Axis Growth Opportunities Fund Direct Growth

Fund Overview

Fund Size

₹14,007 Cr

Expense Ratio

0.59%

ISIN

INF846K01J46

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

22 Oct 2018

About this fund

Axis Growth Opportunities Fund Direct Growth is a Large & Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 6 years and 2 months, having been launched on 22-Oct-18.
As of 20-Dec-24, it has a Net Asset Value (NAV) of ₹34.93, Assets Under Management (AUM) of 14007.12 Crores, and an expense ratio of 0.59%.

Axis Growth Opportunities Fund Direct Growth has given a CAGR return of 22.50% since inception.
The fund's asset allocation comprises around 96.20% in equities, 0.00% in debts, and 3.80% in cash & cash equivalents.
You can start investing in Axis Growth Opportunities Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+30.09%

+27.89% (Cat Avg.)

3 Years

+17.47%

+20.43% (Cat Avg.)

5 Years

+23.46%

+21.36% (Cat Avg.)

Since Inception

+22.50%

— (Cat Avg.)

Portfolio Summaryas of 30th November 2024

Equity	₹13,474.23 Cr	96.20%
Others	₹532.89 Cr	3.80%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Torrent Power Ltd	Equity	₹645.57 Cr	4.68%
ICICI Bank Ltd	Equity	₹516.9 Cr	3.75%
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	₹438.05 Cr	3.18%
HDFC Bank Ltd	Equity	₹403.55 Cr	2.93%
CG Power & Industrial Solutions Ltd	Equity	₹346.34 Cr	2.51%
Infosys Ltd	Equity	₹280.48 Cr	2.04%
Reliance Industries Ltd	Equity	₹268.18 Cr	1.95%
Bharti Airtel Ltd	Equity	₹244.85 Cr	1.78%
Cholamandalam Investment and Finance Co Ltd	Equity	₹239.41 Cr	1.74%
Persistent Systems Ltd	Equity	₹236.64 Cr	1.72%
Divi's Laboratories Ltd	Equity	₹221.66 Cr	1.61%
Larsen & Toubro Ltd	Equity	₹218.26 Cr	1.58%
State Bank of India	Equity	₹206.5 Cr	1.50%
Indian Hotels Co Ltd	Equity	₹202.91 Cr	1.47%
Sona BLW Precision Forgings Ltd	Equity	₹191.32 Cr	1.39%
PI Industries Ltd	Equity	₹177.3 Cr	1.29%
Zomato Ltd	Equity	₹176.11 Cr	1.28%
Mahindra & Mahindra Ltd	Equity	₹175.06 Cr	1.27%
Bajaj Finance Ltd	Equity	₹161.41 Cr	1.17%
InterGlobe Aviation Ltd	Equity	₹161.22 Cr	1.17%
The Federal Bank Ltd	Equity	₹155.99 Cr	1.13%
Sun Pharmaceuticals Industries Ltd	Equity	₹154.03 Cr	1.12%
Tata Power Co Ltd	Equity	₹153.78 Cr	1.12%
ITC Ltd	Equity	₹152.47 Cr	1.11%
Fortis Healthcare Ltd	Equity	₹148.67 Cr	1.08%
Bharat Electronics Ltd	Equity	₹148.49 Cr	1.08%
Multi Commodity Exchange of India Ltd	Equity	₹145.17 Cr	1.05%
Linde India Ltd	Equity	₹145.15 Cr	1.05%
Suzlon Energy Ltd	Equity	₹141.21 Cr	1.02%
