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Axis Growth Opportunities Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 22.16 0.41 % 1-D Change
Returns
22.69% p.a.
You get upto 1.55% extra returns
ET Money's Fund Report Card - Axis Growth Opportunities Fund
ET Money Rank
2
Out of 21
Performance Quality
Excellent
Generated returns consistently
4/5
Increased returns for each unit of additional risk
5/5
Downside Protection
Excellent
Controlled losses during market corrections
5/5
Delivered returns without frequent ups and downs
4/5
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Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | 2 Out of 21 |
| VRO Rating | |
| Expense ratio | 0.5% As on Oct 31, 2021 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 8,476 Crs |
| Lock-in | No Lockin |
| Age | 3 yrs 11 m Since Oct 01, 2018 |
| Benchmark | Nifty Large Midcap 250 TRI |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Axis Growth Opportunities Fund
Axis Growth Opportunities Fund Direct - Growth is a Large & MidCap mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 3 yrs 11 m, having been launched on 01/10/2018. Axis Growth Opportunities Fund Direct - Growth has ₹8,476 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.5%, which is less than what most other
Large & Midcap
funds charge.
.....
- Axis Growth Opportunities Fund Direct - Growth returns of last 1-year are 3.26%. Since launch, it has delivered 22.73% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Axis Growth Opportunities Fund Direct - Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is high.
- The fund has the majority of its money invested in Financial, Services, Chemicals, Technology, Automobile sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
- The fund's top 5 holdings are in Bajaj Finance Ltd., PI Industries Ltd., Tata Elxsi Ltd., Avenue Supermarts Ltd., Torrent Power Ltd..
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Nov 30, 2021
Top Stock Holdings
Allocation by Market Cap
Large Cap 37.29%
Mid Cap 36.49%
Small Cap 6.6%
Other Cap 15.89%
Allocation by Sector
Financial 23.48%
Services 14.01%
Chemicals 11.4%
Technology 11.37%
Top Debt Holdings
Others 3.98%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Foreign - Equity 14.28%
CBLO 3.98%
ADS/ADR 1.61%
Mutual Fund 0.12%
Other Holdings
Axis Nifty 50 ETF - Growth 0.12%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with large & midcap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Large and Mid Cap Fund | 28.63% | ||
| Axis Growth Opportunities Fund | 26.53% | ||
| Canara Robeco Emerging Equities Fund | 25.76% | ||
| Mirae Asset Emerging Bluechip Fund | 24.87% | ||
| Edelweiss Large & Mid Cap Fund | 24.51% | ||
| SBI Large & Midcap Fund | 24.46% | ||
| L&T Large and Midcap Fund | 19.42% | ||
| IDFC Core Equity Fund | 21.4% | ||
| Sundaram Large and Mid Cap Fund | 21.82% |
Trailing Returns and Ranks
as on Dec 17, 2021| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 0.77% | 2.78% | 23 / 23 |
| 3 months | 17.93% | 17.08% | 8 / 23 |
| 6 months | 7% | 9.8% | 21 / 23 |
| 1 year | 2.73% | 6.17% | 17 / 21 |
| 3 years | 26.53% | 22.75% | 2 / 20 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Axis Growth Opportunities Fund
EQUITY LARGE & MIDCAP
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.
- Std. Dev : 21.28
- Alpha : 5.8
- Beta : 0.9
- Sharpe : 1.04
- Sortino : 1.22
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Jinesh Gopani
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
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.
Axis Mutual Fund
TOTAL AUM:
₹2,46,127 Crs
As on Jun 30, 2022
- Phone: 022-24255161
-
Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
