Axis Growth Opportunities Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 10-10-2018
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 1.9% As on (31-10-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 8,459.58 Cr As on (31-10-2022)
Turn over: 22% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

19.93

18.18%

PERFORMANCE

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

Volatility
Sharp Ratio 0.76
Alpha 2.39
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 - Regular Plan - Growth 10-10-2018 -7.3 17.81 19.67 - -
Tata Large & Mid Cap Fund- Regular Plan - Growth Option 31-03-1993 13.06 21.88 19.89 13.59 15.47
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.79 28.04 22.54 12.75 14.7
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 11.43 28.57 27.11 14.6 18.73
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.16 25.13 21.91 13.42 16.62
Kotak Equity Opportunities Fund - Growth 05-09-2004 9.08 20.5 19.26 12.87 15.59
IDFC Core Equity Fund - Regular Plan - Growth 09-08-2005 9.04 21.63 19.03 10.88 12.87
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 8.24 26.59 21.62 12.98 12.11
BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 5.15 20.25 19.1 10.08 13.01
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 5.15 20.51 17.77 7.46 12.46

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

6.5%

Others

16.85%

Large Cap

38.17%

Mid Cap

38.48%

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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