Wealth Wisdom

Axis Growth Opp Fund-Reg(G)

As on Apr-23-2024 change fund

28.07

0.24 (0.86%)

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	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	9.43	15.93	20.61	18.74	27.73
Net Assets(Rs Crores) (as on 31-Mar-2024)	906.86	2663.87	7249.62	7909.10	11738.74
Scheme Returns(%)(Absolute)	-11.62	72.40	28.01	-9.25	46.64
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	29/234	135/218	51/204	26/27	10/29

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

financial year	Q1	Q2	Q3	Q4
2023-2024	19.69	3.70	9.67	8.70
2022-2023	-13.73	11.75	-1.96	-3.80
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

Top 10 holdings

company	(%)
Torrent Power Ltd.	6.07
Sundaram Finance Ltd.	2.96
Cholamandalam Investment and F...	2.67
Sona BLW Precision Forgings Ltd.	2.62
ICICI Bank Ltd.	2.61
The Indian Hotels Company Ltd.	2.45
Coforge Ltd.	2.34
CG Power and Industrial Soluti...	2.29
Reliance Industries Ltd.	2.17
Bajaj Finance Ltd.	1.81

Top 10 sectors

sectors	(%)
Finance - NBFC	9.33
Power Generation/Distribution	7.17
IT - Software	5.50
Pharmaceuticals & Drugs	5.02
Auto Ancillary	5.00
Bank - Private	3.66
Construction - Real Estate	3.08
Refineries	2.85
Electric Equipment	2.49
Hotel, Resort & Restaurants	2.45

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	11,738.74	44.77	20.26	21.20	NA	20.61	BUY
Quant Large & Mid Cap Fund(G)	Large-Growth	11-Dec-2006	2,110.44	63.54	30.24	25.94	22.49	15.11	BUY
ICICI Pru Large & Mid Cap Fund(G)	Large-Growth	09-Jul-1998	12,307.23	47.32	27.93	21.22	16.34	18.77	BUY
Motilal Oswal Large & Midcap Fund-Reg(G)	Large-Growth	17-Oct-2019	3,663.46	56.88	27.37	NA	NA	24.34	BUY
HDFC Large and Mid Cap Fund-Reg(G)	Large-Growth	18-Feb-1994	17,313.86	49.98	27.24	21.19	14.91	12.98	BUY
Bandhan Core Equity Fund-Reg(G)	Large-Growth	09-Aug-2005	4,022.92	57.13	26.46	20.41	16.59	13.83	BUY
Mahindra Manulife Large & Mid Cap Fund-Reg(G)	Large-Growth	30-Dec-2019	1,985.12	53.61	25.00	NA	NA	23.87	BUY
UTI Large & Mid Cap Fund-Reg(G)	Large-Growth	20-May-2009	2,758.79	47.88	24.36	19.31	15.36	13.85	BUY
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)	Large-Growth	04-Sep-2020	1,108.10	46.36	23.84	NA	NA	27.04	BUY
Nippon India Vision Fund(G)	Large-Growth	08-Oct-1995	4,335.22	48.06	23.60	18.27	15.15	18.36	BUY
Bank of India Large & Mid Cap Equity Fund-Eco(G)	Large-Growth	21-Oct-2008	292.85	44.62	23.02	19.72	14.91	14.96	BUY
SBI Large & Midcap Fund-Reg(G)	Large-Growth	28-Feb-1993	21,270.03	34.01	22.71	18.98	17.37	14.98	BUY
Kotak Equity Opp Fund(G)	Large-Growth	09-Sep-2004	19,861.46	43.97	22.45	19.99	18.01	18.84	BUY
Invesco India Large & Mid Cap Fund(G)	Large-Growth	09-Aug-2007	4,995.76	50.75	22.13	17.82	16.75	13.01	BUY
HSBC Large & Mid Cap Fund-Reg(G)	Large-Growth	28-Mar-2019	2,768.75	48.92	22.02	18.35	NA	17.87	BUY
DSP Equity Opportunities Fund-Reg(G)	Large-Growth	16-May-2000	10,812.48	45.92	21.55	18.95	17.50	17.95	BUY
Tata Large & Mid Cap Fund-Reg(G)	Large-Growth	25-Feb-1993	6,821.91	34.50	20.80	18.70	16.25	13.16	BUY
Edelweiss Large & Mid Cap Fund-Reg(G)	Large-Growth	14-Jun-2007	2,848.59	41.25	20.70	19.03	16.24	12.56	BUY
Union Large & Midcap Fund-Reg(G)	Large-Growth	06-Dec-2019	705.70	37.90	20.54	NA	NA	20.13	BUY
Sundaram Large and Mid Cap Fund(G)(Adjusted)	Large-Growth	27-Feb-2007	6,194.70	38.27	19.74	17.81	18.32	14.57	BUY
Mirae Asset Large & Midcap Fund-Reg(G)	Large-Growth	09-Jul-2010	33,618.78	39.76	19.47	20.04	22.22	20.55	BUY
LIC MF Large & Midcap Fund-Reg(G)	Large-Growth	25-Feb-2015	2,551.04	41.24	19.38	17.29	NA	13.75	BUY
Canara Rob Emerg Equities Fund-Reg(G)	Large-Growth	11-Mar-2005	20,816.29	36.82	19.20	18.12	20.77	17.40	BUY
Franklin India Equity Advantage Fund(G)	Large-Growth	02-Mar-2005	3,138.44	34.83	18.21	14.96	14.18	15.54	BUY
Navi Large & Midcap Fund-Reg(G)	Large-Growth	07-Dec-2015	268.79	25.57	17.22	14.75	NA	14.22	BUY
Aditya Birla SL Equity Advantage Fund(G)	Large-Growth	24-Feb-1995	5,525.56	37.17	14.09	14.80	15.15	17.19	BUY
Bajaj Finserv Large and Mid Cap Fund-Reg(G)	Large-Growth	27-Feb-2024	784.96	NA	NA	NA	NA	3.78	BUY
PGIM India Large and Mid Cap Fund(G)	Large-Growth	12-Feb-2024	326.37	NA	NA	NA	NA	5.80	BUY
WOC Large & Mid Cap Fund-Reg(G)	Large-Growth	22-Dec-2023	1,058.06	NA	NA	NA	NA	8.84	BUY