Axis Growth Opportunities Fund Regular Growth

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Equity
Large & Mid-Cap
Rating 3
Plan

33.17 +0.10 (0.30%) NAV as on 11 Dec, 2024

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)13779.99
CAGR 33.37%
Exit Load1.00%
Expense ratio1.69%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2018-10-22

Asset Allocation

Holdings As On - 12 December 2024

Holdings

Sectors

Name
Value (Cr)
Holding %

Torrent Power
645.58
4.68%

ICICI Bank
516.90
3.75%

Clearing Corporation Of India Ltd
438.06
3.18%

HDFC Bank
403.56
2.93%

Infosys
280.48
2.04%

Reliance Industries
268.18
1.95%

Bharti Airtel
244.85
1.78%

Cholamandalam Investment & Finance Company
239.42
1.74%

Persistent Systems
236.64
1.72%

Peer Comparison

Fund Name
Motilal Oswal Large and Midcap Fund Regular Growth50.57%
ICICI Prudential Large & Mid Cap Fund Growth28.99%
DSP Equity Opportunities Fund Growth33.31%
Tata Large & Mid Cap Fund Regular Growth24.1%
Axis Growth Opportunities Fund Regular Growth33.29%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.64
Std Deviation 14.55%
Tracking Error 0.00%

About Fund

To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.

The Axis Growth Opportunities Fund Regular Growth has an AUM of 13779.99 crores & has delivered CAGR of 23.38% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.69%. The minimum investment in Axis Growth Opportunities Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Torrent Power, ICICI Bank, Clearing Corporation Of India Ltd & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electric Utilities & Electronic Instr. & Controls.

Some of the similar funds are Motilal Oswal Large and Midcap Fund Regular Growth, ICICI Prudential Large & Mid Cap Fund Growth, DSP Equity Opportunities Fund Growth, Tata Large & Mid Cap Fund Regular Growth, Axis Growth Opportunities Fund Regular Growth. Axis Growth Opportunities Fund Regular Growth has a sharpe ratio of 0.64 & a standard deviation of 14.55%.