Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Consistently beats benchmark. ![]() Lower probablity of downside risk. ![]() Protects capital during bear phase. | ||
Cons | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Higher probablity of downside risk. | - |
INDMoney rank | 18/19 | 2/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 35013 Cr | 62717 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.67% | 0.87% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 58 | 74 | ||
Top 5 Holdings | HDFC Bank Ltd (8.71%) ICICI Bank Ltd (7.73%) Reliance Industries Ltd (6.31%) Avenue Supermarts Ltd (4.97%) Tata Consultancy Services Ltd (4.92%) | ICICI Bank Ltd (7.85%) Reliance Industries Ltd (6.96%) Larsen & Toubro Ltd (6.35%) HDFC Bank Ltd (5.12%) Infosys Ltd (4.92%) | ||
No of Sectors | 11 | 12 | ||
Top 3 Sectors | Financial Services (30.58%) Consumer Cyclical (13.97%) Tech (10.5%) | Financial Services (25.79%) Energy (12.59%) Consumer Cyclical (12.02%) | ||
Equity % | 95.59% | 90.27% | ||
Debt % | - | - | ||
P/E | 28.58 | 24.78 | ||
P/B | 4.92 | 4.12 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 5.67% | 4.97% | ||
3-Month Return | 11.05% | 12.3% | ||
6-Month Return | 16.03% | 15.02% | ||
1-Year Return | 33.77% | 40.98% | ||
3-Year Return | 10.63% | 20.73% | ||
5-Year Return | 17.81% | 23.12% |
Sharpe | 0.44 | 1.26 | ||
Alpha | -4.76 | 5.52 | ||
Beta | 0.94 | 0.86 | ||
Standard Deviation | 12.42 | 11.32 | ||
Information Ratio | -1.5 | 1.47 |
Description | Axis Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shreyash Devalkar,Ashish Naik | Vaibhav Dusad,Anish Tawakley |