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Fund Overview

Fund Size

Fund Size

₹13,522 Cr

Expense Ratio

Expense Ratio

1.70%

ISIN

ISIN

INF846K01J79

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

22 Oct 2018

About this fund

Axis Growth Opportunities Fund Regular Growth is a Large & Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 6 years and 4 months, having been launched on 22-Oct-18.
As of 20-Feb-25, it has a Net Asset Value (NAV) of ₹29.52, Assets Under Management (AUM) of 13522.21 Crores, and an expense ratio of 1.7%.
  • Axis Growth Opportunities Fund Regular Growth has given a CAGR return of 18.64% since inception.
  • The fund's asset allocation comprises around 95.50% in equities, 0.00% in debts, and 4.50% in cash & cash equivalents.
  • You can start investing in Axis Growth Opportunities Fund Regular 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

+10.36%

+6.83% (Cat Avg.)

3 Years

+14.32%

+15.96% (Cat Avg.)

5 Years

+18.60%

+18.20% (Cat Avg.)

Since Inception

+18.64%

(Cat Avg.)

Portfolio Summaryas of 31st January 2025

Equity12,913.8 Cr95.50%
Others608.4 Cr4.50%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity687.14 Cr5.08%
ICICI Bank LtdEquity530.71 Cr3.92%
Torrent Power LtdEquity518.6 Cr3.84%
Net Receivables / (Payables)Cash443.03 Cr3.28%
Infosys LtdEquity378.07 Cr2.80%
Persistent Systems LtdEquity280.8 Cr2.08%
Bharti Airtel LtdEquity271.32 Cr2.01%
Reliance Industries LtdEquity254.7 Cr1.88%
Indian Hotels Co LtdEquity229.29 Cr1.70%
Larsen & Toubro LtdEquity214.95 Cr1.59%
Bajaj Finance LtdEquity212.32 Cr1.57%
CG Power & Industrial Solutions LtdEquity211.63 Cr1.57%
Coforge LtdEquity207.61 Cr1.54%
State Bank of IndiaEquity206.19 Cr1.52%
Dixon Technologies (India) LtdEquity203.86 Cr1.51%
Divi's Laboratories LtdEquity190.4 Cr1.41%
GE Vernova T&D India LtdEquity188.03 Cr1.39%
Mahindra & Mahindra LtdEquity173.89 Cr1.29%
The Federal Bank LtdEquity170.99 Cr1.26%
Clearing Corporation Of India LtdCash - Repurchase Agreement165.31 Cr1.22%
Bharat Electronics LtdEquity164.23 Cr1.21%
Cholamandalam Investment and Finance Co LtdEquity163.15 Cr1.21%
Fortis Healthcare LtdEquity152.36 Cr1.13%
Suzlon Energy LtdEquity151.05 Cr1.12%
ITC LtdEquity150.78 Cr1.12%
Zomato LtdEquity148.28 Cr1.10%
Sun Pharmaceuticals Industries LtdEquity145.28 Cr1.07%
InterGlobe Aviation LtdEquity142.71 Cr1.06%
PB Fintech LtdEquity138.05 Cr1.02%
Phoenix Mills LtdEquity137.77 Cr1.02%
PI Industries LtdEquity137.61 Cr1.02%
KEI Industries LtdEquity133.57 Cr0.99%
Lupin LtdEquity132 Cr0.98%
Vishal Mega Mart LtdEquity129.32 Cr0.96%
Sundaram Finance LtdEquity127.45 Cr0.94%
Multi Commodity Exchange of India LtdEquity124.65 Cr0.92%
Premier Energies LtdEquity119.27 Cr0.88%
Linde India LtdEquity118.85 Cr0.88%
Mankind Pharma LtdEquity116.33 Cr0.86%
Info Edge (India) LtdEquity115.7 Cr0.86%
NVIDIA CorpEquity115.64 Cr0.86%
Cipla LtdEquity110.9 Cr0.82%
Axis NIFTY 50 ETFMutual Fund - ETF109.66 Cr0.81%
Pidilite Industries LtdEquity109.42 Cr0.81%
BSE LtdEquity106.85 Cr0.79%
Jubilant Foodworks LtdEquity103.89 Cr0.77%
Tech Mahindra LtdEquity103.82 Cr0.77%
Vijaya Diagnostic Centre LtdEquity98.01 Cr0.72%
Indian BankEquity97.89 Cr0.72%
