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  • Mutual Fund
  • AXIS Growth Opportunities Fund - Regular (IDCW)

Apr 16, 2024

Category

Equity

AUM (Cr.)

11,738.74

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.71

Sharpe Ratio

34.14

Beta Ratio

0.00

Fund Manager

Hitesh Das

Inception Date

Oct 22, 2018

Risk Level

Very High

Investment Objective

To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.

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S&P BSE 200 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Growth Opportunities Fund - Regular (IDCW) 4.73 17.92 43.82 19.82 20.67 20.49
Benchmark - S&P BSE 200 TRI 2.2 17.42 35.09 18.74 16.75 0
Category Average - BEST EQUITY PERFORMERS 4.19 18.66 41.7 21.27 18.25 15.69
Category Rank 5/9 6/9 8/9 7/9 7/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Large and Midcap Fund (G) 26.0874 0.47 52.81 25.86 0.00 3,663.46 1.87 500.00 invest
Motilal Oswal Large and Midcap Fund (IDCW) 21.3072 0.47 52.81 26.39 0.00 3,663.46 1.87 500.00 invest
SBI Large & Midcap Fund (G) 521.6423 -0.01 32.68 22.13 18.32 21,270.03 1.67 5,000.00 invest
SBI Large & Midcap Fund (IDCW) 235.6684 -0.01 32.68 22.13 18.45 21,270.03 1.67 5,000.00 invest
Franklin India Equity Advantage Fund (IDCW) 19.4954 -0.79 32.95 17.55 14.37 3,138.44 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Torrent Power Mar 31, 2024 713.08 6.07 21.59
Equity-Sundaram Finance Mar 31, 2024 347.87 2.96 0.42
Equity-Cholaman.Inv.&Fn Mar 31, 2024 313.30 2.67 -25.96
Equity-Sona BLW Precis. Mar 31, 2024 307.32 2.62 14.19
Equity-ICICI Bank Mar 31, 2024 306.12 2.61 48.87
Equity-Indian Hotels Co Mar 31, 2024 287.36 2.45 19.99
Equity-Coforge Mar 31, 2024 274.95 2.34 -20.24
Equity-CG Power & Indu. Mar 31, 2024 268.34 2.29 15.44
Equity-Reliance Industr Mar 31, 2024 254.56 2.17 47.07
Equity-Bajaj Finance Mar 31, 2024 211.92 1.81 -33.63

latest news

AXIS MF Announces change in fund managers under its schemes

AXIS Mutual Fund has announced change in fund managers under the following ...

Apr 08, 2024 12:02

Axis Mutual Fund Announces change in benchmark under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

Apr 04, 2024 12:14

Axis S&P BSE Sensex Index Fund Announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load for investment under Axi...

Apr 04, 2024 12:07

AXIS MF Announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Apr 03, 2024 13:36

AXIS Mutual Fund Announces change in Registered Office Address

AXIS Mutual Fund announced that the following changes made to the new addre...

Apr 02, 2024 12:44

Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 20 March 2024 as the record date for declara...

Mar 18, 2024 09:36

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Growth Opportunities Fund - Regular (IDCW)
Contact Persone : Hitesh Das
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com