Axis Bluechip Fund: Performance Report (2023)

In this edition of the “fund performance report”, we look at Axis Bluechip fund. Launched in Jan 2010, the fund has an AUM of about Rs. 34,000 Crores – the highest among actively managed large cap funds.

Disclaimer: Fund performance reports present return and risk analysis of a fund with representative benchmarks and not investment recommendations. It must be expressly understood that the data below reflect only past performance and is in no way an indication of future performance. Our investment recommendations can be found here: Handpicked List of Mutual Funds Oct-Dec 2021 (PlumbLine).

Considering the performance of active large cap funds, this report is more relevant to existing investors of the fund than potential new investors. See:Have active large cap funds performed better after the March 2020 market crash?

The market allocation history of the fund is shown below. The fund has largely been large cap oriented with a small exposure to mid cap stocks now and then.

Axis Bluechip Fund: Performance Report (1)

We will use three metrics to analyze performance consistency compared to the fund’s benchmark – Nifty 100 TRI. Analysis such as this can be found for 350+ equity funds in our monthly mutual fund screener.

New Tool! => Track your mutual funds and stocks investments with this Google Sheet!

1 Rolling return outperformance consistency: the fund returns are compared with category benchmark returns over every possible 3Y,4Y, 5Y period. Higher the outperformance consistency, the better. Suppose 876 fund returns were compared with 876 benchmark returns, and the fund has beaten the benchmark 675 times. The consistency score will be 675/876 ~ 77%.

Three Years

(Video) Axis Bluechip Fund Performance Report

No of rolling return entries Index (3 Years)1518
No of rolling return entries Fund (3 years)1518
No of times fund has outperformed the index (3 years)1344
rolling return outperformance Consistency Score (3 years)89%

Four years

No of rolling return entries Index (4 Years)1271
No of rolling return entries Fund (4 years)1271
No of times fund has outperformed the index (4 years)1268
rolling return outperformance Consistency Score (4 years)100%

Five years

No of rolling return entries Index (5 Years)1024
No of rolling return entries Fund (5 years)1024
No of times fund has outperformed the index (5 years)1024
rolling return outperformance Consistency Score (5 years)100%

That is indeed excellent consistency.

2 Upside performance consistency over every possible 3Y,4Y, 5Y: Higher the better. A score of 70% means, 7 out of 10 times, the fund performed better than the category benchmark when the benchmark was movingup.This is a measure of reward. It is computed from rolling upside capture data (see link below).

upside performance consistency (3 years)33%
upside performance consistency (4 years)29%
upside performance consistency (5 years)12%

This is not uncommon. Most funds do not exhibit consistent upside capture > 100% (higher returns than the benchmark’s positive monthly return). See for example: Strange, but true! How mutual funds beat the index!

3 Downside performance consistency over every possible 3Y,4Y, 5Y. Higher, the better. A score of 60% means, 6 out of 10 times, the fund performed better than the category benchmark when the benchmark was movingdown. This is a measure of risk protection. It is computed from rolling downside capture data.Read more: An introduction to Downside and Upside Capture Ratios.

downside protection consistency (3 years)52%
downside protection consistency (4 years)60%
downside protection consistency (5 years)69%

These numbers are reasonable if not excellent.

Trailing returns and volatility

These are the returns and volatility as of 4th March 2021. Source:Equity Mutual Fund Screener Mar 2022.

(Video) Axis Bluechip Fund Detailed Review|Right time to Exit??

MetricNifty 100 TRIAxis Bluechip Fund – Direct Plan
1Y return%9.42%7.04%
1Y volatility%3.96%4.08%
2Y return%21.74%16.79%
2Y volatility%7.79%6.59%
3Y return%15.14%17.39%
3Y volatility%6.79%5.67%
4Y return%12.72%15.73%
4Y volatility%6.05%5.17%
5Y return%14.36%18.17%
5Y volatility%5.56%4.74%

The performance of Axis Bluechip Fund since March 2020 has been quite poor. There are opinions on this floating around like “Axis Bluechip was a growth chaser’ the cycle has turned and now is the time for value which is why you see funds like ICICI Value Discovery Fund doing better” etc.

Since the definitions of growth investing and value investing are arbitrary, I would rather stick to the facts and take comfort in a simple observation. No one can escape the law of averages (including Parag Parikh Flexicap fund!). I don’t know about growth vs value cycles but outperformance and underperformance wrt benchmark is the inescapable law of nature and the curse of actively managed funds.

