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Axis Growth Opportunities Fund Regular Growth
EquityLarge & Mid-CapVery High Risk
Regular
NAV (20-Jan-25)
₹31.020.52%1D
Returns (Since Inception)
19.86%
Rated ★4.5+ on 
Fund Overview
Fund Size
₹14,099 Cr
Expense Ratio
1.69%
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 6 years and 3 months, having been launched on 22-Oct-18.
As of 20-Jan-25, it has a Net Asset Value (NAV) of ₹31.02, Assets Under Management (AUM) of 14099.23 Crores, and an expense ratio of 1.69%.
As of 20-Jan-25, it has a Net Asset Value (NAV) of ₹31.02, Assets Under Management (AUM) of 14099.23 Crores, and an expense ratio of 1.69%.
- Axis Growth Opportunities Fund Regular Growth has given a CAGR return of 19.86% since inception.
- The fund's asset allocation comprises around 98.36% in equities, 0.00% in debts, and 1.64% 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
+20.37%
+17.99% (Cat Avg.)
3 Years
+12.96%
+16.26% (Cat Avg.)
5 Years
+20.66%
+20.05% (Cat Avg.)
Since Inception
+19.86%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹13,868.17 Cr | 98.36% |
| Others | ₹231.05 Cr | 1.64% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹646.2 Cr | 4.58% |
| Torrent Power Ltd | Equity | ₹526.58 Cr | 3.73% |
| ICICI Bank Ltd | Equity | ₹491.67 Cr | 3.49% |
| Infosys Ltd | Equity | ₹368.71 Cr | 2.62% |
| CG Power & Industrial Solutions Ltd | Equity | ₹357.95 Cr | 2.54% |
| Persistent Systems Ltd | Equity | ₹300.58 Cr | 2.13% |
| Bharti Airtel Ltd | Equity | ₹264.89 Cr | 1.88% |
| Indian Hotels Co Ltd | Equity | ₹263.13 Cr | 1.87% |
| Reliance Industries Ltd | Equity | ₹244.7 Cr | 1.74% |
| Coforge Ltd | Equity | ₹242.76 Cr | 1.72% |
| Zomato Ltd | Equity | ₹232.58 Cr | 1.65% |
| Larsen & Toubro Ltd | Equity | ₹217.38 Cr | 1.54% |
| Divi's Laboratories Ltd | Equity | ₹208.19 Cr | 1.48% |
| State Bank of India | Equity | ₹200.14 Cr | 1.42% |
| GE Vernova T&D India Ltd | Equity | ₹199.34 Cr | 1.41% |
| The Federal Bank Ltd | Equity | ₹182.69 Cr | 1.30% |
| InterGlobe Aviation Ltd | Equity | ₹181.18 Cr | 1.29% |
| Mahindra & Mahindra Ltd | Equity | ₹174.89 Cr | 1.24% |
| Fortis Healthcare Ltd | Equity | ₹171.31 Cr | 1.22% |
| Dixon Technologies (India) Ltd | Equity | ₹171.01 Cr | 1.21% |
| PB Fintech Ltd | Equity | ₹168.6 Cr | 1.20% |
| Bharat Electronics Ltd | Equity | ₹164.52 Cr | 1.17% |
| Bajaj Finance Ltd | Equity | ₹159.84 Cr | 1.13% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹157.15 Cr | 1.11% |
| Net Receivables / (Payables) | Cash | ₹153.05 Cr | 1.09% |
| ITC Ltd | Equity | ₹150.86 Cr | 1.07% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹150.48 Cr | 1.07% |
| Lupin Ltd | Equity | ₹149.46 Cr | 1.06% |
| KEI Industries Ltd | Equity | ₹147.29 Cr | 1.04% |
| PI Industries Ltd | Equity | ₹145.58 Cr | 1.03% |
| Phoenix Mills Ltd | Equity | ₹137.12 Cr | 0.97% |
| Multi Commodity Exchange of India Ltd | Equity | ₹135.55 Cr | 0.96% |
| Suzlon Energy Ltd | Equity | ₹134.93 Cr | 0.96% |
| Cummins India Ltd | Equity | ₹131.7 Cr | 0.93% |
