Axis Bluechip Fund

Axis Bluechip Fund(An open ended equity scheme predominantly investing in large cap stocks)

Top 100 companies as per market cap

What are Bluechips?

2

Source: Bloomberg, Axis MF Research Past performance may or may not be sustained in future.

Data for last 15 years. Data as on 31st December 2020. Large: Nifty 50 TRI, Mid: Nifty Midcap 100 TRI, Small: Nifty Smallcap 100 TRI

Blue chips have generated wealth for their investors over a long term

• Established businesses with long track record

• Offering diversification via various business segments within the company

Proven business models

• Market leaders in terms of market share, size, penetration

• Typically have strong corporate-governance practices

Local dominance

• Generating significant revenue from global markets

Global presence

Why Blue Chips?

3

Stable returns

High liquidityWell

researched universe

High stability and visibility of business

Low marginal

cost due to high scale operations

Competitive advantage due to high

capital efficiency

Large caps cover 70-

75% of total market cap of all listed companies

Source: Bloomberg, Axis MF Research Past performance may or may not be sustained in future.

Data for last 15 years. Data As on 31st December 2020. Large: Nifty 50 TRI, Mid: Nifty Midcap 100 TRI, Small: Nifty Smallcap 100 TRI

Large caps offer stable returns

Return Profile

4

Source: Bloomberg, Past performance may or may not be sustained in future. Data for last 15 years. Data As on 31st December 2020. Large: Nifty 50 TRI, Mid: Nifty Midcap 100 TRI, Small: Nifty Smallcap 100 TRI

-56% -62%-72%

-7% -14% -21%-3% -3% -10%

14% 16% 15%9% 10% 6% 8% 10% 6%

98%

157% 162%

40% 38%43%

23% 25% 25%

Large Mid Small Large Mid Small Large Mid Small

1 year return 3 year return 5 year return

Minimum

Average

Maximum

With Lower volatility & drawdowns

Return Profile

Source: Bloomberg, Past performance may or may not be sustained in future. Average volatility data and Maximum drawdown data As on 31st May 2021. Large: Nifty 50 TRI, Mid: Nifty Midcap 100 TRI, Small: Nifty Smallcap 100 TRI

5

Maximum DrawdownAverage Volatility

21.05%

18.10%

21.89%

19.69%

23.84%

22.20%

3 Years 5 Years

Nifty 50 Nifty Midcap 100 Nifty Smallcap 100

-70%

-50%

-30%

-10%

10%

30%

Large caps provide cushion during tough market conditions

Return Profile – Across Cycles

6

Source: Bloomberg, Axis MF Research

Past performance may or may not be sustained in future. Data for last 15 years. Data As on 31st May 2021. Large: Nifty 50 TRI, Mid: Nifty Midcap 100 TRI, Small: Nifty Smallcap 100 TRI

Returns in Different market Conditions

50%

-52%

53% 50%

14% 14%

37%

58%

-61%

73%

58%

30%

-20%

64%

77%

-72%

79% 77%

30%

-37%

69%

Jul 04 - Jan 08 Jan 08 - Dec 08 Dec 08 - Sep 10 Sep 10 - Mar 14 Mar 14 - Jan 18 Jan 18 - Oct 19 Oct 19 - May 21

Rising Market Falling Market Rising Market Flat Market Rising Market Narrow Market Rising Market

Large Mid Small

2.3 Lakh (8.6% CAGR)

11.9 Lakhs (26.9% CAGR)

0.9 Lakh (-0.8% CAGR)

BSE100 Index Top Quartile Bottom Quartile

Value After 10 years (Dec 20)

There is a high dispersion in long term stock performance

There is huge value in long term stock selection

7

Source: Bloomberg, Past performance may or may not be sustained in future. Data as on 31st December 2020. Value represents value of Rs 1 lakh invested at beginning of period

Weak companies have

destroyed significant

investor wealth

There is value in quality investing

The Axis Approach

8

Strong business

model

Good ROE’s

and cash flows

Secular growth rate

of the sector

(around 1.5 to 2x of

GDP)

Strong corporate

governance/

promoter

pedigree

Focus on…

.. and be good risk managers

(An open ended equity scheme predominantly investing in large cap stocks)

Axis Bluechip Fund

9

An Introduction

Axis Bluechip Fund

10

Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager’s view of the equity markets. Market caps are defined as perSEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251stcompany onwards in terms of full market capitalization.