Existing investors will have to appreciate that the bang for the buck (expense ratio) has significantly reduced in the last two years. It is perfectly fine to stay on having faith in the fund manager just as it is perfectly fine to exit. Whatever we choose as long as we do not feel superior about it, we should be reasonably happy.

Either way is it a gamble and either way no one knows the future. All I can say is, if I were an investor in Axis Bluechip fund (I am not), I will be inclined to wait a bit longer. But then again, I have tons of patience and don’t fret about fees. I still hold Quantum Long Term Equity, so you can imagine! I do plan to phase it out with UTI Low Volatility index fund (see link in the next para). Btw I hold Mirae Large Cap and we shall evaluate that next time. For full holdings see Portfolio Audit 2021: How my goal-based investments fared last year.

While existing investors have a dilemma at hand, the message is clear for new investors: buy a large cap index fund. Those who are uncertain or undecided on the active vs passive debate can consider aggressive hybrid funds. At the time of writing all funds in this category are actively managed. At least we would get a bit lower risk and tax-efficient bond holdings for the fees charged. See:Aggressive Hybrid Funds vs Low Volatility Index Funds: Which is better?

Do share this article with your friends using the buttons below.

Use our Robo-advisory Excel Tool for a start-to-finish financial plan! More than 1000 investors and advisors use this!

(Video) Axis Bluechip Fund Direct Growth 2022 | Best Large Cap Fund 2022 | Should you invest or not?

  • Follow us on Google News.
  • Do you have a comment about the above article? Reach out to us on Twitter: @freefincal or @pattufreefincal
  • Join our YouTubeCommunity and explore more than 1000 videos!
  • Have a question? Subscribe to our newsletter with this form.
  • Hit 'reply' to any email from us! We do not offer personalized investment advice. We can write a detailed article without mentioning your name if you have a generic question.

Explore the site! Search among our 2000+ articles for information and insight!

About The Author

Dr M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over nine years of experience publishing news analysis, research and financial product development. Connect with him via Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation for promoting unbiased, commission-free investment advice.

Our flagship course! Learn to manage your portfolio like a pro to achieve your goals regardless of market conditions! More than 3000 investors and advisors are part of our exclusive community! Get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the first lecture for free! One-time payment! No recurring fees! Life-long access to videos! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.

Our new course! Increase your income by getting people to pay for your skills! More than 700 salaried employees, entrepreneurs and financial advisors are part of our exclusive community! Learn how to get people to pay for your skills! Whether you are a professional or small business owner who wants more clients via online visibility or a salaried person wanting a side income or passive income, we will show you how to achieve this by showcasing your skills and building a community that trusts you and pays you! (watch 1st lecture for free). One-time payment! No recurring fees! Life-long access to videos!

Our new book for kids: “Chinchu gets a superpower!” is now available!

Most investor problems can be traced to a lack of informed decision-making. Wehave all made bad decisions and money mistakes when we started earning and spent years undoing these mistakes. Why should our children go through the same pain? What is this book about?As parents, what would it be if we had to groom one ability in our children that is key not only to money management and investing but to any aspect of life? My answer: Sound Decision Making. So in this book, we meet Chinchu, who is about to turn 10. What he wants for his birthday and how his parents plan for it and teach him several key ideas of decision making and money management is the narrative. What readers say!

Must-read book even for adults! This is something that every parent should teach their kids right from their young age. The importance of money management and decision making based on their wants and needs. Very nicely written in simple terms. - Arun.

Buy the book: Chinchu gets a superpower for your child!

How to profit from content writing: Our new ebook for those interested in getting side income via content writing. It is available at a 50% discount for Rs. 500 only!

Want to check if the market is overvalued or undervalued? Use our market valuation tool (it will work with any index!), or you buy the new Tactical Buy/Sell timing tool!

(Video) Axis Bluechip Fund की हालत खराब क्या करे इसमें?

We publish monthly mutual fund screeners and momentum, low volatility stock screeners.

About freefincal & its content policy Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on mutual funds, stocks, investing, retirement and personal finance developments. We do so without conflict of interest and bias. Follow us on Google News. Freefincal serves more than three million readers a year (5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any paid articles, promotions, PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)

Connect with us on social media

Our publications

You Can Be Rich Too with Goal-Based Investing

Axis Bluechip Fund: Performance Report (5)Published by CNBC TV18, this book is meant to help you ask the right questions and seek the correct answers, and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want Axis Bluechip Fund: Performance Report (6)This book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at a low cost! Get it or gift it to a young earner.

