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ToggleInvesting in mutual funds has become popular nowadays. Because people are more likely to double their wealth within a short period. So, they choose mutual funds as an ideal option to generate revenue over time.
With the increased number of available options, finding the apt one can be a daunting task. But no worries! This article presents you with the popular choice, the Axis Bluechip Fund. Its reliability and performance are terribly outstanding which stimulates investors to use it.
The big speed breaker here is investors often struggle in choosing between regular and direct plans. These options may confuse them more. In this article, you will have a detailed view of these plans with the vision of helping you the best.
Axis Bluechip Fund Direct and Regular: Overview
Generally, it is named as a flagship mutual fund scheme established with the intent of making long-term wealth. This scheme is offered by Axis mutual fund, where the investors can invest in large-cap companies.
By considering their growth potential and fundamentals, investors decide their opportunities. As mentioned above, it is categorized into two variants: Regular and Direct.
Fund Name | Expense Ratio in % | Exit Load | NAV | Total AUM |
Axis BlueChip Fund Direct | 0.64% inclusive of GST | Excess of 10% of the investment for unit, 1% redemption will be charged within 12 months | 62.0 | Rs. 2,86,670.00 Cr |
Axis Bluechip Fund Regular | 1.57% | 1% in 365 days | 54.43 | Rs. 33,351.61 Cr |
Axis Bluechip Fund Direct and Regular – Performance
When it comes to performance evaluation, investors are about to consider Axis Bluechip Fund Direct growth & Axis Bluechip Fund Regular growth of various factors such as returns, consistency, risk factors and more with one another.
Based on this analysis, they finalize which one comes under their expectations.
Year | Axis Bluechip Fund Direct | Axis Bluechip Fund Regular |
1Y | 25.1% | 24.02% |
3Y | 13.2% | 12.07% |
5Y | 15.7% | 14.48% |
Axis Bluechip Fund Direct and Regular – Risk Analysis
Before investing in any plan, investors need to determine the different range of risk factors possessed with it. This may assist you to keep your hands safe. If you decide to make your investment in a mutual fund, be aware of these things
Comparison | Axis Bluechip Fund Direct | Axis Bluechip Fund Regular |
P/E | 29.60 | 32.63 approx |
Turnover | 23% | 31% |
P/B | 4.82 | 4.87 |
Equity | 97.3% | 98.12% approx |
Cash | 1.2% | 1.16% |
Risk | Very High | Very High |
Minimum Investment | Rs. 100 | Rs. 100 |
Conclusion
Investors need to consider the benefits and risks associated with both direct and regular plans of Axis Bluechip fund. In this case, a few parameters may help you decide which is best to go. Probably, the data given in this article provides you with a keen sense of the information required to analyze.