By: Kelly Wilson
Bluechip Fund has beaten the benchmark and category over the past five years.
The fund selects its stocks based on its ability to grow earnings permanently. Axis bluechip fund – direct plan (g)
Invests 80–100 percent in large-cap firms and 0–20 percent in others. For
3-year annualized returns of 11.99 percent and 5-year returns of 17.00 percent,
this is 2 percent higher than the average return and 2–3 percent higher than
the returns from the category. If you invested in this fund five years ago
through SIP Rs. 5000, now it is worth 4.61 lakhs.
What is the main purpose of Axis
Bluechip Fund Direct Plan-Growth?
main objective of the Axis Bluechip Fund – Direct Plan (G)
is to achieve long-term capital appreciation by investing primarily in equity
and equity-related securities in diversified portfolios
Shreyansh Dewalkar is the fund manager. It is the best performing fund in the
large-cap category. It has outpaced its rivals and has consistently given good
returns over time. It is ranked number one in the large-cap category by
you are a typical 28-year-old who knows the stock- and bond-market risks in
general, then mutual funds should be a good option for your investment needs. I
would advise you to go ahead and invest a minimum investment period of 5 years
Bluechip Fund – Direct Plan (G). Consider investing in SIPs
rather than lumpsum investment. So if you want to be prepared to invest for
longer, I would suggest you invest in Axis Bluechip Fund.
is the reason why you should invest in Axis Bluechip Fund – Direct Plan (G)
the short term, markets
are primarily driven by sentiment, while in a long time; their returns are
based only on fundamentals.
when analyzing the historical performance of large-cap equity funds, investing
for an extended period of 5 years or more significantly reduces the risk of
returning up or down on average. When you invest for a short period for two
years, the return will be less than the average.
Philosophy of Axis Long Term Equity Fund Direct-Growth
The fund philosophy revolves around ‘buy and hold’ high-growth scalable businesses run by strong-minded managers/promoters with high ROE (return on equity), cash flow and high shareholder dividends. With long-term business models can generate scalability. Sector outlook for 3-5 years is an essential indicator of portfolio selection
Primary facts about the
Axis Long Term Equity Fund:
Conclusion: The Axis Bluechip Fund is listed by categorizing it as an Equity Large Cap Fund. Investments mainly in large-cap stocks (about 80 percent). Large-cap funds are less volatile than midcap and small-cap funds, so the returns produced are proportionate. It is a top-performing fund in the large-cap category and has produced around 12 percent since its launch.
Author bio: Kelly Wilson is an experienced and skilled Business Consultant and Financial advisor in the USA. She helps clients both personal and professional in long-term wealth building plans. During her spare time, she loves to write on Business, Finance, Marketing, Social Media. She loves to share her knowledge and Experts tips with her readers.
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