Axis Growth Opportunities Fund Direct-Growth
(Scheme Rating)
NAV as of Jan 03, 2025
35.52-0.45%
- Growth - Direct
(Earn upto 1.10% Extra Returns with Direct Plan)
Fund Category:
Equity: Large & MidCap
Expense Ratio:
0.59%(0.67% Category
average)Fund Size:
Rs. 14,007.12 Cr(5.19% of Investment in Category)
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Axis Growth Opportunities Fund Direct-Growth
(Scheme Rating)
NAV as of Jan 03, 2025
35.52-0.45%
Expense Ratio:
0.59%
Fund Size:
Rs. 14,007.12 Cr
Fund Category:
Equity: Large & MidCap
1. Current NAV: The Current Net Asset Value of the Axis Growth Opportunities Fund - Direct Plan as of Jan 03, 2025 is Rs 35.52 for Growth option of its Direct plan.
2. Returns: Its trailing returns over different time periods are: 27.93% (1yr), 16.94% (3yr), 23.55% (5yr) and 22.52% (since launch). Whereas, Category returns for the same time duration are: 24.817373052165518% (1yr), 18.579488596556168% (3yr) and 21.065126501920176% (5yr).
3. Fund Size: The Axis Growth Opportunities Fund - Direct Plan currently holds Assets under Management worth of Rs 14007.1204 crore as on Sep 30, 2024.
4. Expense ratio: The expense ratio of the fund is 0.59% for Direct plan as on Nov 30, 2024.
5. Exit Load: Axis Growth Opportunities Fund - Direct Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months."
6. Minimum Investment: Minimum investment required is Rs 100 and minimum additional investment is Rs 100. Minimum SIP investment is Rs 100.
Axis Growth Opportunities Fund Direct-Growth Returns
Trailing Returns
Rolling Returns
Discrete Period
SIP Returns
1M 3M 6M 1Y 3Y 5Y Annualized Returns -0.42 -1.25 4.26 29.49 15.89 23.78 Category Avg -1.35 -4.98 -0.46 22.75 17.51 21.17 Rank within Category 23 15 9 10 23 8 No. of funds within Category 64 59 55 50 32 27 - Loading...
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Return Comparison
- This Fund
- BenchmarkNIFTY Large Midcap 250 Total Return Index
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Axis Growth Opportunities Fund Direct-Growth Fund Details
Investment Objective - The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
| Fund House | Axis Mutual Fund |
| Launch Date | Oct 22, 2018 |
| Benchmark | NIFTY Large Midcap 250 Total Return Index |
| Return Since Launch | 22.66% |
| Riskometer | Very High |
| Type | Open-ended |
| Risk Grade | Above Average |
| Return Grade | Average |
Axis Growth Opportunities Fund Direct-Growth Investment Details
| Minimum Investment (Rs.) | 100.00 |
| Minimum Additional Investment (Rs.) | 100.00 |
| Minimum SIP Investment (Rs.) | 100.00 |
| Minimum Withdrawal (Rs.) | - |
| Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | |
Portfolio Allocation
Asset Allocation
Asset Allocation History
Sector Allocation
Market Cap Allocation
Concentration & Valuation Analysis
| NOV 2024 | OCT 2024 | SEP 2024 | AUG 2024 | JUL 2024 | JUN 2024 | |
|---|---|---|---|---|---|---|
| Number of Holdings | 125 | 126 | 137 | 138 | 136 | 132 |
| Top 5 Company Holdings | 15.68% | 15.91% | 15.24% | 14.57% | 15.19% | 15.01% |
| Top 10 Company Holdings | 24.53% | 24.71% | 24.63% | 23.81% | 24.44% | 23.93% |