Cummins India Ltd	Equity	₹140.82 Cr	1.02%
KEI Industries Ltd	Equity	₹134.51 Cr	0.98%
Sundaram Finance Ltd	Equity	₹132.62 Cr	0.96%
Dixon Technologies (India) Ltd	Equity	₹129.85 Cr	0.94%
Coforge Ltd	Equity	₹129.65 Cr	0.94%
Phoenix Mills Ltd	Equity	₹127.73 Cr	0.93%
NVIDIA Corp	Equity	₹124.09 Cr	0.90%
Pidilite Industries Ltd	Equity	₹121.88 Cr	0.88%
Microsoft Corp	Equity	₹121.7 Cr	0.88%
GE Vernova T&D India Ltd	Equity	₹118 Cr	0.86%
Axis NIFTY 50 ETF	Mutual Fund - ETF	₹113.12 Cr	0.82%
Trent Ltd	Equity	₹107.15 Cr	0.78%
Hindustan Aeronautics Ltd Ordinary Shares	Equity	₹106.87 Cr	0.78%
HDFC Asset Management Co Ltd	Equity	₹106.09 Cr	0.77%
ZF Commercial Vehicle Control Systems India Ltd	Equity	₹104.55 Cr	0.76%
Alphabet Inc Class A	Equity	₹104.21 Cr	0.76%
Voltas Ltd	Equity	₹103.21 Cr	0.75%
Prestige Estates Projects Ltd	Equity	₹100.52 Cr	0.73%
Schaeffler India Ltd	Equity	₹97.52 Cr	0.71%
Vijaya Diagnostic Centre Ltd	Equity	₹94.59 Cr	0.69%
Power Grid Corp Of India Ltd	Equity	₹93.67 Cr	0.68%
Info Edge (India) Ltd	Equity	₹93.63 Cr	0.68%
Tech Mahindra Ltd	Equity	₹91.69 Cr	0.67%
Hindustan Unilever Ltd	Equity	₹91.02 Cr	0.66%
Apar Industries Ltd	Equity	₹87.45 Cr	0.63%
Tata Motors Ltd	Equity	₹84.24 Cr	0.61%
Meta Platforms Inc Class A	Equity	₹84.16 Cr	0.61%
Mankind Pharma Ltd	Equity	₹83.4 Cr	0.61%
Minda Corp Ltd	Equity	₹83.18 Cr	0.60%
ICICI Prudential Life Insurance Co Ltd	Equity	₹83 Cr	0.60%
Mphasis Ltd	Equity	₹81.83 Cr	0.59%
Indian Bank	Equity	₹81.27 Cr	0.59%
UNO Minda Ltd	Equity	₹80.57 Cr	0.58%
PB Fintech Ltd	Equity	₹79.83 Cr	0.58%
Bajaj Auto Ltd	Equity	₹78.21 Cr	0.57%
Supreme Industries Ltd	Equity	₹77.9 Cr	0.57%
Siemens Ltd	Equity	₹77.07 Cr	0.56%
Anant Raj Ltd	Equity	₹77.02 Cr	0.56%
iShares NASDAQ 100 ETF USD Acc	Mutual Fund - ETF	₹75.13 Cr	0.55%
Cipla Ltd	Equity	₹74.99 Cr	0.54%
Torrent Pharmaceuticals Ltd	Equity	₹72.76 Cr	0.53%
HDFC Life Insurance Co Ltd	Equity	₹71.62 Cr	0.52%
Sumitomo Chemical India Ltd Ordinary Shares	Equity	₹71.16 Cr	0.52%
REC Ltd	Equity	₹70.93 Cr	0.51%
Godrej Properties Ltd	Equity	₹70.28 Cr	0.51%
iShares Core S&P 500 ETF USD Acc	Mutual Fund - ETF	₹69.93 Cr	0.51%
SBI Life Insurance Co Ltd	Equity	₹68.92 Cr	0.50%
Granules India Ltd	Equity	₹67.52 Cr	0.49%
United Spirits Ltd	Equity	₹66.21 Cr	0.48%
Clean Science and Technology Ltd	Equity	₹66.11 Cr	0.48%
Colgate-Palmolive (India) Ltd	Equity	₹65.18 Cr	0.47%
Eli Lilly and Co	Equity	₹65.09 Cr	0.47%
Tata Consultancy Services Ltd	Equity	₹64.46 Cr	0.47%
J.B. Chemicals & Pharmaceuticals Ltd	Equity	₹62.33 Cr	0.45%
