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Partner With Us NRI

Jul 18, 2024


Category

Equity

AUM (Cr.)

13,274.51

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.69

Sharpe Ratio

32.19

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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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 (G) 2.99 22.47 39.7 18.3 23.44 22.26
Benchmark - S&P BSE 200 TRI -1.37 8.78 28.7 16.47 17.68 0
Category Average - BEST EQUITY PERFORMERS 3.12 23 44.27 21.42 22.33 18.26
Category Rank 8/8 4/8 8/8 7/8 8/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Franklin India Equity Advantage Fund (IDCW) 22.7611 0.54 37.01 17.02 18.47 3,510.46 0.00 5,000.00 invest
Franklin India Equity Advantage Fund (G) 183.7904 0.54 37.01 17.02 18.47 3,510.46 0.00 5,000.00 invest
Navi Large & Midcap Fund (IDCW-H) 35.4877 0.20 27.07 0.00 0.00 311.66 2.25 10.00 invest
Navi Large & Midcap Fund (IDCW) 35.4746 0.20 27.07 17.98 18.27 311.66 2.25 10.00 invest
Motilal Oswal Large and Midcap Fund (G) 29.7410 -1.76 50.53 24.97 0.00 4,942.82 1.84 500.00 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 May 31, 2024 532.19 4.28 -31.32
Equity-ICICI Bank May 31, 2024 369.95 2.98 -2.55
Net CA & Others-Net CA & Others May 31, 2024 350.83 2.83 398.17
Equity-CG Power & Ind May 31, 2024 332.09 2.67 20.84
Equity-Cholaman.Inv.&Fn May 31, 2024 310.24 2.50 -4.02
Equity-Sona BLW Precis. May 31, 2024 266.78 2.15 -2.00
Equity-Reliance Industr May 31, 2024 245.06 1.97 -2.49
Equity-Indian Hotels Co May 31, 2024 238.48 1.92 -5.26
Equity-Bharti Airtel May 31, 2024 212.19 1.71 3.82
Equity-Larsen & Toubro May 31, 2024 202.75 1.63 69.62

latest news

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

Axis Mutual Fund has announced 25 June 2024 as the record date for declarat...

Jun 24, 2024 12:45

Axis Mutual Fund Announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Jun 24, 2024 11:18

AXIS MF Announces change in benchmark index under its schemes

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

Jun 07, 2024 11:52

Axis MF Announces change in benchmark index under its schemes

Axis Mutual Fund has announced change in the benchmark index for the follow...

Jun 04, 2024 13:58

Axis MF Announces change in scheme name

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

Jun 04, 2024 13:41

Axis MF Announces change in fund manager under its scheme

Axis Mutual Fund has announced that the Fund Management responsibilities of...

Jun 04, 2024 11:33

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Growth Opportunities Fund - Regular (G)
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