| Info Edge (India) Ltd | Equity | ₹129.99 Cr | 0.92% |
| Microsoft Corp | Equity | ₹128.54 Cr | 0.91% |
| NVIDIA Corp | Equity | ₹127.81 Cr | 0.91% |
| United Spirits Ltd | Equity | ₹118.97 Cr | 0.84% |
| Cipla Ltd | Equity | ₹114.62 Cr | 0.81% |
| Sundaram Finance Ltd | Equity | ₹114.39 Cr | 0.81% |
| Linde India Ltd | Equity | ₹113.7 Cr | 0.81% |
| Voltas Ltd | Equity | ₹112 Cr | 0.79% |
| Pidilite Industries Ltd | Equity | ₹110.66 Cr | 0.78% |
| Axis NIFTY 50 ETF | Mutual Fund - ETF | ₹110.59 Cr | 0.78% |
| Sona BLW Precision Forgings Ltd | Equity | ₹107.84 Cr | 0.76% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹105.15 Cr | 0.75% |
| Prestige Estates Projects Ltd | Equity | ₹104.06 Cr | 0.74% |
| HDFC Asset Management Co Ltd | Equity | ₹103.62 Cr | 0.73% |
| Jubilant Foodworks Ltd | Equity | ₹102.73 Cr | 0.73% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹100.1 Cr | 0.71% |
| Tech Mahindra Ltd | Equity | ₹97.25 Cr | 0.69% |
| Schaeffler India Ltd | Equity | ₹96.67 Cr | 0.69% |
| Power Grid Corp Of India Ltd | Equity | ₹90.14 Cr | 0.64% |
| Mankind Pharma Ltd | Equity | ₹90.06 Cr | 0.64% |
| Apar Industries Ltd | Equity | ₹89.66 Cr | 0.64% |
| Anant Raj Ltd | Equity | ₹88.93 Cr | 0.63% |
| Meta Platforms Inc Class A | Equity | ₹88.4 Cr | 0.63% |
| UNO Minda Ltd | Equity | ₹86.3 Cr | 0.61% |
| Supreme Industries Ltd | Equity | ₹85.26 Cr | 0.60% |
| Varun Beverages Ltd | Equity | ₹84.07 Cr | 0.60% |
| REC Ltd | Equity | ₹82.98 Cr | 0.59% |
| iShares NASDAQ 100 ETF USD Acc | Mutual Fund - ETF | ₹81.69 Cr | 0.58% |
| Mphasis Ltd | Equity | ₹80.91 Cr | 0.57% |
| Minda Corp Ltd | Equity | ₹79.23 Cr | 0.56% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹77.8 Cr | 0.55% |
| Torrent Pharmaceuticals Ltd | Equity | ₹76.33 Cr | 0.54% |
| Kalyan Jewellers India Ltd | Equity | ₹74.85 Cr | 0.53% |
| Premier Energies Ltd | Equity | ₹74.48 Cr | 0.53% |
| iShares Core S&P 500 ETF USD Acc | Mutual Fund - ETF | ₹73.82 Cr | 0.52% |
| ICICI Prudential Life Insurance Co Ltd | Equity | ₹73.35 Cr | 0.52% |
| Indian Bank | Equity | ₹72.69 Cr | 0.52% |
| Siemens Ltd | Equity | ₹72.21 Cr | 0.51% |
| Vishal Mega Mart Ltd | Equity | ₹72.15 Cr | 0.51% |
| Trent Ltd | Equity | ₹71.46 Cr | 0.51% |
| Netflix Inc | Equity | ₹70.65 Cr | 0.50% |
| Granules India Ltd | Equity | ₹70.21 Cr | 0.50% |
| UltraTech Cement Ltd | Equity | ₹69.12 Cr | 0.49% |
| Godrej Properties Ltd | Equity | ₹68.1 Cr | 0.48% |
| Tata Consultancy Services Ltd | Equity | ₹66.51 Cr | 0.47% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹66.12 Cr | 0.47% |
| Salesforce Inc | Equity | ₹65.08 Cr | 0.46% |
| Booking Holdings Inc | Equity | ₹64.66 Cr | 0.46% |
| Bajaj Auto Ltd | Equity | ₹63.74 Cr | 0.45% |
| SAP SE ADR | Equity | ₹63.44 Cr | 0.45% |
| Visa Inc Class A | Equity | ₹63.04 Cr | 0.45% |
| Jyoti CNC Automation Ltd | Equity | ₹62.7 Cr | 0.44% |
| International Gemmological Institute (India) Ltd | Equity | ₹62.09 Cr | 0.44% |
| Eli Lilly and Co | Equity | ₹61.67 Cr | 0.44% |
| Clean Science and Technology Ltd | Equity | ₹61.62 Cr | 0.44% |
