Axis Growth Opportunities Fund Regular Growth
EquityLarge & Mid- CapVery High Risk
Regular
NAV (05-Sep-24)
₹32.630.03%1D
Returns (Since Inception)
22.31%
Rated ★4.5+ on 
Fund Overview
Fund Size
₹13,883 Cr
Expense Ratio
1.68%
ISIN
INF846K01J79
Minimum SIP
₹100
Exit Load
1.00%
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 5 years, 10 months and 16 days, having been launched on 22-Oct-18.
As of 05-Sep-24, it has a Net Asset Value (NAV) of ₹32.63, Assets Under Management (AUM) of 13883.28 Crores, and an expense ratio of 1.68%.
As of 05-Sep-24, it has a Net Asset Value (NAV) of ₹32.63, Assets Under Management (AUM) of 13883.28 Crores, and an expense ratio of 1.68%.
- Axis Growth Opportunities Fund Regular Growth has given a CAGR return of 22.31% since inception.
- The fund's asset allocation comprises around 99.53% in equities, 0.00% in debts, and 0.47% 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
+39.74%
+44.06% (Cat Avg.)
3 Years
+17.10%
+21.27% (Cat Avg.)
5 Years
+25.03%
+25.01% (Cat Avg.)
Since Inception
+22.31%
— (Cat Avg.)
Portfolio Summaryas of 31st July 2024
| Equity | ₹13,818.62 Cr | 99.53% |
| Others | ₹64.67 Cr | 0.47% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Torrent Power Ltd | Equity | ₹661.41 Cr | 4.76% |
| ICICI Bank Ltd | Equity | ₹400.92 Cr | 2.89% |
| CG Power & Industrial Solutions Ltd | Equity | ₹361.88 Cr | 2.61% |
| HDFC Bank Ltd | Equity | ₹343.35 Cr | 2.47% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹341.04 Cr | 2.46% |
| Reliance Industries Ltd | Equity | ₹303.08 Cr | 2.18% |
| Sona BLW Precision Forgings Ltd | Equity | ₹278.32 Cr | 2.00% |
| Infosys Ltd | Equity | ₹260.83 Cr | 1.88% |
| Larsen & Toubro Ltd | Equity | ₹229.87 Cr | 1.66% |
| Persistent Systems Ltd | Equity | ₹212.85 Cr | 1.53% |
| Bharti Airtel Ltd | Equity | ₹202.6 Cr | 1.46% |
| State Bank of India | Equity | ₹202.2 Cr | 1.46% |
| Indian Hotels Co Ltd | Equity | ₹192.52 Cr | 1.39% |
| Mahindra & Mahindra Ltd | Equity | ₹186.56 Cr | 1.34% |
| InterGlobe Aviation Ltd | Equity | ₹177.92 Cr | 1.28% |
| PI Industries Ltd | Equity | ₹168.24 Cr | 1.21% |
| Suzlon Energy Ltd | Equity | ₹167.94 Cr | 1.21% |
| Zomato Ltd | Equity | ₹167.15 Cr | 1.20% |
| Phoenix Mills Ltd | Equity | ₹165.32 Cr | 1.19% |
| Bharat Electronics Ltd | Equity | ₹164.72 Cr | 1.19% |
| Divi's Laboratories Ltd | Equity | ₹160.67 Cr | 1.16% |
| Tata Power Co Ltd | Equity | ₹158.51 Cr | 1.14% |
| Tata Motors Ltd | Equity | ₹157.3 Cr | 1.13% |
| Cummins India Ltd | Equity | ₹154.97 Cr | 1.12% |
| Linde India Ltd | Equity | ₹154.77 Cr | 1.11% |
| Tata Consultancy Services Ltd | Equity | ₹148.96 Cr | 1.07% |
| Bajaj Finance Ltd | Equity | ₹145.32 Cr | 1.05% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹143.24 Cr | 1.03% |
| Microsoft Corp | Equity | ₹139.98 Cr | 1.01% |
| Avenue Supermarts Ltd | Equity | ₹139.68 Cr | 1.01% |
| ITC Ltd | Equity | ₹139.65 Cr | 1.01% |
| Hindustan Unilever Ltd | Equity | ₹137.99 Cr | 0.99% |
| Coforge Ltd | Equity | ₹137.55 Cr | 0.99% |
| KEI Industries Ltd | Equity | ₹132.04 Cr | 0.95% |
| Supreme Industries Ltd | Equity | ₹129.55 Cr | 0.93% |
