Axis Growth Opportunities Fund - Regular Plan - Growth
| Category: Equity: Large and Mid Cap |
| Launch Date: 10-10-2018 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| Expense Ratio: 1.69% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 14,099.35 Cr As on (31-12-2024) |
| Turn over: 67% |
30.36
-0.66 (-2.1739%)
19.45%
NIFTY Large Midcap 250 TRI 16.08%
PERFORMANCE of Axis Growth Opportunities Fund - Regular Plan - Growth
Scheme Performance (%)
Data as on - 22-01-2025Yearly Performance (%)
Fund Managers
Shreyash Devalkar, Hitesh Das, Krishnaa N
Investment Objective
he scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
NAV & Lumpsum details( Invested amount 1,00,000)
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 26-10-2018 | 10.01 | 9990.01 | 100000 | 0.0 % |
| 26-11-2018 | 10.13 | - | 101199 | 1.2 % |
| 26-12-2018 | 10.04 | - | 100300 | 0.3 % |
| 28-01-2019 | 10.09 | - | 100799 | 0.8 % |
| 26-02-2019 | 10.37 | - | 103596 | 3.6 % |
| 26-03-2019 | 10.51 | - | 104995 | 5.0 % |
| 26-04-2019 | 10.83 | - | 108192 | 8.19 % |
| 27-05-2019 | 10.79 | - | 107792 | 7.79 % |
| 26-06-2019 | 11.0 | - | 109890 | 9.89 % |
| 26-07-2019 | 10.93 | - | 109191 | 9.19 % |
| 26-08-2019 | 10.73 | - | 107193 | 7.19 % |
| 26-09-2019 | 11.28 | - | 112687 | 12.69 % |
| 29-10-2019 | 11.7 | - | 116883 | 16.88 % |
| 26-11-2019 | 11.69 | - | 116783 | 16.78 % |
| 26-12-2019 | 11.86 | - | 118482 | 18.48 % |
| 27-01-2020 | 12.21 | - | 121978 | 21.98 % |
| 26-02-2020 | 12.12 | - | 121079 | 21.08 % |
| 26-03-2020 | 9.46 | - | 94505 | -5.5 % |
| 27-04-2020 | 10.19 | - | 101798 | 1.8 % |
| 26-05-2020 | 10.06 | - | 100500 | 0.5 % |
| 26-06-2020 | 11.24 | - | 112288 | 12.29 % |
| 27-07-2020 | 11.47 | - | 114585 | 14.59 % |
| 26-08-2020 | 12.64 | - | 126274 | 26.27 % |
| 28-09-2020 | 12.22 | - | 122078 | 22.08 % |
| 26-10-2020 | 12.53 | - | 125175 | 25.17 % |
| 26-11-2020 | 13.89 | - | 138761 | 38.76 % |
| 28-12-2020 | 14.64 | - | 146254 | 46.25 % |
| 27-01-2021 | 14.59 | - | 145754 | 45.75 % |
| 26-02-2021 | 15.79 | - | 157742 | 57.74 % |
| 26-03-2021 | 15.75 | - | 157343 | 57.34 % |
| 26-04-2021 | 16.19 | - | 161738 | 61.74 % |
| 26-05-2021 | 17.1 | - | 170829 | 70.83 % |
| 28-06-2021 | 18.31 | - | 182917 | 82.92 % |
| 26-07-2021 | 19.1 | - | 190809 | 90.81 % |
| 26-08-2021 | 19.69 | - | 196703 | 96.7 % |
| 27-09-2021 | 20.81 | - | 207892 | 107.89 % |
| 26-10-2021 | 21.06 | - | 210390 | 110.39 % |
| 26-11-2021 | 20.85 | - | 208292 | 108.29 % |
| 27-12-2021 | 20.81 | - | 207892 | 107.89 % |
| 27-01-2022 | 20.08 | - | 200599 | 100.6 % |
| 28-02-2022 | 19.51 | - | 194905 | 94.91 % |
| 28-03-2022 | 20.34 | - | 203197 | 103.2 % |
| 26-04-2022 | 20.32 | - | 202997 | 103.0 % |
| 26-05-2022 | 17.93 | - | 179121 | 79.12 % |
| 27-06-2022 | 17.97 | - | 179520 | 79.52 % |
| 26-07-2022 | 19.02 | - | 190010 | 90.01 % |
| 26-08-2022 | 20.58 | - | 205594 | 105.59 % |
