 |
|
 |
 |
Dear [NAME],
|
 |
Looking for long-term wealth creation prospects by investing in mutual funds? Then investing in Axis Bluechip Fund might potentially benefit you in the long run because it invests in large cap companies whose past track records have proven them to be reliable and responsible.
|
 |
For example, if an investor had invested ₹100,000 in Axis Bluechip Fund Direct Plan Growth Option (as on 1st Jan 2013) since its inception, by now, its worth would have been ₹410,000.
|
 |
 |
 |
An investment done on 1st January 2013 in Axis Bluechip Fund - Direct Plan - Growth Option would have grown your wealth approximately by 4.1 times!
|
Past performance may or may not be sustained in future.
|
 |
Axis Bluechip Fund Direct Plan Growth Option (Peformance as on 28th Feb 2022)
|
 |
Period
|
1 Year
|
3 Years
|
5 Years
|
Since Inception
|
Date of Inception
|
|
CAGR (%)
|
Point-to- Point returns on Standard Investment of ₹10,000/-
|
CAGR (%)
|
Point-to- Point returns on Standard Investment of ₹10,000/-
|
CAGR (%)
|
Point-to- Point returns on Standard Investment of ₹10,000/-
|
CAGR (%)
|
Point-to- Point returns on Standard Investment of ₹10,000/-
|
Axis Bluechip Fund Direct Plan - Growth Option
|
15.99%
|
₹11,608
|
19.30%
|
₹16,986
|
18.46%
|
₹23,338
|
16.37%
|
₹40,123
|
01-Jan-13
|
S&P BSE Midcap 150 TRI (Benchmark)
|
17.07%
|
₹11,717
|
17.21%
|
₹16,111
|
14.62%
|
₹19,793
|
13.54%
|
₹32,007
|
Nifty 50 TRI (Additional Benchmark)
|
16.89%
|
₹11,699
|
17.25%
|
₹16,124
|
15.03%
|
₹20,144
|
13.36%
|
₹31,569
|
|
|
|
 |
Past performance may or may not be sustained in future. Different plans have different expense structure. Shreyash Devalkar is managing the scheme since 23rd November 2016 and he manages 3 schemes of Axis Mutual Fund & Hitesh Das is managing the scheme since 2nd November 2020 and he manages 16 schemes of Axis Mutual Fund. Please refer to link Leaflet for performance of all schemes managed by the fund manager. Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : ₹10.
|
 |
OTHER BENEFITS
|
 |
|
|
|
Invests predominantly in large cap companies, hence more liquid.
|
|
|
|
|
|
|
Has a relatively stable portfolio because the portfolio construction targets a lower volatility portfolio v/s NIFTY 50.
|
|
|
|
|
|
|
Holds the potential to beat inflation and generate long-term wealth.
|
|
|
|
 |
So, if you are aiming for capital appreciation by investing in equity and equity-related securities of large cap companies, then Axis Bluechip Fund could be a wise choice for you.
|
 |
 |
 |
|
 |
|
|
 |
|
 |
 |
 |
|
 |
AXIS BLUECHIP FUND |
(An open-ended equity scheme predominantly investing in large cap stocks) |
 |
This product is suitable for investors who are seeking*:
• Capital appreciation over long term.
• Investment in a diversified portfolio predominantly consisting of equity and equity related instruments of large cap companies.
|
 |
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. |
|
 |
 |
|
 |
|
|
|
 |
|
 |
 |
Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trust Act 1882, sponsored by Axis Bank Ltd. (liability restricted to ₹1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC) Risk Factors: Axis Bank Ltd. Is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
|
|
 |
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. |
 |
|
 |
|
|