1

2

3

Large cap companies (80-100%)with other companies (0-20%)

The Scheme will invest predominantly in Equity and

Equity Related Instruments of Large Cap companies.

Risk managementembedded in the investment process

Relatively liquid portfolio

Targets volatility below benchmark (Nifty)

Pure bottom up stock picking

focusing on fundamentals

Maintains a core portfolio of quality businesses

with secular growth prospects

Takes tactical positions in quality cyclicals linked

to fund manager views of cyclical factors and

market positioning

Investment Focus

Axis Bluechip Fund

11

The investment focus of the fund is subject to change on the discretion of the fund manager. The investment strategy of the fund will be in line with the strategy laid out in the scheme information document. For complete details on the scheme investment strategy refer the scheme information document.

~ 60% leaders

Companies which operate in secular growth segment and has leading market share in their areas of operation.

~ 40% Challengers

Companies that are gaining markets share due to differentiated offering or cost advantage, in large sectors.

Expected to

deliver

alpha

Expected

to provide

steady

returns

The fund does not compromise on quality of the portfolio

Emphasis on A Quality Portfolio

Source: Bloomberg, Axis MF Research

The investment focus of the fund is subject to change on the discretion of the fund manager. The investment strategy of the fund will be in line with the strategy laid out in the scheme information document. For complete details on the scheme investment strategy refer the scheme information document. Above numbers are calculated based on the portfolio as on 31st March 2021. Please note that above numbers are calculated for the equity portion of the portfolio. ROE: Return on Equity, EPS : Earnings per share.

12

6.9%

5.5%

Axis Bluechip Fund Benchmark (NIFTY 50 TRI)

EPS Growth FY21

14.6%

12.0%

Axis BlueChip Fund Benchmark (Nifty 50 TRI)

ROE (FY21)

Large cap biased : Minimum 80% in large caps

Portfolio Allocation

13

Note: Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager’s view of the equity markets. Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization. For detailed asset allocation please refer to the Scheme Information Document (SID).

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Nov-1

7

Dec-1

7

Jan-1

8

Feb

-18

Mar-

18

Ap

r-1

8

May-1

8

Jun-1

8

Jul-18

Au

g-1

8

Se

p-1

8

Oct-

18

Nov-1

8

Dec-1

8

Jan-1

9

Feb

-19

Mar-

19

Ap

r-1

9

May-1

9

Jun-1

9

Jul-19

Au

g-1

9

Se

p-1

9

Oct-

19

Nov-1

9

Dec-1

9

Jan-2

0

Feb

-20

Mar-

20

Ap

r-2

0

May-2

0

Jun-2

0

Jul-20

Au

g-2

0

Se

p-2

0

Oct-

20

Nov-2

0

Dec-2

0

Jan-2

1

Feb

-21

Mar-

21

Ap

r-2

1

May-2

1

Large Cap Mid Cap Small Cap Debt Cash & Others

Changes made to the portfolio over the last 1 year

Portfolio Changes

Exposure as % of Net assets. Source : ValueFY, ACEMF. Note: Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fundmanager’s view of the equity markets. Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250thcompany in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization. Past performance may or may not be sustained in the future. Stock(s) /Issuer(s)/ Top stocks with increased or decreased exposure mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendationto buy/sell/ hold. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Data As on 31st May 2021.

