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.
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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