| Astral Ltd | Equity | ₹128.01 Cr | 0.92% |
| Torrent Pharmaceuticals Ltd | Equity | ₹126.98 Cr | 0.91% |
| NVIDIA Corp | Equity | ₹126.93 Cr | 0.91% |
| Schaeffler India Ltd | Equity | ₹126.76 Cr | 0.91% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹123.88 Cr | 0.89% |
| Pidilite Industries Ltd | Equity | ₹123.45 Cr | 0.89% |
| The Federal Bank Ltd | Equity | ₹120.83 Cr | 0.87% |
| Sundaram Finance Ltd | Equity | ₹119.39 Cr | 0.86% |
| Axis NIFTY 50 ETF | Mutual Fund - ETF | ₹115.89 Cr | 0.83% |
| ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹115.19 Cr | 0.83% |
| TVS Motor Co Ltd | Equity | ₹115.06 Cr | 0.83% |
| Prestige Estates Projects Ltd | Equity | ₹111.55 Cr | 0.80% |
| Coal India Ltd | Equity | ₹104.91 Cr | 0.76% |
| Alphabet Inc Class A | Equity | ₹104.05 Cr | 0.75% |
| Power Grid Corp Of India Ltd | Equity | ₹101.67 Cr | 0.73% |
| Voltas Ltd | Equity | ₹96.21 Cr | 0.69% |
| Dixon Technologies (India) Ltd | Equity | ₹93.64 Cr | 0.67% |
| Minda Corp Ltd | Equity | ₹92.42 Cr | 0.67% |
| Tech Mahindra Ltd | Equity | ₹88.6 Cr | 0.64% |
| Info Edge (India) Ltd | Equity | ₹88.42 Cr | 0.64% |
| Trent Ltd | Equity | ₹87.77 Cr | 0.63% |
| Petronet LNG Ltd | Equity | ₹85.78 Cr | 0.62% |
| UNO Minda Ltd | Equity | ₹85.44 Cr | 0.62% |
| ICICI Prudential Life Insurance Company Limited | Equity | ₹82.44 Cr | 0.59% |
| Mphasis Ltd | Equity | ₹82.2 Cr | 0.59% |
| Godrej Properties Ltd | Equity | ₹78.68 Cr | 0.57% |
| Colgate-Palmolive (India) Ltd | Equity | ₹77.85 Cr | 0.56% |
| Meta Platforms Inc Class A | Equity | ₹76.35 Cr | 0.55% |
| CreditAccess Grameen Ltd Ordinary Shares | Equity | ₹76.23 Cr | 0.55% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹74.89 Cr | 0.54% |
| Granules India Ltd | Equity | ₹74.7 Cr | 0.54% |
| SBI Life Insurance Company Limited | Equity | ₹74.5 Cr | 0.54% |
| Indian Bank | Equity | ₹72.55 Cr | 0.52% |
| iShares NASDAQ 100 ETF USD Acc | Mutual Fund - ETF | ₹72.51 Cr | 0.52% |
| Fortis Healthcare Ltd | Equity | ₹71.59 Cr | 0.52% |
| Clean Science and Technology Ltd | Equity | ₹70.22 Cr | 0.51% |
| REC Ltd | Equity | ₹69.72 Cr | 0.50% |
| Eli Lilly and Co | Equity | ₹68.65 Cr | 0.49% |
| Cipla Ltd | Equity | ₹68.45 Cr | 0.49% |
| iShares Core S&P 500 ETF USD Acc | Mutual Fund - ETF | ₹67.04 Cr | 0.48% |
| Zydus Lifesciences Ltd | Equity | ₹66.39 Cr | 0.48% |
| Multi Commodity Exchange of India Ltd | Equity | ₹65.55 Cr | 0.47% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹64.39 Cr | 0.46% |
| Godrej Consumer Products Ltd | Equity | ₹64.09 Cr | 0.46% |
| Mankind Pharma Ltd | Equity | ₹63.41 Cr | 0.46% |
| Coca-Cola Co | Equity | ₹62.68 Cr | 0.45% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹61.17 Cr | 0.44% |
| SAP SE ADR | Equity | ₹60.59 Cr | 0.44% |
| Procter & Gamble Co | Equity | ₹60.35 Cr | 0.43% |
| TJX Companies Inc | Equity | ₹59.81 Cr | 0.43% |
| Arista Networks Inc | Equity | ₹59.6 Cr | 0.43% |
| Visa Inc Class A | Equity | ₹58.98 Cr | 0.42% |
| Samvardhana Motherson International Ltd | Equity | ₹58.97 Cr | 0.42% |
| Varun Beverages Ltd | Equity | ₹58.71 Cr | 0.42% |
| Netflix Inc | Equity | ₹58.11 Cr | 0.42% |
