April 10, 2025
mayank
Axis Growth Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 31.2100
NAV IDCW: Rs 22.5900
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The 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.
Fund Manager:
1) Hitesh Das
Education: Mr. Das is a PGDM, M.Tech, B.Tech
Experience: Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
2) Shreyash Devalkar
Education: Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience: Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs)– | |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Axis Growth Opportunities Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 22-Oct-18 |
| Return Since Launch | 19.25% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 12,596 Cr |
| (As on 28-Feb-2025) | |
| Expense | 0.60% |
| (As on 31-Mar-2025) | |
| Risk Grade | Above Average |
| Return Grade | Average |
| Turnover | 59.00% |
Trailing Returns (%) of Axis Growth Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Growth Opportunities Dir | -11.01 | 1.79 | -0.95 | -10.16 | -13.02 | 1.27 | 12.06 | 25.77 | — | — |
| BSE Large Mid Cap TRI* | -7.55 | -0.56 | -0.35 | -6.33 | -12.68 | -1.31 | 10.56 | 22.56 | — | — |
| Equity: Large & MidCap* | -12.31 | -0.68 | -0.66 | -10.44 | -16.88 | -1.53 | 13.68 | 25.61 | — | — |
Peer Comparison of Axis Growth Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Growth Opportunities Dir | 2 star | 1.27 | 12.06 | 25.77 | 0.60 | 12,596 | 19.25 | 1.00 (365) | 6Y 5M | 59.00 |
| SBI Large & Midcap Dir | 4 star | 3.95 | 14.01 | 26.69 | 0.75 | 29,416 | 16.65 | 0.10 (30) | 12Y 3M | 29.00 |
| HDFC Large and Mid Cap Dir | 4 star | 0.17 | 16.16 | 29.02 | 1.02 | 23,380 | 13.27 | 1.00 (365) | 12Y 3M | 4.47 |
| Kotak Equity Opportunities Dir | 4 star | 0.44 | 14.63 | 25.90 | 0.61 | 22,853 | 16.62 | 1.00 (365) | 12Y 3M | 23.86 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 6.00 | 18.23 | 30.26 | 0.88 | 19,353 | 16.38 | 1.00 (30) | 12Y 3M | 59.00 |
Portfolio Analysis of Axis Growth Opportunities Fund
| No. of Stocks | 117 |
| Top 10 Stocks | 26.73% |
| Top 5 Stocks | 17.64% |
| Top 3 Sectors | 44.24% |
| Portfolio P/B Ratio | 4.92 |
| Portfolio P/E Ratio | 30.59 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,00,153 | 1,49,030 |
| Giant (%) | 47.93 | 47.00 |
| Large (%) | 26.26 | 30.22 |
| Mid (%) | 24.84 | 21.56 |
| Small (%) | 0.76 | 4.37 |
| Tiny (%) | 0.20 | 0.07 |
Chanakya’s Mutual Fund Guidance For Axis Growth Opportunities Fund
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