Top stocks with increased

exposure/entries

Change in exposure

(%) over last year

Top stocks with reduced exposure/

exits

Change in exposure (%)

over last year

Bajaj Finance Ltd 4.25% Bharti Airtel Limited -3.95%

ICICI Bank Ltd 3.15% Nestle India Limited -2.23%

Infosys Ltd 2.78% Hindustan Unilever Limited -1.80%

Housing Development Finance Corporation Ltd 2.74% Dr. Reddy's Laboratories Limited -1.42%

Motherson Sumi Systems Ltd 2.18% Asian Paints Limited -1.00%

14

Top 10 Stocks

Top 5 Sectors

Banks

24.68% Software

17.58%

Finance

14.31%

Pharmaceuticals

6.44%

Consumer Non

Durables

7.79%

81.4%

97.4% 0.8% 0.0%

Current Market cap split

(%NAV)

Risk Parameters

18.6%

22.0%

6.2%

0.82

Standard Deviation

Standard Deviation

(Benchmark)

Tracking Error

Beta

Large Cap Mid Cap Small Cap

As on 31st May 2021

Current portfolio

Exposure as % of Net assets. Source : ValueFY, ACEMF. Note: Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fundmanager’s view of the equity markets. Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250thcompany in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization. Past performance may or may not be sustained in the future. Stock(s) /Issuer(s)/ Top stocks with increased or decreased exposure mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendationto buy/sell/ hold. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Data As on 31st May 2021.

15

3.01%

4.90%

5.25%

5.68%

6.56%

7.07%

7.72%

8.61%

8.93%

9.16%

Divi's Laboratories Limited

Housing Development Finance Corporation Limited

Reliance Industries Limited

Avenue Supermarts Limited

Kotak Mahindra Bank Limited

Tata Consultancy Services Limited

ICICI Bank Limited

Bajaj Finance Limited

Infosys Limited

HDFC Bank Limited

31st May 2021

Performance

16

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 4 schemes .Hitesh Das is managing the scheme since 2nd November 2020 and he manages 14 schemes of Axis Mutual Fund Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : ₹10.

Axis Bluechip Fund - Regular Plan - Growth

Nifty 50 TRI

5th January 2010

Rs. 10,000

31st May 2021

Rs. 40,960

Rs. 33,886

1 Year 3 Year 5 Year Since Inception

CAGR

(%)

Current Value of

investment of Rs.

10,000

CAGR

(%)

Current Value of

investment of Rs.

10,000

CAGR

(%)

Current Value of

investment of Rs.

10,000

CAGR

(%)

Current Value of

investment of Rs.

10,000

Axis Bluechip Fund - Regular Plan - Growth 50.86% 15,120 15.06% 15,238 16.12% 21,124 13.16% 40,960

Nifty 50 TRI (Benchmark) 63.98% 16,443 14.59% 15,053 15.27% 20,355 11.29% 33,886

S&P BSE SENSEX TRI (Additional

Benchmark)61.66% 16,209 15.04% 15,230 15.68% 20,721 11.43% 34,385

31st May 2021

SIP Performance

17

Above investment simulation is for illustration purpose only and should not be construed as a promise on minimum returns and safeguard of capital. Above calculation is based on Regular Plan -Growth Option NAV. Assuming Rs. 10,000 invested systematically on the first business day of every month over a period of time..

Past performance may or may not be sustained in future. Returns greater than 1 year period are compounded annualized. Benchmark: Nifty 50 TRI. Additional Benchmark: S&P BSE SensexTRI. Inception Date: Jan 05, 2010. This scheme is managed by Shreyash Devalkar. Please refer to the Annexure for returns of all the schemes managed by him. SIP returns are computed afteraccounting for the cash flow by using XIRR method (investment internal rate of return).

Axis Bluechip Fund – Growth (Inception: 5th Jan 2010)

SIP Investments Since Inception SIP 5 Year SIP 3 Year SIP 1 Year SIP

Total Amount Invested 13,60,000 6,00,000 3,60,000 1,20,000

Market value as on May 31, 2021 33,57,695 9,39,460 4,91,797 1,46,343

Returns (Annualised) 15.06% 17.99% 21.37% 43.28%

Benchmark Returns (Annualised) 13.51% 17.14% 22.52% 53.55%

Additional Benchmark Returns (Annualised) 13.69% 17.43% 21.84% 49.02%

Annexures, Disclaimers & Risk Factors

18

SEBI Prescribed Performance Annexures

Annexure

19

Data As on 31st May 2021. Past performance may or may not be sustained in future. Calculations are based on Regular Plan - Growth Option NAV and Direct Plan – Growth Option NAV, asapplicable. Different plans have different expense structure. Face value per unit is Rs 10.

