Axis Mutual FundLarge CapVery High Risk

Axis Bluechip Fund - Regular Plan - Growth

Current NAV₹18.82as of 30/5/2026

AUM3.45 Lac Cr

AUM

3.45 Lac Cr

Expense Ratio

1.52%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

28 September 2021

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 11.34 | Sharpe Ratio: 1.16

Fund Manager & Key Metrics

Fund ManagerAshish Naik; Shreyash Devalkar(7.8 years yrs)

Volatility11.34

Sharpe Ratio1.16

Portfolio Turnover16%

BenchmarkNifty 50

Holdings Date25/5/2026

Asset Allocation

Equity: 96.00% | T-Bills: 4.00%

Investment Objective

Aims to provide capital appreciation by investing in Large Cap securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.8.5%

2. ICICI Bank Ltd.7.8%

3. Reliance Industries Ltd.6.9%

4. Infosys Ltd.5.2%

5. Larsen & Toubro Ltd.4.8%

6. Axis Bank Ltd.3.9%

7. Tata Consultancy Services Ltd.3.7%

8. Bharti Airtel Ltd.3.4%

9. State Bank of India3.1%

10. ITC Ltd.2.8%

Overview

Axis Bluechip Fund - Regular Plan - Growth overview and fund details

Axis Bluechip Fund - Regular Plan - Growth ek large cap equity mutual fund hai jo ki Axis Mutual Fund dwara manage kiya jaata hai. Iska objective hai long-term capital appreciation, jisme investors ko stable returns mil sake. Ye fund un investors ke liye suitable hai jo market ke fluctuations ko bear kar sakte hain aur wealth creation ke liye ek disciplined approach chahte hain. Fund manager Ashish Naik aur Shreyash Devalkar is fund ko manage karte hain, jinka experience is field mein achha hai. Ye fund ka investment style growth-oriented hai, jisme high-quality large cap companies mein invest kiya jaata hai. Agar aap ek aise investor hain jo SIP investment ke through long-term wealth accumulate karna chahte hain, toh ye fund aapke liye achha option ho sakta hai.

Performance & Analysis

Axis Bluechip Fund - Regular Plan - Growth ke returns – 1, 3, 5 saal ke aankde

Agar hum Axis Bluechip Fund - Regular Plan - Growth ke returns ki baat karein, toh ek saal ka return 4.44% hai. Isse pehle, agar hum 3 saalon ka return dekhein, toh ye kaafi impressive 19.68% hai. Aur 5 saal ka return 5.62% hai. Is fund ki performance benchmark Nifty 50 ke saath compare karne par, ye consistently achhe returns deliver kar raha hai. Ek baat jo dhyan dene wali hai woh ye hai ki fund manager ka experience bhi returns par acha impact dalta hai. Ashish Naik aur Shreyash Devalkar ke saath, inhone apne investment decisions se investors ko kaafi returns di hain. Lekin, market volatility ke wajah se 1 saal ka return comparatively low hai, jo samajhna bhi zaroori hai. Is fund ki consistency kaafi achhi hai, lekin investors ko ye samajhna padega ki large cap funds mein kabhi kabhi volatility bhi dekhne ko mil sakti hai. Toh agar aap long-term perspective se dekh rahe hain, toh ye fund aapke portfolio ke liye achha addition ho sakta hai.

Axis Bluechip Fund - Regular Plan - Growth portfolio breakdown for investors

Axis Bluechip Fund - Regular Plan - Growth ka portfolio kaafi diversified hai. Is fund ke top 5 holdings mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%), Infosys Ltd. (5.2%), aur Larsen & Toubro Ltd. (4.8%) shamil hain. Dekho, in holdings se ye pata chalta hai ki fund kaafi reputed aur stable companies mein invest kar raha hai. Sector allocation bhi kaafi strategic hai, jisme financials, energy, aur IT sectors ki badi percentage hai. Isse fund ki stability aur growth potential badhta hai. Aap samajh sakte hain ki ye fund kis tarah se long-term growth ke liye position karta hai. Investors ko ye samajhna zaroori hai ki is fund ka strategy high growth ke liye hai, jo ki long-term investment horizon rakhne wale logon ke liye best fit ho sakta hai. Agar aap portfolio diversification ki talash mein hain, toh Axis Bluechip Fund - Regular Plan - Growth aapke liye ek achha option hai.

