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

33.49

20.33%

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 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 7.82 25.01 16.52 25.13 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 13.72 30.77 21.99 24.34 14.8
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 10.62 27.31 21.5 29.21 15.07
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 9.89 27.2 20.48 25.19 15.23
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 9.79 21.34 14.62 24.33 11.34
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 9.67 - - - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 9.43 27.45 20.18 26.6 12.22
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 9.4 27.1 21.07 28.15 13.31
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 9.3 22.29 15.77 23.34 15.56
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 9.16 25.2 19.11 25.73 15.45

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

4.67%

Others

14.89%

Large Cap

43.83%

Mid Cap

36.6%

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