Axis Growth Opportunities Fund Direct Growth

Axis Growth Opportunities Fund Direct Growth

Equity

Direct

Large & Mid-Cap

NAV as on 20-02-2025

₹ 32.37

▲0.3%

1D

Inception Returns

20.4%

/yr

About Axis Growth Opportunities Fund Direct Growth

Axis Growth Opportunities Fund is a mutual fund designed to provide investors with long-term capital appreciation by investing primarily in equity and equity-related instruments of growth-oriented companies. Growth oriented companies are firms whose revenues or business generally grows faster than the industry average.

The investment strategy of the fund focuses on identifying high-quality businesses with strong growth potential across various sectors and market capitalizations. The fund invests in companies like HDFC, HUL and Infosys.

Key Parameters

  1. Axis Growth Opportunities Fund Direct Growth has ₹13522 Cr worth of assets under management (AUM) as on Jan 2025 and is more than category average.
  2. The fund has an expense ratio 0.6.

Returns

Axis Growth Opportunities Fund Direct Growth has given a CAGR return of 20.38% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.54%, 15.72% and 20.20% respectively.

Holdings

Axis Growth Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Industrial, Health, Basic Materials, Communication, Utilities, Consumer Defensive, Real Estate, Energy. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Torrent Power Ltd, Infosys Ltd, Persistent Systems Ltd

Taxation

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Axis Growth Opportunities Fund Direct Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Growth Opportunities Fund Direct Growth has no lock in period.

Historical NAV & Returns

Absolute
▲
▼

zero opening, trading, fund transfer fee
13063 people have invested ₹ 6.8Cr in Axis Growth Opportunities Fund Direct Growth in the last three months

INDmoney Rank for Axis Growth Opportunities Fund Direct Growth

Powered by IND quant engine
9
/21
68% Performance
50% Risk Management
77% Cost
9 out of 21 among large & mid-cap
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Beats FD returns for both 3Y & 5Y
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No bad points found for this fund.

Axis Growth Opportunities Fund Direct Growth Overview

Expense ratio0.6%
Benchmark
S&P BSE 200 India TR INR
AUM₹13522 Cr
Inception Date22 October, 2018
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
57.95%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

Trailing Returns

as on (20-Feb-25)

Period
Axis Growth Opportunities Fund Direct Growth
NIFTY 500
large & mid-cap
1M
-4.8%
-2.8%
-6.1%
3M
-5.1%
-4.5%
-6.5%
6M
-7.9%
-10.9%
-10.4%
1Y
11.5%
3.5%
6.8%
3Y
15.7%
12.6%
16%
5Y
20.2%
15.9%
18.2%

Fund Distribution

as on (31-Jan-25)

  • Equity 95.5%

  • Debt & Cash 4.5%

Large cap
43.5%
Mid cap
35.4%
Small cap
6%
Sector Allocation

Jan'25

Dec'24

Nov'24

Financial Services
23.8%
Tech
16.1%
Consumer Cyclical
13%
Industrial
12.2%
Health
10.6%
Basic Materials
5.7%
Communication
5.6%
Utilities
4.6%
Consumer Defensive
3.4%
Real Estate
3%
Energy
2.1%
All changes are between Nov'24 and Jan'25
Dec'24
Nov'24
Fund Returns
0.17%
1.04%
NIFTY 500
-2.02%
-0.60%
Parameters
Jan'25
Dec'24
Nov'24
AUM
₹ 13.5K Cr
₹ 14.1K Cr
₹ 13.8K Cr
  • AUM of the fund stands at 13.5K Cr as of Jan'25
  • AUM decreased by 577 Cr between Jan'25 and Dec'24
Top Stocks bought last month
HDFC Bank Ltd's allocation increased from 4.58% to 5.08%
HDFC Bank Ltd's allocation increased from 4.58% to 5.08%
Vishal Mega Mart Ltd's allocation increased from 0.51% to 0.96%
Vishal Mega Mart Ltd's allocation increased from 0.51% to 0.96%
ICICI Bank Ltd's allocation increased from 3.49% to 3.92%
ICICI Bank Ltd's allocation increased from 3.49% to 3.92%
Top Stocks sold last month
Indian Hotels Co Ltd's allocation decreased from 1.87 % to 1.7 %
Indian Hotels Co Ltd's allocation decreased from 1.87 % to 1.7 %
CG Power & Industrial Solutions Ltd's allocation decreased from 2.54 % to 1.57 %
CG Power & Industrial Solutions Ltd's allocation decreased from 2.54 % to 1.57 %
Coforge Ltd's allocation decreased from 1.72 % to 1.54 %
Coforge Ltd's allocation decreased from 1.72 % to 1.54 %
Large Cap allocation has gone up from 41.5% to 43.5%
Large Cap allocation has gone up from 41.5% to 43.5%
Small Cap allocation has gone down from 7.1% to 6%
Small Cap allocation has gone down from 7.1% to 6%
Mid Cap allocation has gone down from 35.7% to 35.4%
Mid Cap allocation has gone down from 35.7% to 35.4%
Cash allocation has gone up from 1.6% to 4.5%
Cash allocation has gone up from 1.6% to 4.5%

Top 3 Sectors in January were Financial Services, Industrial & Tech

Jan'25
Financial Services
24%
Tech
16%
Consumer Cyclical
13%
Dec'24
Financial Services
20%
Industrial
16%
Tech
15%

  • Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
HDFC Bank Ltd
5.08%
11%
ICICI Bank Ltd
ICICI Bank Ltd
3.92%
10.4%
Torrent Power Ltd
Torrent Power Ltd
3.84%
0%
Infosys Ltd
Infosys Ltd
2.8%
2.5%
Persistent Systems Ltd
Persistent Systems Ltd
2.08%
0%
See all

