If you are new to investing, you should consider investing a part of your earnings in mutual funds. A mutual fund is a pool of professionally managed funds that invest in a diversified portfolio of securities for income generation. A single unit of a mutual fund is a combination of several securities and money market instruments. Asset management companies that own mutual funds collect money from investors who share a common investment objective and invest the raised capital in various asset classes and fixed income securities. Mutual fund investors are allotted mutual fund units along with the investment amount and based on the fund’s current NAV (Net Asset Value). The performance of a mutual fund scheme depends on its underlying assets and the performance of the various sectors and economies in which it invests.

Markets regulator SEBI has classified mutual funds on the basis of their distinctive features like asset allocation strategy, risk profile, investment objective etc. Equity Mutual Funds are the schemes that aim to generate capital appreciation over a long period of time by investing primarily in equity and equity-related instruments. , Equity Mutual Funds can be further classified as Small Cap, Mid Cap, Large Cap, Multi Cap and ELSS. ELSS is a tax saving scheme that comes with a lock-in of three years. Among other equity schemes, large cap schemes can be considered for those who wish to earn stable returns with minimal investment risk.

Large cap fund is an open ended equity scheme which should invest at least 80 per cent of its total assets in equity and equity related instruments of large cap companies. These funds invest in the stocks of companies that are ranked 1 to 100 in terms of market capitalization. Also known as bluechip funds, these funds invest only in stocks of companies that have a proven track record and are financially prosperous. The objective of a bluechip fund manager is to design an investment strategy that will earn steady capital appreciation without choosing high-risk stocks. Having said that, since it is an equity scheme, investments made in Blue Chip Funds cannot be considered as safe. Also, these funds do not guarantee capital growth, so investors should determine their appetite for risk before investing.

Remember to start investing early if you want to create wealth through investing in bluechip schemes. It is better to have a longer investment horizon while investing in equity schemes like bluechip funds for wealth creation. Historically, equity schemes have offered good capital appreciation for those who stay invested for a long period of time. Long-term investment not only gives investors an opportunity to earn capital appreciation but also provides an opportunity to control inflation.

Axis Bluechip Fund

Investors looking to diversify their investment portfolio with large cap schemes can consider investing in
Axis Bluechip Fund
, Axis Bluechip Fund is an open ended equity scheme that primarily invests in large cap stocks. The investment objective of Axis Bluechip Fund is to achieve long-term capital appreciation by investing in a diversified portfolio consisting primarily of equity and equity related securities of large cap companies including derivatives. However, no assurance can be given that the investment objective of the scheme will be achieved.

Features and Benefits of Axis Bluechip Fund

It is essential for investors to understand the benefits of investing in a particular scheme. Some of the features of Axis Bluechip Fund are as follows:

  • Axis Bluechip Fund Blue which primarily invests in large wealthy companies. Such companies are traded frequently and hence are also liquid and less volatile as these stocks have proven track record, business model and are capable of delivering consistent returns over a long period of time.
  • Axis Bluechip Fund aims to outperform the benchmark with less risk appetite
  • Axis Bluechip Fund primarily invests in equities to generate capital appreciation. Equities as an asset class have the potential to beat inflation and generate long-term wealth
  • Retail investors can target long term financial goals of their life like education of children and their future, retirement or any other long term growth which requires wealth creation plan through long term investment in Axis Bluechip Fund.


Start SIP in Axis Bluechip Fund for Wealth Creation

A systematic investment plan is an investment tool to invest small amounts at a fixed interval till your investment objective is achieved. Investors can choose the monthly SIP amount, but it should not be less than the minimum investment amount mentioned in the offer document. An investor only has to decide how much to invest and allow auto debit. Thereafter, a predetermined amount is debited from the investor’s savings account on a specified date every month and transferred to their Axis Bluechip Fund portfolio. One does not need huge investment amount to start monthly
sip
In Axis Bluechip Fund. If you want to benefit from the power of compounding and investment techniques like rupee cost averaging, make sure you stay invested in Axis Bluechip Fund for as long as possible.

Axis Bluechip Fund

An open ended equity scheme investing primarily in large cap stocks

a spotlight

Mutual fund investments are subject to market risks, read all the documents related to the scheme carefully.

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