Schaeffler India LtdEquity97.23 Cr0.72%
HDFC Asset Management Co LtdEquity95.5 Cr0.71%
Minda Corp LtdEquity92.32 Cr0.68%
Meta Platforms Inc Class AEquity92.27 Cr0.68%
Sona BLW Precision Forgings LtdEquity90.78 Cr0.67%
iShares NASDAQ 100 ETF USD AccMutual Fund - ETF84.57 Cr0.63%
Prestige Estates Projects LtdEquity83.51 Cr0.62%
Mphasis LtdEquity81.5 Cr0.60%
United Spirits LtdEquity77.83 Cr0.58%
UNO Minda LtdEquity77.48 Cr0.57%
iShares Core S&P 500 ETF USD AccMutual Fund - ETF77.03 Cr0.57%
REC LtdEquity74.55 Cr0.55%
Torrent Pharmaceuticals LtdEquity74.27 Cr0.55%
Varun Beverages LtdEquity70.67 Cr0.52%
Power Grid Corp Of India LtdEquity70.49 Cr0.52%
UltraTech Cement LtdEquity69.49 Cr0.51%
ICICI Prudential Life Insurance Co LtdEquity69 Cr0.51%
Visa Inc Class AEquity68.99 Cr0.51%
Apar Industries LtdEquity67.62 Cr0.50%
Apollo Hospitals Enterprise LtdEquity67.42 Cr0.50%
Titan Co LtdEquity66.71 Cr0.49%
Granules India LtdEquity65.95 Cr0.49%
Eli Lilly and CoEquity65.56 Cr0.48%
Sumitomo Chemical India Ltd Ordinary SharesEquity63.51 Cr0.47%
HDFC Life Insurance Co LtdEquity63.45 Cr0.47%
Anant Raj LtdEquity62.21 Cr0.46%
Netflix IncEquity61.91 Cr0.46%
Voltas LtdEquity60.95 Cr0.45%
SAP SE ADREquity59.75 Cr0.44%
Boston Scientific CorpEquity59.47 Cr0.44%
Clean Science and Technology LtdEquity58.61 Cr0.43%
Parker Hannifin CorpEquity58.22 Cr0.43%
Salesforce IncEquity58 Cr0.43%
Trent LtdEquity57.72 Cr0.43%
Arista Networks IncEquity57.36 Cr0.42%
TJX Companies IncEquity57.35 Cr0.42%
Godrej Properties LtdEquity56.93 Cr0.42%
International Gemmological Institute (India) LtdEquity56.79 Cr0.42%
AutoZone IncEquity56.37 Cr0.42%
J.B. Chemicals & Pharmaceuticals LtdEquity56.06 Cr0.41%
Hitachi Energy India Ltd Ordinary SharesEquity55.77 Cr0.41%
Bajaj Auto LtdEquity55.25 Cr0.41%
Spotify Technology SAEquity55.25 Cr0.41%
Taiwan Semiconductor Manufacturing Co Ltd ADREquity53.98 Cr0.40%
CreditAccess Grameen Ltd Ordinary SharesEquity53.72 Cr0.40%
Tata Consultancy Services LtdEquity52.4 Cr0.39%
Microsoft CorpEquity51.34 Cr0.38%
Jyoti CNC Automation LtdEquity49.94 Cr0.37%
Coca-Cola CoEquity49.47 Cr0.37%
DLF LtdEquity49.21 Cr0.36%
Kalyan Jewellers India LtdEquity49.15 Cr0.36%
TVS Motor Co LtdEquity47.36 Cr0.35%
Booking Holdings IncEquity47.08 Cr0.35%
Uber Technologies IncEquity45.57 Cr0.34%
Supreme Industries LtdEquity42.22 Cr0.31%
Alphabet Inc Class AEquity41.75 Cr0.31%
Siemens AG ADREquity41.67 Cr0.31%
Swiggy LtdEquity39.4 Cr0.29%
KLA CorpEquity37.64 Cr0.28%
Ambuja Cements LtdEquity37.55 Cr0.28%
Berger Paints India LtdEquity36.4 Cr0.27%
L&T Technology Services LtdEquity35.62 Cr0.26%
Life Insurance Corporation of IndiaEquity33.82 Cr0.25%
Indus Towers Ltd Ordinary SharesEquity33.47 Cr0.25%
Colgate-Palmolive (India) LtdEquity32.37 Cr0.24%
Grindwell Norton LtdEquity28.33 Cr0.21%
Solar Industries India LtdEquity27.8 Cr0.21%
Bunzl PLCEquity22.91 Cr0.17%
Vodafone Idea LtdEquity20.34 Cr0.15%
Godrej Consumer Products LtdEquity19.16 Cr0.14%
Hyundai Motor India LtdEquity17.48 Cr0.13%
ITC Hotels LtdEquity12.42 Cr0.09%
Max Healthcare Institute Ltd Ordinary SharesEquity11.41 Cr0.08%
Hindalco Industries LtdEquity5.94 Cr0.04%
Merck & Co IncEquity0.23 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

