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Axis Growth Opportunities Fund - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 14.04 1.08%
    (as on 27th November, 2020)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High
(Min ₹1000 for SIP, ₹5000 for one time investment)

Fund has 69.91% investment in indian stocks of which 23.07% is in large cap stocks, 38.24% is in mid cap stocks, 4.09% 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 27th November, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 20-Nov-20 10129.90 1.30% - 1.81% 26/30
1 Month 27-Oct-20 11090.00 10.90% - 9.99% 9/30
3 Month 27-Aug-20 11090.00 10.90% - 10.75% 17/29
6 Month 27-May-20 13846.20 38.46% - 38.49% 16/29
YTD 01-Jan-20 11818.20 18.18% - 9.21% 1/29
1 Year 27-Nov-19 11918.50 19.18% 19.13% 9.71% 2/27
2 Year 27-Nov-18 13832.50 38.32% 17.59% 9.97% 1/25
Since Inception 22-Oct-18 14040.00 40.40% 17.52% 13.82% 5/29

SIP Returns (NAV as on 27th November, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 27-Nov-19 12000 14773.38 23.11 % 45.05 %
2 Year 27-Nov-18 24000 30529.99 27.21 % 24.94 %
 

Tax Treatment

Portfolio (Updated on 31st Oct,2020)

Equity Holding : 69.91% | F&O Holdings : 0.00%| Foreign Equity Holdings : 23.04%| Total : 92.95%
No of Stocks : 67 (Category Avg - 53.07) | Large Cap Investments : 23.07%| Mid Cap Investments : 38.24% | Small Cap Investments : 4.09% | Other : 27.55%

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
Bajaj Finance Ltd. Nbfc 893.3 5.77% 0.81% 7.65% (Jan 2020) 3.91% (May 2020) 2.70 L 56.28 k
Info Edge (India) Ltd. It enabled services – software 863.5 5.57% -0.69% 6.26% (Sep 2020) 4.8% (Feb 2020) 2.43 L 0.00
Sundaram Finance Limited Nbfc 841.2 5.43% 0.56% 6.17% (Aug 2020) 3.11% (Nov 2019) 5.81 L 51.82 k
Pi Industries Ltd. Pesticides and agrochemicals 734.5 4.74% -0.70% 6.92% (Jul 2020) 4.16% (Jun 2020) 3.34 L -0.56 L
Torrent Power Ltd. Power 646.9 4.18% -0.42% 6.12% (Apr 2020) 4.18% (Oct 2020) 20.72 L 0.00
Supreme Industries Ltd. Plastic products 568.6 3.67% 0.06% 4.27% (Jan 2020) 2.99% (Mar 2020) 3.93 L 28.85 k
Kotak Mahindra Bank Ltd. Banks 530.2 3.42% 0.99% 4.92% (Dec 2019) 2.43% (Sep 2020) 3.43 L 72.00 k
Astral Poly Technik Ltd. Plastic products 482.8 3.12% -0.60% 3.72% (Sep 2020) 1.41% (Mar 2020) 4.30 L 0.00
Tata Consultancy Services Ltd. Computers - software 458.4 2.96% -0.07% 4.01% (Dec 2019) 2.81% (Aug 2020) 1.72 L 0.00
Endurance Technologies Ltd. Auto ancillaries 388.3 2.51% -0.48% 2.99% (Sep 2020) 0.36% (Mar 2020) 3.67 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 6.19%
Net Receivables Net Receivables 0.86%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 29th October, 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
Canara Robeco Emerging Equities - Regular Plan - Growth 5 6126.38 10.66 11.92 42.11 19.25 6.60
Mirae Asset Emerging Bluechip Fund - Growth 5 11928.63 10.01 12.11 44.48 16.58 9.02
Principal Emerging Bluechip Fund - Growth 4 2119.85 10.91 11.72 41.30 16.09 4.18
Quant Large and Mid Cap Fund - Growth NA 5.24 10.88 5.57 22.75 13.21 4.12
Kotak Equity Opportunities Fund - Growth 4 3884.93 10.06 12.12 37.11 12.95 6.63
Edelweiss Large and Mid Cap Fund - Regular Plan - Growth 4 528.45 9.19 10.82 37.13 11.36 6.55
BOI AXA Large & Mid Cap Equity Fund - Regular Plan - Growth 3 179.56 9.53 11.80 36.78 11.29 1.95
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth 3 4380.33 10.91 14.87 44.58 11.03 2.10
Tata Large & Mid Cap Fund - Regular Plan - Growth 4 1666.41 10.00 10.95 38.89 10.61 6.72
HSBC Large and Mid Cap Equity Fund - Regular Plan - Growth NA 499.60 10.11 12.64 38.49 9.61 0.00

More Funds from Axis Mutual Fund

Out of 53 mutual fund schemes offered by this AMC, 3 is/are ranked 5 * , 2 is/are ranked 4 * , 9 is/are ranked 3 * , 2 is/are ranked 2 * , and 37 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Liquid Fund - Growth 3 26508.84 0.27 0.82 1.68 4.49 6.23
Axis Long Term Equity Fund - Growth 4 22631.51 12.86 16.00 38.98 13.67 11.12
Axis Banking & PSU Debt Fund - Growth 3 18605.61 0.80 2.28 4.59 9.46 9.28
Axis Bluechip Fund - Growth 5 18282.98 8.98 12.94 33.25 11.63 12.80
Axis Short Term Fund - Growth 3 12288.32 0.65 2.48 5.02 10.09 8.60
Axis Focused 25 Fund - Growth 3 11895.49 12.09 14.93 41.88 12.75 10.67
Axis Treasury Advantage Fund - Growth 4 8818.86 0.49 1.55 3.58 7.45 7.85
Axis Midcap Fund - Growth 5 6949.30 10.83 12.62 37.10 21.11 12.96
Axis Multicap Fund - Growth NA 6508.90 9.84 13.01 32.86 11.37 12.01
Axis Ultra Short Term Fund - Regular Plan - Growth 2 4206.51 0.36 1.18 2.49 5.43 0.00

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