loader2
Partner With Us NRI

May 15, 2024


Category

Equity

AUM (Cr.)

12,096.56

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.71

Sharpe Ratio

32.24

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.

Invest Now

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) -0.04 19.57 37.2 19.74 22.37 20.55
Benchmark - S&P BSE 200 TRI 1.16 18.7 32.11 18.92 18.63 0
Category Average - BEST EQUITY PERFORMERS 2.46 20.67 39.97 21.72 20.43 16.13
Category Rank 4/9 6/9 8/9 7/9 7/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Large and Midcap Fund (IDCW) 21.9597 1.26 49.42 27.44 0.00 4,036.22 1.87 500.00 invest
Motilal Oswal Large and Midcap Fund (G) 26.8863 1.26 49.42 26.91 0.00 4,036.22 1.87 500.00 invest
HSBC Large & Mid Cap Fund (G) 23.7212 1.24 45.08 22.17 20.40 3,009.60 2.02 5,000.00 invest
HSBC Large & Mid Cap Fund (IDCW) 19.7422 1.24 45.09 22.17 20.40 3,009.60 2.02 5,000.00 invest
PGIM India Large and Mid Cap Fund - Regular (G) 10.6000 0.19 0.00 0.00 0.00 364.40 2.36 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-Torrent Power Apr 30, 2024 774.87 6.41 8.67
Equity-Sundaram Finance Apr 30, 2024 398.91 3.30 14.67
Equity-ICICI Bank Apr 30, 2024 379.63 3.14 24.01
Equity-Cholaman.Inv.&Fn Apr 30, 2024 323.24 2.67 3.17
Equity-CG Power & Indu. Apr 30, 2024 274.82 2.27 2.41
Equity-Sona BLW Precis. Apr 30, 2024 272.23 2.25 -11.42
Equity-Indian Hotels Co Apr 30, 2024 251.73 2.08 -12.40
Equity-Reliance Industr Apr 30, 2024 251.33 2.08 -1.27
Equity-Bharti Airtel Apr 30, 2024 204.39 1.69 39.13
Equity-Zomato Ltd Apr 30, 2024 193.63 1.60 17.82

latest news

AXIS MF Announces change in fund manager under its schemes

AXIS Mutual Fund has announced change in fund manager under the following s...

May 13, 2024 14:18

Axis Mutual Fund Announces change in benchmark under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

May 08, 2024 10:28

AXIS MF Announces change in scheme name

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

May 04, 2024 11:35

Axis MF Announces IDCW & Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 26 April 2024 as the record date for declara...

Apr 27, 2024 12:50

AXIS MF Announces change in fund managers under its schemes

AXIS Mutual Fund has announced change in fund managers under the following ...

Apr 08, 2024 12:02

Axis Mutual Fund Announces change in benchmark under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

Apr 04, 2024 12:14

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