Net Receivables / (Payables)	Cash	₹59.93 Cr	0.43%
Booking Holdings Inc	Equity	₹59.77 Cr	0.43%
SAP SE ADR	Equity	₹59.12 Cr	0.43%
Netflix Inc	Equity	₹58.85 Cr	0.43%
Godrej Consumer Products Ltd	Equity	₹57.08 Cr	0.41%
Visa Inc Class A	Equity	₹56.78 Cr	0.41%
Salesforce Inc	Equity	₹55.71 Cr	0.40%
Varun Beverages Ltd	Equity	₹55.62 Cr	0.40%
DLF Ltd	Equity	₹54.15 Cr	0.39%
Ambuja Cements Ltd	Equity	₹51.22 Cr	0.37%
Parker Hannifin Corp	Equity	₹50.67 Cr	0.37%
TJX Companies Inc	Equity	₹50.42 Cr	0.37%
Lupin Ltd	Equity	₹50.3 Cr	0.37%
Spotify Technology SA	Equity	₹49.64 Cr	0.36%
Coca-Cola Co	Equity	₹49.4 Cr	0.36%
AutoZone Inc	Equity	₹49.14 Cr	0.36%
CreditAccess Grameen Ltd Ordinary Shares	Equity	₹48.71 Cr	0.35%
Merck & Co Inc	Equity	₹48.63 Cr	0.35%
Motherson Sumi Wiring India Ltd	Equity	₹48.31 Cr	0.35%
Adobe Inc	Equity	₹48.15 Cr	0.35%
TVS Motor Co Ltd	Equity	₹48.05 Cr	0.35%
Taiwan Semiconductor Manufacturing Co Ltd ADR	Equity	₹47.69 Cr	0.35%
Uber Technologies Inc	Equity	₹47.67 Cr	0.35%
Boston Scientific Corp	Equity	₹47.37 Cr	0.34%
Arista Networks Inc	Equity	₹46.67 Cr	0.34%
Lowe's Companies Inc	Equity	₹46.45 Cr	0.34%
Alcon Inc	Equity	₹45.02 Cr	0.33%
Bunzl PLC	Equity	₹43.21 Cr	0.31%
Samvardhana Motherson International Ltd	Equity	₹40.71 Cr	0.30%
L&T Technology Services Ltd	Equity	₹37.86 Cr	0.27%
Tata Technologies Ltd	Equity	₹37.85 Cr	0.27%
Jyoti CNC Automation Ltd	Equity	₹37.59 Cr	0.27%
Life Insurance Corporation of India	Equity	₹36.92 Cr	0.27%
Siemens AG ADR	Equity	₹36.74 Cr	0.27%
Jubilant Foodworks Ltd	Equity	₹36.18 Cr	0.26%
Premier Energies Ltd	Equity	₹35.78 Cr	0.26%
Kalyan Jewellers India Ltd	Equity	₹33.51 Cr	0.24%
KLA Corp	Equity	₹32.97 Cr	0.24%
Indus Towers Ltd Ordinary Shares	Equity	₹32.83 Cr	0.24%
Grindwell Norton Ltd	Equity	₹32.54 Cr	0.24%
Hindalco Industries Ltd	Equity	₹30.87 Cr	0.22%
Hyundai Motor India Ltd	Equity	₹25.37 Cr	0.18%
Berger Paints India Ltd	Equity	₹20.77 Cr	0.15%
Apollo Hospitals Enterprise Ltd	Equity	₹20.35 Cr	0.15%
Vodafone Idea Ltd	Equity	₹18.25 Cr	0.13%
Techno Electric & Engineering Co Ltd	Equity	₹9.47 Cr	0.07%
Mrs Bectors Food Specialities Ltd Ordinary Shares	Equity	₹2.53 Cr	0.02%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹2,665.63 Cr	19.34%
Industrials	₹2,028.38 Cr	14.72%
Consumer Cyclical	₹1,818.76 Cr	13.20%
Technology	₹1,709.87 Cr	12.41%
Healthcare	₹1,256.71 Cr	9.12%
Utilities	₹893.02 Cr	6.48%
Communication Services	₹686.41 Cr	4.98%
Basic Materials	₹684.45 Cr	4.97%
Consumer Defensive	₹582.71 Cr	4.23%
Real Estate	₹429.71 Cr	3.12%
Energy	₹268.18 Cr	1.95%

