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Axis Growth Opportunities Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 10.99 -0.54%
    (as on 17th June, 2019)
Crisil Rank

Not Ranked

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

Fund has 70.82% investment in indian stocks of which 34.86% is in large cap stocks, 32.85% is in mid cap stocks, 3.11% 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 17th June, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 10-Jun-19 9927.73 -0.72% - -0.70% 1/24
1 Month 17-May-19 10377.71 3.78% - 5.40% 7/24
3 Month 15-Mar-19 10223.26 2.23% - 2.58% 9/23
6 Month 17-Dec-18 10628.63 6.29% - 5.61% 6/23
YTD 01-Apr-19 10204.27 2.04% - 0.25% 2/23
Since Inception 22-Oct-18 10990.00 9.90% 15.58% - -/-

SIP Returns (NAV as on 17th Jun,2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Portfolio (Updated on 31st May,2019)

Equity Holding : 70.82% | F&O Holdings : 0.00%| Foreign Equity Holdings : 24.53%| Total : 95.35%
No of Stocks : 53 (Category Avg - 50.08) | Large Cap Investments : 34.86%| Mid Cap Investments : 32.85% | Small Cap Investments : 3.11% | Other : 24.53%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Cr) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Info Edge (India) Ltd. It enabled services – software 506.4 6.98% 0.97% 0.71% (Dec 2018) 0% (Jun 2018) 2.47 L 25.80 k
Tata Consultancy Services Ltd. Computers - software 393.7 5.43% -0.28% 2.84% (Jan 2019) 0% (Jun 2018) 1.79 L 0.00
Kotak Mahindra Bank Ltd. Banks 378.7 5.22% 0.36% 2.03% (Feb 2019) 0% (Jun 2018) 2.49 L 0.00
Housing Development Finance Corporation Ltd. Housing finance 355.6 4.90% 0.32% 4.58% (Apr 2019) 0% (Jun 2018) 1.63 L 0.00
Cummins India Ltd. Diesel engines 303.9 4.19% 0.40% 2.02% (Nov 2018) 0% (Jun 2018) 3.85 L 13.90 k
HDFC Bank Ltd. Banks 288.9 3.98% 0.09% 3.66% (Feb 2019) 0% (Jun 2018) 1.19 L 0.00
Torrent Power Ltd. Power 287 3.96% -0.03% 2.51% (Feb 2019) 0% (Jun 2018) 11.67 L 48.29 k
Pi Industries Ltd. Pesticides and agrochemicals 237.5 3.27% 0.27% 2.73% (Feb 2019) 0% (Jun 2018) 2.09 L 4.71 k
Bandhan Bank Ltd. Banks 236.7 3.26% -0.12% 2.42% (Jan 2019) 0% (Jun 2018) 4.00 L 0.00
Quess Corp Ltd. Diversified commercial services 225.6 3.11% -0.57% 3.11% (May 2019) 0% (Jun 2018) 3.47 L -0.26 L
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
CBLO CBLO 5.26%
Net Receivables Net Receivables -0.61%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st May, 2019)

    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
Tata Large & Mid Cap Fund - Direct Plan - Appreciation 3 1423.90 5.79 5.79 9.60 10.25 12.86
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth 5 7616.50 6.45 3.29 7.84 9.88 18.93
Kotak Equity Opportunities Fund - Direct Plan - Growth 4 2592.73 5.75 3.27 8.53 7.15 15.11
Essel Large & Midcap Fund - Direct Plan - Growth 4 108.52 6.70 4.27 10.09 7.04 15.15
Sundaram Large and Mid Cap Fund - Direct Plan - Growth 4 665.12 5.53 3.45 6.22 4.73 16.68
Edelweiss Large and Mid Cap Fund - Direct Plan - Growth 3 431.93 6.25 3.72 7.47 4.72 13.08
SBI Large & Midcap Fund - Direct Plan - Growth 3 2614.38 4.28 1.33 4.39 4.41 12.55
ICICI Prudential Large & Mid Cap Fund- Direct Plan - Growth 3 3154.13 4.93 3.41 5.34 3.90 12.79
Invesco India Growth Opportunities Fund - Direct Plan - Growth 5 1433.61 5.10 1.65 6.20 3.59 15.77
LIC MF Large & Mid Cap Fund - Direct Plan - Growth 3 481.95 6.44 3.20 5.33 3.36 16.94

More Funds from Axis Mutual Fund

Out of 51 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 3 is/are ranked 4 * , 8 is/are ranked 3 * , and 38 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 32992.94 0.61 1.88 3.69 7.61 7.22
Axis Long Term Equity Fund - Direct Plan - Growth 3 19817.30 7.25 5.40 6.60 4.85 15.03
Axis Focused 25 Fund - Direct Plan - Growth 3 7977.51 8.16 6.70 7.52 3.47 18.04
Axis Banking & PSU Debt Fund - Direct Plan - Growth 5 6450.73 1.43 2.18 5.87 10.75 8.25
Axis Bluechip Fund - Direct Plan - Growth 4 5745.63 7.52 7.92 10.83 11.17 17.09
Axis Multicap Fund - Direct Plan - Growth NA 3695.67 7.08 6.99 9.50 9.80 0.00
Axis Short Term Fund - Direct Plan - Growth 3 2617.95 0.30 1.46 4.11 8.55 7.78
Axis Midcap Fund - Direct Plan - Growth 5 2548.77 5.50 2.18 5.22 5.47 15.14
Axis Dynamic Equity Fund - Direct Plan - Growth NA 2328.28 2.15 2.15 4.31 5.18 0.00
Axis Arbitrage Fund - Direct Plan - Growth NA 2276.45 0.67 1.95 3.45 7.06 7.04

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