Axis Growth Opportunities Fund - Direct Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 15-10-2018 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 0.6% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 13,321.89 Cr As on 31-03-2025(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 |
33.81
0.2 (0.5915%)
20.59%
Benchmark: 16.08%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 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 9 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 | 15.04 |
| Sharpe Ratio | 0.49 |
| Alpha | -1.07 |
| Beta | 0.9 |
| 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 - Direct Plan - Growth | 15-10-2018 | 10.82 | 27.27 | 16.01 | 26.45 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 18.3 | 33.92 | 21.82 | 26.42 | 14.97 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 14.72 | 29.35 | 20.45 | 26.94 | 15.4 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 14.01 | 29.77 | 21.31 | 30.1 | 13.52 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 13.56 | 24.77 | 15.79 | 25.38 | 15.71 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 13.28 | 29.23 | 21.33 | 30.99 | 15.07 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 13.02 | 29.52 | 20.04 | 28.36 | 12.4 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 12.74 | 26.16 | 15.18 | 24.03 | 14.29 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 12.71 | 26.99 | 18.52 | 27.18 | 15.55 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 12.67 | 32.99 | 24.44 | 29.91 | - |
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
4.67%
Others
14.89%
Large Cap
43.83%
Mid Cap
36.6%