  • Returns %

  • Fund Ratios

  • Overview

Funds
1Y Returns
3Y Returns
5Y Returns
Since Inception
Axis Growth Opportunities Fund Direct Growth
Axis Growth Opportunities Fund Direct Growth
11.54%
15.72%
20.2%
20.38%
Invesco India Large&MidCap Fund Direct Plan Growth
Invesco India Large&MidCap Fund Direct Plan Growth
15.81%
20.47%
19.34%
17.83%
Canara Robeco Emerging Equities Direct Plan Growth Option
Canara Robeco Emerging Equities Direct Plan Growth Option
11.68%
14.3%
18.09%
20.28%
Bandhan Core Equity Fund Direct Plan Growth
Bandhan Core Equity Fund Direct Plan Growth
10.59%
22.13%
21.49%
16.02%
See all

  • Gainers

  • Losers

Top Growth Drivers
1M Return
Bajaj Finance Ltd
Bajaj Finance Ltd
13.4%
Cholamandalam Investment & Finance Company Ltd
Cholamandalam Investment & Finance Company Ltd
10.3%
Sundaram Finance Ltd
Sundaram Finance Ltd
0.9%
Fund
Jan'25
Dec'24
Nov'24
No of Holdings
124
131
130
Top 5 Company Concentration
17.7%
17%
15.9%
Company having highest exposure
HDFC Bank Ltd (5.1%)
HDFC Bank Ltd (4.6%)
Torrent Power Ltd (4.7%)
No of Sectors
11
11
12
Top 5 Sectors Concentration
75.6%
75.8%
74.8%
Sector having highest exposure
Financial Services (23.8%)
Financial Services (20.4%)
Financial Services (20%)
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Shreyash Devalkar
Shreyash Devalkar
Fund Manager of Axis Growth Opportunities Fund Direct Growth, since 4 August 2023
Top funds managed
Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Axis Midcap Fund Direct Plan Growth
16.07%
18.99%
Axis ELSS Tax Saver Fund Direct Plan Growth Option
9.57%
14.2%
Axis Bluechip Fund Direct Plan Growth
9.02%
12.14%
Fund House
Axis Asset Management Company Limited
Total Schemes
72
See all Axis schemes
Total AUM
₹3.33L Cr
as on 31-Jan-2025
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,
Phone
+912243255161
Website
customerservice@axismf.com

Mutual Fund Insights

Insights icon
In the last 5 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 23.76% return, outperforming this fund by 3.56% per annum.
Insights icon
In the last 3 years, Bandhan Core Equity Fund Direct Plan Growth has given 22.13% return, outperforming this fund by 6.41% per annum.
Insights icon
Over the last 1 year, this fund has increased expense ratio by 9.1% moving from 0.55 to 0.60.
Insights icon
This fund has one of the lowest expense ratio in the category (large & mid-cap). Its expense ratio is 0.6% which is lower than the category average expense ratio of 1.21%.
Insights icon
In the last 1 year, Invesco India Large&MidCap Fund Direct Plan Growth has given 15.81% return, outperforming this fund by 4.27%.
Insights icon
Over the last 1 month, this fund has experienced a 4.1% drop in AUM moving from 14.09K Cr to 13.52K Cr.

Axis Growth Opportunities Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 20.38% since inception which is more than its category average return of 13.78%
Fund Allocations

Fund Allocations

This fund has an allocation of 95.5% in Equity, 0% in Debt and 4.5% in Cash related instruments
AUM size ₹13522 Cr

AUM size ₹13522 Cr

This fund has AUM of ₹13522 Cr which is more than its category average of ₹ 7469 Cr
Expense Ratio 0.6%

Expense Ratio 0.6%

This fund has an expense ratio of 0.6% which is less than its category average expense ratio of 1.37%

Frequently Asked Questions for Axis Growth Opportunities Fund Direct Growth

The current NAV of Axis Growth Opportunities Fund Direct Growth is ₹32.37 as on 20-Feb-2025.
Existing (Absolute + CAGR) as on 20-Feb-2025.
Axis Growth Opportunities Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
-4.79%
-4.79%
6 Month Returns
-7.94%
-7.94%
1 Year Returns
11.54%
11.54%
3 Years Returns
54.95%
15.72%
5 Years Returns
150.93%
20.2%
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0.6% as on January 2025
₹13522 Cr as on January 2025
HDFC Bank Ltd(5.08%), ICICI Bank Ltd(3.92%), Torrent Power Ltd(3.84%), Infosys Ltd(2.8%), Persistent Systems Ltd(2.08%) as on January 2025
Financial Services(22.73%), Tech(15.39%), Consumer Cyclical(12.43%) as on January 2025
The alpha ratio for the Axis Growth Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Axis Growth Opportunities Fund Direct Growth
8
-0.52
2.55
As on January 2025
The alpha for Axis Growth Opportunities Fund Direct Growth is calculated against S&P BSE 200 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Axis Growth Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Axis Growth Opportunities Fund Direct Growth
0.89
0.93
0.86
As on January 2025
The Beta for Axis Growth Opportunities Fund Direct Growth is calculated with S&P BSE 200 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Axis Growth Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Axis Growth Opportunities Fund Direct Growth
0.98
0.63
0.88
As on January 2025
The sharpe ratio for Axis Growth Opportunities Fund Direct Growth is calculated with S&P BSE 200 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Axis Growth Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Axis Growth Opportunities Fund Direct Growth
12.24
14.7
18.26
As on January 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.05 as on January 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Shreyash Devalkar is the fund manager of Axis Growth Opportunities Fund Direct Growth
The Exit load of Axis Growth Opportunities Fund Direct Growth is 1%