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Axis Growth Opportunities Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 10-10-2018
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
TER: 1.69% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 13,880.18 Cr As on 31-07-2024(Source:AMFI)
Turn over: 67% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
NAV as on 14-08-2024

31.3

-0.01 (-0.0319%)

CAGR Since Inception

21.7%

Benchmark: 16.81%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 14.11
Sharpe Ratio 0.85
Alpha -2.73
Beta 0.93
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 39.23 23.02 17.5 23.65 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 56.35 34.94 27.56 29.73 21.08
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 54.49 37.79 24.33 - -
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 52.43 35.71 25.06 25.53 16.95
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 51.84 31.35 21.29 22.27 16.66
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 48.28 30.06 20.77 23.13 -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 46.61 24.14 19.13 21.65 -
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 46.04 29.89 19.7 23.64 17.3
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 45.8 28.83 21.48 - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 45.71 31.55 22.24 24.79 15.32

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

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PORTFOLIO

Market Cap Distribution

Small Cap

5.24%

Others

15.02%

Large Cap

43.52%

Mid Cap

36.16%

Scheme Documents

July 2024

Monthly Portfolio Disclosure - July 2024

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