← Back to Screener 28% 22% 16% 18% 16%
Axis Bluechip Fund
Axis Large Cap Direct Plan ▼ Outlook: Softening
Ranked #5 of 5 in Large Cap
37
★☆☆☆☆
SmartMoney Score™
Returns (Annualised)
1 Year
10.8%
3 Year
13.5%
5 Year
14.8%
Risk & Cost Metrics
Std Dev (3Y)
13.9%
Sortino
1.05
Max Drawdown
-22.1%
Beta
0.98
Alpha
+0.2%
Expense
0.68%
AUM
₹35,100 Cr
Mgr Tenure
5 yrs
See the full 20-factor breakdown ▸
Performance
3Y Risk-Adjusted Return 26
5Y Risk-Adjusted Return 27
Excess Return vs Benchmark 29
Up-Market Participation 51
Risk & Downside
Volatility (Std Dev) 51
Maximum Drawdown 45
Downside-Adjusted Return (Sortino) 23
Down-Market Protection 31
Cost & Efficiency
Expense Ratio vs Category 42
Jensen's Alpha 29
Information Ratio 21
Alpha per Unit of Market Risk 25
Portfolio Quality
Diversification 25
Quality of Holdings 42
Portfolio Liquidity 61
Size vs Mandate (AUM Fit) 57
Stewardship & Momentum
Manager Tenure 31
Fund-House Pedigree 43
Relative Strength (1Y vs peers) 28
Performance Trajectory 56
Pillar Scores
Performance 33/100
Risk & Downside 38/100
Cost & Efficiency 29/100
Portfolio Quality 46/100
Stewardship & Momentum 40/100
vs Benchmark (3Y)
Fund
13.5%
vs
Benchmark
14.1%
Underperformed by 0.6%
Disclaimer: The SmartMoney Score™ is a proprietary,
rules-based educational rating. Data shown is illustrative and may not reflect real-time
performance. The "Outlook" describes the fund's recent trajectory and is not a
buy/sell recommendation. Past performance does not guarantee future returns. This is not
investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund
investments are subject to market risks; read all scheme-related documents carefully.