33% Debt · 33% Gold · 33% Equity — why equal thirds may be the most elegant solution to lifetime investing in India.
33%
Equity
33%
Gold
33%
Debt
PortfolioAll-WeatherIndia
⏱ 14 min · Apr 2026 →
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/Axis Bluechip Fund
AX
Axis Bluechip Fund — Direct Plan (Growth)
Axis Mutual Fund • Equity — Large Cap
Large CapLow Risk★★★★★ 5 Star
Current NAV
₹48.23
▲ ₹0.34 (+0.71%)
AUM
₹34,521 Cr
As of Apr 2026
Expense Ratio
0.49%
Direct Plan
1-Day Change
+0.71%
16 Apr 2026
NAV History
Start: ₹39.84Current: ₹48.23+21.06% in 1Y
Returns Comparison
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This Fund
+2.3%
+5.1%
+8.7%
+18.4%
+15.2%
+14.8%
+13.1%
Category Avg
+1.8%
+5.4%
+7.1%
+14.2%
+12.8%
+15.1%
+11.5%
Nifty 50 TRI
—
—
—
—
—
—
—
Point-to-Point Returns
vs NIFTY 500 TRI (absolute returns)
This FundNIFTY 500
Rolling Returns (3-Year)
Distribution of 3Y rolling CAGR over fund history
Beat benchmark
Capture Ratios & Risk Intelligence
Fund Holdings
Equity76%
Debt8%
Cash & Equiv.16%
Stock
Sector
% of Assets
HDFC Bank Ltd
Financials
8.4%
ICICI Bank Ltd
Financials
6.9%
Infosys Ltd
Technology
5.8%
Reliance Industries
Energy
5.2%
TCS Ltd
Technology
4.7%
Avenue Supermarts
Consumer
3.9%
Bajaj Finance
Financials
3.4%
Kotak Mahindra Bank
Financials
3.1%
Financials
32%
Technology
18%
Energy
12%
Consumer
10%
Healthcare
8%
Auto
6%
Others
14%
Category Rank by Calendar Year
Rank among peers within the same category (1 = best)
Peer Comparison
Quick SIP Calculator
Based on this fund's 5Y return of 14.8%
Monthly SIP₹10,000
Time Period10 Years
Total Investment₹12,00,000
Est. Returns₹16,42,381
Total Value₹28,42,381
Fund Information
Fund ManagerShreyash Devalkar
Launch Date5 Jan 2010
Min SIP₹500/month
Min Lumpsum₹5,000
Exit Load1% if redeemed < 1yr
BenchmarkNifty 50 TRI
Risk Level
Low Risk
Risk Metrics
Std Deviation
14.2
3-Year Annualised
Sharpe Ratio
1.24
Good (>1.0)
Alpha
+2.1
vs Nifty 50 TRI
Beta
0.92
Moves with market
Max Drawdown
-18.4%
Mar – Jun 2020
Sortino Ratio
1.68
Downside adjusted
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NAV Performance (Normalised to 100)
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Investment Calculators
Plan your investments with precision
SIP Calculator
Monthly SIP Amount
₹
₹500₹1,00,000
Expected Annual Return
%
1%30%
Investment Period
Yrs
1 yr40 yrs
Expected Inflation Rate erodes purchasing power
%
1%12%
Annual Step-Up increase SIP every year
%
0% (no step-up)25%
Estimated Maturity Value
₹23,23,391
After 10 years at 12% p.a.
Total Invested₹12,00,000
Estimated Gains₹11,23,391
Total Investment₹12,00,000
Estimated Returns₹11,23,391
Total Value₹23,23,391
Absolute Return+93.6%
XIRR12.0%
Real Value (today's ₹ @ 6% infl)₹8.39 L
With Step-Up—
+₹0 more than flat SIP
Lumpsum Calculator
Investment Amount
₹
₹1,000₹1 Cr
Expected Annual Return
%
1%30%
Investment Period
Yrs
1 yr40 yrs
Expected Inflation Rate erodes purchasing power
%
1%12%
Estimated Maturity Value
₹15,52,924
₹5L grows to ₹15.5L in 10 yrs at 12%
Principal Amount₹5,00,000
Estimated Returns₹10,52,924
Total Value₹15,52,924
Absolute Return+210.6%
Real Value (today's ₹ @ 6% infl)₹8.90 L
LTCG / STCG Tax Calculator
Estimate your capital gains tax on mutual fund redemptions (equity funds).
Asset Type
Purchase Value (Cost of Acquisition)
₹
₹10K₹1 Cr
Sale Value (Redemption Amount)
₹
₹10K₹1 Cr
Holding Period
Mo
1 mo10 yrs
Your Income Tax Slab
Equity LTCG exemption: Gains up to ₹1,25,000 per year are tax-free. Above that, 12.5% tax applies (no indexation). STCG (held < 1 yr) is taxed at 20%.
