Axis Growth Opportunities Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 05-10-2018
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 2.18% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 2,139.74 Cr As on (31-01-2021)
Turn over: 44% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

16.12

22.38%

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
There is no value for 2x
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

Volatility
Sharp Ratio
Alpha
Beta
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 05-10-2018 34.67 24.38 - - -
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 15-07-2010 41.31 25.27 17.37 22.31 22.85
HDFC Growth Opportunities Fund - Regular Growth Plan 18-02-1994 41.21 18.31 11.72 14.17 9.64
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 41.14 15.99 8.38 12.96 11.22
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 36.85 14.92 9.16 12.2 12.54
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 36.52 - - - -
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 36.03 22.11 13.83 15.64 14.21
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 35.86 19.51 10.44 15.58 13.91
Principal Emerging Bluechip Fund - Growth Option 12-11-2008 34.86 20.82 10.86 18.77 18.03
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 34.36 16.3 9.83 14.13 12.19

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

8.65%

Others

29.26%

Large Cap

32.01%

Mid Cap

30.08%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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