Axis Growth Opportunities Fund Direct Growth
NAV as on 11-04-2025
₹ 31.66
▲1.6%
1D
Inception Returns
19.5%
/yr
Historical NAV & Returns
Absolute
▲
▼
12366 people have invested ₹ 6.1Cr in Axis Growth Opportunities Fund Direct Growth in the last three months
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
- Axis Growth Opportunities Fund Direct Growth has ₹13321 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Axis Growth Opportunities Fund Direct Growth has given a CAGR return of 19.50% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.69%, 12.58% and 25.35% respectively.
Holdings
Axis Growth Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Industrial, Health, Basic Materials, Government, Communication, Utilities, Consumer Defensive, Energy, Real Estate, Derivatives. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Torrent Power Ltd, Reliance Industries 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 benefitDividends 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.
Axis Growth Opportunities Fund Direct Growth Overview
| Expense ratio | 0.61% |
Benchmark | Nifty LargeMidcap 250 TR INR |
| AUM | ₹13321 Cr |
| Inception Date | 22 October, 2018 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 57.95% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for Axis Growth Opportunities Fund Direct Growth
Powered by IND quant engine
14
/21
49% Performance
47% Risk Management
75% Cost
14 out of 21 among large & mid-cap
Recovers losses quickly
Beats FD returns for both 3Y & 5Y
Underperforms benchmarks during bull run
3Y returns in the bottom 25% of the category
Trailing Returns
as on (11-Apr-25)
Fund Distribution
as on (31-Mar-25)
Large cap
44.7%
Mid cap
36%
Small cap
4.7%
Sector Allocation
Financial Services
25.3%
Consumer Cyclical
12.7%
Tech
12.3%
Industrial
12.1%
Health
11.2%
Basic Materials
7.2%
Communication
5.1%
Utilities
4.1%
Consumer Defensive
4.1%
Energy
3%
Real Estate
2.8%
All changes are between Jan'25 and Mar'25
- This fund’s returns stands at 5.27% whereas the fund’s underlying benchmark NIFTY 500 returns stands at 7.25% as on Mar'25
- This fund underperformed NIFTY 500 by 1.98% in Mar'25
- AUM of the fund stands at 13.3K Cr as of Mar'25
- AUM increased by 725.7 Cr between Mar'25 and Feb'25
Top Stocks bought last month
Reliance Industries Ltd's allocation increased from 1.92% to 2.79%
ICICI Bank Ltd's allocation increased from 4.05% to 4.79%
Solar Industries India Ltd's allocation increased from 0.37% to 1.04%
Top Stocks sold last month
Bajaj Finance Ltd's allocation decreased from 1.93 % to 1.91 %
Infosys Ltd's allocation decreased from 2.49 % to 1.74 %
Persistent Systems Ltd's allocation decreased from 1.96 % to 1.49 %
Mid Cap allocation has gone up from 34.9% to 36%
Large Cap allocation has gone up from 42.1% to 44.7%
Small Cap allocation has gone down from 5.1% to 4.7%
Cash allocation has gone down from 6.3% to 3.4%
Top 3 Sectors in March were Financial Services, Tech & Consumer Cyclical
Mar'25
Financial Services
25%
Consumer Cyclical
13%
Tech
12%
Feb'25
Financial Services
24%
Tech
15%
Consumer Cyclical
14%
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 6.1% | 9.9% | |
 ICICI Bank Ltd | 4.79% | 11.8% | |
 Torrent Power Ltd | 3.84% | 0% | |
 Reliance Industries Ltd | 2.79% | 44.7% | |
 Bharti Airtel Ltd | 2.17% | 0% |
See all
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Axis Growth Opportunities Fund Direct Growth | 2.69% | 12.58% | 25.35% | 19.5% |
 Invesco India Large&MidCap Fund Direct Plan Growth | 10.47% | 19.32% | 25.83% | 17.59% |
 ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 7.25% | 19.04% | 30.72% | 16.58% |
 Motilal Oswal Large and Midcap Fund Direct Growth | 6.1% | 21.68% | 29.33% | 22.35% |
See all
Top Growth Drivers | 1M Return |
|---|---|
 Torrent Power Ltd | 19.2% |
 HDFC Bank Ltd | 5.6% |
 ICICI Bank Ltd | 3.4% |
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Shreyash Devalkar
Fund Manager of Axis Growth Opportunities Fund Direct Growth, since 4 August 2023
Top funds managed
Fund House
Axis Asset Management Company Limited
Total Schemes
Total AUM
₹3.08L Cr
as on 31-Mar-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
In the last 1 year, Invesco India Large&MidCap Fund Direct Plan Growth has given 10.47% return, outperforming this fund by 7.77%.
In the last 3 years, Motilal Oswal Large and Midcap Fund Direct Growth has given 21.68% return, outperforming this fund by 9.1% per annum.
Over the last 6 months, this fund has experienced a 8.3% drop in AUM moving from 14.52K Cr to 13.32K Cr.
In the last 5 years, ICICI Prudential Large & Mid Cap Fund Direct Plan Growth has given 30.72% return, outperforming this fund by 5.37% per annum.
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 1.23%.
Over the last 15 months, this fund has increased expense ratio by 10.9% moving from 0.55 to 0.61.
Axis Growth Opportunities Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 19.5% since inception which is more than its category average return of 13.23%
Fund Allocations
This fund has an allocation of 96.64% in Equity, 0% in Debt and 3.36% in Cash related instruments
AUM size ₹13321 Cr
This fund has AUM of ₹13321 Cr which is more than its category average of ₹ 7545 Cr
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%
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3Y CAGR
▲ 18.80
3Y CAGR
▲ 18.52
3Y CAGR
▲ 18.28
5Y CAGR
▲ 31.58
3Y CAGR
▲ 14.59
Frequently Asked Questions for Axis Growth Opportunities Fund Direct Growth
The current NAV of Axis Growth Opportunities Fund Direct Growth is ₹31.66 as on 11-Apr-2025.
Existing (Absolute + CAGR) as on 11-Apr-2025.
Axis Growth Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.41% | 1.41% |
6 Month Returns | -12.76% | -12.76% |
1 Year Returns | 2.69% | 2.69% |
3 Years Returns | 42.68% | 12.58% |
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 March 2025
₹13321 Cr as on March 2025
HDFC Bank Ltd(6.1%), ICICI Bank Ltd(4.79%), Torrent Power Ltd(3.84%), Reliance Industries Ltd(2.79%), Bharti Airtel Ltd(2.17%) as on March 2025
Financial Services(24.46%), Consumer Cyclical(12.26%), Tech(11.89%) as on March 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 | 0.74 | -0.86 | 0.73 |
As on March 2025
The alpha for Axis Growth Opportunities Fund Direct Growth is calculated against Nifty LargeMidcap 250 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 | 0.86 | 0.9 | 0.9 |
As on March 2025
The Beta for Axis Growth Opportunities Fund Direct Growth is calculated with Nifty LargeMidcap 250 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 | 0.15 | 0.54 | 1.29 |
As on March 2025
The sharpe ratio for Axis Growth Opportunities Fund Direct Growth is calculated with Nifty LargeMidcap 250 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 | 15.2 | 15.02 | 15.79 |
As on March 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 0.88 as on March 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%