| Anant Raj Ltd | Equity | ₹57.72 Cr | 0.42% |
| Hindalco Industries Ltd | Equity | ₹56.92 Cr | 0.41% |
| Motherson Sumi Wiring India Ltd | Equity | ₹56.82 Cr | 0.41% |
| Adobe Inc | Equity | ₹55.33 Cr | 0.40% |
| Elevance Health Inc | Equity | ₹54.58 Cr | 0.39% |
| Booking Holdings Inc | Equity | ₹54.51 Cr | 0.39% |
| United Spirits Ltd | Equity | ₹53.97 Cr | 0.39% |
| Alcon Inc | Equity | ₹53.89 Cr | 0.39% |
| Merck & Co Inc | Equity | ₹53.55 Cr | 0.39% |
| Spotify Technology SA | Equity | ₹53.39 Cr | 0.38% |
| Lowe's Companies Inc | Equity | ₹52.82 Cr | 0.38% |
| Global Health Ltd | Equity | ₹52.72 Cr | 0.38% |
| Parker Hannifin Corp | Equity | ₹51.86 Cr | 0.37% |
| Bunzl PLC | Equity | ₹51.31 Cr | 0.37% |
| AutoZone Inc | Equity | ₹50.96 Cr | 0.37% |
| Dabur India Ltd | Equity | ₹50.86 Cr | 0.37% |
| Siemens Ltd | Equity | ₹50.56 Cr | 0.36% |
| Net Receivables / (Payables) | Cash | ₹50.52 Cr | 0.36% |
| Salesforce Inc | Equity | ₹49.28 Cr | 0.35% |
| Medtronic PLC | Equity | ₹49.14 Cr | 0.35% |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | Equity | ₹47.29 Cr | 0.34% |
| Life Insurance Corporation of India | Equity | ₹47.04 Cr | 0.34% |
| AIA Engineering Ltd | Equity | ₹46.87 Cr | 0.34% |
| PB Fintech Ltd | Equity | ₹43.59 Cr | 0.31% |
| Indus Towers Ltd Ordinary Shares | Equity | ₹43.32 Cr | 0.31% |
| Uber Technologies Inc | Equity | ₹42.48 Cr | 0.31% |
| Apar Industries Ltd | Equity | ₹41.39 Cr | 0.30% |
| Jyoti CNC Automation Ltd | Equity | ₹40.63 Cr | 0.29% |
| KLA Corp | Equity | ₹40.56 Cr | 0.29% |
| Grindwell Norton Ltd | Equity | ₹38.05 Cr | 0.27% |
| Jubilant Foodworks Ltd | Equity | ₹37.62 Cr | 0.27% |
| Tata Technologies Ltd | Equity | ₹37.59 Cr | 0.27% |
| Vodafone Idea Ltd | Equity | ₹36.56 Cr | 0.26% |
| Siemens AG ADR | Equity | ₹34.45 Cr | 0.25% |
| Go Digit General Insurance Ltd | Equity | ₹30.56 Cr | 0.22% |
| L&T Technology Services Ltd | Equity | ₹30.27 Cr | 0.22% |
| DLF Ltd | Equity | ₹28.27 Cr | 0.20% |
| Ambuja Cements Ltd | Equity | ₹27.61 Cr | 0.20% |
| GSK PLC | Equity | ₹19.38 Cr | 0.14% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹19.17 Cr | 0.14% |
| Sony Group Corp ADR | Equity | ₹18.81 Cr | 0.14% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹13.34 Cr | 0.10% |
| Techno Electric & Engineering Co Ltd | Equity | ₹10.34 Cr | 0.07% |
| United Breweries Ltd | Equity | ₹7.16 Cr | 0.05% |
| Oberoi Realty Ltd | Equity | ₹5.25 Cr | 0.04% |
| Mrs Bectors Food Specialities Ltd Ordinary Shares | Equity | ₹1.88 Cr | 0.01% |
| Privi Speciality Chemicals Ltd | Equity | ₹0 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
44.04%
Mid Cap Stocks
36.42%
Small Cap Stocks
4.81%
Allocation By Credit Quality (Debt)
AAA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹2,294.2 Cr | 16.52% |
| Industrials | ₹2,181.14 Cr | 15.71% |
| Consumer Cyclical | ₹1,976.01 Cr | 14.23% |
| Technology | ₹1,733.33 Cr | 12.48% |
| Healthcare | ₹1,282.57 Cr | 9.24% |
| Utilities | ₹921.6 Cr | 6.64% |
| Consumer Defensive | ₹906.19 Cr | 6.53% |
| Basic Materials | ₹665.6 Cr | 4.79% |
| Communication Services | ₹662.79 Cr | 4.77% |
