Axis Growth Opportunities Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 10-10-2018
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 1.98% As on (31-07-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 8,476.01 Cr As on (31-08-2022)
Turn over: 30% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

20.79

20.76%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY LARGE MIDCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

he scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio 0.96
Alpha 4.2
Beta 0.9
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Growth Opportunities Fund - Regular Plan - Growth 10-10-2018 1.81 30.81 24.32 - -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 15.95 36.43 27.1 14.41 19.53
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 15.17 37.64 23.26 13.42 15.31
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 12.41 36.45 23.86 14.4 17.44
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 11.05 36.6 23.31 13.67 13.21
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 8.2 34.4 - - -
Tata Large & Mid Cap Fund- Regular Plan - Growth Option 31-03-1993 7.89 30.77 21.33 13.6 15.83
Navi Large & Midcap Fund- Regular Plan- Growth Option 07-12-2015 6.83 31.69 20.08 11.49 -
Kotak Equity Opportunities Fund - Growth 05-09-2004 6.62 31.05 22.4 13.06 16.67
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 6.31 29.87 20.45 12.57 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.39%

Others

22.23%

Large Cap

32.56%

Mid Cap

39.82%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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