| HDFC Life Insurance Co Ltd | Equity | ₹61.36 Cr | 0.44% |
| Spotify Technology SA | Equity | ₹58.72 Cr | 0.42% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹58.61 Cr | 0.42% |
| ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹58.58 Cr | 0.42% |
| TJX Companies Inc | Equity | ₹54.87 Cr | 0.39% |
| DLF Ltd | Equity | ₹54.49 Cr | 0.39% |
| Arista Networks Inc | Equity | ₹54.37 Cr | 0.39% |
| AutoZone Inc | Equity | ₹53.24 Cr | 0.38% |
| Alphabet Inc Class A | Equity | ₹52.14 Cr | 0.37% |
| Parker Hannifin Corp | Equity | ₹51.76 Cr | 0.37% |
| Swiggy Ltd | Equity | ₹51.44 Cr | 0.36% |
| Boston Scientific Corp | Equity | ₹51.28 Cr | 0.36% |
| Tata Power Co Ltd | Equity | ₹50.98 Cr | 0.36% |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | Equity | ₹50.33 Cr | 0.36% |
| Merck & Co Inc | Equity | ₹48.15 Cr | 0.34% |
| Coca-Cola Co | Equity | ₹47.95 Cr | 0.34% |
| TVS Motor Co Ltd | Equity | ₹45.64 Cr | 0.32% |
| Adobe Inc | Equity | ₹45.6 Cr | 0.32% |
| Lowe's Companies Inc | Equity | ₹44.59 Cr | 0.32% |
| CreditAccess Grameen Ltd Ordinary Shares | Equity | ₹43.98 Cr | 0.31% |
| Alcon Inc | Equity | ₹42.32 Cr | 0.30% |
| Titan Co Ltd | Equity | ₹42.1 Cr | 0.30% |
| Bunzl PLC | Equity | ₹41.17 Cr | 0.29% |
| Uber Technologies Inc | Equity | ₹40.64 Cr | 0.29% |
| Ambuja Cements Ltd | Equity | ₹39.24 Cr | 0.28% |
| Siemens AG ADR | Equity | ₹37.26 Cr | 0.26% |
| Life Insurance Corporation of India | Equity | ₹35.68 Cr | 0.25% |
| Indus Towers Ltd Ordinary Shares | Equity | ₹32.95 Cr | 0.23% |
| KLA Corp | Equity | ₹31.75 Cr | 0.23% |
| Colgate-Palmolive (India) Ltd | Equity | ₹30.76 Cr | 0.22% |
| L&T Technology Services Ltd | Equity | ₹30.14 Cr | 0.21% |
| Grindwell Norton Ltd | Equity | ₹28.22 Cr | 0.20% |
| Hindalco Industries Ltd | Equity | ₹27.11 Cr | 0.19% |
| Hyundai Motor India Ltd | Equity | ₹25.15 Cr | 0.18% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹21.14 Cr | 0.15% |
| Godrej Consumer Products Ltd | Equity | ₹18.49 Cr | 0.13% |
| Vodafone Idea Ltd | Equity | ₹17.84 Cr | 0.13% |
| Berger Paints India Ltd | Equity | ₹17.36 Cr | 0.12% |
| Samvardhana Motherson International Ltd | Equity | ₹12.17 Cr | 0.09% |
| Techno Electric & Engineering Co Ltd | Equity | ₹9.51 Cr | 0.07% |
| Motherson Sumi Wiring India Ltd | Equity | ₹2.75 Cr | 0.02% |
| Tata Technologies Ltd | Equity | ₹1.19 Cr | 0.01% |
Allocation By Market Cap (Equity)
Large Cap Stocks
41.46%
Mid Cap Stocks
35.73%
Small Cap Stocks
7.12%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹2,786.26 Cr | 19.76% |
| Industrials | ₹2,188.01 Cr | 15.52% |
| Technology | ₹2,041.11 Cr | 14.48% |
| Consumer Cyclical | ₹1,880.74 Cr | 13.34% |
| Healthcare | ₹1,420.61 Cr | 10.08% |
| Communication Services | ₹715.59 Cr | 5.08% |
| Basic Materials | ₹712.59 Cr | 5.05% |
| Utilities | ₹667.7 Cr | 4.74% |
| Consumer Defensive | ₹492.26 Cr | 3.49% |
| Real Estate | ₹452.69 Cr | 3.21% |
| Energy | ₹244.7 Cr | 1.74% |
Risk & Performance Ratios
Standard Deviation
This fund
14.55%
Cat. avg.
