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Unrated

Axis Growth Opportunities Fund - Regular Plan


1 Lakh

Investment Grown to
₹ 1.14 Lakh

₹ 10000

Monthly SIP Grown to
₹ 1.27 Lakh

Analyst's Choice?

Suitability:

When you invest for five years or above, you can expect gains that comfortably beat the inflation rate and are also higher than 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, thereby providing some degree of flexibility to the fund management team to invest in companies of different sizes, depending upon where it expects maximum gains. We believe this flexibility is good for fund investors but we suggest one should also consider multi cap funds which offer complete freedom to fund managers to choose companies of different sizes.

Like 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 and 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 paid by the mutual fund scheme are taxed at the rate of 10% (effectively 11.648%, including surcharge and cess). This is known as Dividend Distribution Tax (DDT). Though the investor does not pay this tax directly, it is deducted from the dividend income before passing on to the investor.

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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 -0.51 -2.32 -6.20 -3.75 -0.17 9.36 14.12 -- -- -- --
S&P BSE Large Mid Cap TRI -7.32 -3.69 -7.39 -6.47 -6.77 2.12 4.11 -- -- -- --
Equity: Large & MidCap -2.35 -3.01 -6.21 -4.60 -2.00 7.92 9.11 -- -- -- --
Rank within category 6 1 16 8 7 9 2 -- -- -- --
Number of funds in category 27 28 28 28 26 25 24 21 20 18 17

As on 28-Feb-2020

Best & Worst Performance

Best (Period) Worst (Period)
Week 6.11 (19-Sep-2019 - 26-Sep-2019) -6.20 (20-Feb-2020 - 28-Feb-2020)
Month 7.39 (17-Sep-2019 - 17-Oct-2019) -4.32 (16-Apr-2019 - 16-May-2019)
Quarter 11.76 (19-Sep-2019 - 19-Dec-2019) -2.48 (20-Jun-2019 - 19-Sep-2019)
Year 24.33 (19-Feb-2019 - 19-Feb-2020) 13.81 (03-Dec-2018 - 03-Dec-2019)

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
S&P BSE Large Mid Cap TRI* 12.20 12.43 0.53 0.83 -- --
Equity: Large & MidCap* 10.51 13.50 0.36 0.53 0.99 -1.86
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-Jan-2020

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 29
Top 10 Stocks (%) 50.60
Top 5 Stocks (%) 29.38
Top 3 Sectors (%) 63.20
Portfolio P/B Ratio 4.92
Portfolio P/E Ratio 29.62

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 1,05,123 63,337
Giant (%) 49.44 39.65
Large (%) 6.67 11.09
Mid (%) 43.89 45.97
Small (%) -- 6.52
Tiny (%) -- 0.19

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
up Bajaj Finance Financial 49.25 7.65 0.00 7.65
equal Torrent Power Energy 9.88 6.47 0.00 5.89
equal Sundaram Finance Financial 14.69 6.09 0.00 5.58
equal Info Edge (India) Services -- 7.17 0.00 5.44
down PI Industries Chemicals 44.71 6.40 0.00 4.82
equal Kotak Mahindra Bank Financial 35.49 6.07 0.00 4.49
equal Bandhan Bank Financial 20.14 7.40 0.00 4.47
up Supreme Industries Chemicals 35.04 4.27 0.00 4.27
equal HDFC Financial 17.28 8.21 0.00 4.02
equal Avenue Supermarts Services 122.58 4.42 0.00 3.97
equal Tata Consultancy Services Technology 23.16 5.71 0.00 3.51
equal Cummins India Engineering 20.48 4.52 0.00 2.82
equal HDFC Bank Financial 24.57 5.40 0.00 2.72
equal Asian Paints Chemicals 63.50 4.02 0.00 2.52
equal Cholamandalam Invest. & Fin. Financial 18.96 2.75 0.00 2.35
equal Bata India FMCG 55.73 2.39 0.00 2.08
equal Pidilite Industries Chemicals 64.46 2.42 0.00 1.77
equal Astral Poly Technik Chemicals 66.56 1.73 0.00 1.64
new Sumitomo Chemical India Others 77.42 1.21 0.00 1.21
equal Tata Consumer Products FMCG 53.70 1.20 0.00 1.20
new ICICI Securities Financial 30.22 1.10 0.00 1.10
up Alphabet Inc Class A Technology -- 0.98
new MindTree Technology 25.17 0.86 0.00 0.86
up Facebook Co Technology -- 0.80
up JP Morgan Chase & Co. (US) Financial -- 0.76

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-Jan-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:


-2.32%

Change from previous, NAV as on 28-Feb-2020

Growth: ₹ 11.8000

Dividend: ₹ 11.7900


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 1% for redemption within 365 days

Basic Details

Fund House: Axis Mutual Fund
Launch Date: 22-Oct-2018
Return Since Launch: 13.01%
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Moderately High
Type: Open-ended
Assets: ₹ 1,019 Cr (As on 31-Jan-2020)
Expense: 2.22% (As on 31-Jan-2020)
Risk Grade: --
Return Grade: --
Turnover: 85.00%

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: 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

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