43.48%

Mid Cap Stocks

35.44%

Small Cap Stocks

5.99%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services3,024.44 Cr22.37%
Technology1,997.98 Cr14.78%
Consumer Cyclical1,648.77 Cr12.19%
Industrials1,555.15 Cr11.50%
Healthcare1,345.66 Cr9.95%
Basic Materials721.97 Cr5.34%
Communication Services692.01 Cr5.12%
Utilities589.1 Cr4.36%
Consumer Defensive423.2 Cr3.13%
Real Estate389.63 Cr2.88%
Energy254.7 Cr1.88%

Risk & Performance Ratios

Standard Deviation

This fund

14.70%

Cat. avg.

14.35%

Lower the better

Sharpe Ratio

This fund

0.54

Cat. avg.

0.69

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.18

Higher the better

Fund Managers

SD

Shreyash Devalkar

Since August 2023

HD

Hitesh Das

Since August 2023

KN

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 31st January 2025

ISIN
INF846K01J79
Expense Ratio
1.70%
Exit Load
1.00%
Fund Size
₹13,522 Cr
Age
6 years 4 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty LargeMidcap 250 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund size
1Y
Union Large & Midcap Fund Direct Growth

Very High Risk

1.0%1.0%₹805.40 Cr5.0%
Union Large & Midcap Fund Regular Growth

Very High Risk

2.3%1.0%₹805.40 Cr3.6%
HSBC Large & Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3873.33 Cr7.7%
HSBC Large & Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹3873.33 Cr8.8%
Baroda BNP Paribas Large & Mid Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1445.39 Cr3.2%
Baroda BNP Paribas Large & Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹1445.39 Cr4.5%
Tata Large & Mid Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹7943.04 Cr1.9%
Navi Large & Midcap Fund Regular Growth

Very High Risk

2.3%0.0%₹303.69 Cr5.4%
Navi Large & Midcap Fund Direct Growth

Very High Risk

0.3%0.0%₹303.69 Cr7.4%
UTI Core Equity Fund Regular Growth

Very High Risk

1.9%1.0%₹4046.69 Cr11.2%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,27,150 Cr

