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Axis Growth Opportunities Fund - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 21.52 -1.47%
    (as on 20th October, 2021)
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Crisil Rank

Not Ranked

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

Fund has 76.6% investment in indian stocks of which 10.34% is in large cap stocks, 30.75% is in mid cap stocks, 22.43% 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, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 13-Oct-21 9912.50 -0.88% - -0.89% 12/30
1 Month 20-Sep-21 10416.30 4.16% - 5.21% 22/30
3 Month 20-Jul-21 11362.20 13.62% - 14.30% 18/30
6 Month 20-Apr-21 13492.20 34.92% - 31.40% 7/30
YTD 01-Jan-21 14433.30 44.33% - 40.22% 7/30
1 Year 20-Oct-20 17313.00 73.13% 73.13% 65.28% 6/30
2 Year 18-Oct-19 18729.30 87.29% 36.68% 29.81% 2/27
Since Inception 22-Oct-18 21520.00 115.20% 29.14% 20.30% 5/30

SIP Returns (NAV as on 20th October, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 20-Oct-20 12000 16045.57 33.71 % 67.75 %
2 Year 18-Oct-19 24000 38848.04 61.87 % 54.12 %
 

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 30th Sep,2021)

Equity Holding : 76.60% | F&O Holdings : 0.00%| Foreign Equity Holdings : 21.47%| Total : 98.07%
No of Stocks : 70 (Category Avg - 58.96) | Large Cap Investments : 10.34%| Mid Cap Investments : 30.75% | Small Cap Investments : 22.43% | Other : 34.55%

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
Tata Elxsi Ltd. Computers - software 3524.4 7.53% -0.87% 9.11% (Jun 2021) 0.66% (Oct 2020) 6.30 L -1.31 L
Pi Industries Ltd. Pesticides and agrochemicals 3099.8 6.62% -1.04% 8% (Jun 2021) 3.97% (Dec 2020) 9.75 L 0.00
Bajaj Finance Ltd. Nbfc 2956.5 6.32% -0.39% 8.18% (Feb 2021) 5.77% (Oct 2020) 3.86 L 0.00
Coforge Ltd. Computers - software 2624.3 5.61% -0.42% 6.49% (Jul 2021) 0% (Oct 2020) 5.01 L 0.00
Astral Ltd. Plastic products 2425.6 5.18% 0.82% 5.18% (Sep 2021) 3.12% (Oct 2020) 11.23 L 2.00 L
Sundaram Finance Limited Nbfc 2416.9 5.16% -0.48% 9.12% (Feb 2021) 5.16% (Sep 2021) 9.86 L 50.00 k
Torrent Power Ltd. Power 2291.5 4.90% 0.40% 5.39% (Mar 2021) 3.59% (Jan 2021) 45.37 L 5.00 L
Info Edge (India) Ltd. It enabled services – software 1748.3 3.74% -0.15% 6.66% (Feb 2021) 3.47% (Jul 2021) 2.72 L 0.00
TTK Prestige Ltd. Houseware 1306.5 2.79% -0.05% 3.41% (Jun 2021) 1.12% (Jan 2021) 1.47 L 7.97 k
Supreme Industries Ltd. Plastic products 959.8 2.05% -0.03% 3.67% (Oct 2020) 2.05% (Sep 2021) 4.11 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 2.57%
Net Receivables Net Receivables -0.64%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th September, 2021)

  • Standard Deviation

    Low volatility
    15.79vs16.91
    Category Avg
  • Beta

    Low volatility
    0.7vs0.76
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    1.44vs0.75
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.33vs0.17
    Category Avg
  • Jension's Alpha

    Better risk adjusted returns
    10.08vs2.15
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
ICICI Prudential Large & Mid Cap Fund- Growth 3 3824.97 8.94 20.82 37.93 82.02 22.34
HDFC Large and Mid Cap Fund - Regular - Growth 3 3261.95 8.17 16.39 36.09 79.46 23.28
Franklin India Equity Advantage Fund - Growth 3 2871.31 8.21 15.73 35.56 76.06 20.95
UTI Core Equity Fund - Growth 5 1195.86 5.37 12.29 32.31 75.44 21.09
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth NA 442.58 8.88 18.47 36.66 74.31 0.00
Quant Large and Mid Cap Fund - Growth NA 27.41 7.05 14.35 29.14 69.32 24.57
Mirae Asset Emerging Bluechip Fund - Growth 5 21263.17 5.02 14.56 31.84 69.23 29.33
Motilal Oswal Large and Midcap Fund - Regular Plan - Growth NA 852.27 1.16 11.84 29.58 67.85 0.00
Baroda Large and Mid Cap Fund - Regular Plan - Growth NA 641.72 7.62 20.50 36.99 67.67 0.00
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth 2 6081.96 4.65 15.86 31.68 67.66 24.43

More Funds from Axis Mutual Fund

Out of 64 mutual fund schemes offered by this AMC, 6 is/are ranked 4 * , 12 is/are ranked 3 * , 2 is/are ranked 2 * , and 44 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Long Term Equity Fund - Growth 3 34370.78 1.96 14.78 30.03 61.94 25.07
Axis Bluechip Fund - Growth 4 33153.71 2.77 15.04 27.72 49.75 24.52
Axis Liquid Fund - Growth 3 24318.28 0.25 0.81 1.62 3.19 5.00
Axis Focused 25 Fund - Growth 3 20333.87 3.02 17.06 32.66 60.99 24.81
Axis Banking & PSU Debt Fund - Growth 3 16744.56 0.07 0.83 2.12 3.84 8.60
Axis Midcap Fund - Growth 3 15394.86 3.75 14.75 32.47 68.13 29.72
Axis Short Term Fund - Growth 3 12338.35 0.04 1.06 2.42 4.20 8.27
Axis Treasury Advantage Fund - Growth 3 10509.25 0.22 0.93 2.05 4.00 7.00
Axis Flexi Cap Fund - Growth 3 9970.29 3.32 15.62 31.94 57.89 25.50
Axis Overnight Fund - Regular Plan - Growth NA 9944.16 0.26 0.77 1.56 3.07 0.00

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