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Fund Overview

Fund Size

Fund Size

₹11,739 Cr

Expense Ratio

Expense Ratio

1.71%

ISIN

ISIN

INF846K01J79

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

22 Oct 2018

About this fund

Axis Growth Opportunities Fund Regular Growth is a Large & Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 5 years, 6 months and 1 days, having been launched on 22-Oct-18.
As of 19-Apr-24, it has a Net Asset Value (NAV) of ₹27.70, Assets Under Management (AUM) of 11738.74 Crores, and an expense ratio of 1.71%.
  • Axis Growth Opportunities Fund Regular Growth has given a CAGR return of 20.38% since inception.
  • The fund's asset allocation comprises around 98.33% in equities, 0.00% in debts, and 1.67% in cash & cash equivalents.
  • You can start investing in Axis Growth Opportunities Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+42.42%

+40.85%(Cat. Avg.)

3 Years

+20.10%

+21.84%(Cat. Avg.)

5 Years

+20.68%

+17.92%(Cat. Avg.)

Since Inception

+20.38%

--%(Cat. Avg.)

Portfolio Summaryas of 31st March 2024

Equity11,542.34 Cr98.33%
Others196.42 Cr1.67%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Torrent Power LtdEquity713.08 Cr6.07%
Sundaram Finance LtdEquity347.87 Cr2.96%
Cholamandalam Investment and Finance Co LtdEquity313.3 Cr2.67%
Sona BLW Precision Forgings LtdEquity307.32 Cr2.62%
ICICI Bank LtdEquity306.12 Cr2.61%
Indian Hotels Co LtdEquity287.36 Cr2.45%
Coforge LtdEquity274.95 Cr2.34%
CG Power & Industrial Solutions LtdEquity268.34 Cr2.29%
Reliance Industries LtdEquity254.56 Cr2.17%
Bajaj Finance LtdEquity211.92 Cr1.81%
Persistent Systems LtdEquity175.51 Cr1.50%
Tata Motors LtdEquity164.8 Cr1.40%
Zomato LtdEquity164.34 Cr1.40%
DLF LtdEquity155.96 Cr1.33%
Microsoft CorpEquity154.01 Cr1.31%
TVS Motor Co LtdEquity149.6 Cr1.27%
Bharti Airtel LtdEquity146.91 Cr1.25%
PI Industries LtdEquity146.86 Cr1.25%
ZF Commercial Vehicle Control Systems India LtdEquity144.87 Cr1.23%
Mankind Pharma LtdEquity141.75 Cr1.21%
Trent LtdEquity138.18 Cr1.18%
Jio Financial Services LtdEquity137.4 Cr1.17%
State Bank of IndiaEquity136.75 Cr1.16%
Bharat Electronics LtdEquity133.49 Cr1.14%
Tata Consultancy Services LtdEquity131.67 Cr1.12%
Clearing Corporation Of India LtdCash - Repurchase Agreement129.56 Cr1.10%
Tata Power Co LtdEquity128.32 Cr1.09%
Avenue Supermarts LtdEquity128.07 Cr1.09%
Phoenix Mills LtdEquity127.89 Cr1.09%
Cummins India LtdEquity126.25 Cr1.08%
Larsen & Toubro LtdEquity125.17 Cr1.07%
Supreme Industries LtdEquity124.94 Cr1.06%
Sun Pharmaceuticals Industries LtdEquity124.47 Cr1.06%
Astral LtdEquity123.94 Cr1.06%
HDFC Bank LtdEquity123.07 Cr1.05%
Linde India LtdEquity121.52 Cr1.04%
NVIDIA CorpEquity120.91 Cr1.03%
Dixon Technologies (India) LtdEquity119.79 Cr1.02%
InterGlobe Aviation LtdEquity117.98 Cr1.01%
Pidilite Industries LtdEquity116.8 Cr1.00%
Alphabet Inc Class AEquity115.8 Cr0.99%
Divi's Laboratories LtdEquity112.44 Cr0.96%
Global Health LtdEquity104.3 Cr0.89%
Torrent Pharmaceuticals LtdEquity104.11 Cr0.89%
Nestle India LtdEquity103.45 Cr0.88%
Axis NIFTY 50 ETFMutual Fund - ETF103.24 Cr0.88%
Coal India LtdEquity89.38 Cr0.76%
ICICI Prudential Life Insurance Company LimitedEquity87.61 Cr0.75%
SBI Life Insurance Company LimitedEquity86.24 Cr0.73%
Meta Platforms Inc Class AEquity86.05 Cr0.73%
