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Axis Bluechip Fund
Last 5 Years Annualised Return:
Direct Plan:13.86%
Regular Plan: 12.43%
Latest NAV :
Direct: Rs. 45.39
Regular: Rs. 40.59
Minimum Expense Ratio: 0.48% (Inc. of GST)
Minimum SIP- Rs. 500
Fund Size- Rs. 32,322.11 Cr
Fund Managers:Mr. Shreyash Devalkar,Mr. Hitesh Das
P/E Ratio: 28.00
P/B Ratio:4.34
Alpha: 0.13
Beta: 0.80
Sharpe Ratio:0.45
Sortiono Ratio: 0.54
0.49%
Returns :
Category :
Large Cap
1Y
3Y
5Y
All
Fund returns
-2.4%
12.8%
13.9%
14.7%
Category Average
48%
13.9%
14.2%
NA
Rank within Category
73
44
2
NA
Taxation
- Capital Gains:
15% tax on returns if redeemed before 1 year ,10% long-term capital gains tax (LTCG) is applied on gains from the sale of equity shares that exceed Rs 100,000.
The verdict
- Axis Bluechip Fund with the help of experienced fund managers are continuously giving good returns from past 5 years in large cap category but the fund hasn't provided significant returns in 3 years.
Rating
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Review by
Abhijeet Saxena
About the Expert
Abhijeet Saxena is qualified banking & finance lawyer registered with the bar council of Delhi.Graduate from NALSAR University of Law. Ex-NSE, ex Amarchand Mangaldas, ex Khaitan & Co.
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