13.74%
Lower the better
Sharpe Ratio
This fund
0.58
Cat. avg.
0.85
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.55
Higher the better
Fund Managers
Additional Scheme Detailsas of 31st December 2024
ISIN INF846K01J79 | Expense Ratio 1.69% | Exit Load 1.00% | Fund Size ₹14,099 Cr | Age 6 years 3 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 | 1.0% | 1.0% | ₹868.05 Cr | 12.1% |
| Union Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹868.05 Cr | 10.6% |
| HSBC Large & Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3978.89 Cr | 21.5% |
| HSBC Large & Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹3978.89 Cr | 22.7% |
| Baroda BNP Paribas Large & Mid Cap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1539.83 Cr | 16.1% |
| Baroda BNP Paribas Large & Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹1539.83 Cr | 17.6% |
| Tata Large & Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹8244.62 Cr | 10.0% |
| Navi Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹318.67 Cr | 9.7% |
| Navi Large & Midcap Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹318.67 Cr | 11.8% |
| UTI Core Equity Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4134.14 Cr | 19.0% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,16,614 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 20-Jan-2025, is ₹31.02.
What are the returns of Axis Growth Opportunities Fund Regular Growth?
The fund has generated 20.37% over the last 1 year and 12.96% 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 98.36% in equities, 0.00% in bonds, and 1.64% 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.
Axis Growth Opportunities Fund Regular Growth
EquityLarge & Mid-CapVery High Risk
Regular
NAV (20-Jan-25)
₹31.020.52%1D
Returns (Since Inception)
19.86%
Rated ★4.5+ on
Fund Overview
Fund Size
₹14,099 Cr
Expense Ratio
1.69%
ISIN
INF846K01J79
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
22 Oct 2018
Risk Level
Your principal amount will be at 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 3 months, having been launched on 22-Oct-18.
As of 20-Jan-25, it has a Net Asset Value (NAV) of ₹31.02, Assets Under Management (AUM) of 14099.23 Crores, and an expense ratio of 1.69%.
As of 20-Jan-25, it has a Net Asset Value (NAV) of ₹31.02, Assets Under Management (AUM) of 14099.23 Crores, and an expense ratio of 1.69%.
- Axis Growth Opportunities Fund Regular Growth has given a CAGR return of 19.86% since inception.
- The fund's asset allocation comprises around 98.36% in equities, 0.00% in debts, and 1.64% 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
+20.37%
+17.99% (Cat Avg.)
3 Years
+12.96%
+16.26% (Cat Avg.)
5 Years
+20.66%
+20.05% (Cat Avg.)
