Axis Bluechip Fund SIP Calculator
Calculate historical returns and project future compounding for Axis Bluechip. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Cap
AUM
₹31,376 Cr
Expense Ratio
0.94%
Fund Manager
Shreyash Devalkar
Axis Bluechip Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 8.1% CAGR | 5 Years @ 5.1% CAGR | 10 Years @ 12.1% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹40,871 Invested: ₹36,000 | ₹68,452 Invested: ₹60,000 | ₹2,34,286 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,02,177 Invested: ₹90,000 | ₹1,71,129 Invested: ₹1,50,000 | ₹5,85,714 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,04,354 Invested: ₹1,80,000 | ₹3,42,258 Invested: ₹3,00,000 | ₹11,71,428 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,08,708 Invested: ₹3,60,000 | ₹6,84,516 Invested: ₹6,00,000 | ₹23,42,856 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹10,21,769 Invested: ₹9,00,000 | ₹17,11,290 Invested: ₹15,00,000 | ₹58,57,139 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (8.1%), 5-year (5.09%), and 10-year (12.14%) performance data. Actual mutual fund returns fluctuate with market NAV.
Expert Editorial Analysis & Investment Review
Independent, data-driven assessment of Axis Bluechip Fund covering strategy, benchmark tracking, risk metrics, and suitability for long-term SIP portfolios.
Fund Overview
Axis Bluechip Fund is a large cap fund managed by Axis Asset Management Company, investing primarily in the top 100 companies by market capitalisation. The fund follows a growth-at-reasonable-price (GARP) approach, focusing on high-quality large cap companies with sustainable competitive advantages and strong corporate governance.
The fund is known for its quality bias — it maintains a portfolio of well-researched large cap companies with strong balance sheets, consistent earnings growth, and proven management teams. This conservative approach results in lower volatility compared to many large cap peers.
Who Should Invest
This fund is suitable for conservative equity investors seeking stable, long-term wealth creation through large cap exposure. It works well as a core portfolio holding for investors who prioritise capital preservation alongside growth.
Investors with a 5+ year horizon who appreciate a quality-focused, lower-volatility approach to large cap investing will find this fund aligned with their preferences.
Key Strengths
- Quality bias — Strong focus on high-quality large cap companies with proven business models and governance
- Lower volatility — Conservative approach results in lower drawdowns during market corrections versus category peers
- Consistent track record — Reliable performance across market cycles with lower downside capture than the category average
- Axis research — Backed by Axis AMC’s strong equity research platform
Risks to Consider
- Large cap limitation — By mandate, the fund cannot invest in mid or small caps, potentially limiting upside during strong mid-cap rallies
- Growth style risk — The GARP approach may underperform during value-led market rotations
- Conservative positioning — During strong bull markets, the fund’s quality bias may result in modest underperformance versus more aggressive peers
- Size constraint — Large AUM limits the ability to take meaningful positions in smaller large cap companies
How It Compares
Within the large cap category, Axis Bluechip is positioned as a more conservative option. Its downside capture ratio is typically lower than the category average, meaning it falls less during corrections. However, its upside capture may also be lower during strong bull markets.
Versus ICICI Pru Bluechip and other large cap peers, this fund tends to have a higher allocation to quality/growth names and less exposure to cyclical sectors.
Performance Context
During the 2020 COVID crash, Axis Bluechip’s quality bias helped it decline less than the Nifty 100. Its holdings in resilient sectors like IT and pharmaceuticals provided significant cushion. The recovery was steady, with quality stocks rebounding strongly.
The fund’s conservative approach has served it well during periods of market stress, making it a popular choice for risk-averse large cap investors. SIP investors benefit from lower volatility and more predictable long-term compounding.
Use Our SIP Calculator with This Fund
To see how a monthly SIP in Axis Bluechip Fund would have performed, visit our SIP calculator. Compare its performance against other large cap funds using real historical NAV data.
About Axis Bluechip Fund
A large cap equity fund investing in top 100 companies. Known for a high-conviction portfolio with relatively lower diversification compared to peers.
Investment Strategy
Concentrated portfolio approach — holds 40-50 stocks with higher allocation to high-conviction bets. Focuses on companies with strong earnings visibility and sustainable competitive advantages.
Key Facts
- Relatively concentrated portfolio (40-50 stocks)
- Lower expense ratio compared to category average
- Strong track record in bull markets
- Benchmark: Nifty 100 TRI
Historical Returns
3-Year CAGR
8.1%
5-Year CAGR
5.09%
10-Year CAGR
12.14%
Benchmark
Nifty 100 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Data as of August 2026. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Axis Bluechip's portfolio includes:
Top 5 Holdings
- HDFC Bank
- ICICI Bank
- Kotak Mahindra Bank
- Infosys
- Axis Bank
Sector Allocation
Financials 38%, IT 15%, Energy 10%, Consumer 8%, Others 29%
Risk & Drawdowns
Moderate volatility. Concentrated portfolio (40-50 stocks) can amplify swings.
Max drawdown -33% in March 2020. Recovered in 9 months. Higher beta in bull markets.
Tax Treatment
LTCG 12.5% above ₹1.25L/year. STCG 20% if sold within 1 year.
Who Should NOT Invest in Axis Bluechip?
Investors seeking broad diversification. Concentrated portfolio may not suit all risk profiles.
About the Fund Manager
Shreyash Devalkar managing since 2018. Known for high-conviction stock picks.
Who Is This Fund Suitable For?
Suitable for investors comfortable with slightly concentrated large cap exposure. Recommended horizon of 5+ years.
More Funds from Axis & Similar Schemes
Similar Funds to Consider
- ICICI Pru Bluechip Fund
- Mirae Asset Large Cap Fund
- HDFC Large Cap Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Axis Bluechip Investors
- FIRE Calculator — Plan your retirement corpus with Axis Bluechip as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Axis Bluechip could cost you
- SIP vs EMI Calculator — Compare investing in Axis Bluechip vs paying off loans
Frequently Asked Questions About Axis Bluechip
What is the historical SIP return of Axis Bluechip?
Based on the latest data, Axis Bluechip has delivered an annualized return (CAGR) of 8.1% over 3 years, 5.09% over 5 years, and 12.14% over 10 years. Max drawdown -33% in March 2020. Recovered in 9 months. Higher beta in bull markets.
How is Axis Bluechip SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Axis Bluechip generate over 5 years?
At an estimated annual return rate of 5.09%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹3,42,258 in 5 years, yielding an estimated wealth gain of ₹42,258. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Axis Bluechip?
Axis Bluechip's top holdings include HDFC Bank, ICICI Bank, Kotak Mahindra Bank, and Infosys. The fund's sector allocation is Financials 38%, IT 15%, Energy 10%, Consumer 8%, Others 29%.
What is the risk profile of Axis Bluechip?
Moderate volatility. Concentrated portfolio (40-50 stocks) can amplify swings. This fund may not be suitable for investors seeking broad diversification. concentrated portfolio may not suit all risk profiles..
What are the tax implications of investing in Axis Bluechip?
LTCG 12.5% above ₹1.25L/year. STCG 20% if sold within 1 year.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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