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Fund Card

Axis Growth Opp Fund-Reg(G)

As on Jul-05-2022 change fund
18.02  up0.02 (0.11%)
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 year2018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)10.629.4315.9320.61
Net Assets(Rs Crores) (as on 31-Mar-2022) 694.22 906.86 2663.87 7249.62
Scheme Returns(%)(Absolute)6.20-11.6272.4028.01
B'mark Returns(%)(Absolute)3.97-28.6389.6819.92
Category Rank60/26129/234135/21851/204
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-13.73NANANA
2021-202216.5711.313.43-3.60
2020-202117.9210.7020.157.71
2019-20203.671.735.89-20.49
2018-2019NANANA4.22
Top 10 holdings
company (%)
Bajaj Finance Ltd.9.07 
PI Industries Ltd.5.51 
Tata Elxsi Ltd.5.06 
Avenue Supermarts Ltd.4.91 
Torrent Power Ltd.3.88 
Cholamandalam Investment and F...3.61 
Info Edge (India) Ltd.3.45 
Astral Ltd.3.32 
Coforge Ltd.3.21 
Sundaram Finance Ltd.2.59 

Category

Market Cap Fund

Launch Date

22-Oct-18

Scheme Benchmark

NA

AUM ( in Cr.)

7,211.34

portfolio price to book value

10.54

investing style?

Large Growth

fund manager?

Jinesh Gopani,Hitesh Das

inception date (regular plan)

22-Oct-18

expense ratio (regular plan) %

2.00

Top 10 sectors
sectors (%)
Finance - NBFC15.35
IT - Software10.55
Pesticides & Agrochemicals6.54
Retailing4.92
Plastic Products4.37
Power Generation/Distribution4.30
Pharmaceuticals & Drugs4.30
BPO/ITeS3.45
Bank - Private3.23
Chemicals3.14

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

to go
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performance comparision with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Axis Growth Opp Fund-Reg(G)Large-Growth 22-Oct-20187,211.34-4.7617.55NANA17.23BUY
Quant Large & Mid Cap Fund(G)Large-Growth 11-Dec-2006155.435.7219.1011.3116.8212.48BUY
Mirae Asset Emerging Bluechip-Reg(G)Large-Growth 09-Jul-201021,389.16-1.0817.5413.5722.2419.83BUY
Canara Rob Emerg Equities Fund-Reg(G)Large-Growth 11-Mar-200513,023.63-1.1215.6111.1319.7816.70BUY
ICICI Pru Large & Mid Cap Fund(G)Large-Growth 09-Jul-19984,956.6410.3615.5511.0113.8117.77BUY
SBI Large & Midcap Fund-Reg(G)Large-Growth 28-Feb-19936,481.510.6414.8711.5215.7714.24BUY
HDFC Large and Mid Cap Fund-Reg(G)Large-Growth 18-Feb-19945,926.064.2014.7410.7411.8611.72BUY
Kotak Equity Opp Fund(G)Large-Growth 09-Sep-20049,410.460.0214.3710.6115.1117.60BUY
Edelweiss Large & Mid Cap Fund-Reg(G)Large-Growth 14-Jun-20071,293.16-1.0613.9411.7913.9310.85BUY
LIC MF Large & Midcap Fund-Reg(G)Large-Growth 25-Feb-20151,637.642.2113.8310.29NA11.39BUY
Bank of India Large & Mid Cap Equity Fund-Eco(G)Large-Growth 21-Oct-2008187.23-3.8213.518.9612.1212.90BUY
UTI Core Equity Fund-Reg(G)Large-Growth 20-May-20091,281.51-1.1113.228.7112.3611.48BUY
DSP Equity Opportunities Fund-Reg(G)Large-Growth 16-May-20006,402.76-4.9813.109.8615.2616.92BUY
Tata Large & Mid Cap Fund(G)Large-Growth 25-Feb-19932,870.470.3112.9710.6514.3812.32BUY
HSBC Large & Mid Cap Equity Fund-Reg(G)Large-Growth 28-Mar-2019471.24-3.3712.20NANA10.77BUY
Sundaram Large and Mid Cap Fund(G)Large-Growth 27-Feb-20074,725.911.0811.9610.6613.9610.84BUY
Navi Large & Midcap Fund-Reg(G)Large-Growth 07-Dec-2015139.872.9411.789.12NA12.65BUY
Franklin India Equity Advantage Fund(G)Large-Growth 02-Mar-20052,637.17-1.6711.728.6913.7014.92BUY
IDFC Core Equity Fund-Reg(G)Large-Growth 09-Aug-20052,278.28-1.5211.568.5312.6711.47BUY
Nippon India Vision Fund(G)Large-Growth 08-Oct-19952,857.240.3211.116.8511.2717.45BUY
Invesco India Growth Opp Fund(G)Large-Growth 09-Aug-20073,707.63-4.5310.4910.1314.1210.80BUY
Aditya Birla SL Equity Advantage Fund(G)Large-Growth 24-Feb-19955,204.80-10.899.936.4414.3816.75BUY
L&T Large and Midcap Fund-Reg(G)Large-Growth 22-May-20061,434.38-2.619.406.0212.6511.93BUY
Mahindra Manulife Top 250 Nivesh Yojana-Reg(G)Large-Growth 30-Dec-2019775.082.35NANANA18.33BUY
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)Large-Growth 04-Sep-2020688.281.99NANANA22.35BUY
Union Large & Midcap Fund-Reg(G)Large-Growth 06-Dec-2019317.391.64NANANA16.65BUY
Motilal Oswal Large & Midcap Fund-Reg(G)Large-Growth 17-Oct-20191,165.02-3.90NANANA14.24BUY
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