Axis Growth Opportunities Fund Regular-Growth
(Scheme Rating)
NAV as of Dec 27, 2024
32.08-0.19%
- Growth - Regular
(Earn upto 1.10% Extra Returns with Direct Plan)
Fund Category:
Equity: Large & MidCap
Expense Ratio:
1.69%(1.77% Category
average)Fund Size:
Rs. 14,007.12 Cr(5.19% of Investment in Category)
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Axis Growth Opportunities Fund Regular-Growth
(Scheme Rating)
NAV as of Dec 27, 2024
32.08-0.19%
Expense Ratio:
1.69%
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 - Regular Plan as of Dec 27, 2024 is Rs 32.08 for Growth option of its Regular plan.
2. Returns: Its trailing returns over different time periods are: 26.5% (1yr), 15.5% (3yr), 21.87% (5yr) and 20.73% (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 - Regular 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 1.69% for Regular plan as on Nov 30, 2024.
5. Exit Load: Axis Growth Opportunities Fund - Regular 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 Regular-Growth Returns
Trailing Returns
Rolling Returns
Discrete Period
SIP Returns
1M 3M 6M 1Y 3Y 5Y Annualized Returns 0.06 -5.26 3.92 26.50 15.50 21.87 Category Avg 0.02 -5.83 2.76 24.82 18.58 21.07 Rank within Category 15 14 12 11 23 8 No. of funds within Category 36 33 32 29 28 25 - Loading...
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Return Comparison
- This Fund
- BenchmarkNIFTY Large Midcap 250 Total Return Index
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Axis Growth Opportunities Fund Regular-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 | 20.73% |
| Riskometer | Very High |
| Type | Open-ended |
| Risk Grade | Above Average |
| Return Grade | Average |
Axis Growth Opportunities Fund Regular-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 32.60 44.52 57.90 ICICI Bank Financial 2.89 19.03 68.72 29.99 Cholamandalam Investment and Finance Company Financial 2.67 26.05 45.84 -3.39 CG Power Capital Goods 2.57 79.25 9.44 65.41 HDFC Bank Financial 2.53 19.78 90.93 5.45 Sona BLW Precision Forgings Automobile 2.1 - - - Reliance Industries Energy 2.05 24.33 50.19 -6.27 Infosys Technology 1.8 29.53 64.90 22.66 Bharti Airtel Communication 1.79 79.37 20.16 54.32 Persistent Systems Technology 1.65 80.82 79.11 70.06
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 Regular-Growth 32.08 14,007.12 0.06 26.50 15.50 21.87 ICICI Prudential Large & Mid Cap Fund-Growth 925.10 17,694.45 -1.46 21.94 21.53 22.68 Motilal Oswal Large and Midcap Fund Regular - Growth 34.71 7,710.01 5.26 46.51 27.91 26.39 HDFC Large and Mid Cap Fund Regular- Growth 329.64 23,988.97 -0.19 20.62 21.91 23.13 SBI Large & Midcap Fund-Growth 590.00 29,328.76 -1.39 18.89 17.87 20.88
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
14.54VS13.65Fund 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.
Moderate Volatility
0.95VS0.95Fund 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
0.65VS0.91Fund 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
9.90VS12.99Fund 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
-0.16VS2.76Fund Vs Category Avg
Mean Return
Mean Return
Average return generated by the fund during a specified period.
Poor average monthly returns
15.33VS18.21Fund 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 Midcap Fund Regular-Growth Mid Cap 111.55 30,329.58 30.50 Axis ELSS Tax Saver Fund-Growth ELSS 93.40 36,373.17 18.66 Axis Bluechip Fund-Growth Large Cap 58.67 33,547.36 15.04 Axis Consumption Fund Regular-Growth Thematic-Consumption 9.62 Unrated 4,381.16 - Axis India Manufacturing Fund Regular-Growth Thematic 13.62 Unrated 6,039.84 34.45 Axis Multicap Fund Regular-Growth Multi Cap 17.83 Unrated 6,807.34 32.86 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 Consumption Fund Regular-Growth Thematic-Consumption 9.62 Unrated 4,381.16 - Axis Multicap Fund Regular-Growth Multi Cap 17.83 Unrated 6,807.34 32.86 Axis ESG Integration Strategy Fund Regular-Growth Thematic-ESG 21.38 Unrated 1,334.37 17.67
More Axis Mutual Fund
| Scheme Name | Rating | Asset Size(Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Axis ELSS Tax Saver Fund-Growth | 36,373.17 | 0.66 | -7.94 | 2.43 | 19.38 | 8.92 | |
| Axis Bluechip Fund-Growth | 33,547.36 | 0.71 | -8.20 | 1.28 | 15.92 | 8.79 | |
| Axis Liquid Fund Retail-Growth | 33,183.30 | 0.49 | 1.59 | 3.25 | 6.84 | 5.86 | |
| Axis Liquid Fund Regular-Growth | 33,183.30 | 0.53 | 1.71 | 3.50 | 7.37 | 6.39 | |
| Axis Midcap Fund Regular-Growth | 30,329.59 | 2.52 | -5.31 | 2.90 | 31.13 | 17.84 | |
| Axis Small Cap Fund Regular-Growth | 24,353.17 | 3.38 | -3.81 | 7.68 | 25.39 | 20.88 | |
| Axis Money Market Fund Regular-Growth | 17,436.29 | 0.56 | 1.78 | 3.66 | 7.69 | 6.58 | |
| Axis Growth Opportunities Fund Regular-Growth | 14,007.12 | 1.65 | -5.40 | 4.26 | 26.86 | 15.53 | |
| Axis Focused Fund Regular-Growth | 13,289.37 | 1.41 | -8.36 | 2.63 | 17.15 | 5.57 | |
| Axis Banking & PSU Debt Fund-Growth | 13,044.53 | 0.57 | 1.53 | 3.76 | 7.47 | 5.90 |
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1. Axis Growth Opportunities Fund - Regular 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 Regular-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 Regular-Growth
- Is it safe to invest in Axis Growth Opportunities Fund - Regular Plan?As per SEBI’s latest guidelines to calculate risk grades, investment in the Axis Growth Opportunities Fund - Regular Plan comes under Very High risk category.
- What is the category of Axis Growth Opportunities Fund - Regular Plan?Axis Growth Opportunities Fund - Regular Plan belongs to the Equity : Large & MidCap category of funds.
- How Long should I Invest in Axis Growth Opportunities Fund - Regular Plan?The suggested investment horizon of investing into Axis Growth Opportunities Fund - Regular 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 - Regular Plan?The Axis Growth Opportunities Fund - Regular Plan is managed by Shreyash Devalkar (Since Aug 04, 2023) and Hitesh Das (Since Aug 03, 2023).
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