LTCG — Long-Term
Tax Payable
₹0
On ₹3L gains · LTCG @ 12.5%
Total Gains₹3,00,000
Exempt (₹1.25L limit)−₹1,25,000
Taxable Gains₹1,75,000
Tax Rate Applied12.5%
Tax Amount₹21,875
Effective Tax Rate7.3%
Net Gain After Tax₹2,78,125
Goal-Based (Reverse SIP)
Know your target amount? We'll calculate the required monthly SIP.
Target Amount (Goal)
₹
₹1L₹10 Cr
Time to Achieve Goal
Yrs
1 yr40 yrs
Expected Annual Return
%
Expected Inflation Rate adjusts target upward
%
1%12%
Required Monthly SIP
₹10,108
To reach ₹1 Cr in 20 years at 12%
Target Corpus₹1,00,00,000
Inflation-Adjusted Target₹3.21 Cr
Total Investment₹24,25,920
Returns Earned₹75,74,080
Monthly SIP Needed₹10,108
SWP Calculator
Systematic Withdrawal Plan — plan regular payouts from your invested corpus.
Total Investment (Corpus)
₹
₹1L₹10 Cr
Monthly Withdrawal Amount
₹
₹500₹5L
Expected Annual Return
%
1%20%
Withdrawal Period
Yrs
1 yr40 yrs
Total Amount Withdrawn
₹36,00,000
Over 20 years at 8%
Corpus Used₹25,00,000
Interest Earned₹11,00,000
Initial Corpus₹25,00,000
Total Withdrawn₹36,00,000
Interest Earned₹11,00,000
Remaining Corpus₹0
STP Calculator
Systematic Transfer Plan — gradually move a lumpsum from a liquid/debt fund into equity every month.
Total Lumpsum to Deploy
₹
₹50K₹1 Cr
Monthly Transfer to Equity
₹
₹1K₹5L
Source Fund Return liquid / debt
%
4%12%
Target Fund Return equity
%
6%25%
Final STP Corpus
—
Equity fund value after full transfer
Principal—
Total Gains—
STP Duration10 months
Equity Corpus (STP)—
Interest Earned in Source—
vs Lumpsum Direct in Equity—
Cost of Delay Calculator
See how much wealth you lose by waiting to start your SIP.
Monthly SIP Amount
₹
₹500₹1L
Expected Annual Return
%
6%20%
Total Investment Period
Yrs
5 yrs40 yrs
Delay Duration
Mo
1 mo3 yrs
Cost of Delay
—
Wealth lost by waiting 12 months
Start Today—
Cost of Delay—
If You Start Today—
If You Delay—
Months of Compounding Lost12 months
Cost per Month of Delay—
Goal Planner
Choose a financial goal and we'll help you plan your investment journey
🏖️
Retirement
Build a corpus for your golden years
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🏠
Buy a House
Save for your dream home down payment
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🎓
Child's Education
Fund your child's higher education
Plan Now →
🚗
Buy a Car
Plan your next vehicle purchase
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💍
Marriage
Plan your wedding fund in advance
Plan Now →
🎯
Custom Goal
Set any financial target you have in mind
Plan Now →
🛡️
Life Insurance Need
Calculate how much cover your family needs
Calculate →
🏖️
Retirement Planning
Build a corpus for your golden years
Current Age
Age
1860
Retirement Age
Age
3080
Target Corpus
₹
₹1 Crore
Expected Annual Return
%
Historical equity CAGR: 12–14% · Balanced: 10–12%
Expected Inflation Rate inflates goal corpus
%
1%12%
Current Savings (if any)
₹
Monthly SIP Required
₹12,840
to reach ₹1 Cr in 32 years at 12% p.a.
Years to Goal
32
Total Invested
₹49.2 L
Wealth Gain
₹50.8 L
Today's Target
₹1.00 Cr
Inflation-Adjusted Target (@ 6% inflation)
₹5.74 Cr
Corpus Growth Projection
Projected corpusAmount invested
Suggested Fund Mix
🛡️
Life Insurance Need
How much cover does your family actually need?
Annual Income
₹
₹1L₹2 Cr
Current Age
Yrs
Retirement Age
Yrs
Outstanding Loans / Liabilities
₹
₹0₹2 Cr
Existing Life Insurance Cover
₹
₹0₹5 Cr
Existing Savings / Investments
₹
₹0₹2 Cr
Recommended Additional Cover
—
Based on Human Life Value method
Years to Retirement28 years
Income Replacement Need—
+ Outstanding Loans—
− Existing Cover—
− Existing Savings—
Cover Needed—
💡 Rule of thumb: A term plan covering 15–20× your annual income protects your family's lifestyle. Pure term insurance is the most cost-effective way to get this cover.
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Current Value
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