Mutual Funds
Axis Bluechip Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
India OE Large Cap 		Total Net Assets (mil)
225,173.28 INR
Morningstar® Benchmark
S&P BSE 100 India TR INR
Used throughout report
 Fund Benchmark
IISL Nifty 50 TR INR


RETURNS (%) FUND BENCHMARK CATEGORY
3M 20.49 21.79 20.85
6M 27.87 30.43 28.16
1Y 20.68 20.49 18.57
3Y* 14.62 9.74 8.34
5Y* 16.79 15.62 14.01
10Y* 13.38 11.25 10.24
*Annualised Return Data Through 22/01/2021
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2021 - - - -
2020 -18.88 10.35 7.04 24.94
2019 4.66 5.94 3.80 3.02
2018 -2.64 9.84 -2.17 1.85
2017 13.76 6.46 6.56 6.96
RISK MEASURES
3Y Alpha 4.95
3Y Beta 0.77
3Y R-Squared 89.42
3Y Info Ratio 0.62
3Y Tracking Error 7.78
3Y Sharpe Ratio 0.66
3Y Std Dev 18.11
3Y Risk bel avg
5Y Risk Low
10Y Risk Low
Calculations use S&P BSE 100 India TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 24 Jan 2021


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