Address

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

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund 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%₹60.60 Cr7.5%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5517.88 Cr10.5%
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%₹92.41 Cr7.7%
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%₹76.51 Cr7.6%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹74.64 Cr8.0%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹12968.72 Cr7.9%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹874.46 Cr25.5%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹445.10 Cr1.4%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹12125.40 Cr8.5%
Axis Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹17744.78 Cr7.9%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹1529.76 Cr9.4%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1157.43 Cr15.0%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹6132.90 Cr8.5%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1249.20 Cr7.7%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹5848.46 Cr7.9%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹338.80 Cr27.9%
Axis Value Fund Direct Growth

Very High Risk

0.9%1.0%₹784.67 Cr10.7%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderately High risk

0.2%0.0%₹137.62 Cr8.2%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹934.26 Cr8.3%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹32271.39 Cr7.0%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1366.81 Cr7.9%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹793.50 Cr36.1%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹12349.87 Cr6.0%
Axis Regular Saver Fund Direct Growth

Very High Risk

1.0%1.0%₹266.92 Cr8.0%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1981.41 Cr8.8%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹34496.58 Cr9.2%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹8780.65 Cr8.4%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹43033.62 Cr7.5%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1316.16 Cr11.6%
Axis Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹28380.17 Cr11.4%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5963.66 Cr8.0%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹967.80 Cr7.2%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹2652.06 Cr11.7%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹405.73 Cr2.4%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹140.82 Cr10.3%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹32.44 Cr8.1%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹411.36 Cr8.7%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹5681.17 Cr7.8%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹6748.60 Cr12.0%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.37 Cr8.3%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹275.37 Cr7.5%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹69.73 Cr34.8%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹290.46 Cr3.9%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹458.92 Cr7.6%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹528.62 Cr7.9%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹603.54 Cr4.4%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Axis Growth Opportunities Fund Regular Growth, as of 20-Feb-2025, is ₹29.52.
The fund has generated 10.36% over the last 1 year and 14.32% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 95.50% in equities, 0.00% in bonds, and 4.50% in cash and cash equivalents.
The fund managers responsible for Axis Growth Opportunities Fund Regular Growth are:-
  1. Shreyash Devalkar
  2. Hitesh Das
  3. Krishnaa N

Fund Overview

Fund Size

Fund Size

₹13,522 Cr

Expense Ratio

Expense Ratio

1.70%

ISIN

ISIN

INF846K01J79

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

22 Oct 2018

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Axis Growth Opportunities Fund Regular Growth is a Large & Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 6 years and 4 months, having been launched on 22-Oct-18.
As of 20-Feb-25, it has a Net Asset Value (NAV) of ₹29.52, Assets Under Management (AUM) of 13522.21 Crores, and an expense ratio of 1.7%.
  • Axis Growth Opportunities Fund Regular Growth has given a CAGR return of 18.64% since inception.
  • The fund's asset allocation comprises around 95.50% in equities, 0.00% in debts, and 4.50% in cash & cash equivalents.
  • You can start investing in Axis Growth Opportunities Fund Regular 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

+10.36%

+6.83% (Cat Avg.)

3 Years

+14.32%

+15.96% (Cat Avg.)

5 Years

+18.60%

+18.20% (Cat Avg.)

Since Inception

+18.64%

(Cat Avg.)

