I have been following this fund very closely for more than 18 months. I really liked the way they managed this fund hence its being actively managed.
The first point, i would like to talk about the way they are managing their portfolio.
I have seen the portfolio changes more often. that shows they haven’t hesitated to change their decision in-terms of adding / removing stocks based on the performance. You can see the recent changes here
The second point, which i would like to talk about the stock picking.
They have picked the golden stocks, that have been performing very well for more than a decade due to the quality of management & the business. It diversified into multiple sector but with limited stock picks.
The Third point, Which i would like to talk about the historical performance.
It generated 76% of profit in the last 3 years. thats simply fabulous.
The Fourth point, i would like to talk about the ratings.
CRISIL, MorningStar & Value Research maintaining 5 star rating for more than 3 quarters.
Finally, Fund have been managing ~ 10211 Cr with the expense ratio of 0.64%.
Find the recent interview of Shreyash Devalkar who is the fund manager of Axis Bluechip fund.
[…] Here is the article, To know more about the fund & performance. […]
Awesome post! Keep up the great work! 🙂
Thank You!