Axis Bluechip Fund - Regular Plan - Growth risk analysis and volatility

Axis Bluechip Fund - Regular Plan - Growth ka riskometer "Very High" hai, jo batata hai ki is fund mein investment karne se aapko kaafi volatility dekhne ko mil sakti hai. Ye fund un investors ke liye suitable hai jo risk ko tolerate kar sakte hain aur long-term growth ki talash mein hain. Market volatility ke karan, ye fund kabhi kabhi short-term fluctuations dekh sakta hai. Isliye, agar aap recent market trends aur global uncertainties ke impact ko dekhte hain, toh aapko ye samajhna hoga ki equity mutual fund mein invest karna riskier ho sakta hai. Sharpe ratio ka data available nahi hai, lekin historical performance se ye pata chalta hai ki ye fund apne benchmark se achha perform karta raha hai. Isliye, agar aap risk-taking investor hain aur long-term view rakhte hain, toh ye fund aapke liye suitable ho sakta hai. Lekin, investment se pehle apni risk tolerance ko samajhna na bhoolen.

Who Should Invest?

Axis Bluechip Fund - Regular Plan - Growth long term investment outlook

Agar hum Axis Bluechip Fund - Regular Plan - Growth ke long-term investment outlook ki baat karein, toh historical performance se ye pata chalta hai ki iski positioning kaafi strong hai. Ye fund financial aur technology sectors mein kaafi investments karta hai, jo future growth potential ko dikhata hai. Aane wale dino mein, agar Indian economy strong hoti hai, toh is fund ke returns bhi achhe hone ki sambhavna hai. Historically, large cap funds ne market recovery ke time mein achha perform kiya hai. Updated in May 2026, investors ko ye dekhna hoga ki kis tarah se macroeconomic factors aur sectoral trends is fund ki performance ko impact karte hain. Ye fund long-term investors ke liye achha option ho sakta hai, jo steady growth aur capital appreciation ki talash mein hain. Lekin, exact return predictions nahi kiye ja sakte hain, isliye aapko apne investment approach ko samajh kar hi decision lena chahiye.

Pros & Cons

Axis Bluechip Fund - Regular Plan - Growth advantages and disadvantages

Pros:
- High growth potential with established companies
- Experienced fund managers with a proven track record
- Diversified portfolio across sectors
- Suitable for long-term wealth creation
Cons:
- High risk profile may not suit conservative investors
- Market volatility can impact short-term returns
- Expense ratio of 1.52% might be on the higher side for some

Frequently Asked Questions

Axis Bluechip Fund - Regular Plan - Growth – aksar puche jaane wale sawaal (FAQs)

Kya Axis Bluechip Fund - Regular Plan - Growth SIP ke liye suitable hai?

Haan, Axis Bluechip Fund - Regular Plan - Growth SIP ke liye suitable hai, kyunki ye long-term wealth creation ke liye designed hai. Regular contributions se aap market volatility ko average kar sakte hain.

Is fund ka risk level kya hai?

Axis Bluechip Fund - Regular Plan - Growth ka riskometer "Very High" hai. Ye fund un investors ke liye hai jo market fluctuations ko tolerate kar sakte hain aur long-term perspective rakhte hain.

Axis Bluechip Fund - Regular Plan - Growth par tax kaise apply hota hai?

Is fund par tax Long-Term Capital Gains (LTCG) ke rules ke anusar lagta hai. Agar aap 1 saal se zyada hold karte hain, toh LTCG tax applicable hota hai, jo 20% hai after indexation.

Returns

Period	Fund Return (%)	Benchmark (Nifty 50) (%)
1 Year	4.44%	—
3 Years	19.68%	—
5 Years	5.62%	—
Since Launch	14.6%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 19.7%

Invested: ₹956k

Gains: ₹91649k

Total Invested

₹956245.48

Total Returns

+ ₹91649226.19

Maturity Value

₹92605471.67

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 19.7% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.