| Energy | ₹493.77 Cr | 3.56% |
| Real Estate | ₹446.78 Cr | 3.22% |
Risk & Performance Ratios
Standard Deviation
This fund
14.01%
Cat. avg.
13.26%
Lower the better
Sharpe Ratio
This fund
0.82
Cat. avg.
1.11
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
2.16
Higher the better
Fund Managers
Additional Scheme Detailsas of 31st July 2024
ISIN | INF846K01J79 | Expense Ratio | 1.68% | Exit Load | 1.00% | Fund Size | ₹13,883 Cr | Age | 22 Oct 2018 | 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:
- If units are sold after 1 year from the date of investment: Gains up to INR 1.25 lakh in a financial year are exempt from tax. Any gains exceeding INR 1.25 lakh are taxed at a rate of 12.5%.
- If units are sold within 1 year from the date of investment: The entire amount of gain is taxed at a rate of 20%.
- Holding the units: No tax is applicable as long as you continue to hold the units.
Dividend Taxation:
Dividends are added to the investor’s income and taxed according to their respective tax slabs. Additionally, if an investors dividend income exceeds INR 5,000 in a financial year, the fund house deducts a 10% Tax Deducted at Source (TDS) before distributing the dividend.
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 | 0.8% | 1.0% | ₹849.33 Cr | 33.5% |
| Union Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹849.33 Cr | 31.7% |
| HSBC Large & Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹2768.75 Cr | 45.9% |
| HSBC Large & Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹2768.75 Cr | 47.4% |
| Baroda BNP Paribas Large & Mid Cap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1374.82 Cr | 46.7% |
| Baroda BNP Paribas Large & Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹1374.82 Cr | 48.5% |
| Tata Large & Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹8318.31 Cr | 33.2% |
| Navi Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹324.59 Cr | 25.7% |
| Navi Large & Midcap Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹324.59 Cr | 28.1% |
| UTI Core Equity Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹3748.61 Cr | 50.0% |
About the AMC
Total AUM
₹3,09,497 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
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 Regular Growth?
The NAV of Axis Growth Opportunities Fund Regular Growth, as of 05-Sep-2024, is ₹32.63.
What are the returns of Axis Growth Opportunities Fund Regular Growth?
The fund has generated 39.74% over the last 1 year and 17.10% 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 Regular Growth?
The fund's allocation of assets is distributed as 99.53% in equities, 0.00% in bonds, and 0.47% in cash and cash equivalents.
Who manages the Axis Growth Opportunities Fund Regular Growth?
The fund managers responsible for Axis Growth Opportunities Fund Regular 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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Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377 and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377 and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.