Your Ultimate Guide to Travel

This is an in-depth dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, and how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for Rs 199 (instant download)

(Video) Meet Axis Bluechip Funds's Shreyash Devalkar | The ET Money Show


Why Axis Bluechip fund is not performing well? ›

This fund is managed with a growth-oriented approach, and post Covid, growth style of investing has been out of favour. This resulted in the fund delivering a rather underwhelming performance in 2021 and this year so far.

Why Axis funds are not performing? ›

The axis mutual fund has found irregularities in February, 2022 that few fund managers were involved in allegations in the front running. Front running means a broker or fund manager has exclusive information about the stocks being purchased or sold in huge quantities and use such information for personal benefits.

Is it good to invest in Axis Bluechip fund now? ›

However, the Axis Bluechip fund is an outlier. It has consistently beaten its benchmark in the past 8 out of 10 calendar years. Only recently, that is, in 2021 and 2022, the fund has underperformed its peers and benchmark.

Is Axis Bluechip fund high risk? ›

Is Axis Bluechip Fund (G) good to invest in? As per Scripbox experts, Axis Bluechip Fund (G) is a Neutral fund. You can investAxis Bluechip Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

Why Axis Bluechip is underperforming 2022? ›

The problem is that investors look for a thrill in the stock market and mutual funds. They don't like boring investments and passive investment is very boring. On top of that, you know that passive funds can't beat the benchmark, so there is no excitement.

How is the performance of Axis Bluechip fund? ›

1. Current NAV: The Current Net Asset Value of the Axis Bluechip Fund as of Dec 12, 2022 is Rs 44.48 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: -11.84% (1yr), 11.5% (3yr), 11.75% (5yr) and 12.05% (since launch).

Which Bluechip MF is best? ›

  • IDBI India Top 100 Equity Fund.
  • ICICI Prudential Bluechip Fund.
  • Nippon India Large Cap Fund.
  • Canara Robeco Bluechip Equity Fund.
  • SBI Bluechip Fund.
  • Aditya Birla Sun Life Frontline Equity Fund.
  • Kotak Bluechip Fund.
  • HDFC Top 100 Fund.
10 Dec 2022

Which axis Bluechip fund is best? ›

Axis MF Top Rated Funds
  • Axis Small Cap Fund Direct-Growth. ...
  • Axis Midcap Direct Plan-Growth. ...
  • Axis Growth Opportunities Fund Direct - Growth. ...
  • Axis Flexi Cap Fund Direct - Growth. ...
  • Axis Triple Advantage Direct Plan -Growth. ...
  • Axis Bluechip Fund Direct Plan-Growth. ...
  • Axis Equity Hybrid Fund Direct - Growth.

What is wrong with Axis Bank mutual fund? ›

Investors are waiting for the results of a Sebi investigation into allegations of frontrunning by some former employees. Accusations of frontrunning by Axis Mutual Fund employees have led to probes by market regulator Sebi and also by the AMC, which has appointed external agencies.

Is there any problem with Axis Mutual Fund? ›

Sure, several schemes of Axis MF and Mirae Asset have been underperforming for some time. Short-term underperformance is not unusual in the equity mutual fund universe. Every strategy goes through ups and downs in various phases in the market.

Is Icici better than axis? ›

Axis Bank's brand is ranked #- in the list of Global Top 1000 Brands, as rated by customers of Axis Bank. ICICI Bank's brand is ranked #- in the list of Global Top 1000 Brands, as rated by customers of ICICI Bank. Their current market cap is $59.96B.
Axis Bank vs ICICI Bank.

Which Bluechip fund is best in 2022? ›

The Best Large Cap Mutual Funds to Invest in 2022
Best Large Cap Mutual Funds for 20221-Year3-Years
Axis Bluechip Fund24.02%22.42%
Canara Robeco Bluechip Equity Fund27.94%24.16%
Mirae Asset Large Cap Fund30.50%20.57%
UTI Mastershare Fund31.98%21.79%

Is Bluechip fund good for long term? ›

The best bluechip funds are known for offering excellent returns over the long term. So, you must stay invested for a long duration (at least 5 years) for high returns. Although bluechip funds carry less risk than many other equity investments, you need to have a high-risk appetite to invest in them.

