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5 star

Axis Growth Opportunities Fund - Direct Plan


1 Lakh

Investment Grown to
₹ 2.16 Lakh

₹ 10000

Monthly SIP Grown to
₹ 6.26 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
Fund 42.85 -2.14 -3.30 -0.90 6.29 22.87 52.36 29.33 -- -- --
S&P BSE Large Mid Cap TRI 30.31 -3.01 -4.04 -5.60 3.95 12.83 40.51 18.62 -- -- --
Equity: Large & MidCap 35.52 -3.01 -3.92 -4.06 5.85 16.71 45.96 21.19 -- -- --
Rank within category 3 1 3 3 10 2 6 1 -- -- --
Number of funds in category 28 28 28 28 28 28 28 23 20 19 0

As on 26-Nov-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 - Direct Plan
5 star
Oct-18 52.36 29.33 -- 0.50% 5,006
Mirae Asset Emerging Bluechip Fund - Direct Plan  | Invest Online
5 star
Jan-13 47.05 26.54 22.89 0.68% 21,635
Canara Robeco Emerging Equities Fund - Direct Plan  | Invest Online
5 star
Jan-13 43.14 23.90 21.13 0.63% 11,774
Kotak Equity Opportunities Fund - Direct Plan  | Invest Online
4 star
Jan-13 35.87 21.60 17.69 0.62% 8,206
DSP Equity Opportunities Fund - Direct Plan  | Invest Online
4 star
Jan-13 40.30 20.47 16.74 0.93% 6,969

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 8.51 24-Mar-2020 - 31-Mar-2020 -16.70 16-Mar-2020 - 23-Mar-2020
Month 17.13 24-Mar-2020 - 23-Apr-2020 -31.55 20-Feb-2020 - 23-Mar-2020
Quarter 30.91 24-Mar-2020 - 23-Jun-2020 -27.38 23-Dec-2019 - 23-Mar-2020
Year 89.24 23-Mar-2020 - 23-Mar-2021 -17.24 22-Mar-2019 - 23-Mar-2020

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 28.41 18.58 1.32 1.43 0.80 10.17
S&P BSE Large Mid Cap TRI 21.33 21.26 0.82 0.92 -- --
Equity: Large & MidCap 23.21 22.02 0.89 0.92 0.98 1.60
Rank within category 1 1 1 1 1 1
Number of funds in category 23 23 23 23 23 23

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

As on 31-Oct-2021

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 68
Top 10 Stocks (%) 49.98
Top 5 Stocks (%) 30.42
Top 3 Sectors (%) 59.65
Portfolio P/B Ratio 6.62
Portfolio P/E Ratio 38.71

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 92,779 94,692
Giant (%) 27.90 39.88
Large (%) 10.63 16.89
Mid (%) 55.83 40.86
Small (%) 5.64 4.31
Tiny (%) -- 0.38

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 Tata Elxsi Technology 79.13 9.11 0.00 7.39
up PI Industries Chemicals 56.07 8.00 0.00 6.74
up Bajaj Finance Financial 82.53 8.18 2.41 6.14
up Astral Chemicals 83.91 5.18 0.00 5.12
up Torrent Power Energy 20.00 6.47 0.00 5.03
up Sundaram Finance Financial 22.80 9.12 1.22 4.97
equal Coforge Technology 60.64 6.49 0.00 4.87
up TTK Prestige Consumer Durable 45.66 3.62 0.00 3.62
equal Info Edge (India) Services 8.88 7.17 0.71 3.30
up Cholamandalam Investment & Finance Company Financial 28.03 2.80 0.00 2.80
equal Supreme Industries Chemicals 23.50 4.27 0.00 1.91
equal Clean Science And Technology Chemicals 113.63 1.86 0.00 1.76
up Microsoft Corportion (US) Technology -- 1.72
equal Vijaya Diagnostic Centre Healthcare 70.25 1.64 0.00 1.52
equal Endurance Technologies Automobile 38.82 2.99 0.00 1.46
equal Gland Pharma Healthcare 51.45 1.99 0.00 1.46
equal Alphabet Inc Class A Technology -- 1.46
equal The Indian Hotels Company Services -- 3.13 0.00 1.43
up Amazon. com Inc. (USA) Consumer Durable -- 1.38
equal Avenue Supermarts Services 222.46 5.75 1.23 1.28
equal Persistent Systems Technology 52.29 1.24 0.00 1.17
equal Tata Consultancy Services Technology 34.84 5.71 1.05 1.05
equal Privi Speciality Chemicals Chemicals 52.40 1.24 0.00 1.00
equal Sona BLW Precision Forgings Automobile 197.98 0.99 0.00 0.99
up Facebook Co Technology -- 0.98

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-Oct-2021

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:


-2.14%

Change from previous, NAV as on 26-Nov-2021

Growth: ₹ 21.9700

IDCW: ₹ 20.0800


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
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: 28.92%
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 5,006 Cr (As on 31-Oct-2021)
Expense: 0.50% (As on 31-Oct-2021)
Risk Grade: Low
Return Grade: High
Turnover: 35.00%

Most Recent Dividends

Plan Record Date Dividend (₹ / Unit)  
IDCW25-Mar-20211.4000

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

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