Axis Growth Opportunities Fund Regular Growth

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Equity
Large & Mid-Cap
Rating 4
Plan

27.81 -0.06 (-0.22%) NAV as on 16 Apr, 2024

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)11310.89
CAGR 43.87%
Exit Load1.00%
Expense ratio1.72%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2018-10-22

Asset Allocation

Holdings As On - 19 April 2024

Holdings

Sectors

Name
Value (Cr)
Holding %

Torrent Power
713.08
6.07%

Sundaram Finance
347.87
2.96%

Cholamandalam Investment & Finance Company
313.31
2.67%

ICICI Bank
306.13
2.61%

Indian Hotels Company
287.36
2.45%

Coforge
274.95
2.34%

Reliance Industries
254.57
2.17%

Bajaj Finance
211.92
1.81%

Peer Comparison

Fund Name
ICICI Prudential Large & Mid Cap Fund Growth45.13%
HDFC Large and Mid Cap Fund Growth47.74%
Axis Growth Opportunities Fund Regular Growth43.87%
DSP Equity Opportunities Fund Growth43.09%
Tata Large & Mid Cap Fund Regular Growth33.15%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.99
Std Deviation 14.44%
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 11310.89 crores & has delivered CAGR of 20.67% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. 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, Sundaram Finance, Cholamandalam Investment & Finance Company & Sona Blw Precision Forgings.

The major sectors where the fund is invested are Consumer Financial Services, Electric Utilities, Auto & Truck Parts & Regional Banks.

Some of the similar funds are ICICI Prudential Large & Mid Cap Fund Growth, HDFC Large and Mid Cap Fund Growth, Axis Growth Opportunities Fund Regular Growth, DSP Equity Opportunities Fund Growth, Tata Large & Mid Cap Fund Regular Growth. Axis Growth Opportunities Fund Regular Growth has a sharpe ratio of 0.99 & a standard deviation of 14.44%.