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Scheme Overview

Axis Growth Opportunities Fund - Regular Plan - Growth

Category: Equity: Large and Mid Cap
Launch Date: 10-10-2018
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.7% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,332.19 Cr As on (31-03-2025)
Turn over: 67
NAV as on 30-04-2025

30.5

-0.1 (-0.3279%)

CAGR Since Inception

18.65%

NIFTY Large Midcap 250 TRI 16.02%

PERFORMANCE of Axis Growth Opportunities Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 02-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Growth Opportunities Fund - Regular Plan - Growth 7.28 14.81 23.54 - 18.65
NIFTY LARGE MIDCAP 250 TRI 6.62 17.84 26.63 15.57 16.02
Equity: Large and Mid Cap 5.97 17.31 24.46 14.04 13.66

Fund Managers

Shreyash Devalkar, Hitesh Das, Krishnaa N

Investment Objective

he scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.

RETURNS CALCULATOR for Axis Growth Opportunities Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Growth Opportunities Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Growth Opportunities Fund - Regular Plan - Growth 14.31 0.41 -2.29 0.9 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Growth Opp Reg Gr 10-10-2018 7.28 23.75 14.81 23.54 0.0
Invesco India Large and Mid Cap Gr 09-08-2007 13.72 30.77 21.99 24.34 14.8
ICICI Pru Large & MidCap Gr 09-07-1998 10.62 27.31 21.5 29.21 15.07
DSP Equity Opp Reg Gr 16-05-2000 9.89 27.2 20.48 25.19 15.23
Franklin India Equity Advtg Gr 05-03-2005 9.79 21.34 14.62 24.33 11.34
PGIM India Large and Mid Cap Reg Gr 12-02-2024 9.67 0.0 0.0 0.0 0.0
Nippon India Vision Gr Gr 05-10-1995 9.43 27.45 20.18 26.6 12.22
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 9.4 27.1 21.07 28.15 13.31
Canara Robeco Emerging Equities Reg Gr 05-03-2005 9.3 22.29 15.77 23.34 15.56
Sundaram Large and MidCap Gr 10-02-2007 9.16 25.2 19.11 25.73 15.45

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Growth Opportunities Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)