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: 1.7% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 13,523.34 Cr As on 31-01-2025(Source:AMFI)
Turn over: 67% | Exit Load: If redeemed / switched-out on or before 12 months from the date of allotment, For 10% of investments: Nil on FIFO basis. For remaining investments: 1%. effective 22/10/2018

28.97

18.25%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 14.72
Sharpe Ratio 0.51
Alpha -1.98
Beta 0.94
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 6.96 22.8 14.5 18.75 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 10.66 28.17 19.43 17.71 13.42
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 8.76 25.79 19.6 21.16 12.11
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 8.26 24.8 20.57 22.14 13.66
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 7.89 27.92 20.83 19.9 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 7.72 24.81 18.24 18.71 10.74
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 7.41 19.49 13.35 16.75 14.5
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 7.29 24.13 18.19 18.31 14.09
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 7.04 27.16 21.36 20.06 13.85
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 6.91 21.21 13.38 15.28 -

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.98%

Others

15.82%

Large Cap

42.69%

Mid Cap

35.54%

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