Which axis SIP is best for 5 years? ›

Best Performing Axis Bank SIP Plans
Fund Name1 Year (Returns)5 Years (Returns)
Axis Focused 25 Fund23.59%17.99%
Axis Long-Term Equity Fund17.93%22.81%
Axis Mid-cap Fund17.90%21.14%
Axis Regular Saver Fund9.12%N/A
1 more row

Is Bluechip investment good? ›

Blue-chip stocks typically have solid balance sheets, steady cash flows, proven business models, and a history of increasing dividends. For that reason, investors generally consider blue-chip stocks to be among the most secure stock investments because of their track records and performance history.

Which axis fund is best? ›

List of Axis Equity Mutual Funds in India
Fund NameCategoryRisk
Axis Long Term Equity FundEquityVery High
Axis Midcap FundEquityVery High
Axis Focused 25 FundEquityVery High
Axis Liquid Direct FundDebtLow to Moderate
7 more rows

Which is better flexi cap or Bluechip fund? ›

While Bluechip is predominantly a large-cap fund, Flexicap, on the other hand, has the flexibility to invest across different market capitalization. Thus, with Bluechip your portfolio will remain biased towards large-cap stocks, while with Flexicap, it can vary from time to time.

Is blue-chip Growth or value? ›

Market cap is a measure of the size and value of a company. Blue-chip stocks are often large-cap stocks, which typically means they have a market valuation of $10 billion or more. Growth history. Blue-chips have a reliable, solid history of sustained growth and good future prospects.

Which share will grow in next 5 years? ›

In this macro environment, prominent growth stocks like Alphabet Inc.
Best Growth Stocks To Buy For the Next 5 Years
  • Airbnb, Inc. (NASDAQ:ABNB) ...
  • Fiserv, Inc. (NASDAQ:FISV) ...
  • Shopify Inc. (NYSE:SHOP) ...
  •, Inc. ...
  • Zendesk, Inc. ...
  • Marvell Technology, Inc.
4 Nov 2022

Are blue-chip stocks less risky? ›

Blue-chip stocks are seen as relatively safe investments, with a proven track record of success and stable growth. Although blue chips are reliably stable, they are unlikely to generate the same high returns as potentially riskier investments.

Which SIP has highest return? ›

Best SIP Fund Plans for the Year 2023
Insurer NameBest performing Fund Name10 year return
Tata AIA Life Insurance Company LtdWhole Life Mid Cap Equity Fund19.58%
Tata AIA Life Insurance Company LtdTop 200 Fund17.87%
Birla Sun Life Insurance Company LtdMultiplier16.67%
Bharti AXAGrowth Opportunities Plus Fund16.53%
6 more rows

Are bluechip funds safe? ›

Assured returns: Blue-chip stocks generate returns quarterly in the form of dividends. The fact that companies that are well-established also serve as a safe investment avenue for most investors. With this safety comes the assurance of earning steady but guaranteed returns.

Which MF gives highest return in 5 years? ›

Debt: Medium to Long Duration
Fund Name5-Year Return (%)
ICICI Prudential Debt Management Fund9.35
ICICI Prudential Bond Fund - Institutional Plan8.79
SBI Magnum Income Fund8.43

Which MF gives highest return? ›

Best Performing Hybrid Mutual Funds
Fund Name3-year Return (%)*5-year Return (%)*
Quant Multi Asset Fund Direct-Growth32.58%21.64%
Quant Absolute Fund Direct-Growth33.33%20.35%
Kotak Multi Asset Allocator FoF - Dynamic Direct-Growth22.00%16.09%
ICICI Prudential Thematic Advantage Fund (FOF)Direct- Growth26.17%15.54%
6 more rows

Which is better Axis Bluechip or Icici bluechip? ›

ICICI bluechip funds can be started by investing Rs. 100 minimum as SIP (Systematic investment plan). The expense ratio is about 1.1%, which is comparatively higher when compared to the Axis blue chip fund. Axis bluechip fund can be started by investing Rs.

Why am I losing money in mutual funds? ›

Since they are market-linked, these funds get affected when the market goes down and this is why there are chances of loss in mutual funds too. Now many times when the markets are down, such as now, investors panic and take decisions that may not be in their best interests.

Is Zerodha better than Axis Bank? ›

Account Type - both the brokers offers 3-in-1 account which includes bank, trading and demat account. Algo Trading - Zerodha offers Algo Trading where AxisDirect doesn't offers Algo Trading. Margin Funding - AxisDirect offers a margin funding where Zerodha doesn't offers margin funding.

