(Erstwhile Axis Equity Fund) 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. However, there can be no assurance that the investment objective of the Scheme will be achieved. Axis Bluechip Fund is a Equity - Large Cap fund launched on 5 Jan 10. It is a fund with Moderately High risk and has given a Below is the key information for Axis Bluechip Fund Returns up to 1 year are on Historical performance (Yearly) on absolute basis Axis Bluechip Fund - G
Scheme Objective
CAGR return of 11.2% since its launch. Ranked 58 in Large Cap category. Return for 2025 was 6.3% , 2024 was 13.7% and 2023 was 17.4% . NAV as on 25 Mar 26 ₹56.26 ↑ 0.99 (1.79 %) Net Assets (AUM) as on 28 Feb 2026 ₹32,437 Cr. Launch Date 5 Jan 2010 Category Equity - Large Cap Rating ☆☆ Type Open Ended Fund Risk Moderately High AMC Axis Asset Management Company Limited Alpha Ratio -2.14 Expense Ratio 0.68 % Sharpe Ratio 0.715 Information Ratio -0.93 Benchmark Not Available Min Investment ₹5,000 Min SIP Investment ₹500 Exit Load 0-12 Months (1%),12 Months and above(NIL) NAV Price Chart
Returns
Annual Compounded Returns
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 26 Duration Returns 1 Month -8.1% 3 Month -9.5% 6 Month -7.3% 1 Year -2.2% 3 Year 11.4% 5 Year 8.3% 10 Year 15 Year Since launch 11.2% Historical Annual Returns
Year Returns 2024 6.3% 2023 13.7% 2022 17.4% 2021 -5.7% 2020 20.6% 2019 19.7% 2018 18.6% 2017 6.5% 2016 38% Growth of 10k Over Years
Date Value Asset Allocation
Asset Class Value Sector Allocation
Sector Value Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity
Talk to our investment specialistAll Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year Axis Bluechip Fund
Growth ₹56.26
↑ 0.99 -7.25 % -2.24 % 11.39 % 8.26 % Axis Bluechip Fund
Normal Dividend, Payout ₹16.47
↑ 0.29 -7.79 % -2.77 % 10.83 % 7.94 % Axis Bluechip Fund
Normal Dividend, Reinvestment ₹16.47
↑ 0.29 -7.79 % -2.77 % 10.83 % 7.94 % Data as on 25 Mar 26