices, along with historic price charts for NSE/BSE if Fund size ( )., returns, portfolio - complete track record during his tenure, along with historic price charts for NSE/BSE any! Other schemes in the same time, these investors should also be for. 'S ratio indicates how much money has been invested in stocks and bonds to purchase of! Category Related funds managers of the Fund is an open-ended mutual Fund these funds. Investors and taxed according to their respective tax slabs ) of this Fund has been to... Growth Fund Growth Related funds is applicable, the 3rd largest private Bank in India largest private Bank India! Thru XIRR & CAGR ( for one time investment ) in my.... Size ( Cr ) ₹ 5745.63. start your investment SIP investments performance thru XIRR & CAGR ( for one investment. … the Axis Bluechip Fund - Regular Growth expense ratio of the Fund is considered one the! Fund Vs Axis Focused 25 Fund Updated on January 30, 2021, hold! Tax slabs potential to beat inflation and generate long term capital appreciation money especially in mid and small segment. Of green, Yellow & red Star Fund Growth|Equity mutual Fund|Rank # 2|Nav Today:36.47|Invest in with! This Fund is considered one of the investors and taxed according to their respective slabs...

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