Axis Growth Opportunities Fund - Regular Plan - Growth

Fund Returns

NAV Rs. 11.99 1.27 %
(as on Sept. 25, 2020)
1 yr Return 5.62 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 11.99 1.27 %
(as on Sept. 25, 2020)
5.62 % 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. 1260.08 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. 1000.00
Expense Ratio 2.18 %
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 -6.11 5.43 30.25 5.62 - -
Rank Within Category 23 9 None None None None

Portfolio

Security Holding (%)
(as on March 1, 2020)
Market Value
(in Rs. crores.)
Quantity
Clearing Corporation of India Limited 9.76 88.53 -
PI Industries Limited 6.92 87.1638 495094.0
Info Edge (India) Limited 6.17 77.7267 243318.0
Bajaj Finance Limited 5.51 69.4741 213681.0
Clearing Corporation of India Ltd 4.79 60.3683 -
Torrent Power Limited 4.62 58.197 1788200.0
Sundaram Finance Limited 4.53 57.0542 446521.0
Supreme Industries Limited 3.73 46.9553 364192.0
Tata Consultancy Services Limited 3.11 39.2424 172010.0
Kotak Mahindra Bank Limited 2.93 36.9621 270636.0

Fund Schemes Concentrations

# of Securities 87
Top 10 Securities 52.07 %
Top 5 Securities 33.15 %
Top 3 Securities 22.85 %
# of Sectors 33
Top 10 Sectors 73.49 %
Top 5 Sectors 52.39 %
Top 3 Sectors 39.81 %

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. 1260.08 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. 1000.00 2.18 % 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 -6.11 5.43 30.25 5.62 - -
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 5.62 - - 1,260.08
ICICI Prudential Technology Fund - Growth 38.00 25.62 13.56 474.75
Tata Digital India Fund-Regular Plan-Growth 23.82 24.84 - 390.06
ABSL Digital India Fund - Growth - Regular Plan 28.11 23.82 13.93 490.31
SBI Technology Opportunities Fund - Regular Plan - Growth 25.52 22.69 11.88 214.68
Franklin India Technology Fund-Growth 38.21 22.08 12.76 310.49

Portfolio

Security Holding (%)
(as on March 1, 2020)
Market Value
(in Rs. crores.)
Quantity
Clearing Corporation of India Limited 9.76 88.53 -
PI Industries Limited 6.92 87.1638 495094.0
Info Edge (India) Limited 6.17 77.7267 243318.0
Bajaj Finance Limited 5.51 69.4741 213681.0
Clearing Corporation of India Ltd 4.79 60.3683 -
Torrent Power Limited 4.62 58.197 1788200.0
Sundaram Finance Limited 4.53 57.0542 446521.0
Supreme Industries Limited 3.73 46.9553 364192.0
Tata Consultancy Services Limited 3.11 39.2424 172010.0
Kotak Mahindra Bank Limited 2.93 36.9621 270636.0

Fund Schemes Concentrations

# of Securities 87
Top 10 Securities 52.07 %
Top 5 Securities 33.15 %
Top 3 Securities 22.85 %
# of Sectors 33
Top 10 Sectors 73.49 %
Top 5 Sectors 52.39 %
Top 3 Sectors 39.81 %

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/