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Axis Growth Opportunities Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 12.88 -0.23%
    (as on 20th October, 2020)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High

Fund has 70.2% investment in indian stocks of which 21.8% is in large cap stocks, 39.69% is in mid cap stocks, 3.95% in small cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

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Returns (NAV as on 20th October, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 13-Oct-20 9969.00 -0.31% - 0.20% 22/27
1 Month 18-Sep-20 10039.00 0.39% - 0.23% 17/28
3 Month 20-Jul-20 10733.30 7.33% - 8.07% 19/27
6 Month 20-Apr-20 12325.40 23.25% - 24.22% 18/27
YTD 01-Jan-20 10600.80 6.01% - -0.53% 3/27
1 Year 18-Oct-19 10999.10 9.99% 9.91% 3.40% 3/25
Since Inception 22-Oct-18 12880.00 28.80% 13.51% 11.27% 8/27

SIP Returns (NAV as on 20th October, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Oct-19 12000 13285.13 10.71 % 20.3 %
 

Tax Treatment

Portfolio (Updated on 30th Sep,2020)

Portfolio Turnover Ratio : 52.00%  |   Category average turnover ratio is 142.28%  
Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 70.20% | F&O Holdings : 0.00%| Foreign Equity Holdings : 25.59%| Total : 95.79%
No of Stocks : 65 (Category Avg - 52.68) | Large Cap Investments : 21.8%| Mid Cap Investments : 39.69% | Small Cap Investments : 3.95% | Other : 30.35%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Info Edge (India) Ltd. It enabled services – software 884.4 6.26% 0.51% 7.08% (Oct 2019) 4.8% (Feb 2020) 2.43 L 0.00
Pi Industries Ltd. Pesticides and agrochemicals 769.2 5.44% -0.81% 6.92% (Jul 2020) 4.16% (Jun 2020) 3.90 L -0.80 L
Bajaj Finance Ltd. Nbfc 700.6 4.96% -0.43% 7.65% (Jan 2020) 3.68% (Oct 2019) 2.14 L 0.00
Sundaram Finance Limited Nbfc 688.3 4.87% -1.30% 6.17% (Aug 2020) 2% (Oct 2019) 5.29 L 0.00
Torrent Power Ltd. Power 649.3 4.60% -0.39% 6.12% (Apr 2020) 4.6% (Sep 2020) 20.72 L 0.00
Astral Poly Technik Ltd. Plastic products 526.1 3.72% 0.82% 3.72% (Sep 2020) 1.41% (Mar 2020) 4.30 L 73.00 k
Supreme Industries Ltd. Plastic products 510.1 3.61% 0.09% 4.27% (Jan 2020) 2.65% (Oct 2019) 3.64 L 0.00
Tata Consultancy Services Ltd. Computers - software 428.7 3.03% 0.22% 4.56% (Oct 2019) 2.81% (Aug 2020) 1.72 L 0.00
Endurance Technologies Ltd. Auto ancillaries 422.8 2.99% 0.07% 2.99% (Sep 2020) 0.36% (Mar 2020) 3.67 L 0.00
Kotak Mahindra Bank Ltd. Banks 343.2 2.43% -0.31% 4.95% (Oct 2019) 2.43% (Sep 2020) 2.71 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 3.20%
Net Receivables Net Receivables 1.01%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th September, 2020)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth 5 11466.25 1.13 9.84 28.48 11.87 7.50
Canara Robeco Emerging Equities - Direct Plan - Growth 4 5987.35 0.06 9.65 26.60 11.61 5.32
Kotak Equity Opportunities Fund - Direct Plan - Growth 5 3757.00 1.03 7.27 25.47 8.84 5.33
Principal Emerging Bluechip Fund - Direct Plan - Growth 3 2119.37 0.53 10.09 25.82 8.25 2.40
Quant Large and Mid Cap Fund - Direct Plan - Growth NA 5.19 -3.48 -0.94 15.77 7.42 2.07
L&T Large and Midcap Fund - Direct Plan - Growth 3 1196.26 0.29 11.42 27.08 6.68 1.49
Edelweiss Large and Mid Cap Fund - Direct Plan - Growth 4 516.81 0.47 8.98 24.17 5.40 5.97
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan - Growth 3 4389.59 1.78 11.06 28.79 5.25 -0.33
BOI AXA Large & Mid Cap Equity Fund - Direct Plan - Growth 3 178.68 0.49 8.66 21.31 5.20 0.81
LIC MF Large & Mid Cap Fund - Direct Plan - Growth 3 772.05 1.08 9.68 25.28 3.89 4.76

More Funds from Axis Mutual Fund

Out of 48 mutual fund schemes offered by this AMC, 3 is/are ranked 5 * , 3 is/are ranked 4 * , 7 is/are ranked 3 * , 2 is/are ranked 2 * , and 33 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Liquid Fund - Direct Plan - Growth 3 24816.55 0.29 0.85 1.90 4.78 6.41
Axis Long Term Equity Fund - Direct Plan - Growth 4 21835.55 1.70 6.65 17.98 0.34 7.27
Axis Banking & PSU Debt Fund - Direct Plan - Growth 3 17590.73 1.17 1.49 5.93 10.32 9.51
Axis Bluechip Fund - Direct Plan - Growth 5 17270.02 2.98 6.65 19.89 3.64 10.89
Axis Focused 25 Fund - Direct Plan - Growth 3 11454.82 2.27 7.28 23.60 2.50 7.78
Axis Treasury Advantage Fund - Direct Plan - Growth 3 8146.49 0.71 1.35 4.44 8.04 8.26
Axis Short Term Fund - Direct Plan - Growth 3 8114.72 1.17 1.59 6.26 11.18 9.12
Axis Midcap Fund - Direct Plan - Growth 5 6731.64 -0.62 9.56 22.54 11.22 11.41
Axis Multicap Fund - Direct Plan - Growth NA 6366.65 1.77 5.94 18.07 1.99 0.00
Axis Overnight Fund - Direct Plan - Growth NA 5347.45 0.26 0.78 1.56 3.79 0.00

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