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NRI

Jan 14, 2025


Category

Equity

AUM (Cr.)

14,099.23

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.69

Sharpe Ratio

20.02

Beta Ratio

0.00

Fund Manager

Hitesh Das

Inception Date

Oct 22, 2018

Risk Level

Very High

Investment Objective

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Growth Opportunities Fund - Regular (G) -7.8 -3.33 17.28 11.87 20.25 19.57
Benchmark - S&P BSE 200 TRI -6.5 -5.4 10.75 12.06 17.24 0
Category Average - BEST EQUITY PERFORMERS -8.22 -4.65 15.31 13.96 19.27 15.08
Category Rank 7/7 4/7 4/7 8/7 8/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Large and Mid Cap Fund (G) 113.5445 1.93 12.37 17.75 24.37 3,658.40 1.90 5,000.00 invest
Quant Large and Mid Cap Fund (IDCW) 69.3076 1.93 12.55 17.87 24.51 3,658.40 1.90 5,000.00 invest
Quant Large and Mid Cap Fund (B) 113.7969 1.93 12.45 17.81 24.43 3,658.40 1.90 5,000.00 invest
ITI Large & Mid Cap Fund - Regular (G) 9.0625 1.81 0.00 0.00 0.00 829.83 2.20 5,000.00 invest
Franklin India Equity Advantage Fund (IDCW) 21.7643 0.54 13.81 10.53 16.48 3,491.35 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank Dec 31, 2024 646.20 4.58 41.37
Equity-Torrent Power Dec 31, 2024 526.58 3.73 -1.64
Equity-ICICI Bank Dec 31, 2024 491.67 3.49 -5.46
Equity-Infosys Dec 31, 2024 368.71 2.62 13.66
Equity-CG Power & Ind Dec 31, 2024 357.95 2.54 -0.58
Equity-Persistent Sys Dec 31, 2024 300.58 2.13 15.55
Equity-Bharti Airtel Dec 31, 2024 264.89 1.88 7.22
Equity-Indian Hotels Co Dec 31, 2024 263.13 1.87 10.61
Equity-Reliance Industr Dec 31, 2024 244.70 1.74 -5.94
Equity-Coforge Dec 31, 2024 242.76 1.72 46.67

latest news

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Jan 08, 2025 09:51

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following sch...

Dec 14, 2024 11:37

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Nov 28, 2024 12:50

Axis Mutual Fund launches Momentum fund

Axis Mutual Fund has launched the Axis Momentum Fund, a new open-ended equi...

Nov 25, 2024 14:49

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 November 2024 as the record date for the ...

Nov 21, 2024 10:13

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following sch...

Nov 05, 2024 10:42

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Growth Opportunities Fund - Regular (G)
Contact Persone : Hitesh Das
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com