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Return Performance of Axis Bluechip Fund Direct Plan Growth
Past Returns Performance
- Trailing
- Rolling
| Period | This Fund | Category Avg | Growth Portfolio |
|---|---|---|---|
| 1y | 3.99% | 12.44% | 11.43% |
| 3y | 15.24% | 20.72% | 16.9% |
| 5y | 11.13% | 11.71% | 16.9% |
| 7y | 13.94% | 12.67% | 15.25% |
| 10y | 15.51% | 14.85% | 16.35% |
| 15y | -- | 12.56% | 15.23% |
| Since Inception | 14.5% | 14.04% | 15.08% |
| 1y | 9.36% | 18.41% | 16.71% |
| 3y | 8.4% | 15.08% | 13.12% |
| 5y | 11.9% | 15.37% | 17.05% |
| 7y | 12.91% | 13.75% | 16.16% |
| 10y | 13.39% | 13.23% | 15.5% |
| 15y | -- | 13.35% | 15.54% |
| Since Inception | 13.58% | 12.94% | 15.25% |
Trailing returns show point-to-point returns over different time periods. When compared to other assets or products, trailing returns indicate how well this fund has compounded in comparison.
| Period | Fund Median | Category Avg Median | Growth Portfolio Median |
|---|---|---|---|
| Any 1y | 14.9% | 12.0% | 13.6% |
| Any 3y | 14.9% | 12.8% | 15.5% |
| Any 5y | 14.9% | 12.0% | 15.0% |
| Any 7y | 14.6% | 12.2% | 14.6% |
| Any 10y | 14.6% | 12.5% | 14.9% |
| Any 1y | 14.2% | 12.0% | 14.5% |
| Any 3y | 14.6% | 13.8% | 14.6% |
| Any 5y | 14.9% | 13.1% | 15.2% |
| Any 7y | 15.2% | 12.9% | 14.8% |
| Any 10y | 13.2% | 12.8% | 15.1% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.
Periodic returns
- Annual
- Monthly
- Quaterly
Compare Performance with Large Cap Funds
as on Aug 13, 2023| Fund name | Annual Returns % | Expense ratio | ETM Rank | AUM |
|---|---|---|---|---|
| Nippon India Large Cap Fund | 14.93% | 0.94% | #2 | ₹15,583 Crs |
| Canara Robeco Bluechip Equity Fund | 14.83% | 0.43% | #11 | ₹10,202 Crs |
| Baroda BNP Paribas Large Cap Fund | 14.25% | 0.95% | #15 | ₹1,517 Crs |
| ICICI Prudential Bluechip Fund | 13.91% | 1.03% | #1 | ₹40,286 Crs |
| Kotak Bluechip Fund | 13.71% | 0.54% | #6 | ₹6,325 Crs |
| SBI Bluechip Fund | 13.37% | 0.87% | #4 | ₹39,301 Crs |
| LIC MF Large Cap Fund | 11.45% | 1.39% | #22 | ₹1,368 Crs |
| UTI Mastershare Fund | 12.27% | 0.93% | #14 | ₹11,507 Crs |
| Invesco India Largecap Fund | 12.65% | 0.81% | #18 | ₹806 Crs |
| Axis Bluechip Fund | 11.26% | 0.62% | #23 | ₹33,892 Crs |
Best performing quarters
Worst performing quarters
Risk Ratios
| Performance Ratio | This Fund | Category Avg |
|---|---|---|
| Standard Deviation | 14.61 | 11.91 |
| Alpha | -5.2 | 0.1 |
| Beta | 0.99 | 0.81 |
| Sharpe | 0.86 | 1.07 |
| Sortino | 1.59 | 2.2 |