Shreyash Devalkar is managing Axis Bluechip Fund, Axis Midcap Fund Since 23 November 2016, Axis Flexi Cap Fund Since Inception, Axis Equity Advantage Fund - Series 1 Since 05 May 2017. Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization

Return of scheme managed by Shreyash Devalkar (Total Schemes Managed: 4 Schemes) (As on 31st May 2021)

Fund NameDate of

inception

1 Year 3 Years 5 Years Since Inception

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-


05-Jan-10

50.86% 15,120 15.06% 15,238 16.12% 21,124 13.16% 40,960



Benchmark)61.66% 16,209 15.04% 15,230 15.68% 20,721 11.43% 34,385

Axis Bluechip Fund - Direct Plan - Growth

01-Jan-13

52.73% 15,308 16.51% 15,822 17.57% 22,475 16.87% 37,126



Benchmark)61.66% 16,209 15.04% 15,230 15.68% 20,721 13.79% 29,669

Axis Midcap Fund - Regular Plan - Growth

18-Feb-11

63.38% 16,382 18.00% 16,437 18.91% 23,787 18.64% 58,040

S&P BSE Midcap TRI (Benchmark) 85.07% 18,570 12.01% 14,059 15.11% 20,221 13.65% 37,305

Nifty 50 TRI (Additional Benchmark) 63.98% 16,443 14.59% 15,053 15.27% 20,355 12.10% 32,395

Axis Midcap Fund - Direct Plan - Growth

01-Jan-13

65.62% 16,608 19.55% 17,094 20.38% 25,291 20.19% 46,998




Annexure

20

Return of scheme managed by Shreyash Devalkar (Total Schemes Managed: 4 Schemes) (As on 31st May 2021)

Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

Axis Flexicap Fund - Regular Plan - Growth

20-Nov-17

51.65% 15,199 14.71% 15,101 NA NA 15.05% 16,400

Nifty 500 TRI (Benchmark) 70.26% 17,076 13.67% 14,693 NA NA 12.20% 15,012

Nifty 50 TRI (Additional Benchmark) 63.98% 16,443 14.59% 15,053 NA NA 13.81% 15,786

Axis Flexicap Fund - Direct Plan - Growth

20-Nov-17

53.91% 15,428 16.44% 15,794 NA NA 16.82% 17,310



Axis Equity Advantage Fund - Series 1 -

Regular Plan - Growth

25-May-17

38.16% 13,841 10.81% 13,609 NA NA 11.45% 15,460

75% Nifty 50 TRI + 25% Crisil Composite

Bond Fund Index (Benchmark)47.55% 14,787 13.91% 14,787 NA NA 13.28% 16,507


Axis Equity Advantage Fund - Series 1 -

Direct Plan - Growth

25-May-17

39.27% 13,952 11.99% 14,048 NA NA 12.82% 16,240

75% Nifty 50 TRI + 25% Crisil Composite

Bond Fund Index (Benchmark)47.55% 14,787 13.91% 14,787 NA NA 13.28% 16,507



Shreyash Devalkar is managing Axis Bluechip Fund, Axis Midcap Fund Since 23 November 2016, Axis Flexi Cap Fund Since inception, Axis Equity Advantage Fund - Series 1 Since 05 May 2017. Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization


Annexure

21


Hitesh Das managing Axis Growth Opportunities Fund since inception. Axis ESG Equity Fund since inception. Axis Retirement Savings Fund which includes Aggressive Plan, Conservative Plan &Dynamic Plan since inception, Axis Global Equity Alpha FoF, Axis Greater China Equity Fund of Fund, Axis Special Situations Fund ,Axis Global Innovation Fund of Fund since inception, AxisBluechip Fund, Axis Flexi Cap Fund and Axis Focused 25 Fund since 2nd November 2020. Axis Midcap Fund and Axis Small Cap Fund since 18th December 2020

Return of scheme managed by Hitesh Das (Total Schemes Managed: 14 Schemes) (As on 31st May 2021)

Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-


05-Jan-10

50.86% 15,120 15.06% 15,238 16.12% 21,124 13.16% 40,960



Benchmark)61.66% 16,209 15.04% 15,230 15.68% 20,721 11.43% 34,385

Axis Bluechip Fund - Direct Plan - Growth

01-Jan-13

52.73% 15,308 16.51% 15,822 17.57% 22,475 16.87% 37,126



Benchmark)61.66% 16,209 15.04% 15,230 15.68% 20,721 13.79% 29,669

Axis Flexicap Fund - Regular Plan - Growth

20-Nov-17

51.65% 15,199 14.71% 15,101 NA NA 15.05% 16,400



Axis Flexicap Fund - Direct Plan - Growth

20-Nov-17

53.91% 15,428 16.44% 15,794 NA NA 16.82% 17,310




Annexure

22




Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

Axis Focused 25 Fund - Regular Plan -

Growth

29-Jun-12

60.00% 16,042 13.04% 14,447 17.47% 22,376 16.84% 40,120



Benchmark)61.66% 16,209 15.04% 15,230 15.68% 20,721 14.53% 33,559

Axis Focused 25 Fund - Direct Plan - Growth

01-Jan-13

61.95% 16,238 14.44% 14,993 18.89% 23,761 17.22% 38,087



Benchmark)61.66% 16,209 15.04% 15,230 15.68% 20,721 13.79% 29,669

Axis Midcap Fund - Regular Plan - Growth

18-Feb-11

63.38% 16,382 18.00% 16,437 18.91% 23,787 18.64% 58,040



Axis Midcap Fund - Direct Plan - Growth

01-Jan-13

65.62% 16,608 19.55% 17,094 20.38% 25,291 20.19% 46,998




Annexure

23




Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

Axis Small Cap Fund - Regular Plan - Growth

29-Nov-13

88.24% 18,889 20.75% 17,616 19.57% 24,455 23.62% 49,130

Nifty Smallcap 100 TRI (Benchmark) 132.32% 23,340 6.95% 12,234 13.27% 18,655 16.48% 31,425


Axis Small Cap Fund - Direct Plan - Growth

29-Nov-13

91.44% 19,212 22.49% 18,387 21.13% 26,094 25.16% 53,910

Nifty Smallcap 100 TRI (Benchmark) 132.32% 23,340 6.95% 12,234 13.27% 18,655 16.48% 31,425


Axis Growth Opportunities Fund - Regular

Plan - Growth22-Oct-18

64.18% 16,463 NA NA NA NA 23.17% 17,220

NIFTY Large Midcap 250 TRI (Benchmark) 77.63% 17,819 NA NA NA NA 20.85% 16,389

Nifty 50 TRI (Additional Benchmark) 63.98% 16,443 NA NA NA NA 18.80% 15,673

Axis Growth Opportunities Fund - Direct Plan

- Growth22-Oct-18

66.69% 16,716 NA NA NA NA 25.33% 18,020

NIFTY Large Midcap 250 TRI (Benchmark) 77.63% 17,819 NA NA NA NA 20.85% 16,389



Annexure

24




Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-Axis Retirement Savings Fund - Aggressive