Since Inception
+19.86%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹13,868.17 Cr | 98.36% |
| Others | ₹231.05 Cr | 1.64% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹646.2 Cr | 4.58% |
| Torrent Power Ltd | Equity | ₹526.58 Cr | 3.73% |
| ICICI Bank Ltd | Equity | ₹491.67 Cr | 3.49% |
| Infosys Ltd | Equity | ₹368.71 Cr | 2.62% |
| CG Power & Industrial Solutions Ltd | Equity | ₹357.95 Cr | 2.54% |
| Persistent Systems Ltd | Equity | ₹300.58 Cr | 2.13% |
| Bharti Airtel Ltd | Equity | ₹264.89 Cr | 1.88% |
| Indian Hotels Co Ltd | Equity | ₹263.13 Cr | 1.87% |
| Reliance Industries Ltd | Equity | ₹244.7 Cr | 1.74% |
| Coforge Ltd | Equity | ₹242.76 Cr | 1.72% |
| Zomato Ltd | Equity | ₹232.58 Cr | 1.65% |
| Larsen & Toubro Ltd | Equity | ₹217.38 Cr | 1.54% |
| Divi's Laboratories Ltd | Equity | ₹208.19 Cr | 1.48% |
| State Bank of India | Equity | ₹200.14 Cr | 1.42% |
| GE Vernova T&D India Ltd | Equity | ₹199.34 Cr | 1.41% |
| The Federal Bank Ltd | Equity | ₹182.69 Cr | 1.30% |
| InterGlobe Aviation Ltd | Equity | ₹181.18 Cr | 1.29% |
| Mahindra & Mahindra Ltd | Equity | ₹174.89 Cr | 1.24% |
| Fortis Healthcare Ltd | Equity | ₹171.31 Cr | 1.22% |
| Dixon Technologies (India) Ltd | Equity | ₹171.01 Cr | 1.21% |
| PB Fintech Ltd | Equity | ₹168.6 Cr | 1.20% |
| Bharat Electronics Ltd | Equity | ₹164.52 Cr | 1.17% |
| Bajaj Finance Ltd | Equity | ₹159.84 Cr | 1.13% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹157.15 Cr | 1.11% |
| Net Receivables / (Payables) | Cash | ₹153.05 Cr | 1.09% |
| ITC Ltd | Equity | ₹150.86 Cr | 1.07% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹150.48 Cr | 1.07% |
| Lupin Ltd | Equity | ₹149.46 Cr | 1.06% |
| KEI Industries Ltd | Equity | ₹147.29 Cr | 1.04% |
| PI Industries Ltd | Equity | ₹145.58 Cr | 1.03% |
| Phoenix Mills Ltd | Equity | ₹137.12 Cr | 0.97% |
| Multi Commodity Exchange of India Ltd | Equity | ₹135.55 Cr | 0.96% |
| Suzlon Energy Ltd | Equity | ₹134.93 Cr | 0.96% |
| Cummins India Ltd | Equity | ₹131.7 Cr | 0.93% |
| Info Edge (India) Ltd | Equity | ₹129.99 Cr | 0.92% |
| Microsoft Corp | Equity | ₹128.54 Cr | 0.91% |
| NVIDIA Corp | Equity | ₹127.81 Cr | 0.91% |
| United Spirits Ltd | Equity | ₹118.97 Cr | 0.84% |
| Cipla Ltd | Equity | ₹114.62 Cr | 0.81% |
| Sundaram Finance Ltd | Equity | ₹114.39 Cr | 0.81% |
| Linde India Ltd | Equity | ₹113.7 Cr | 0.81% |
| Voltas Ltd | Equity | ₹112 Cr | 0.79% |
| Pidilite Industries Ltd | Equity | ₹110.66 Cr | 0.78% |
| Axis NIFTY 50 ETF | Mutual Fund - ETF | ₹110.59 Cr | 0.78% |
| Sona BLW Precision Forgings Ltd | Equity | ₹107.84 Cr | 0.76% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹105.15 Cr | 0.75% |
| Prestige Estates Projects Ltd | Equity | ₹104.06 Cr | 0.74% |
| HDFC Asset Management Co Ltd | Equity | ₹103.62 Cr | 0.73% |
| Jubilant Foodworks Ltd | Equity | ₹102.73 Cr | 0.73% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹100.1 Cr | 0.71% |
| Tech Mahindra Ltd | Equity | ₹97.25 Cr | 0.69% |
| Schaeffler India Ltd | Equity | ₹96.67 Cr | 0.69% |
| Power Grid Corp Of India Ltd | Equity | ₹90.14 Cr | 0.64% |
| Mankind Pharma Ltd | Equity | ₹90.06 Cr | 0.64% |
| Apar Industries Ltd | Equity | ₹89.66 Cr | 0.64% |
| Anant Raj Ltd | Equity | ₹88.93 Cr | 0.63% |
| Meta Platforms Inc Class A | Equity | ₹88.4 Cr | 0.63% |
| UNO Minda Ltd | Equity | ₹86.3 Cr | 0.61% |