Has any mutual fund failed? ›

Around 84% of the large & mid cap schemes also failed to beat their benchmarks. Most equity-linked saving schemes (ELSS) also underperformed their benchmarks. Out of 26 schemes, 19 ELSS schemes underperformed their benchmarks.

Should we continue in Axis Mutual Fund? ›

Axis Long Term Fund is one of the toppers in the tax saving or ELSS category. However, the scheme has underperformed its benchmark in 2021. It is underperforming even in this year. For example, the scheme has given around 24% in 2011, compared to 31.69% returns offered by its benchmark and 31.92% by the category.

Can mutual funds lose all value? ›

All funds carry some level of risk. With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change.

Is it safe to continue Axis Mutual Fund? ›

Though things are yet to become clear, but of all that is known about this incident for now, it is unlikely that there are any repercussions on the schemes of Axis Mutual Fund.

Which is best HDFC or Axis? ›

Axis Bank is most highly rated for Job security and advancement and HDFC Bank is most highly rated for Culture.
Overall Rating.
Overall Rating4.03.9
Work/life balance3.53.5
Compensation and benefits3.43.4
Job security and advancement3.83.6
1 more row

Which is best Kotak or axis? ›

Axis Bank is most highly rated for Job security and advancement and Kotak Mahindra Bank is most highly rated for Job security and advancement.
Overall Rating.
Overall Rating4.03.9
3 more rows

Which is best SBI or Axis? ›

Take a look at the comparison of SBI Personal Loan & Axis Bank Personal Loan. The interest rate of Axis Bank personal loan is 12% to 24% whereas SBI personal loan interest rate ranges from 11% to 14%. The penalty interest on the due EMI payment is the same as 2% per annum.

Which investment is best for next 5 years? ›

Listed below are some of the best investment plans for 5-years that you should consider investing:
  • ULIPs. How many investment options these days offer multiple benefits? ...
  • Traditional Plans. ...
  • Recurring Deposits: ...
  • Monthly Income Schemes: ...
  • Fixed Deposits: ...
  • Savings Account: ...
  • Liquid Funds:

Which fund is best for next 10 years? ›

What are the Best SIPs to Invest in for 10 Years?
  • Aditya Birla Sun Life Digital India Fund. ...
  • Franklin India Technology Fund. ...
  • ICICI Prudential Technology Fund. ...
  • PGIM India Global Agribusiness Offshore Fund. ...
  • SBI Technology Opportunities Fund. ...
  • TATA Digital India Fund.

Which SIP gives highest return in last 10 years? ›

SBI Small Cap Fund delivered the highest return of 24.27% in 10 years, followed by Nippon India Small Cap Fund which offered 24.02% returns in the same period.

How much will SIP grow for 20 years? ›

So, a mutual fund SIP investor investing for 20 years can expect 15 per cent return on one's money if the mutual fund plan has been chosen with proper home work.

Which is better Axis Bluechip fund or Axis Focused 25? ›

It is the second section in the comparison of both the schemes. The comparison of performance section reveals that in most time intervals, the returns generated by Axis Focused 25 Fund is higher as compared to the returns generated by SBI Blue Chip Fund.

Which SIP is best for 5000 per month? ›

Monthly SIP Funds at Rs. 5000
Fund NameCategory5 Year Return
Axis Small Cap Fund Direct GrowthEquity20.12%
Tata Digital India Fund Direct GrowthEquity30.04%
ICICI Prudential Short Term Fund Direct Plan GrowthDebt7.59%
Mirae Asset Tax Saver Fund Direct GrowthEquity16.63%
4 more rows

Is it good to invest in Axis Bluechip fund Direct Growth? ›

Current NAV: The Current Net Asset Value of the Axis Bluechip Fund - Direct Plan as of Nov 22, 2022 is Rs 49.69 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: -10.83% (1yr), 12.82% (3yr), 13.15% (5yr) and 14.95% (since launch).

Why mutual funds are not performing well? ›

Mutual fund investments are subject to market risks. If market is weak, it is very unlikely that your equity mutual fund investments will do well. From a performance perspective, you should evaluate the performance of your schemes on a relative basis, relative to the market benchmark and its peers.

What happened to Axis Bank mutual fund? ›

In early May, Axis Mutual Fund said it had put Joshi and another fund manager, Deepak Agrawal, under suspension pending an internal probe into potential irregularities. Soon after, people familiar with the matter told Bloomberg that SEBI was investigating whether the two men were involved in front running.

