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5 star

Axis Growth Opportunities Fund - Regular Plan download report


1 Lakh

Investment Grown to
₹ 1.90 Lakh

₹ 10000

Monthly SIP Grown to
₹ 5.06 Lakh

Suitability:

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 flexi-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

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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(₹)
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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Axis Growth Opportunities Fund Reg-G -4.26 0.54 2.35 10.89 8.48 0.10 5.48 23.77 -- -- --
S&P BSE Large Mid Cap TRI 2.40 0.74 1.06 8.68 7.16 3.01 9.77 19.24 -- -- --
Equity: Large & MidCap -1.43 0.43 0.78 7.63 6.91 0.04 6.20 20.13 -- -- --
Rank within category 23 6 1 1 4 16 17 2 -- -- --
Number of funds in category 29 30 30 30 30 29 28 24 20 19 17

As on 08-Aug-2022

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Axis Growth Opportunities Fund - Regular Plan
5 star
Oct-18 5.48 23.77 -- 2.01 8,050
Mirae Asset Emerging Bluechip Fund - Regular Plan  | Invest Online
5 star
Jul-10 3.59 23.09 15.11 1.69 20,664
Canara Robeco Emerging Equities Fund - Regular Plan  | Invest Online
4 star
Mar-05 6.22 22.85 13.01 1.86 14,231
Kotak Equity Opportunities Fund - Regular Plan  | Invest Online
4 star
Sep-04 7.12 20.46 12.17 1.83 10,286
SBI Large & Midcap Fund  | Invest Online
5 star
Feb-93 9.04 21.46 13.42 1.88 7,149

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) 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 86.28 23-Mar-2020 - 23-Mar-2021 -18.71 22-Mar-2019 - 23-Mar-2020

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Axis Growth Opportunities Fund Reg-G 22.31 21.37 0.88 1.07 0.90 4.01
S&P BSE Large Mid Cap TRI 19.24 21.92 0.72 0.83 -- --
Equity: Large & MidCap 20.30 22.72 0.74 0.80 0.98 0.62
Rank within category 4 7 3 2 2 2
Number of funds in category 24 24 24 24 24 24

The Risk Measures have been calculated using calendar month returns for the last three years.

As on 31-Jul-2022

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 86
Top 10 Stocks (%) 45.32
Top 5 Stocks (%) 29.16
Top 3 Sectors (%) 50.31
Portfolio P/B Ratio 5.91
Portfolio P/E Ratio 28.73

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 1,27,697 1,00,098
Giant (%) 39.38 40.96
Large (%) 21.20 16.68
Mid (%) 37.50 42.16
Small (%) 1.92 3.68
Tiny (%) -- 0.00

Value Research Fund Style

Sector Allocation vis-à-vis Category

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
equal Bajaj Finance Financial 50.20 9.64 3.68 9.63
equal PI Industries Chemicals 53.98 8.00 3.97 5.53
up Tata Elxsi Technology 94.55 9.11 0.00 5.30
equal Avenue Supermarts Services 134.46 5.75 1.23 4.70
equal Torrent Power Energy 34.99 6.12 3.59 4.00
up Cholamandalam Investment & Finance Company Financial 26.45 4.83 0.20 3.88
up Astral Materials 81.26 5.18 1.41 3.24
equal Info Edge (India) Services 4.28 7.08 3.17 3.21
up Sundaram Finance Financial 20.74 9.12 1.78 2.92
equal Coforge Technology 33.90 6.49 0.00 2.91
equal Mahindra & Mahindra Automobile 18.87 2.51 0.00 2.35
equal Divi's Laboratories Healthcare 35.41 2.43 0.00 2.25
equal HDFC Bank Financial 20.54 3.46 0.00 2.23
equal TTK Prestige Consumer Discretionary 36.91 3.62 0.00 1.83
up ZF Commercial Vehicle Control Systems India Automobile 96.69 1.77 0.00 1.77
up The Indian Hotels Company Services 191.15 3.13 0.00 1.74
up Pidilite Industries Chemicals 111.50 2.34 0.50 1.51
up Sona BLW Precision Forgings Automobile 94.19 1.51 0.00 1.27
up Clean Science And Technology Chemicals 71.69 2.12 0.00 1.20
equal Tube Investments Of India Automobile 54.97 1.17 0.00 1.16
equal Gland Pharma Healthcare 34.82 1.99 0.00 1.15
equal Microsoft Corportion (US) Technology -- 1.15
up CG Power & Industrial Solutions Capital Goods 36.41 1.03 0.00 1.03
equal Supreme Industries Materials 23.71 4.27 0.97 0.97
up Alphabet Inc Class A Services -- 0.93

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 31-Jul-2022

Fund Manager

— 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:


0.54%

Change from previous, NAV as on 08-Aug-2022

Growth: ₹ 20.4700

IDCW: ₹ 16.9500


Investment Strategy

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.

Investment Details

Min. Investment (₹) 5,000
Min. Addl Investment (₹) 100
Min. SIP Investment (₹) 1,000
Min. No of Cheques 6
Min. Withdrawal (₹) --
Min. Balance (₹) 1
Lock-in Period Not Applicable
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Basic Details

Fund House: Axis Mutual Fund
Launch Date: 22-Oct-2018
Return Since Launch: 20.76%
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 8,050 Cr (As on 31-Jul-2022)
Expense Ratio: 2.01% (As on 30-Jun-2022)
Risk Grade: Below Average
Return Grade: High
Turnover: 32.00%

Most Recent Dividends

Plan Record Date Dividend (₹ / Unit)  
IDCW25-Mar-20221.7500

 25-Mar-20211.3500

Contact Information

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

Website: http://www.axismf.com

Registrar & Transfer Agent: KFin Technologies Ltd.

Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Phone: 040-44857874

Email: [email protected]

Website: www.karvymfs.com

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