Portfolio Summaryas of 31st January 2025

Equity12,913.8 Cr95.50%
Others608.4 Cr4.50%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity687.14 Cr5.08%
ICICI Bank LtdEquity530.71 Cr3.92%
Torrent Power LtdEquity518.6 Cr3.84%
Net Receivables / (Payables)Cash443.03 Cr3.28%
Infosys LtdEquity378.07 Cr2.80%
Persistent Systems LtdEquity280.8 Cr2.08%
Bharti Airtel LtdEquity271.32 Cr2.01%
Reliance Industries LtdEquity254.7 Cr1.88%
Indian Hotels Co LtdEquity229.29 Cr1.70%
Larsen & Toubro LtdEquity214.95 Cr1.59%
Bajaj Finance LtdEquity212.32 Cr1.57%
CG Power & Industrial Solutions LtdEquity211.63 Cr1.57%
Coforge LtdEquity207.61 Cr1.54%
State Bank of IndiaEquity206.19 Cr1.52%
Dixon Technologies (India) LtdEquity203.86 Cr1.51%
Divi's Laboratories LtdEquity190.4 Cr1.41%
GE Vernova T&D India LtdEquity188.03 Cr1.39%
Mahindra & Mahindra LtdEquity173.89 Cr1.29%
The Federal Bank LtdEquity170.99 Cr1.26%
Clearing Corporation Of India LtdCash - Repurchase Agreement165.31 Cr1.22%
Bharat Electronics LtdEquity164.23 Cr1.21%
Cholamandalam Investment and Finance Co LtdEquity163.15 Cr1.21%
Fortis Healthcare LtdEquity152.36 Cr1.13%
Suzlon Energy LtdEquity151.05 Cr1.12%
ITC LtdEquity150.78 Cr1.12%
Zomato LtdEquity148.28 Cr1.10%
Sun Pharmaceuticals Industries LtdEquity145.28 Cr1.07%
InterGlobe Aviation LtdEquity142.71 Cr1.06%
PB Fintech LtdEquity138.05 Cr1.02%
Phoenix Mills LtdEquity137.77 Cr1.02%
PI Industries LtdEquity137.61 Cr1.02%
KEI Industries LtdEquity133.57 Cr0.99%
Lupin LtdEquity132 Cr0.98%
Vishal Mega Mart LtdEquity129.32 Cr0.96%
Sundaram Finance LtdEquity127.45 Cr0.94%
Multi Commodity Exchange of India LtdEquity124.65 Cr0.92%
Premier Energies LtdEquity119.27 Cr0.88%
Linde India LtdEquity118.85 Cr0.88%
Mankind Pharma LtdEquity116.33 Cr0.86%
Info Edge (India) LtdEquity115.7 Cr0.86%
NVIDIA CorpEquity115.64 Cr0.86%
Cipla LtdEquity110.9 Cr0.82%
Axis NIFTY 50 ETFMutual Fund - ETF109.66 Cr0.81%
Pidilite Industries LtdEquity109.42 Cr0.81%
BSE LtdEquity106.85 Cr0.79%
Jubilant Foodworks LtdEquity103.89 Cr0.77%
Tech Mahindra LtdEquity103.82 Cr0.77%
Vijaya Diagnostic Centre LtdEquity98.01 Cr0.72%
Indian BankEquity97.89 Cr0.72%
Schaeffler India LtdEquity97.23 Cr0.72%
HDFC Asset Management Co LtdEquity95.5 Cr0.71%
Minda Corp LtdEquity92.32 Cr0.68%
Meta Platforms Inc Class AEquity92.27 Cr0.68%
Sona BLW Precision Forgings LtdEquity90.78 Cr0.67%
iShares NASDAQ 100 ETF USD AccMutual Fund - ETF84.57 Cr0.63%
Prestige Estates Projects LtdEquity83.51 Cr0.62%
Mphasis LtdEquity81.5 Cr0.60%
United Spirits LtdEquity77.83 Cr0.58%
UNO Minda LtdEquity77.48 Cr0.57%
iShares Core S&P 500 ETF USD AccMutual Fund - ETF77.03 Cr0.57%
REC LtdEquity74.55 Cr0.55%
