BOI AXABLUECHIP FUND

  • Fund Type : An open ended equity scheme predominantly investing in Large cap stocks
    Entry Load : NA
    Date of Allotment :
    Features : Liquity SIP Shield SIP SWP STP
  • Benchmark : Nifty 50 Total Return Index
    Exit Load :
    • For redemption/switch out upto 10% of the initial units allotted -within 1 year from the date of allotment: "NIL"
    • Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/switched out within 1 year from the date of allotment of units.
    • If the units are redeemed/switched out after 1 year from the date of allotment of units : "Nil"

Investment Objective

The investment objective of the scheme is to provide investors with the opportunities for long term capital appreciation by investing predominantly in equity and equity-related instruments of large cap companies. However, there can be no assurance that the income can be generated, regular or otherwise, or the Investment Objective of the scheme will be realized.

Fund Manager

  • Mr. Dhruv Bhatia

    BMS - University of Mumbai and PGDM (Finance) from SIES College, Mumbai

    Mr. Dhruv Bhatia
    See detail

    Around 9 years of experience in the Asset Management Industry

Fund Highlights

  • Bluechip Fund invests with an objective to generate long term capital appreciation by investing predominantly in equity and equity related instruments of large cap companies.
  • Under normal market conditions, the fund will invest 80% to 100% of its assets in large cap companies with sustainable business models, and potential for capital appreciation.
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Riskometer

This product is suitable for investors who are seeking*:

  • Long term capital appreciation.
  • Investment predominantly in equity and equity-related instruments of large cap companies.

*Investor should consult their financial advisor if they are not clear about the suitability of the product.

Who Should Invest

  • BOI AXA Bluechip Fund is an Equity fund investing in Large cap equity stocks (i.e. 1 to 100 stocks by market capitalization).
  • The scheme can also invest upto 20% of its portfolio in Mid & Small cap stocks. The fund is suited to investors with conservative risk profile or first time investors.

Why invest in large cap companies

  • Large Cap companies - With established businesses and long track records these companies generally are segment leaders with high market share commanding economies of scale.
  • Strong ability to withstand economic and business cycle downturns.
  • High liquidity
  • Broader research coverage by analysts.
  • High institutional ownership (DIIs and FIIs) - Institutions own more than 1/3rd of the large cap universe.

Large Cap index has given consistent returns over the long term

Large Caps have been able to deliver consistent performance across all timeframes compared to other market cap categories.


Note: CAGR Returns as of May 31, 2021; Past Performance may or may not be sustained in future.

Large Cap Index has shown lower volatility

Volatility in Large Caps is lowest across almost all time periods and may be considered good investment choice to investors on risk adjusted basis.


Note: All calculations as of May 31, 2021.

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