CreditAccess Grameen Ltd Ordinary SharesEquity85.21 Cr0.73%
AIA Engineering LtdEquity79.38 Cr0.68%
Minda Corp LtdEquity78.26 Cr0.67%
Eli Lilly and CoEquity72.22 Cr0.62%
KEI Industries LtdEquity72.11 Cr0.61%
Info Edge (India) LtdEquity70.36 Cr0.60%
Vijaya Diagnostic Centre LtdEquity68.97 Cr0.59%
iShares NASDAQ 100 ETF USD AccMutual Fund - ETF68 Cr0.58%
United Spirits LtdEquity66.94 Cr0.57%
Net Receivables / (Payables)Cash66.43 Cr0.57%
Procter & Gamble CoEquity66.3 Cr0.56%
Visa Inc Class AEquity66.02 Cr0.56%
Merck & Co IncEquity66 Cr0.56%
iShares Core S&P 500 ETF USD AccMutual Fund - ETF63.16 Cr0.54%
Netflix IncEquity61.26 Cr0.52%
Salesforce IncEquity60.64 Cr0.52%
Coca-Cola CoEquity59.57 Cr0.51%
SAP SE ADREquity59.3 Cr0.51%
Lowe's Companies IncEquity59.22 Cr0.50%
Oil & Natural Gas Corp LtdEquity58.97 Cr0.50%
Booking Holdings IncEquity58.68 Cr0.50%
Clean Science and Technology LtdEquity57.56 Cr0.49%
Medtronic PLCEquity57.56 Cr0.49%
TJX Companies IncEquity57.38 Cr0.49%
Elevance Health IncEquity56.92 Cr0.48%
Parker Hannifin CorpEquity56.21 Cr0.48%
UNO Minda LtdEquity56.2 Cr0.48%
Godrej Consumer Products LtdEquity55.69 Cr0.47%
Adobe IncEquity55.45 Cr0.47%
Uber Technologies IncEquity55.24 Cr0.47%
Arista Networks IncEquity55.08 Cr0.47%
Siemens AG ADREquity54.72 Cr0.47%
Sanofi SA ADREquity54.46 Cr0.46%
Cipla LtdEquity54.38 Cr0.46%
Bunzl PLCEquity54.14 Cr0.46%
AutoZone IncEquity54.05 Cr0.46%
Sony Group Corp ADREquity53.54 Cr0.46%
Spotify Technology SAEquity52.49 Cr0.45%
J.B. Chemicals & Pharmaceuticals LtdEquity52.45 Cr0.45%
Alcon IncEquity51.31 Cr0.44%
Taiwan Semiconductor Manufacturing Co Ltd ADREquity49.41 Cr0.42%
AIA Group LtdEquity47.33 Cr0.40%
Reckitt Benckiser Group PLCEquity47.12 Cr0.40%
Indian BankEquity46.43 Cr0.40%
Hindustan Petroleum Corp LtdEquity44.29 Cr0.38%
Bharat Dynamics Ltd Ordinary SharesEquity44.09 Cr0.38%
Oberoi Realty LtdEquity44.08 Cr0.38%
Sumitomo Chemical India Ltd Ordinary SharesEquity43.16 Cr0.37%
Bank of BarodaEquity42.96 Cr0.37%
Fortis Healthcare LtdEquity40.49 Cr0.34%
Varun Beverages LtdEquity38.07 Cr0.32%
Life Insurance Corporation of IndiaEquity36.65 Cr0.31%
Tech Mahindra LtdEquity36.19 Cr0.31%
Bharat Petroleum Corp LtdEquity36.17 Cr0.31%
Schaeffler India LtdEquity35.72 Cr0.30%
Bank of IndiaEquity34.92 Cr0.30%
Colgate-Palmolive (India) LtdEquity33.38 Cr0.28%
Prestige Estates Projects LtdEquity33.22 Cr0.28%
Apollo Hospitals Enterprise LtdEquity28.61 Cr0.24%
Privi Speciality Chemicals LtdEquity25.78 Cr0.22%
Motherson Sumi Wiring India LtdEquity25.28 Cr0.22%
Siemens LtdEquity24.39 Cr0.21%
RHI Magnesita India LtdEquity24.12 Cr0.21%
Grindwell Norton LtdEquity17.93 Cr0.15%
Mphasis LtdEquity17.33 Cr0.15%
Canara BankEquity13.17 Cr0.11%
Tata Elxsi LtdEquity10.21 Cr0.09%
Mrs Bectors Food Specialities Ltd Ordinary SharesEquity8.19 Cr0.07%

Allocation By Market Cap (Equity)

Large Cap Stocks

58.77%

Mid Cap Stocks

34.63%

Small Cap Stocks

4.92%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services2,122.96 Cr18.09%
Consumer Cyclical1,781.26 Cr15.17%
Technology1,429.23 Cr12.18%
Industrials1,393.06 Cr11.87%
Healthcare1,190.45 Cr10.14%
Utilities841.4 Cr7.17%
Consumer Defensive660.91 Cr5.63%
Communication Services532.86 Cr4.54%
Basic Materials511.69 Cr4.36%
Energy483.39 Cr4.12%
Real Estate361.15 Cr3.08%

Risk & Performance Ratios

Standard Deviation

This fund

14.44%

Cat. avg.

