Axis Growth Opportunities Fund Direct Growth

Axis Growth Opportunities Fund Direct Growth

Equity

Direct

Large & Mid-Cap

NAV as on 24-03-2025

₹ 33.04

▲1%

1D

Inception Returns

20.5%

/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 ₹12596 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 20.46% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.77%, 15.63% and 29.91% respectively.

Holdings

Axis Growth Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Industrial, Health, Communication, Basic Materials, Utilities, Consumer Defensive, Real Estate, Energy, Derivatives. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Torrent Power Ltd, Infosys Ltd, Bharti Airtel 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
12674 people have invested ₹ 6.4Cr 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
7
/21
66% Performance
51% Risk Management
76% Cost
7 out of 21 among large & mid-cap
img
Recovers losses quickly
img
Beats FD returns for both 3Y & 5Y
img
3Y returns in the bottom 25% of the category

Axis Growth Opportunities Fund Direct Growth Overview

Expense ratio0.61%
Benchmark
S&P BSE 200 India TR INR
AUM₹12596 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 (24-Mar-25)

Period
Axis Growth Opportunities Fund Direct Growth
NIFTY 500
large & mid-cap
1M
4%
5.2%
4.5%
3M
-5.9%
-3.9%
-7.1%
6M
-10.7%
-11.7%
-12.4%
1Y
11.8%
7.7%
11.2%
3Y
15.6%
13.6%
16.9%
5Y
29.9%
27.6%
29.5%

Fund Distribution

as on (31-Jan-25)

  • Equity 93.7%

  • Debt & Cash 6.3%

Large cap
42.1%
Mid cap
34.9%
Small cap
5.1%
Sector Allocation

Feb'25

Jan'25

Dec'24

Financial Services
24.4%
Tech
15.1%
Consumer Cyclical
13.7%
Industrial
11.7%
Health
11.3%
Communication
5.8%
Basic Materials
5.7%
Utilities
3.7%
Consumer Defensive
3.4%
Real Estate
2.9%
Energy
2.2%
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
Feb'25
Jan'25
Dec'24
AUM
₹ 12.6K Cr
₹ 13.5K Cr
₹ 14.1K Cr
  • AUM of the fund stands at 12.6K Cr as of Feb'25
  • AUM decreased by 926.5 Cr between Feb'25 and Jan'25
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
Persistent Systems Ltd's allocation decreased from 2.13 % to 2.08 %
Persistent Systems Ltd's allocation decreased from 2.13 % to 2.08 %
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 %
Mid Cap allocation has gone down from 35.4% to 34.9%
Mid Cap allocation has gone down from 35.4% to 34.9%
Large Cap allocation has gone down from 43.5% to 42.1%
Large Cap allocation has gone down from 43.5% to 42.1%
Small Cap allocation has gone down from 6% to 5.1%
Small Cap allocation has gone down from 6% to 5.1%
Cash allocation has gone up from 4.5% to 6.3%
Cash allocation has gone up from 4.5% to 6.3%

Top 3 Sectors in February were Financial Services, Tech & Consumer Cyclical

Feb'25
Financial Services
24%
Tech
15%
Consumer Cyclical
14%
Jan'25
Financial Services
24%
Tech
16%
Consumer Cyclical
13%

  • Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
HDFC Bank Ltd
5.56%
0%
ICICI Bank Ltd
ICICI Bank Ltd
4.05%
0%
Torrent Power Ltd
Torrent Power Ltd
3.45%
-2.8%
Infosys Ltd
Infosys Ltd
2.49%
-7.5%
Bharti Airtel Ltd
Bharti Airtel 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
11.77%
15.63%
29.91%
20.46%
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
21.28%
26.31%
34.8%
23.92%
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
14.96%
22.38%
34.95%
16.88%
SBI Large & Midcap Fund Direct Growth
SBI Large & Midcap Fund Direct Growth
14.28%
17.96%
31.19%
17.31%
See all

  • Gainers

  • Losers

Top Growth Drivers
1M Return
Cholamandalam Investment & Finance Company Ltd
Cholamandalam Investment & Finance Company Ltd
11.7%
Bajaj Finance Ltd
Bajaj Finance Ltd
6.7%
HDFC Bank Ltd
HDFC Bank Ltd
5.6%
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%)
Loading...
We are taking more time than usual
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
16.58%
19.64%
Axis ELSS Tax Saver Fund Direct Plan Growth Option
10.75%
15.13%
Axis Bluechip Fund Direct Plan Growth
10.05%
13.22%
Fund House
Axis Asset Management Company Limited
Total Schemes
73
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
Over the last 6 months, this fund has experienced a 11.1% drop in AUM moving from 14.16K Cr to 12.59K Cr.
Insights icon
In the last 1 year, Motilal Oswal Large and Midcap Fund Direct Growth has given 21.28% return, outperforming this fund by 9.95%.
Insights icon
This fund has one of the lowest expense ratio in the category (large & mid-cap). Its expense ratio is 0.61% which is lower than the category average expense ratio of 1.27%.
Insights icon
In the last 3 years, Motilal Oswal Large and Midcap Fund Direct Growth has given 26.31% return, outperforming this fund by 10.85% per annum.
Insights icon
Over the last 6 months, this fund has increased expense ratio by 8.9% moving from 0.56 to 0.61.
Insights icon
In the last 5 years, ICICI Prudential Large & Mid Cap Fund Direct Plan Growth has given 34.95% return, outperforming this fund by 7.74% per annum.

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 20.46% since inception which is more than its category average return of 14.32%
Fund Allocations

Fund Allocations

This fund has an allocation of 93.7% in Equity, 0% in Debt and 6.3% in Cash related instruments
AUM size ₹12596 Cr

AUM size ₹12596 Cr

This fund has AUM of ₹12596 Cr which is more than its category average of ₹ 7619 Cr
Expense Ratio 0.61%

Expense Ratio 0.61%

This fund has an expense ratio of 0.61% which is less than its category average expense ratio of 1.38%

Frequently Asked Questions for Axis Growth Opportunities Fund Direct Growth

The current NAV of Axis Growth Opportunities Fund Direct Growth is ₹33.04 as on 24-Mar-2025.
Existing (Absolute + CAGR) as on 24-Mar-2025.
Axis Growth Opportunities Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
4%
4%
6 Month Returns
-10.73%
-10.73%
1 Year Returns
11.77%
11.77%
3 Years Returns
54.61%
15.63%
5 Years Returns
269.99%
29.91%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.61% as on February 2025
₹12596 Cr as on February 2025
HDFC Bank Ltd(5.56%), ICICI Bank Ltd(4.05%), Torrent Power Ltd(3.45%), Infosys Ltd(2.49%), Bharti Airtel Ltd(2.08%) as on February 2025
Financial Services(22.86%), Tech(14.19%), Consumer Cyclical(12.87%) as on January 1
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
4.75
0.02
2.13
As on February 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
0.9
0.92
0.86
As on February 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
0.02
0.56
0.83
As on February 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
14.69
15.07
18.55
As on February 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 0.9 as on February 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%