Risk & Performance Ratios

Fund Managers

Shreyash Devalkar

Since August 2023

Hitesh Das

Since August 2023

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 30th November 2024

ISIN

INF846K01J46

Expense Ratio

0.59%

Exit Load

1.00%

Fund Size

₹14,007 Cr

Age

6 years 2 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty LargeMidcap 250 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Large & Mid-Cap Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Union Large & Midcap Fund Direct Growth Very High Risk	0.9%	1.0%	₹847.32 Cr	24.6%
Union Large & Midcap Fund Regular Growth Very High Risk	2.3%	1.0%	₹847.32 Cr	22.9%
HSBC Large & Mid Cap Fund Regular Growth Very High Risk	1.9%	1.0%	₹3608.53 Cr	42.4%
HSBC Large & Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹3608.53 Cr	43.9%
Baroda BNP Paribas Large & Mid Cap Fund Regular Growth Very High Risk	2.1%	1.0%	₹1497.70 Cr	31.3%
Baroda BNP Paribas Large & Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹1497.70 Cr	33.0%
Tata Large & Mid Cap Fund Regular Growth Very High Risk	1.8%	1.0%	₹8342.43 Cr	18.8%
Navi Large & Midcap Fund Regular Growth Very High Risk	2.3%	0.0%	₹318.75 Cr	19.0%
Navi Large & Midcap Fund Direct Growth Very High Risk	0.3%	0.0%	₹318.75 Cr	21.3%
UTI Core Equity Fund Regular Growth Very High Risk	1.9%	1.0%	₹4048.26 Cr	31.6%