| Supreme Industries Ltd | Equity | ₹85.26 Cr | 0.60% |
| Varun Beverages Ltd | Equity | ₹84.07 Cr | 0.60% |
| REC Ltd | Equity | ₹82.98 Cr | 0.59% |
| iShares NASDAQ 100 ETF USD Acc | Mutual Fund - ETF | ₹81.69 Cr | 0.58% |
| Mphasis Ltd | Equity | ₹80.91 Cr | 0.57% |
| Minda Corp Ltd | Equity | ₹79.23 Cr | 0.56% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹77.8 Cr | 0.55% |
| Torrent Pharmaceuticals Ltd | Equity | ₹76.33 Cr | 0.54% |
| Kalyan Jewellers India Ltd | Equity | ₹74.85 Cr | 0.53% |
| Premier Energies Ltd | Equity | ₹74.48 Cr | 0.53% |
| iShares Core S&P 500 ETF USD Acc | Mutual Fund - ETF | ₹73.82 Cr | 0.52% |
| ICICI Prudential Life Insurance Co Ltd | Equity | ₹73.35 Cr | 0.52% |
| Indian Bank | Equity | ₹72.69 Cr | 0.52% |
| Siemens Ltd | Equity | ₹72.21 Cr | 0.51% |
| Vishal Mega Mart Ltd | Equity | ₹72.15 Cr | 0.51% |
| Trent Ltd | Equity | ₹71.46 Cr | 0.51% |
| Netflix Inc | Equity | ₹70.65 Cr | 0.50% |
| Granules India Ltd | Equity | ₹70.21 Cr | 0.50% |
| UltraTech Cement Ltd | Equity | ₹69.12 Cr | 0.49% |
| Godrej Properties Ltd | Equity | ₹68.1 Cr | 0.48% |
| Tata Consultancy Services Ltd | Equity | ₹66.51 Cr | 0.47% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹66.12 Cr | 0.47% |
| Salesforce Inc | Equity | ₹65.08 Cr | 0.46% |
| Booking Holdings Inc | Equity | ₹64.66 Cr | 0.46% |
| Bajaj Auto Ltd | Equity | ₹63.74 Cr | 0.45% |
| SAP SE ADR | Equity | ₹63.44 Cr | 0.45% |
| Visa Inc Class A | Equity | ₹63.04 Cr | 0.45% |
| Jyoti CNC Automation Ltd | Equity | ₹62.7 Cr | 0.44% |
| International Gemmological Institute (India) Ltd | Equity | ₹62.09 Cr | 0.44% |
| Eli Lilly and Co | Equity | ₹61.67 Cr | 0.44% |
| Clean Science and Technology Ltd | Equity | ₹61.62 Cr | 0.44% |
| HDFC Life Insurance Co Ltd | Equity | ₹61.36 Cr | 0.44% |
| Spotify Technology SA | Equity | ₹58.72 Cr | 0.42% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹58.61 Cr | 0.42% |
| ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹58.58 Cr | 0.42% |
| TJX Companies Inc | Equity | ₹54.87 Cr | 0.39% |
| DLF Ltd | Equity | ₹54.49 Cr | 0.39% |
| Arista Networks Inc | Equity | ₹54.37 Cr | 0.39% |
| AutoZone Inc | Equity | ₹53.24 Cr | 0.38% |
| Alphabet Inc Class A | Equity | ₹52.14 Cr | 0.37% |
| Parker Hannifin Corp | Equity | ₹51.76 Cr | 0.37% |
| Swiggy Ltd | Equity | ₹51.44 Cr | 0.36% |
| Boston Scientific Corp | Equity | ₹51.28 Cr | 0.36% |
| Tata Power Co Ltd | Equity | ₹50.98 Cr | 0.36% |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | Equity | ₹50.33 Cr | 0.36% |
| Merck & Co Inc | Equity | ₹48.15 Cr | 0.34% |
| Coca-Cola Co | Equity | ₹47.95 Cr | 0.34% |
| TVS Motor Co Ltd | Equity | ₹45.64 Cr | 0.32% |
| Adobe Inc | Equity | ₹45.6 Cr | 0.32% |
| Lowe's Companies Inc | Equity | ₹44.59 Cr | 0.32% |
| CreditAccess Grameen Ltd Ordinary Shares | Equity | ₹43.98 Cr | 0.31% |
| Alcon Inc | Equity | ₹42.32 Cr | 0.30% |
| Titan Co Ltd | Equity | ₹42.1 Cr | 0.30% |
| Bunzl PLC | Equity | ₹41.17 Cr | 0.29% |
| Uber Technologies Inc | Equity | ₹40.64 Cr | 0.29% |
| Ambuja Cements Ltd | Equity | ₹39.24 Cr | 0.28% |
| Siemens AG ADR | Equity | ₹37.26 Cr | 0.26% |
| Life Insurance Corporation of India | Equity | ₹35.68 Cr | 0.25% |
| Indus Towers Ltd Ordinary Shares | Equity | ₹32.95 Cr | 0.23% |
| KLA Corp | Equity | ₹31.75 Cr | 0.23% |
| Colgate-Palmolive (India) Ltd | Equity | ₹30.76 Cr | 0.22% |
