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Axis Growth Opportunities Fund - Regular Plan - Growth

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  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
Fund info
NAV (as on 2025-07-17)
32.72 0.09%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
If redeemed / switched-out on or before 12 months from the date of allotment, for 10% of investments: Nil. For remaining investments: 1%. If redeemed / switched-out after 12 months from the date of allotment: NIL.
Risk
N/A
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-10 ₹1,000.00 ₹1,000.31
0.03 %
Two Week 2025-07-02 ₹1,000.00 ₹994.83
-0.52 %
One Month 2025-06-17 ₹1,000.00 ₹1,021.22
2.12 %
Three Months 2025-04-21 ₹3,000.00 ₹3,136.69
4.56 %
Six Months 2025-01-20 ₹6,000.00 ₹6,422.21
7.04 %
One Year 2024-07-18 ₹12,000.00 ₹12,581.77
4.85 %
Three Year 2022-07-18 ₹36,000.00 ₹47,890.30
33.03 %
Five Year 2020-07-20 ₹60,000.00 ₹95,023.86
58.37 %
Since Inception 2018-10-22 ₹83,000.00 ₹161,527.89
94.61 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Axis Growth Opportunities Fund - Regular Plan - Growth

Power
5%
Banks
5%
Electrical Equipment
3%
Finance
3%
Petroleum Products
2%
Auto Components
2%
IT - Software
3%
Construction
1%
Telecom - Services
1%
Leisure Services
1%
Automobiles
2%
Transport Services
1%
Fertilizers & Agrochemicals
1%
Retailing
2%
Realty
1%
Aerospace & Defense
1%
Pharmaceuticals & Biotechnology
2%
Industrial Products
1%
Chemicals & Petrochemicals
1%
Diversified FMCG
1%
Consumable Fuels
0%
Consumer Durables
0%
Gas
0%
Insurance
0%
Personal Products
0%
Healthcare Services
0%
Other
10%
Others
0%

Companies Holding in Axis Growth Opportunities Fund - Regular Plan - Growth

Torrent Power Limited
4.76%
ICICI Bank Limited
2.89%
CG Power And Industrial Solutions Limited
2.61%
HDFC Bank Limited
2.47%
Cholamandalam Investment And Finance Company Ltd
2.46%
Reliance Industries Limited
2.18%
Sona BLW Precision Forgings Limited
2.00%
Infosys Limited
1.88%
Larsen & Toubro Limited
1.66%
Persistent Systems Limited
1.53%
Bharti Airtel Limited
1.46%
State Bank Of India
1.46%
The Indian Hotels Company Limited
1.39%
Mahindra & Mahindra Limited
1.34%
InterGlobe Aviation Limited
1.28%
PI Industries Limited
1.21%
Suzlon Energy Limited
1.21%
Zomato Limited
1.20%
The Phoenix Mills Limited
1.19%
Bharat Electronics Limited
1.19%
Divi's Laboratories Limited
1.16%
Tata Power Company Limited
1.14%
Tata Motors Limited
1.13%
Cummins India Limited
1.12%
Linde India Limited
1.11%
Tata Consultancy Services Limited
1.07%
Bajaj Finance Limited
1.05%
Sun Pharmaceutical Industries Limited
1.03%
Avenue Supermarts Limited
1.01%
ITC Limited
1.01%
Hindustan Unilever Limited
0.99%
Coforge Limited
0.99%
KEI Industries Limited
0.95%
Supreme Industries Limited
0.93%
Astral Limited
0.92%
Torrent Pharmaceuticals Limited
0.91%
Schaeffler India Limited
0.91%
Hindustan Aeronautics Limited
0.89%
Pidilite Industries Limited
0.89%
The Federal Bank Limited
0.87%
Sundaram Finance Limited
0.86%
ZF Commercial Vehicle Control Systems India Limited
0.83%
TVS Motor Company Limited
0.83%
Prestige Estates Projects Limited
0.80%
Coal India Limited
0.76%
Power Grid Corporation Of India Limited
0.73%
Voltas Limited
0.69%
Dixon Technologies (India) Limited
0.67%
Minda Corporation Limited
0.67%
Tech Mahindra Limited
0.64%
Info Edge (India) Limited
0.64%
Trent Limited
0.63%
Petronet LNG Limited
0.62%
UNO Minda Limited
0.62%
ICICI Prudential Life Insurance Company Limited
0.59%
Mphasis Limited
0.59%
Godrej Properties Limited
0.57%
Colgate Palmolive (India) Limited
0.56%
CreditAccess Grameen Limited
0.55%
Vijaya Diagnostic Centre Limited
0.54%
Granules India Limited
0.54%
SBI Life Insurance Company Limited
0.54%
Indian Bank
0.52%
Fortis Healthcare Limited
0.52%
Clean Science And Technology Limited
0.51%
REC Limited
0.50%
Other Domestic Equity
10.98%
Axis NIFTY 50 ETF
0.83%

Risk Ratios

Std. Deviation 14.16
Beta 0.93
Sharpe Ratio 0.86
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Shreyash Devalkar
20 years Experience
Hitesh Das
13 years Experience
Krishnaa N
4 years Experience

Exit load

If redeemed / switched-out on or before 12 months from the date of allotment, for 10% of investments: Nil. For remaining investments: 1%. If redeemed / switched-out after 12 months from the date of allotment: NIL.

FAQs

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