My journey with Axis Bluechip Fund completed five years and it was the year where I decided to call it a pause on the investment. Its continued underperformance against its benchmark S&P BSE 100 was the primary reason to take a pause. And to some extent the Axis front running case was also responsible for my decision.
Is this a regular or a direct plan? It’s both. I started with a regular plan with help of MFD and then from Sep-2022 I started investing in the direct plan as well. The charts below are for both of them combined. Regular plan holds 76% of my investment while the direct plan holds the remaining 24%.
Did I beat the benchmark S&P BSE 100? No. Since last three years, my investment has underperformed the S&P BSE 100.
Am I going to continue investing in it? No, I am pausing further investments.
Did I make any lumpsum purchases in-between? No
Investment through the years
Returns
Profit Percent
XIRR
