Axis Growth Opportunities Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 10-10-2018 |
| Asset Class: Equity |
| Benchmark: NIFTY LARGE MIDCAP 250 TRI |
| TER: 1.71% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,096.56 Cr As on (30-04-2024) |
| Turn over: 57% | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months. |
28.12
0.03 (0.1067%)
20.51%
Benchmark: 16.32%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
he 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.43 |
| Sharpe Ratio | 1.0 |
| Alpha | 2.96 |
| Beta | 0.89 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Growth Opportunities Fund - Regular Plan - Growth | 10-10-2018 | 37.64 | 22.07 | 18.92 | 21.78 | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 57.64 | 32.64 | 27.16 | 26.9 | 22.57 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 50.47 | 32.25 | 24.52 | 21.06 | 16.41 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 47.93 | 34.21 | 25.21 | - | - |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 44.15 | 24.17 | 22.53 | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 43.77 | 27.62 | 20.83 | 18.52 | 16.64 |
| HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 42.83 | 28.8 | 25.28 | 21.85 | 14.78 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 41.78 | 26.82 | 21.99 | 19.25 | 14.86 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 41.67 | 28.32 | 25.83 | 21.81 | 16.2 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 41.54 | 27.49 | 21.83 | 19.92 | 15.29 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.98%
Others
19.77%
Large Cap
41.16%
Mid Cap
34.08%
