Friday, October 19, 2018

Axis Bluechip Fund

Axis Bluechip Fund

Fund Manager:

Shreyash Devalkar

After a lacklustre performance for several years, Axis Bluechip is back in the reckoning in the past one year. There are a few reasons why the scheme has done well. First, the scheme's fund manager Shreyash Devalkar who joined the scheme in November 2016 focused on quality and growth companies which was in sync with the flavour of the markets. Factors he kept in mind in selecting companies have been high Return on Equity, revenue and margin growth and penetration in market. Three sectors met these criteria. These are financials especially retail-focused banks, auto and auto-ancillaries and consumption. Besides, unlike his peer schemes, Devalkar reduced the scheme's exposure to midcap to 6% and enhanced to large-sized companies to over 90%. Hence, in the past one year when mid-sized companies fell, Axis Bluechip's returns did not fall as much as its peers.




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