Plan - Regular Plan - Growth

20-Dec-19

37.80% 13,805 NA NA NA NA 15.39% 12,300

NIFTY 50 Hybrid Composite Debt 70:30

Index (Benchmark)44.80% 14,510 NA NA NA NA 17.66% 12,653


Axis Retirement Savings Fund - Aggressive

Plan - Direct Plan - Growth

20-Dec-19

40.27% 14,053 NA NA NA NA 17.45% 12,620




Axis Retirement Savings Fund - Conservative


20-Dec-19

20.23% 12,035 NA NA NA NA 12.81% 11,905

NIFTY 50 Hybrid Short Duration Debt 25:75


NIFTY 10 yr Benchmark G-Sec (Additional

Benchmark)3.39% 10,341 NA NA NA NA 7.30% 11,073

Axis Retirement Savings Fund - Conservative


20-Dec-19

22.38% 12,251 NA NA NA NA 14.84% 12,216

NIFTY 50 Hybrid Short Duration Debt 25:75


NIFTY 10 yr Benchmark G-Sec (Additional

Benchmark)3.39% 10,341 NA NA NA NA 7.30% 11,073


Annexure

25




Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

Axis Retirement Savings Fund - Dynamic


20-Dec-19

33.80% 13,401 NA NA NA NA 16.61% 12,490




Axis Retirement Savings Fund - Dynamic


20-Dec-19

36.30% 13,653 NA NA NA NA 18.74% 12,820




Axis ESG Equity Fund - Regular Plan -

Growth12-Feb-20

50.09% 15,042 NA NA NA NA 31.43% 14,260

Nifty 100 ESG TRI (Benchmark) 68.15% 16,863 NA NA NA NA 27.78% 13,749


Axis ESG Equity Fund - Direct Plan - Growth

12-Feb-20

52.43% 15,278 NA NA NA NA 33.55% 14,560

Nifty 100 ESG TRI (Benchmark) 68.15% 16,863 NA NA NA NA 27.78% 13,749


Fund Name Riskometer Product Labelling

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

Axis Flexi Cap Fund

(An open ended equity scheme investing across

large cap, mid cap, small cap stocks)


• Capital appreciation over medium to long term

• Investment in a diversified portfolio consisting of equity and

equity related instruments across market capitalization.



• Investing predominantly in equity & equity related

instruments of Mid Cap companies.

Axis Midcap Fund

(An open ended equity scheme predominantly

investing in Mid Cap stocks)

Axis Equity Advantage Fund Series 1

(A Close Ended Equity Scheme)


• Capital appreciation over medium to long term

• Investment in a diversified portfolio of predominantly equity

and equity related instruments across market cap while

managing risk through active hedging strategies

Axis Focused 25 Fund

(An open ended equity scheme investing in

maximum 25 stocks investing in large cap, mid cap

and small cap companies.)



• Investment in a concentrated portfolio of equity & equity

related instruments of up to 25 companies

Product Labelling

26

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.


Axis Small Cap Fund

(An open-ended equity scheme predominantly

investing in small cap stocks)


Capital appreciation over long term

investment in a diversified portfolio predominantly

consisting of equity and equity related instruments of small

cap companies.

Axis Growth Opportunities Fund

(An Open-ended Equity Scheme investing in both

large cap and mid cap stocks)


capital appreciation over long term

investment in a diversified portfolio predominantly

consisting of equity and equity related instruments both in

India as well as overseas



• Investments primarily in equity and equity related

instruments.

Axis Retirement Savings Fund - Aggressive Plan

(An open-ended retirement solution oriented

scheme

having a lock-in of 5 years or till retirement age

(whichever is earlier)

Axis Retirement Savings Fund – Dynamic Plan


scheme having a lock-in of 5 years or till retirement

age (whichever is earlier)


• Capital appreciation and income generation over long term.

• Investment in equity and equity related instruments as well as

debt and money market instruments while managing risk

through active asset allocation.

Product Labelling

27



Axis Retirement Savings Fund - Conservative Plan


scheme having a lock-in of 5 years or till retirement

age (whichever is earlier)

This product is suitable for investors who are seeking*:

• Capital appreciation & income generation over long term.

• Investments in debt and money market instruments as well as

equity and equity related instruments.



• Investments in companies demonstrating sustainable

practices across

Environment, Social and Governance (ESG) parameters.

Axis ESG Equity Fund

(An open-ended equity scheme investing in

companies demonstrating sustainable practices

across Environment, Social and Governance (ESG)

theme)

Product Labelling

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Data updated As on 31st May 2021

Past performance may or may not be sustained in the future. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose ofdisclosure of the portfolio of the Scheme(s) and should not be construed as recommendation. The fund manager(s) may or may notchoose to hold the stock mentioned, from time to time.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd.(liability restricted to Rs. 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (theAMC). Risk Factors: Axis Bank Limited is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Thisdocument represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision.Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associatesshall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. Norepresentation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. TheAMC reserves the right to make modifications and alterations to this statement as may be required from time to time.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

Statutory Details and Risk Factors

29

Thank You

Axis Bluechip Fund

Documents

Transcript of Axis Bluechip Fund