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: 0.59% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 13,799.22 Cr As on 30-04-2025(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

34.65

20.76%

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 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 14.94
Sharpe Ratio 0.68
Alpha -0.43
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 - Direct Plan - Growth 15-10-2018 8.52 23.98 21.52 27.3 -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 18.25 34.34 31.61 32.48 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 16.58 31.81 26.65 27.36 15.06
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 12.63 22.47 18.45 27.29 11.57
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.4 28.69 25.0 30.57 13.58
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.03 28.05 24.99 31.62 15.23
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 11.46 - - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 10.8 27.86 24.25 27.84 15.47
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 10.79 23.19 20.05 26.17 15.8
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 10.71 - - - -

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

3.61%

Others

10.62%

Large Cap

49.22%

Mid Cap

36.52%

Feedback
Notification