Wealth Wisdom

Axis Growth Opp Fund-Reg(G)

As on Mar-23-2023 change fund

18.56

-0.08 (-0.43%)

BUY

fund objective

To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2018-2019	2019-2020	2020-2021	2021-2022	2022-2023
NAV in Rs (as on 22-Mar-2023)	10.62	9.43	15.93	20.61	18.64
Net Assets(Rs Crores) (as on 22-Mar-2023)	694.22	906.86	2663.87	7249.62	8053.92
Scheme Returns(%)(Absolute)	6.20	-11.62	72.40	28.01	-9.73
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	60/261	29/234	135/218	51/204	26/27

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2022-2023	-13.73	11.75	-1.96	NA
2021-2022	16.57	11.31	3.43	-3.60
2020-2021	17.92	10.70	20.15	7.71
2019-2020	3.67	1.73	5.89	-20.49
2018-2019	NA	NA	NA	4.22

Top 10 holdings

company	(%)
Bajaj Finance Ltd.	8.07
PI Industries Ltd.	6.10
Tata Elxsi Ltd.	4.78
Cholamandalam Investment and F...	4.17
Avenue Supermarts Ltd.	4.11
Torrent Power Ltd.	3.86
Astral Ltd.	3.84
Sundaram Finance Ltd.	3.33
Coforge Ltd.	3.33
The Indian Hotels Company Ltd.	2.82

Top 10 sectors

sectors	(%)
Finance - NBFC	15.56
IT - Software	10.66
Pesticides & Agrochemicals	7.19
Plastic Products	5.25
Retailing	4.33
Auto Ancillary	4.11
Power Generation/Distribution	3.86
Chemicals	3.71
Hotel, Resort & Restaurants	2.82
BPO/ITeS	2.59

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception	Action
Axis Growth Opp Fund-Reg(G)	Large-Growth	22-Oct-2018	8,053.92	-8.16	29.23	NA	NA	15.02	BUY
ICICI Pru Large & Mid Cap Fund(G)	Large-Growth	09-Jul-1998	7,044.14	8.09	38.11	12.99	14.54	17.72	BUY
Quant Large & Mid Cap Fund(G)	Large-Growth	11-Dec-2006	652.91	3.64	35.74	13.18	18.66	12.48	BUY
UTI Core Equity Fund-Reg(G)	Large-Growth	20-May-2009	1,506.34	2.99	35.66	9.95	12.84	11.54	BUY
SBI Large & Midcap Fund-Reg(G)	Large-Growth	28-Feb-1993	9,441.41	5.28	35.03	13.10	16.63	14.32	BUY
Mirae Asset Emerging Bluechip-Reg(G)	Large-Growth	09-Jul-2010	23,394.44	-2.62	34.51	14.34	21.92	19.03	BUY
Bandhan Core Equity Fund-Reg(G)	Large-Growth	09-Aug-2005	2,390.66	4.79	33.93	10.30	12.96	11.72	BUY
Motilal Oswal Large & Midcap Fund-Reg(G)	Large-Growth	17-Oct-2019	1,415.71	8.73	33.16	NA	NA	16.01	BUY
Mahindra Manulife Large & Mid Cap Fund-Reg(G)	Large-Growth	30-Dec-2019	1,056.60	-3.65	33.14	NA	NA	15.96	BUY
Tata Large & Mid Cap Fund(G)	Large-Growth	25-Feb-1993	3,680.98	8.18	33.09	13.10	15.21	12.46	BUY
Nippon India Vision Fund(G)	Large-Growth	08-Oct-1995	3,024.00	0.39	32.85	9.13	13.11	17.35	BUY
Kotak Equity Opp Fund(G)	Large-Growth	09-Sep-2004	11,608.35	4.52	32.74	12.92	15.90	17.58	BUY
HDFC Large and Mid Cap Fund-Reg(G)	Large-Growth	18-Feb-1994	7,897.59	5.13	32.53	12.56	11.79	11.81	BUY
Navi Large & Midcap Fund-Reg(G)	Large-Growth	07-Dec-2015	234.38	-1.01	32.45	10.85	NA	12.47	BUY
Union Large & Midcap Fund-Reg(G)	Large-Growth	06-Dec-2019	396.26	-0.89	31.80	NA	NA	14.58	BUY
Canara Rob Emerg Equities Fund-Reg(G)	Large-Growth	11-Mar-2005	15,261.98	-1.95	31.60	11.48	20.22	16.32	BUY
Sundaram Large and Mid Cap Fund(G)(Adjusted)	Large-Growth	27-Feb-2007	4,885.09	-3.22	31.35	10.29	17.33	13.12	BUY
DSP Equity Opportunities Fund-Reg(G)	Large-Growth	16-May-2000	7,110.57	3.11	31.22	10.85	15.37	16.79	BUY
Bank of India Large & Mid Cap Equity Fund-Eco(G)	Large-Growth	21-Oct-2008	204.46	1.71	30.89	9.26	12.94	13.00	BUY
HSBC Large & Mid Cap Fund-Reg(G)	Large-Growth	28-Mar-2019	1,992.12	-2.66	29.18	NA	NA	10.84	BUY
Invesco India Growth Opp Fund(G)	Large-Growth	09-Aug-2007	3,665.00	-1.15	26.92	9.82	14.14	10.80	BUY
Franklin India Equity Advantage Fund(G)	Large-Growth	02-Mar-2005	2,556.68	-1.68	26.85	8.59	13.30	14.49	BUY
LIC MF Large & Midcap Fund-Reg(G)	Large-Growth	25-Feb-2015	1,888.67	-6.18	26.01	9.60	NA	10.53	BUY
Edelweiss Large & Mid Cap Fund-Reg(G)	Large-Growth	14-Jun-2007	1,711.11	-0.63	25.76	11.61	14.44	10.88	BUY
Aditya Birla SL Equity Advantage Fund(G)	Large-Growth	24-Feb-1995	4,836.43	-10.90	21.35	7.11	14.61	16.50	BUY
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)	Large-Growth	04-Sep-2020	715.48	-2.53	NA	NA	NA	19.61	BUY