| Company with Highest Exposure | Torrent Power (3.82%) | Torrent Power (4.68%) | Torrent Power (4.58%) | Torrent Power (4.36%) | Torrent Power (4.76%) | Torrent Power (4.0%) |
| Number of Sectors | 16 | 16 | 16 | 16 | 16 | 16 |
| Top 3 Sector Holdings | 41.8% | 40.21% | 38.17% | 37.81% | 37.88% | 40.59% |
| Top 5 Sector Holdings | 60.99% | 58.59% | 56.75% | 57.29% | 57.02% | 58.67% |
| Sector with Highest Exposure | Financial (16.02%) | Financial (16.08%) | Financial (14.39%) | Financial (14.13%) | Financial (14.31%) | Financial (14.95%) |
Top Stock Holdings
Sector Holdings in MF
Company Sector Assest(%) P/E EPS-TTM(₹) RETURN 1 YR(%) Torrent Power Energy 4.58 34.00 44.52 49.17 ICICI Bank Financial 2.89 18.41 68.72 28.15 Cholamandalam Investment and Finance Company Financial 2.67 28.80 45.84 1.77 CG Power Capital Goods 2.57 78.03 9.44 58.75 HDFC Bank Financial 2.53 19.24 90.93 3.45 Sona BLW Precision Forgings Automobile 2.1 - - - Reliance Industries Energy 2.05 24.93 50.19 -3.63 Infosys Technology 1.8 29.87 64.90 28.16 Bharti Airtel Communication 1.79 79.32 20.16 52.58 Persistent Systems Technology 1.65 80.98 79.11 76.35
Peer Comparison
Cumulative Returns
SIP returns
Discrete Returns
Quant Measures
Asset Allocation
Scheme Name NAV(Rs./Unit) Scheme Rating AUM(Rs. Cr) 1M 1Y 3Y 5Y Axis Growth Opportunities Fund Direct-Growth 35.68 14,007.12 -0.42 29.49 15.89 23.78 Bandhan Core Equity Fund Direct-Growth 152.64 7,292.94 0.11 31.40 24.76 24.83 Quant Large and Mid Cap Fund Direct-Growth 130.01 3,692.71 0.23 21.39 23.09 27.46 Motilal Oswal Large and Midcap Fund Direct - Growth 38.00 7,710.01 4.02 48.38 28.62 28.58 SBI Large & Midcap Fund Direct Plan-Growth 649.47 29,328.76 -1.40 20.87 18.08 21.89
Risk Ratios
Ratios are calculated using the calendar month returns for the last 3 years
Standard Deviation
Standard Deviation
Standard deviation is the deviation of the fund's return around mean.
High Volatality
14.54VS13.61Fund Vs Category Avg
Beta
Beta
Beta shows the portfolio risk in relation to the market. A beta of less than 1 means that the fund returns are less volatile compared to the broader market. A beta of more than 1 means that the fund returns are more volatile than the broader markets. A beta equal to 1 means that fund's volatility is in line with the broader market.
High Volatality
0.95VS0.94Fund Vs Category Avg
Sharpe Ratio
Sharpe Ratio
Sharpe ratio is a risk adjusted performance measure. A fund with a higher Sharpe ratio is considered better than a fund with a lower Sharpe ratio.
Poor risk-adjusted returns
0.68VS0.92Fund Vs Category Avg
Treynor's Ratio
Treynor's Ratio
Treynor is a risk adjusted performance measure. A fund with a higher Treynor ratio is considered better than a fund with a lower Treynor ratio.
Poor risk-adjusted returns
10.41VS13.25Fund Vs Category Avg
Jensen's Alpha
Jensen's Alpha
Alpha shows the ability of the fund manager to outperform the market. A higher Alpha is preferred.
Poor risk-adjusted returns
1.60VS4.22Fund Vs Category Avg
Mean Return
Mean Return
Average return generated by the fund during a specified period.
