Axis Growth Opportunities Fund - Regular Plan - Growth

Fund Returns

NAV Rs. 12.23 0.91 %
(as on Jan. 24, 2020)
1 yr Return 19.06 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 12.23 0.91 %
(as on Jan. 24, 2020)
19.06 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Oct. 22, 2018
Fund Size Rs. 895.80 cr.
Category Equity | Large & Mid Cap
Fund Manager Jinesh Gopani
AMC Axis Asset Management Company Ltd.
Fund Benchmark S&P BSE 200 Index
Risk Profile Moderately Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 12000.00
Expense Ratio 2.26 %
Exit load Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

Investment 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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.28 5.03 11.91 19.06 - -
Rank Within Category 23 9 None None None None

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
Bandhan Bank Limited 7.4 65.96 -
Info Edge (India) Limited 7.08 63.16 -
Torrent Power Limited 5.67 50.59 -
PI Industries Limited 5.3 47.23 -
Kotak Mahindra Bank Limited 4.95 44.12 -
Tata Consultancy Services Limited 4.56 40.68 -
Avenue Supermarts Limited 4.42 39.41 -
Housing Development Finance Corporation Limited 4.22 37.61 -
Bajaj Finance Limited 3.68 32.82 -
Cummins India Limited 3.05 27.22 -

Fund Schemes Concentrations

# of Securities 26
Top 10 Securities 50.33 %
Top 5 Securities 30.4 %
Top 3 Securities 20.15 %
# of Sectors 30
Top 10 Sectors 80.85 %
Top 5 Sectors 61.85 %
Top 3 Sectors 46.41 %

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/

Scheme Details

Launch Date Oct. 22, 2018 Fund Size Rs. 895.80 cr.
Category Equity | Large & Mid Cap Fund Manager Jinesh Gopani
AMC Axis Asset Management Company Ltd. Fund Benchmark S&P BSE 200 Index
Risk Profile Moderately Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 12000.00 2.26 % Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

Investment 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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.28 5.03 11.91 19.06 - -
Rank Within Category 23 9 None None None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Axis Growth Opportunities Fund - Regular Plan - Growth 19.06 - - 895.80
Tata Digital India Fund-Regular Plan-Growth 9.33 20.44 - 389.49
SBI Banking & Financial Services Fund - Regular Plan - Growth 26.27 20.38 - 1,291.97
ABSL Digital India Fund - Growth - Regular Plan 15.35 19.43 11.13 430.40
Axis Bluechip Fund - Growth 21.36 18.38 9.62 9,481.19
Tata Banking And Financial Services Fund-Regular Plan-Growth 26.44 18.23 - 413.03

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
Bandhan Bank Limited 7.4 65.96 -
Info Edge (India) Limited 7.08 63.16 -
Torrent Power Limited 5.67 50.59 -
PI Industries Limited 5.3 47.23 -
Kotak Mahindra Bank Limited 4.95 44.12 -
Tata Consultancy Services Limited 4.56 40.68 -
Avenue Supermarts Limited 4.42 39.41 -
Housing Development Finance Corporation Limited 4.22 37.61 -
Bajaj Finance Limited 3.68 32.82 -
Cummins India Limited 3.05 27.22 -

Fund Schemes Concentrations

# of Securities 26
Top 10 Securities 50.33 %
Top 5 Securities 30.4 %
Top 3 Securities 20.15 %
# of Sectors 30
Top 10 Sectors 80.85 %
Top 5 Sectors 61.85 %
Top 3 Sectors 46.41 %

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/