| L&T Technology Services Ltd | Equity | ₹30.14 Cr | 0.21% |
| Grindwell Norton Ltd | Equity | ₹28.22 Cr | 0.20% |
| Hindalco Industries Ltd | Equity | ₹27.11 Cr | 0.19% |
| Hyundai Motor India Ltd | Equity | ₹25.15 Cr | 0.18% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹21.14 Cr | 0.15% |
| Godrej Consumer Products Ltd | Equity | ₹18.49 Cr | 0.13% |
| Vodafone Idea Ltd | Equity | ₹17.84 Cr | 0.13% |
| Berger Paints India Ltd | Equity | ₹17.36 Cr | 0.12% |
| Samvardhana Motherson International Ltd | Equity | ₹12.17 Cr | 0.09% |
| Techno Electric & Engineering Co Ltd | Equity | ₹9.51 Cr | 0.07% |
| Motherson Sumi Wiring India Ltd | Equity | ₹2.75 Cr | 0.02% |
| Tata Technologies Ltd | Equity | ₹1.19 Cr | 0.01% |
Allocation By Market Cap (Equity)
Large Cap Stocks
41.46%
Mid Cap Stocks
35.73%
Small Cap Stocks
7.12%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹2,786.26 Cr | 19.76% |
| Industrials | ₹2,188.01 Cr | 15.52% |
| Technology | ₹2,041.11 Cr | 14.48% |
| Consumer Cyclical | ₹1,880.74 Cr | 13.34% |
| Healthcare | ₹1,420.61 Cr | 10.08% |
| Communication Services | ₹715.59 Cr | 5.08% |
| Basic Materials | ₹712.59 Cr | 5.05% |
| Utilities | ₹667.7 Cr | 4.74% |
| Consumer Defensive | ₹492.26 Cr | 3.49% |
| Real Estate | ₹452.69 Cr | 3.21% |
| Energy | ₹244.7 Cr | 1.74% |
Risk & Performance Ratios
Standard Deviation
This fund
14.55%
Cat. avg.
13.74%
Lower the better
Sharpe Ratio
This fund
0.58
Cat. avg.
0.85
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.55
Higher the better
Fund Managers
Additional Scheme Detailsas of 31st December 2024
ISIN INF846K01J79 | Expense Ratio 1.69% | Exit Load 1.00% | Fund Size ₹14,099 Cr | Age 6 years 3 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 | 1.0% | 1.0% | ₹868.05 Cr | 12.1% |
| Union Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹868.05 Cr | 10.6% |
| HSBC Large & Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3978.89 Cr | 21.5% |
| HSBC Large & Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹3978.89 Cr | 22.7% |
| Baroda BNP Paribas Large & Mid Cap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1539.83 Cr | 16.1% |
| Baroda BNP Paribas Large & Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹1539.83 Cr | 17.6% |
| Tata Large & Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹8244.62 Cr | 10.0% |
| Navi Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹318.67 Cr | 9.7% |
| Navi Large & Midcap Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹318.67 Cr | 11.8% |
| UTI Core Equity Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4134.14 Cr | 19.0% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,16,614 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Growth Opportunities Fund Regular Growth?
The NAV of Axis Growth Opportunities Fund Regular Growth, as of 20-Jan-2025, is ₹31.02.
What are the returns of Axis Growth Opportunities Fund Regular Growth?
The fund has generated 20.37% over the last 1 year and 12.96% 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 98.36% in equities, 0.00% in bonds, and 1.64% 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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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, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, 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.
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