13.33%

Lower the better

Sharpe Ratio

This fund

0.99

Cat. avg.

1.07

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

2.04

Higher the better

Fund Managers

SD

Shreyash Devalkar

Since August 2023

HD

Hitesh Das

Since August 2023

KN

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 31st March 2024

ISININF846K01J79Expense Ratio1.71%Exit Load1.00%Fund Size₹11,739 CrAge22 Oct 2018Lumpsum Minimum₹100Fund StatusOpen Ended Investment CompanyBenchmarkNifty LargeMidcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Withdrawal within 1 year

Flat 15% tax on realised gains (STCG - short term capital gains)

Withdrawal after 1 year

10% tax on realised gains above Rs. 1 lakh per financial year (LTCG - long term capital gains)

Note: Mutual funds are subject to capital gains taxation with surcharge and cess, based on prevailing income tax rules and investor income. Taxation applies to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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Fund nameExpense RatioExit LoadFund size
1Y
Union Large & Midcap Fund Direct Growth

Very High Risk

0.9%1.0%₹705.70 Cr39.3%
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2.4%1.0%₹705.70 Cr37.4%
HSBC Large & Mid Cap Fund Regular Growth

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2.0%1.0%₹2760.50 Cr47.9%
HSBC Large & Mid Cap Fund Direct Growth

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1.0%1.0%₹2760.50 Cr49.4%
Baroda BNP Paribas Large & Mid Cap Fund Regular Growth

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2.2%1.0%₹1108.10 Cr45.5%
Baroda BNP Paribas Large & Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹1108.10 Cr47.4%
Tata Large & Mid Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹6821.91 Cr34.0%
Navi Large & Midcap Fund Regular Growth

Very High Risk

2.3%0.0%₹268.79 Cr25.3%
Navi Large & Midcap Fund Direct Growth

Very High Risk

0.3%0.0%₹268.79 Cr27.7%
UTI Core Equity Fund Regular Growth

Very High Risk

2.0%1.0%₹2758.79 Cr47.3%

About the AMC

Total AUM

₹2,78,720 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹99.90 Cr-
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹4360.55 Cr-
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%-7.0%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low to Moderate Risk

-0.0%-6.8%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹77.47 Cr6.9%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹13678.02 Cr6.8%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

1.1%1.0%₹922.09 Cr21.2%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹240.82 Cr78.5%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹11670.37 Cr34.7%
Axis Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹8338.68 Cr7.7%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.0%1.0%₹1586.00 Cr22.8%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1202.39 Cr35.8%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹5368.49 Cr7.3%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.4%1.0%₹1371.79 Cr30.4%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹3931.16 Cr8.3%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.6%1.0%₹132.21 Cr-13.1%
Axis Value Fund Direct Growth

Very High Risk

1.0%1.0%₹499.14 Cr51.8%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderately High risk

0.2%1.0%₹172.62 Cr6.5%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹324.86 Cr7.5%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹33523.02 Cr31.7%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1736.72 Cr6.9%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹410.00 Cr20.2%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹14086.94 Cr33.0%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹339.75 Cr10.9%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.3%1.0%₹1980.13 Cr7.8%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35473.88 Cr36.4%
Axis Short Term Fund Direct Growth

Moderate Risk

0.3%0.0%₹7829.69 Cr7.2%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹36451.39 Cr7.4%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.4%1.0%₹1173.79 Cr22.2%
Axis Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹25536.68 Cr42.1%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹4921.25 Cr7.5%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.1%1.0%₹902.05 Cr20.3%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.9%1.0%₹2102.69 Cr28.4%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.2%0.0%₹264.67 Cr56.4%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹107.06 Cr-
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹33.81 Cr6.6%
Axis Credit Risk Fund Direct Growth

Moderately High risk

0.8%1.0%₹462.20 Cr7.7%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.3%0.0%₹4483.82 Cr7.7%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹5081.24 Cr52.2%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹68.59 Cr6.9%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹290.65 Cr6.9%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.1%0.0%₹35.76 Cr8.5%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹135.86 Cr63.4%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹540.11 Cr7.1%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹216.04 Cr7.6%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹431.54 Cr27.9%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk
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The NAV of Axis Growth Opportunities Fund Regular Growth, as of 19-Apr-2024, is ₹27.70.
The fund has generated 42.42% over the last 1 year and 20.10% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 98.33% in equities, 0.00% in bonds, and 1.67% in cash and cash equivalents.
The fund managers responsible for Axis Growth Opportunities Fund Regular Growth are:-
  1. Shreyash Devalkar
  2. Hitesh Das
  3. Krishnaa N