About the AMC

Axis Mutual Fund

+91 22 43255161

https://www.axismf.com/

Total AUM

₹3,16,718 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth Moderate Risk	-	0.0%	-	-
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth Very High Risk	0.1%	0.0%	₹64.72 Cr	-
Axis India Manufacturing Fund Direct Growth Very High Risk	0.4%	1.0%	₹6039.84 Cr	-
Axis Fixed Term Plan Series 118 100 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 113 1228 Days Direct Growth Low to Moderate Risk	-	0.0%	-	7.8%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 105 1128 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 112 1143 Days Direct Growth Low to Moderate Risk	-	0.0%	-	7.7%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹75.54 Cr	8.2%
Axis Banking & PSU Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹12964.37 Cr	7.8%
Axis Global Equity Alpha Fund of Fund Direct Growth Very High Risk	0.9%	1.0%	₹833.59 Cr	21.0%
Axis Nifty Smallcap 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹457.49 Cr	32.4%
Axis Flexi Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹12854.88 Cr	26.9%
Axis Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹17113.47 Cr	7.9%
Axis Equity Hybrid Fund Direct Growth Very High Risk	1.1%	1.0%	₹1615.65 Cr	18.6%
Axis Special Situations Fund Direct Growth Very High Risk	1.3%	1.0%	₹1233.51 Cr	32.8%
Axis Corporate Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹6083.48 Cr	8.7%
Axis ESG Equity Fund Direct Growth Very High Risk	1.3%	1.0%	₹1334.37 Cr	20.4%
Axis Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹5591.95 Cr	8.3%
Axis Greater China Equity Fund of Fund Direct Growth Very High Risk	0.5%	1.0%	₹323.64 Cr	12.8%
Axis Value Fund Direct Growth Very High Risk	0.9%	1.0%	₹785.25 Cr	33.3%
Axis All Seasons Debt Fund of Funds Direct Growth Moderate Risk	0.2%	0.0%	₹138.42 Cr	8.8%
Axis Gilt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹1016.50 Cr	10.2%
Axis Bluechip Fund Direct Growth Very High Risk	0.7%	1.0%	₹33547.36 Cr	17.4%
Axis Dynamic Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹1495.62 Cr	8.7%
Axis Gold Fund Direct Growth High Risk	0.2%	1.0%	₹696.01 Cr	20.1%
Axis Focused 25 Fund Direct Growth Very High Risk	0.8%	1.0%	₹13289.37 Cr	19.3%
Axis Regular Saver Fund Direct Growth Very High Risk	1.0%	1.0%	₹297.87 Cr	9.5%
Axis Strategic Bond Fund Direct Growth Moderately High risk	0.5%	1.0%	₹1979.18 Cr	9.3%
Axis Long Term Equity Fund Direct Growth Very High Risk	0.8%	0.0%	₹36373.17 Cr	21.5%
Axis Short Term Fund Direct Growth Moderate Risk	0.4%	0.0%	₹9161.75 Cr	8.5%
Axis Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹34674.32 Cr	7.5%
Axis Multi Asset Allocation Fund Direct Growth Very High Risk	1.0%	1.0%	₹1281.69 Cr	19.1%
Axis Midcap Fund Direct Growth Very High Risk	0.5%	1.0%	₹30329.59 Cr	34.9%
Axis Treasury Advantage Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹6577.09 Cr	8.0%
Axis Equity Saver Fund Direct Growth Moderately High risk	1.0%	1.0%	₹1014.59 Cr	13.5%
Axis Balanced Advantage Fund Direct Growth Moderately High risk	0.8%	1.0%	₹2599.22 Cr	21.0%
Axis Nifty Midcap 50 Index Fund Direct Growth Low Risk	0.3%	0.0%	₹413.12 Cr	26.4%
Axis Nifty IT Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹140.01 Cr	27.9%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹32.01 Cr	8.1%
Axis Credit Risk Fund Direct Growth Moderately High risk	0.8%	1.0%	₹415.73 Cr	8.8%
Axis Ultra Short Term Fund Direct Growth Moderate Risk	0.4%	0.0%	₹6050.14 Cr	7.9%
Axis Multicap Fund Direct Growth Very High Risk	0.7%	1.0%	₹6807.34 Cr	36.9%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹71.82 Cr	8.3%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth Low to Moderate Risk	0.1%	0.0%	₹276.08 Cr	6.7%
Axis Silver Fund of Funds Direct Growth Very High Risk	0.2%	0.0%	₹63.85 Cr	14.7%
Axis Nifty Next 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹303.16 Cr	35.2%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth Low Risk	0.2%	0.0%	₹506.13 Cr	7.6%
Axis Long Duration Fund Direct Growth Moderate Risk	0.3%	0.0%	₹510.21 Cr	11.0%
Axis Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹575.83 Cr	12.6%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Axis Growth Opportunities Fund Direct Growth?

The NAV of Axis Growth Opportunities Fund Direct Growth, as of 20-Dec-2024, is ₹34.93.

What are the returns of Axis Growth Opportunities Fund Direct Growth?

The fund has generated 30.09% over the last 1 year and 17.47% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Axis Growth Opportunities Fund Direct Growth?

The fund's allocation of assets is distributed as 96.20% in equities, 0.00% in bonds, and 3.80% in cash and cash equivalents.

Who manages the Axis Growth Opportunities Fund Direct Growth?

The fund managers responsible for Axis Growth Opportunities Fund Direct Growth are:-

Shreyash Devalkar
Hitesh Das
Krishnaa N

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Axis Growth Opportunities Fund Direct Growth

Fund Overview