Poor average monthly returns
15.81VS18.39Fund Vs Category Avg
Risk Ratio Chart
- Risk Ratio
- Category Average
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Fund Manager
- S.D.Shreyash DevalkarSince Aug 20236 schemes
- H.D.Hitesh DasSince Aug 20233 schemes
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Axis Multicap Fund Direct-Growth Multi Cap 18.90 6,807.34 37.35 Axis Midcap Direct Plan-Growth Mid Cap 130.92 30,329.58 33.95 Axis ELSS Tax Saver Direct Plan-Growth ELSS 106.61 36,373.17 20.77 Axis Bluechip Fund Direct Plan-Growth Large Cap 67.68 33,547.36 17.46 Axis Consumption Fund Direct-Growth Thematic-Consumption 9.86 Unrated 4,381.16 - Axis India Manufacturing Fund Direct-Growth Thematic 14.03 Unrated 6,039.84 37.15 Mr. Das is a PGDM, M.Tech, B.Tech Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Axis Multicap Fund Direct-Growth Multi Cap 18.90 6,807.34 37.35 Axis Consumption Fund Direct-Growth Thematic-Consumption 9.86 Unrated 4,381.16 - Axis ESG Integration Strategy Fund Direct-Growth Thematic-ESG 23.00 Unrated 1,334.37 20.48
More Axis Mutual Fund
| Scheme Name | Rating | Asset Size(Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Axis ELSS Tax Saver Direct Plan-Growth | 36,373.17 | -0.01 | -6.34 | 1.95 | 18.76 | 8.98 | |
| Axis Bluechip Fund Direct Plan-Growth | 33,547.36 | -0.33 | -6.67 | 0.09 | 15.33 | 9.19 | |
| Axis Liquid Direct Fund-Growth | 33,183.30 | 0.60 | 1.78 | 3.60 | 7.47 | 6.51 | |
| Axis Midcap Direct Plan-Growth | 30,329.59 | 1.70 | -3.81 | 2.85 | 31.97 | 18.29 | |
| Axis Small Cap Fund Direct-Growth | 24,353.17 | 1.59 | -2.28 | 6.44 | 27.33 | 21.51 | |
| Axis Money Market Fund Direct-Growth | 17,436.29 | 0.63 | 1.84 | 3.80 | 7.89 | 6.79 | |
| Axis Growth Opportunities Fund Direct-Growth | 14,007.12 | 0.54 | -3.93 | 4.08 | 27.68 | 15.95 | |
| Axis Focused Direct Plan-Growth | 13,289.37 | -0.49 | -6.86 | 2.02 | 16.37 | 5.89 | |
| Axis Banking & PSU Debt Direct Plan-Growth | 13,044.53 | 0.55 | 1.59 | 4.04 | 7.80 | 6.23 | |
| Axis Flexi Cap Fund Direct-Growth | 12,854.88 | 0.84 | -4.18 | 3.92 | 24.15 | 11.64 |
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1. Axis Growth Opportunities Fund - Direct Plan is Open-ended Large & MidCap Equity scheme which belongs to Axis Mutual Fund House.
2. The fund was launched on Oct 22, 2018.
Investment objective & Benchmark
1. The investment objective of the fund is that " The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. "
2. It is benchmarked against NIFTY Large Midcap 250 Total Return Index.
Asset Allocation & Portfolio Composition
1. The asset allocation of the fund comprises around 96.19782508% in equities, 2.92753891% in debts and 0.87495715% in cash & cash equivalents.
2. While the top 10 equity holdings constitute around 24.63% of the assets, the top 3 sectors constitute around 41.8% of the assets.
3. The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around 0.0% in giant & large cap companies, 0.0% in mid cap and 0.0% in small cap companies.
Tax Implications on Axis Growth Opportunities Fund Direct-Growth
1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.
2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.
3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).
4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.
5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.
This Might Catch Your Interest
FAQs about Axis Growth Opportunities Fund Direct-Growth
- Is it safe to invest in Axis Growth Opportunities Fund - Direct Plan?As per SEBI’s latest guidelines to calculate risk grades, investment in the Axis Growth Opportunities Fund - Direct Plan comes under Very High risk category.
- What is the category of Axis Growth Opportunities Fund - Direct Plan?Axis Growth Opportunities Fund - Direct Plan belongs to the Equity : Large & MidCap category of funds.
- How Long should I Invest in Axis Growth Opportunities Fund - Direct Plan?The suggested investment horizon of investing into Axis Growth Opportunities Fund - Direct Plan is >3 years. The suggested investment horizon is the minimum time required for holding investments in the fund to reduce its downside risk and ensure that the returns become more predictable.
- Who manages the Axis Growth Opportunities Fund - Direct Plan?The Axis Growth Opportunities Fund - Direct Plan is managed by Shreyash Devalkar (Since Aug 04, 2023) and Hitesh Das (Since Aug 03, 2023).
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