Torrent Pharmaceuticals LtdEquity74.27 Cr0.55%
Varun Beverages LtdEquity70.67 Cr0.52%
Power Grid Corp Of India LtdEquity70.49 Cr0.52%
UltraTech Cement LtdEquity69.49 Cr0.51%
ICICI Prudential Life Insurance Co LtdEquity69 Cr0.51%
Visa Inc Class AEquity68.99 Cr0.51%
Apar Industries LtdEquity67.62 Cr0.50%
Apollo Hospitals Enterprise LtdEquity67.42 Cr0.50%
Titan Co LtdEquity66.71 Cr0.49%
Granules India LtdEquity65.95 Cr0.49%
Eli Lilly and CoEquity65.56 Cr0.48%
Sumitomo Chemical India Ltd Ordinary SharesEquity63.51 Cr0.47%
HDFC Life Insurance Co LtdEquity63.45 Cr0.47%
Anant Raj LtdEquity62.21 Cr0.46%
Netflix IncEquity61.91 Cr0.46%
Voltas LtdEquity60.95 Cr0.45%
SAP SE ADREquity59.75 Cr0.44%
Boston Scientific CorpEquity59.47 Cr0.44%
Clean Science and Technology LtdEquity58.61 Cr0.43%
Parker Hannifin CorpEquity58.22 Cr0.43%
Salesforce IncEquity58 Cr0.43%
Trent LtdEquity57.72 Cr0.43%
Arista Networks IncEquity57.36 Cr0.42%
TJX Companies IncEquity57.35 Cr0.42%
Godrej Properties LtdEquity56.93 Cr0.42%
International Gemmological Institute (India) LtdEquity56.79 Cr0.42%
AutoZone IncEquity56.37 Cr0.42%
J.B. Chemicals & Pharmaceuticals LtdEquity56.06 Cr0.41%
Hitachi Energy India Ltd Ordinary SharesEquity55.77 Cr0.41%
Bajaj Auto LtdEquity55.25 Cr0.41%
Spotify Technology SAEquity55.25 Cr0.41%
Taiwan Semiconductor Manufacturing Co Ltd ADREquity53.98 Cr0.40%
CreditAccess Grameen Ltd Ordinary SharesEquity53.72 Cr0.40%
Tata Consultancy Services LtdEquity52.4 Cr0.39%
Microsoft CorpEquity51.34 Cr0.38%
Jyoti CNC Automation LtdEquity49.94 Cr0.37%
Coca-Cola CoEquity49.47 Cr0.37%
DLF LtdEquity49.21 Cr0.36%
Kalyan Jewellers India LtdEquity49.15 Cr0.36%
TVS Motor Co LtdEquity47.36 Cr0.35%
Booking Holdings IncEquity47.08 Cr0.35%
Uber Technologies IncEquity45.57 Cr0.34%
Supreme Industries LtdEquity42.22 Cr0.31%
Alphabet Inc Class AEquity41.75 Cr0.31%
Siemens AG ADREquity41.67 Cr0.31%
Swiggy LtdEquity39.4 Cr0.29%
KLA CorpEquity37.64 Cr0.28%
Ambuja Cements LtdEquity37.55 Cr0.28%
Berger Paints India LtdEquity36.4 Cr0.27%
L&T Technology Services LtdEquity35.62 Cr0.26%
Life Insurance Corporation of IndiaEquity33.82 Cr0.25%
Indus Towers Ltd Ordinary SharesEquity33.47 Cr0.25%
Colgate-Palmolive (India) LtdEquity32.37 Cr0.24%
Grindwell Norton LtdEquity28.33 Cr0.21%
Solar Industries India LtdEquity27.8 Cr0.21%
Bunzl PLCEquity22.91 Cr0.17%
Vodafone Idea LtdEquity20.34 Cr0.15%
Godrej Consumer Products LtdEquity19.16 Cr0.14%
Hyundai Motor India LtdEquity17.48 Cr0.13%
ITC Hotels LtdEquity12.42 Cr0.09%
Max Healthcare Institute Ltd Ordinary SharesEquity11.41 Cr0.08%
Hindalco Industries LtdEquity5.94 Cr0.04%
Merck & Co IncEquity0.23 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

