1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider multi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.81 | -0.80 | 0.07 | 4.12 | 19.09 | 28.65 | 23.63 | -- | -- | -- | -- |
| S&P BSE Large Mid Cap TRI | 3.01 | -1.37 | -0.63 | 3.72 | 18.06 | 26.47 | 16.47 | -- | -- | -- | -- |
| Equity: Large & MidCap | 2.90 | -1.26 | -1.04 | 6.78 | 20.79 | 30.48 | 17.23 | -- | -- | -- | -- |
| Rank within category | 29 | 3 | 1 | 28 | 20 | 18 | 5 | -- | -- | -- | -- |
| Number of funds in category | 29 | 29 | 29 | 29 | 29 | 28 | 28 | 21 | 20 | 18 | 18 |
As on 22-Jan-2021
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Axis Growth Opportunities Fund - Regular Plan | Oct-18 | 23.63 | -- | -- | 2.20 | 2,067 | |
| Mirae Asset Emerging Bluechip Fund - Regular Plan | Invest Online |  |
Jul-10 | 25.47 | 11.22 | 20.22 | 1.70 | 14,302 |
| Canara Robeco Emerging Equities Fund - Regular Plan | Invest Online | |
Mar-05 | 24.80 | 7.91 | 17.10 | 1.90 | 7,313 |
| Kotak Equity Opportunities Fund - Regular Plan | Invest Online |  |
Sep-04 | 16.12 | 8.12 | 15.36 | 1.96 | 4,633 |
| Invesco India Growth Opportunities Fund | Invest Online | |
Aug-07 | 15.94 | 8.16 | 14.88 | 1.91 | 3,472 |
| Best (Period) | Worst (Period) | |
|---|---|---|
| Week | 8.39 (24-Mar-2020 - 31-Mar-2020) | -16.67 (16-Mar-2020 - 23-Mar-2020) |
| Month | 16.90 (24-Mar-2020 - 23-Apr-2020) | -31.64 (20-Feb-2020 - 23-Mar-2020) |
| Quarter | 30.23 (24-Mar-2020 - 23-Jun-2020) | -27.73 (23-Dec-2019 - 23-Mar-2020) |
| Year | 28.68 (06-Jan-2020 - 05-Jan-2021) | -18.71 (22-Mar-2019 - 23-Mar-2020) |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | -- | -- | -- | -- | -- | -- |
| S&P BSE Large Mid Cap TRI* | 10.32 | 22.05 | 0.25 | 0.29 | -- | -- |
| Equity: Large & MidCap* | 7.51 | 23.34 | 0.12 | 0.14 | 1.00 | -3.94 |
| Rank within category | -- | -- | -- | -- | -- | -- |
| Number of funds in category | -- | -- | -- | -- | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on
* As on 31-Dec-2020
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| Number of Stocks | 36 |
| Top 10 Stocks (%) | 41.43 |
| Top 5 Stocks (%) | 25.31 |
| Top 3 Sectors (%) | 55.19 |
| Portfolio P/B Ratio | 5.28 |
| Portfolio P/E Ratio | 38.98 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 1,10,854 | 76,668 |
| Giant (%) | 42.95 | 40.10 |
| Large (%) | 8.32 | 12.78 |
| Mid (%) | 46.00 | 43.62 |
| Small (%) | 2.73 | 5.84 |
| Tiny (%) | -- | 0.48 |
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
Bajaj Finance | Financial | 74.44 | 7.65 | 0.00 | 6.92 |
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Sundaram Finance | Financial | 19.95 | 6.17 | 0.00 | 5.74 |
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Info Edge (India) | Services | 142.93 | 7.17 | 0.00 | 4.86 |
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PI Industries | Chemicals | 54.96 | 6.92 | 0.00 | 3.97 |
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Torrent Power | Energy | 21.37 | 6.47 | 0.00 | 3.82 |
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Astral Poly Technik | Chemicals | 111.22 | 3.72 | 0.00 | 3.71 |
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Kotak Mahindra Bank | Financial | 40.07 | 6.07 | 0.00 | 3.31 |
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Supreme Industries | Chemicals | 47.93 | 4.27 | 0.00 | 3.10 |
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Coforge | Technology | 34.49 | 3.06 | 0.00 | 3.06 |
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Indian Hotels | Services | -- | 3.13 | 0.00 | 2.94 |
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Endurance Technologies | Automobile | 53.20 | 2.99 | 0.00 | 2.39 |
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Tata Consultancy Services | Technology | 39.69 | 5.71 | 0.00 | 2.38 |
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HDFC | Financial | 28.84 | 8.21 | 0.00 | 2.10 |
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Asian Paints | Chemicals | 90.61 | 4.02 | 0.00 | 1.92 |
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Avenue Supermarts | Services | 194.36 | 5.75 | 0.00 | 1.85 |
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Tata Communications | Communication | 43.50 | 1.96 | 0.00 | 1.73 |
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Tata Elxsi | Technology | 47.63 | 1.70 | 0.00 | 1.70 |
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HDFC Bank | Financial | 25.92 | 5.40 | 0.00 | 1.57 |
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Motherson Sumi Systems | Automobile | -- | 1.85 | 0.00 | 1.53 |
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Microsoft Corportion (US) | Technology | -- | 1.50 | ||
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City Union Bank | Financial | 31.45 | 1.48 | 0.00 | 1.48 |
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Amazon. com Inc. (USA) | Cons Durable | -- | 1.39 | ||
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Gland Pharma | Healthcare | 48.23 | 1.39 | 0.00 | 1.39 |
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Cholamandalam Invest. & Fin. | Financial | 26.64 | 2.75 | 0.00 | 1.37 |
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TTK Prestige | Cons Durable | 60.38 | 1.74 | 0.00 | 1.20 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2020
— Jinesh Gopani since 01-Oct-2018
Education: Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience: Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Interviews:
Funds Managed:
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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.
| Minimum Investment (₹) | 5,000 |
| Minimum Addl Investment (₹) | 100 |
| Minimum SIP Investment (₹) | 1,000 |
| Minimum No of Cheques | 6 |
| Minimum Withdrawal (₹) | -- |
| Minimum Balance (₹) | 1 |
| Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
| Fund House: | Axis Mutual Fund |
| Launch Date: | 22-Oct-2018 |
| Return Since Launch: | 19.38% |
| Benchmark: | NIFTY Large Midcap 250 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 2,067 Cr (As on 31-Dec-2020) |
| Expense: | 2.20% (As on 31-Dec-2020) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | 37.00% |
AMC: Axis Asset Management Company Ltd.
Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025
Phone: 022-24255161
Fax: 022-43255199
Email: [email protected] / [email protected]
Website: http://www.axismf.com
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
Friday, 29-Jan-2021
12:30 PM - 01:00 PM