| 26-09-2022 | 19.73 | - | 197103 | 97.1 % |
| 27-10-2022 | 19.8 | - | 197802 | 97.8 % |
| 28-11-2022 | 19.89 | - | 198701 | 98.7 % |
| 26-12-2022 | 19.29 | - | 192707 | 92.71 % |
| 27-01-2023 | 18.78 | - | 187612 | 87.61 % |
| 27-02-2023 | 19.04 | - | 190210 | 90.21 % |
| 27-03-2023 | 18.33 | - | 183117 | 83.12 % |
| 26-04-2023 | 19.39 | - | 193706 | 93.71 % |
| 26-05-2023 | 21.28 | - | 212587 | 112.59 % |
| 26-06-2023 | 22.18 | - | 221578 | 121.58 % |
| 26-07-2023 | 22.55 | - | 225275 | 125.28 % |
| 28-08-2023 | 22.71 | - | 226873 | 126.87 % |
| 26-09-2023 | 23.23 | - | 232068 | 132.07 % |
| 26-10-2023 | 22.47 | - | 224476 | 124.48 % |
| 28-11-2023 | 24.04 | - | 240160 | 140.16 % |
| 26-12-2023 | 25.22 | - | 251948 | 151.95 % |
| 29-01-2024 | 25.79 | - | 257642 | 157.64 % |
| 26-02-2024 | 26.97 | - | 269431 | 169.43 % |
| 26-03-2024 | 27.5 | - | 274725 | 174.72 % |
| 26-04-2024 | 28.32 | - | 282917 | 182.92 % |
| 27-05-2024 | 29.4 | - | 293706 | 193.71 % |
| 26-06-2024 | 30.78 | - | 307493 | 207.49 % |
| 26-07-2024 | 31.63 | - | 315984 | 215.98 % |
| 26-08-2024 | 32.42 | - | 323876 | 223.88 % |
| 26-09-2024 | 33.89 | - | 338561 | 238.56 % |
| 28-10-2024 | 31.67 | - | 316384 | 216.38 % |
| 26-11-2024 | 31.98 | - | 319481 | 219.48 % |
| 26-12-2024 | 32.14 | - | 321079 | 221.08 % |
| 22-01-2025 | 30.2 | - | 301698 | 201.7 % |
RETURNS CALCULATOR for Axis Growth Opportunities Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Axis Growth Opportunities Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Growth Opportunities Fund - Regular Plan - Growth | 14.31 | 0.53 | -2.33 | 0.94 | - | - |
| Equity: Large and Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of Axis Growth Opportunities Fund - Regular Plan - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Growth Opportunities Fund - Regular Plan - Growth | 10-10-2018 | 17.65 | 26.66 | 12.81 | 20.2 | 0.0 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 23.7 | 33.39 | 20.63 | 22.64 | 0.0 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 21.07 | 28.79 | 17.74 | 18.77 | 14.2 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 19.4 | 26.96 | 15.2 | 18.42 | 0.0 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 18.41 | 24.93 | 13.63 | 17.44 | 0.0 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 18.4 | 27.13 | 18.77 | 21.22 | 12.83 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 17.28 | 24.9 | 19.27 | 22.16 | 14.02 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 17.13 | 28.38 | 20.21 | 21.16 | 14.57 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 16.79 | 26.5 | 17.47 | 19.61 | 11.44 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 16.74 | 24.73 | 17.22 | 18.99 | 14.46 |
PORTFOLIO ANALYSIS of Axis Growth Opportunities Fund - Regular Plan - Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|
Market Cap Distribution
Small Cap
6.59%
Others
14.45%
Large Cap
45.58%
Mid Cap
33.38%
Total
100%
