Introduction
What if I tell you that I have a strategy for every investor who are looking for long-term capital appreciation while minimizing risk? Investing in a Blue chip fund is worth risk-taking and profitable. Among other such options available for Indian investors, one of the best mutual fund schemes in the country would be the Axis Blue Chip Fund.
It’s managed by Axis Mutual Fund. In this article, we shall discuss the aim, philosophy, and key features that make the Axis Bluechip Fund a preferred choice for many investors.
What is the Axis Blue Chip Fund?
Axis Blue Chip Mutual Fund is an open-ended mutual fund that primarily invests in companies with a market capitalization of the top 100 hundred companies.
It was launched on Jan05, 2010. It is managed by Axis Mutual Fund. The fund managers of this fund are Shreyash devalkar and Tejas Sheth.
It aims to perform the benchmark with risk lower than the benchmark. Blue-chip stocks have a record of strong financial performance, have high market liquidity, and are stable, making them attractive for conservative investors who seek to grow wealth steadily while minimizing risk. Let us discuss, What are the aims of these blue-chip funds.
The objective of the Axis Blue Chip Fund
The primary investment goal of this blue-chip fund is to obtain long-term capital goal through an investment in a diversified portfolio of large-cap stocks.
The main objective of this fund is to generate returns for the investors through capital gains, as well as dividends. The portfolio ensures that the risks are well–managed while offering significant upside potential. The primary investment goal of this blue-chip fund is to obtain long-term capital goal through an investment in a diversified portfolio of large-cap stocks.
The main objective of this fund is to generate returns for the investors through capital gains, as well as dividends. The portfolio ensures that the risks are well–managed while offering significant upside potential. They follow a growth-oriented strategy investing in a strategy that has a good history.
Philosophy Behind Axis Bluechip Fund
There are a few strategies that the blue-chip fund follows.
Focus on Long Term Growth
The core philosophy of the axis blue chip fund is they follow long-term growth and follow they focus on the funds of companies that are in the early stages of their development but capacity to scale up. Basically, these companies are less established compared to large and mid-cap funds but they show promise for future growth. Small-cap companies might be new but they are entering rapidly expanding markets.
Stock Selection and Research
Unlike large-cap funds, where the selection process of the bond or stocks is relatively straightforward due to the well-established nature of the companies. The philosophy behind the blue-chip fund. The fund relies on deep fundamental analysis using statistical and mathematical algorithms to select stocks that have strong growth characteristics and an innovative business model.
Patience and Long-Term Goals
A key element behind this Blue Chip Fund is long-term growth. Blue-chip stocks and bonds are often considered a good fit for investors who want to grow their wealth over some time, rather than looking for short-term gains. It seeks to generate consistent capital appreciation by staying invested in these high-quality companies for extended periods. While in the short term, the fund can be unstable due to market fluctuations or any other factors, the philosophy of long-term investment in blue-chip stocks assumes that over time, the companies’ inherent strength, market leadership, and developed ability to innovate to drive share price growth.
Diversification across Sectors
It is another aspect of investing in blue chip funds. While the main focus is on large companies it ensures that the portfolio is well diversified across all sectors. By doing this it will reduce concentration risk and enhance the probability of stable growth.
Although We have discussed the investment strategies now we will discuss the key features of the fund.
Key Feature of Axis Blue Chip Fund
There are some great Key features of this blue-chip fund that help in the potential growth
Performances
This blue Chip Fund has consistently performed better than any other funds, it has provided stable returns over time, while being less unstable compared to mid- and small-cap funds. This strong performance comes from investing in high-quality. These companies are more stable, which helps the fund perform well even during uncertain times in the market.
SIP
SIP (Systematic Investment Plan) is one of the best key features of this blue-chip fund. It allows the investor to approach disciplined investment. The investor can start investing from ₹1000 onwards. It will make the investment easy and more valuable.
TOP Holdings of Axis Bluechip Fund
It holds some great Top company funds like
- HDFC Bank Ltd
- ICICI Bank Ltd
- Bharti Airtel Ltd
- Infosys Ltd
- Bajaj Finance Ltd
However, you all are thinking what makes this blue-chip fund so special? Let us see what are the advantages.
Advantages of Axis Blue Chip Fund
After discussing the key features let’s dive into the advantages of this Axis Blue Chip fund:
Investment in High Qualities Stocks
Blue Chip Funds use the stocks of well-established companies with a long track record of stability and performance. This Blue Chip Fund invests mainly in such companies, which are usually market leaders in their respective sectors.
Long-Term Appreciation
Blue-chip stocks and funds are less unstable than mid-cap or small-cap stocks. That offers investors a safer and more reliable path for wealth creation.
Diversification across sectors
It has invested across multiple sectors such as banking and financial services. By doing this the fund reduces the risk that arises from any sector. It makes it stable for investors.
Now we all know that everything has its pros and cons, and so does this blue-chip fund.
Risk Factors and Consideration for Axis Blue Chip Fund
Every mutual fund has a slight risk involved in it you have to take care of these risk
Investment strategy
As we discuss in the section of philosophy of investing everyone should make their investment strategy according to the benchmark of the company. That’s where SIP is useful.
Sector Investment
The fund investment in a good sector is important. Always invest in emerging companies that are less unstable and have great growth potential.
Volatility
In this fund, the funds are highly volatile because it invests mainly in the equity market. By doing this the market can be unpredictable.
Final Note
As we conclude this article and know all about this blue chip fund, whether you should invest in it or not?
If you are building wealth for retirement or simply aiming for steady growth Axis Bluechip Fund will be the great choice to make your portfolio profitable.