Is Axis better than Icici? ›

Axis Bank's brand is ranked #- in the list of Global Top 1000 Brands, as rated by customers of Axis Bank. ICICI Bank's brand is ranked #- in the list of Global Top 1000 Brands, as rated by customers of ICICI Bank. Their current market cap is $59.96B.
Axis Bank vs ICICI Bank.

Which is most trusted mutual fund? ›

Top 10 Mutual Funds in India 2022
  • Tata Equity PE Fund.
  • HDFC Monthly Income Plan – MTP.
  • L&T Tax Advantage Fund.
  • SBI Nifty Index Fund.
  • Kotak Corporate Bond Fund.
  • Canara Robeco Gilt PGS.
  • DSP BlackRock Balanced Fund.
  • Axis Liquid Fund.

Which is best MF in Axis? ›

Axis MF Top Rated Funds
  • Axis Small Cap Fund Direct-Growth. ...
  • Axis Midcap Direct Plan-Growth. ...
  • Axis Growth Opportunities Fund Direct - Growth. ...
  • Axis Flexi Cap Fund Direct - Growth. ...
  • Axis Triple Advantage Direct Plan -Growth. ...
  • Axis Bluechip Fund Direct Plan-Growth. ...
  • Axis Equity Hybrid Fund Direct - Growth.

Which SIP gives highest return in 5 years? ›

Best SIP Plans for 5 Years in Equity Funds
  • Axis Bluechip Fund Monthly SIP Plan. This is an open-ended equity scheme with a track record of outperformance. ...
  • ICICI Prudential Bluechip Fund. ...
  • SBI Bluechip Fund. ...
  • Mirae Asset Large Cap Fund. ...
  • SBI Multicap Fund.

Which fund gives highest return? ›

Best Performing Hybrid Mutual Funds
Fund Name3-year Return (%)*5-year Return (%)*
Quant Multi Asset Fund Direct-Growth32.58%21.64%
Quant Absolute Fund Direct-Growth33.33%20.35%
Kotak Multi Asset Allocator FoF - Dynamic Direct-Growth22.00%16.09%
ICICI Prudential Thematic Advantage Fund (FOF)Direct- Growth26.17%15.54%
6 more rows

Can I lose money in SIP? ›

While SIPs can sometimes lead to negative returns over a long period of time, over longer periods the number of periods of negative returns reduces (Read: SIP Smartly) Systematic investing also helps to navigate volatile markets and negate negative returns.

Can money be lost in mutual funds? ›

Yes, it may shock some of your stock market experts. However, if you speak to investors who have been investing for a decade or more, they may tell you that they have experienced similar scenarios in the past. Coming back the present, yes, most equity mutual funds have lost money in the last three months.

Is it good to invest in Axis Mutual Fund now? ›

The Axis Long Term Equity Fund is a very successful fund. It has been around for more than 10 years and has delivered over 18% annual returns since inception. Remarkably, the fund's performance has been high and consistent.


1. Axis Bluechip Fund|When to exit Mutual fund scheme|Growth stock vs Value stock
(Think Smart)
2. Axis Bluechip Fund - Detailed Review | Mutual Fund Monday | Gaurav Jain
(Yadnya Investment Academy)
3. AXIS Mutual Fund Scam Explained | Stock Market Latest Fraud Case
(Pushkar Raj Thakur: Business Coach)
4. Axis bluechip fund direct growth: 3 Point Analysis. Invest or Not?
(Mutual Funds telugu)
5. Axis Mutual Fund Account Statement Download Process
(Raj Tech India)
6. Why are Axis Mutual Fund's Equity Schemes NOT performing? Should you STOP Investing ??
(Invest Today)
Top Articles
Latest Posts
Article information

Author: Jeremiah Abshire

Last Updated: 08/09/2023

Views: 5795

Rating: 4.3 / 5 (54 voted)

Reviews: 85% of readers found this page helpful

Author information

Name: Jeremiah Abshire

Birthday: 1993-09-14

Address: Apt. 425 92748 Jannie Centers, Port Nikitaville, VT 82110

Phone: +8096210939894

Job: Lead Healthcare Manager

Hobby: Watching movies, Watching movies, Knapping, LARPing, Coffee roasting, Lacemaking, Gaming

Introduction: My name is Jeremiah Abshire, I am a outstanding, kind, clever, hilarious, curious, hilarious, outstanding person who loves writing and wants to share my knowledge and understanding with you.