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Home Mf Research Axis Growth Opportunities Fund Regular Plan Growth
AXIS MUTUAL FUND

Axis Growth Opportunities Fund - Regular Plan - Growth

Equity Equity Large Mid Cap
Fund House : AXIS MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
NAV (as on 2025-06-02)
31.85 0.25%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-26 ₹1,000.00 ₹1,004.73
0.47 %
Two Week 2025-05-19 ₹1,000.00 ₹1,006.00
0.60 %
1 Month 2025-05-05 ₹1,000.00 ₹1,036.78
3.68 %
Three Months 2025-03-04 ₹3,000.00 ₹3,245.99
8.20 %
Six Months 2024-12-04 ₹6,000.00 ₹6,249.15
4.15 %
One Year 2024-06-03 ₹12,000.00 ₹12,309.23
2.58 %
Three Year 2022-06-03 ₹36,000.00 ₹47,858.27
32.94 %
Five Year 2020-06-03 ₹60,000.00 ₹96,163.05
60.27 %
Since Inception 2018-10-22 ₹81,000.00 ₹155,265.50
91.69 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Torrent Power Limited Power Domestic Equity 4.76
ICICI Bank Limited Banks Domestic Equity 2.89
CG Power and Industrial Solutions Limited Electrical Equipment Domestic Equity 2.61
HDFC Bank Limited Banks Domestic Equity 2.47
Cholamandalam Investment and Finance Company Ltd Finance Domestic Equity 2.46
Reliance Industries Limited Petroleum Products Domestic Equity 2.18
Sona BLW Precision Forgings Limited Auto Components Domestic Equity 2.00
Infosys Limited IT - Software Domestic Equity 1.88
Larsen & Toubro Limited Construction Domestic Equity 1.66
Persistent Systems Limited IT - Software Domestic Equity 1.53
Bharti Airtel Limited Telecom - Services Domestic Equity 1.46
State Bank of India Banks Domestic Equity 1.46
The Indian Hotels Company Limited Leisure Services Domestic Equity 1.39
Mahindra & Mahindra Limited Automobiles Domestic Equity 1.34
InterGlobe Aviation Limited Transport Services Domestic Equity 1.28
PI Industries Limited Fertilizers & Agrochemicals Domestic Equity 1.21
Suzlon Energy Limited Electrical Equipment Domestic Equity 1.21
Zomato Limited Retailing Domestic Equity 1.20
The Phoenix Mills Limited Realty Domestic Equity 1.19
Bharat Electronics Limited Aerospace & Defense Domestic Equity 1.19
Divi's Laboratories Limited Pharmaceuticals & Biotechnology Domestic Equity 1.16
Tata Power Company Limited Power Domestic Equity 1.14
Tata Motors Limited Automobiles Domestic Equity 1.13
Cummins India Limited Industrial Products Domestic Equity 1.12
Linde India Limited Chemicals & Petrochemicals Domestic Equity 1.11
Tata Consultancy Services Limited IT - Software Domestic Equity 1.07
Bajaj Finance Limited Finance Domestic Equity 1.05
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology Domestic Equity 1.03
Avenue Supermarts Limited Retailing Domestic Equity 1.01
ITC Limited Diversified FMCG Domestic Equity 1.01
Hindustan Unilever Limited Diversified FMCG Domestic Equity 0.99
Coforge Limited IT - Software Domestic Equity 0.99
KEI Industries Limited Industrial Products Domestic Equity 0.95
Supreme Industries Limited Industrial Products Domestic Equity 0.93
Astral Limited Industrial Products Domestic Equity 0.92
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology Domestic Equity 0.91
Schaeffler India Limited Auto Components Domestic Equity 0.91
Hindustan Aeronautics Limited Aerospace & Defense Domestic Equity 0.89
Pidilite Industries Limited Chemicals & Petrochemicals Domestic Equity 0.89
The Federal Bank Limited Banks Domestic Equity 0.87
Sundaram Finance Limited Finance Domestic Equity 0.86
ZF Commercial Vehicle Control Systems India Limited Auto Components Domestic Equity 0.83
TVS Motor Company Limited Automobiles Domestic Equity 0.83
Prestige Estates Projects Limited Realty Domestic Equity 0.80
Coal India Limited Consumable Fuels Domestic Equity 0.76
Power Grid Corporation of India Limited Power Domestic Equity 0.73
Voltas Limited Consumer Durables Domestic Equity 0.69
Dixon Technologies (India) Limited Consumer Durables Domestic Equity 0.67
Minda Corporation Limited Auto Components Domestic Equity 0.67
Tech Mahindra Limited IT - Software Domestic Equity 0.64
Info Edge (India) Limited Retailing Domestic Equity 0.64
Trent Limited Retailing Domestic Equity 0.63
Petronet LNG Limited Gas Domestic Equity 0.62
UNO Minda Limited Auto Components Domestic Equity 0.62
ICICI Prudential Life Insurance Company Limited Insurance Domestic Equity 0.59
Mphasis Limited IT - Software Domestic Equity 0.59
Godrej Properties Limited Realty Domestic Equity 0.57
Colgate Palmolive (India) Limited Personal Products Domestic Equity 0.56
CreditAccess Grameen Limited Finance Domestic Equity 0.55
Vijaya Diagnostic Centre Limited Healthcare Services Domestic Equity 0.54
Granules India Limited Pharmaceuticals & Biotechnology Domestic Equity 0.54
SBI Life Insurance Company Limited Insurance Domestic Equity 0.54
Indian Bank Banks Domestic Equity 0.52
Fortis Healthcare Limited Healthcare Services Domestic Equity 0.52
Clean Science and Technology Limited Chemicals & Petrochemicals Domestic Equity 0.51
REC Limited Finance Domestic Equity 0.50
Other Domestic Equity - Domestic Equity 10.98
Axis NIFTY 50 ETF Others Exchange Traded Fund 0.83
SIP Calculator
Risk Ratios
Standard Deviation
14.16
Beta
0.93
Sharpe Ratio
0.86
Lock In Period
-
Residual Maturity
-
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
  • Fund manager(s) : Shreyash Devalkar (20 years), Hitesh Das (13 years), Krishnaa N (4 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
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.

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