43.48%

Mid Cap Stocks

35.44%

Small Cap Stocks

5.99%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services3,024.44 Cr22.37%
Technology1,997.98 Cr14.78%
Consumer Cyclical1,648.77 Cr12.19%
Industrials1,555.15 Cr11.50%
Healthcare1,345.66 Cr9.95%
Basic Materials721.97 Cr5.34%
Communication Services692.01 Cr5.12%
Utilities589.1 Cr4.36%
Consumer Defensive423.2 Cr3.13%
Real Estate389.63 Cr2.88%
Energy254.7 Cr1.88%

Risk & Performance Ratios

Standard Deviation

This fund

14.70%

Cat. avg.

14.35%

Lower the better

Sharpe Ratio

This fund

0.54

Cat. avg.

0.69

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.18

Higher the better

Fund Managers

SD

Shreyash Devalkar

Since August 2023

HD

Hitesh Das

Since August 2023

KN

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 31st January 2025

ISIN
INF846K01J79
Expense Ratio
1.70%
Exit Load
1.00%
Fund Size
₹13,522 Cr
Age
6 years 4 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty LargeMidcap 250 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund size
1Y
Union Large & Midcap Fund Direct Growth

Very High Risk

1.0%1.0%₹805.40 Cr5.0%
Union Large & Midcap Fund Regular Growth

Very High Risk

2.3%1.0%₹805.40 Cr3.6%
HSBC Large & Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3873.33 Cr7.7%
HSBC Large & Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹3873.33 Cr8.8%
Baroda BNP Paribas Large & Mid Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1445.39 Cr3.2%
Baroda BNP Paribas Large & Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹1445.39 Cr4.5%
Tata Large & Mid Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹7943.04 Cr1.9%
Navi Large & Midcap Fund Regular Growth

Very High Risk

2.3%0.0%₹303.69 Cr5.4%
Navi Large & Midcap Fund Direct Growth

Very High Risk

0.3%0.0%₹303.69 Cr7.4%
UTI Core Equity Fund Regular Growth

Very High Risk

1.9%1.0%₹4046.69 Cr11.2%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,27,150 Cr

Address

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

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund 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%₹60.60 Cr7.5%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5517.88 Cr10.5%
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%₹92.41 Cr7.7%
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%₹76.51 Cr7.6%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹74.64 Cr8.0%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹12968.72 Cr7.9%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹874.46 Cr25.5%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹445.10 Cr1.4%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹12125.40 Cr8.5%
Axis Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹17744.78 Cr7.9%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹1529.76 Cr9.4%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1157.43 Cr15.0%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹6132.90 Cr8.5%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1249.20 Cr7.7%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹5848.46 Cr7.9%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹338.80 Cr27.9%
Axis Value Fund Direct Growth

Very High Risk

0.9%1.0%₹784.67 Cr10.7%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderately High risk

0.2%0.0%₹137.62 Cr8.2%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹934.26 Cr8.3%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹32271.39 Cr7.0%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1366.81 Cr7.9%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹793.50 Cr36.1%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹12349.87 Cr6.0%
Axis Regular Saver Fund Direct Growth

Very High Risk

1.0%1.0%₹266.92 Cr8.0%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1981.41 Cr8.8%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹34496.58 Cr9.2%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹8780.65 Cr8.4%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹43033.62 Cr7.5%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1316.16 Cr11.6%
Axis Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹28380.17 Cr11.4%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5963.66 Cr8.0%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹967.80 Cr7.2%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹2652.06 Cr11.7%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹405.73 Cr2.4%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹140.82 Cr10.3%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹32.44 Cr8.1%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹411.36 Cr8.7%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹5681.17 Cr7.8%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹6748.60 Cr12.0%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.37 Cr8.3%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹275.37 Cr7.5%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹69.73 Cr34.8%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹290.46 Cr3.9%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹458.92 Cr7.6%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹528.62 Cr7.9%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹603.54 Cr4.4%

Still got questions?
We're here to help.

The NAV of Axis Growth Opportunities Fund Regular Growth, as of 20-Feb-2025, is ₹29.52.
The fund has generated 10.36% over the last 1 year and 14.32% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 95.50% in equities, 0.00% in bonds, and 4.50% in cash and cash equivalents.
The fund managers responsible for Axis Growth Opportunities Fund Regular Growth are:-
  1. Shreyash Devalkar
  2. Hitesh Das
  3. Krishnaa N
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