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Unrated

Axis Growth Opportunities Fund - Regular Plan


1 Lakh

Investment Grown to
₹ 1.24 Lakh

₹ 10000

Monthly SIP Grown to
₹ 1.52 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 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

  • 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
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

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
Unrated
Oct-18 23.63 -- -- 2.20 2,067
Mirae Asset Emerging Bluechip Fund - Regular Plan  | Invest Online
5 star
Jul-10 25.47 11.22 20.22 1.70 14,302
Canara Robeco Emerging Equities Fund - Regular Plan  | Invest Online
5 star
Mar-05 24.80 7.91 17.10 1.90 7,313
Kotak Equity Opportunities Fund - Regular Plan  | Invest Online
4 star
Sep-04 16.12 8.12 15.36 1.96 4,633
Invesco India Growth Opportunities Fund  | Invest Online
4 star
Aug-07 15.94 8.16 14.88 1.91 3,472

Best & Worst Performance

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)

Risk Measures (%)

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

Asset Allocation (%)

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Concentration & Valuation

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

Portfolio Aggregates

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

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 74.44 7.65 0.00 6.92
equal Sundaram Finance Financial 19.95 6.17 0.00 5.74
down Info Edge (India) Services 142.93 7.17 0.00 4.86
equal PI Industries Chemicals 54.96 6.92 0.00 3.97
up Torrent Power Energy 21.37 6.47 0.00 3.82
equal Astral Poly Technik Chemicals 111.22 3.72 0.00 3.71
equal Kotak Mahindra Bank Financial 40.07 6.07 0.00 3.31
equal Supreme Industries Chemicals 47.93 4.27 0.00 3.10
new Coforge Technology 34.49 3.06 0.00 3.06
equal Indian Hotels Services -- 3.13 0.00 2.94
equal Endurance Technologies Automobile 53.20 2.99 0.00 2.39
equal Tata Consultancy Services Technology 39.69 5.71 0.00 2.38
equal HDFC Financial 28.84 8.21 0.00 2.10
equal Asian Paints Chemicals 90.61 4.02 0.00 1.92
equal Avenue Supermarts Services 194.36 5.75 0.00 1.85
equal Tata Communications Communication 43.50 1.96 0.00 1.73
up Tata Elxsi Technology 47.63 1.70 0.00 1.70
equal HDFC Bank Financial 25.92 5.40 0.00 1.57
equal Motherson Sumi Systems Automobile -- 1.85 0.00 1.53
up Microsoft Corportion (US) Technology -- 1.50
up City Union Bank Financial 31.45 1.48 0.00 1.48
up Amazon. com Inc. (USA) Cons Durable -- 1.39
equal Gland Pharma Healthcare 48.23 1.39 0.00 1.39
equal Cholamandalam Invest. & Fin. Financial 26.64 2.75 0.00 1.37
equal TTK Prestige Cons Durable 60.38 1.74 0.00 1.20

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-Dec-2020

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:


-0.80%

Change from previous, NAV as on 22-Jan-2021

Growth: ₹ 14.9100

Dividend: ₹ 14.9100


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

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

Basic Details

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%

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

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

Upcoming Video

Investors' Hangout

Understanding the new risk-o-meter

dateFriday, 29-Jan-2021
time12:30 PM - 01:00 PM