Axis Growth Opportunities Fund - Regular Plan - IDCW

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NAV
₹ 20.76 ₹ -0.11 (-0.53 %)
as on 21-06-2024
Asset Size (AUM)
12,424.49 Cr
Launch Date
Oct 15, 2018
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Oct 15, 2018
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21.16

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.92 %
Expense Ratio
1.71%
Volatility
14.31 %
Fund House
Axis Mutual Fund
Fund Manager
Shreyash Devalkar, Hitesh Das, Krishnaa N
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 24-06-2024

Yearly Performance (%)

Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Growth Opportunities Fund - Regular Plan - IDCW 15-10-2018 35.02 31.3 18.39 22.18 0.0
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 67.47 43.04 29.85 28.41 21.39
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 57.47 41.64 25.47 22.65 16.47
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 56.35 45.17 26.79 0.0 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 55.91 39.19 22.92 20.96 16.86
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 53.01 37.75 22.68 21.68 0.0
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 51.45 36.57 21.04 21.75 17.11
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 51.08 36.73 23.73 20.73 14.22
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 50.71 37.26 23.21 22.13 15.33
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 50.58 31.47 21.03 20.52 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings