AXIS Growth Opportunities Fund – Direct Growth

Equity · Large & Mid Cap
 · ★★
₹ 1,000
Min SIP
₹ 100
Min Lumpsum
0.56 %
Expense Ratio
★★
Rating
9,520
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 17 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.4% 24.4% - 20%
Category Average 13.3% 26% 14.1% -

Scheme Allocation

By Holding
By Sector
By Asset
5.14%
4.88%
Others
71%
View all Holdings
Holdings Sector Instrument Asset
Bajaj Finance Finance Equity 8.92%
Cholaman.Inv.&Fn Finance Equity 5.28%
Tata Elxsi IT - Software Equity 5.14%
Astral Plastic products Equity 4.88%
P I Industries Agro Chemicals Equity 4.78%
Torrent Power Power Generation & Distribution Equity 4.36%
Avenue Super. Retail Equity 4.13%
Sundaram Finance Finance Equity 3.26%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 3.13%
Coforge IT - Software Equity 3.08%
Indian Hotels Co Hotels & Restaurants Equity 3.04%
Sona BLW Precis. Auto Ancillaries Equity 2.61%
ZF Commercial Auto Ancillaries Equity 2.27%
Tube Investments Auto Ancillaries Equity 1.83%
Divi's Lab. Pharmaceuticals Equity 1.83%
Supreme Inds. Plastic products Equity 1.53%
Clean Science Chemicals Equity 1.12%
Persistent Sys IT - Software Equity 1.1%
Pidilite Inds. Chemicals Equity 1.08%
HDFC Bank Banks Equity 0.95%
Linde India Chemicals Equity 0.95%
TVS Motor Co. Automobile Equity 0.93%
Sumitomo Chemi. Agro Chemicals Equity 0.85%
Global Health Healthcare Equity 0.78%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.75%
AIA Engineering Castings, Forgings & Fastners Equity 0.74%
Nestle India FMCG Equity 0.65%
Vijaya Diagnost. Healthcare Equity 0.61%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.56%
TCS IT - Software Equity 0.54%
LTIMindtree IT - Software Equity 0.54%
Kotak Mah. Bank Banks Equity 0.49%
RBL Bank Banks Equity 0.48%
ICICI Pru Life Insurance Equity 0.46%
Vedant Fashions Retail Equity 0.43%
Dr Lal Pathlabs Healthcare Equity 0.43%
Schaeffler India Bearings Equity 0.42%
Laurus Labs Pharmaceuticals Equity 0.37%
TTK Prestige Consumer Durables Equity 0.35%
Endurance Tech. Auto Ancillaries Equity 0.34%
M & M Fin. Serv. Finance Equity 0.3%
Privi Speci. Chemicals Equity 0.3%
RHI Magnesita Refractories Equity 0.3%
Aether Industri. Chemicals Equity 0.26%
Mankind Pharma Pharmaceuticals Equity 0.23%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.23%
Sundram Fasten. Auto Ancillaries Equity 0.17%
Honeywell Auto Electronics Equity 0.11%
Jyothy Labs FMCG Equity 0.08%
Mrs Bectors FMCG Equity 0.07%
Navin Fluo.Intl. Chemicals Equity 0.07%
Motherson Wiring Auto Ancillaries Equity 0.05%
Ideaforge Tech Engineering Equity 0.03%
Phoenix Mills Realty Equity 0.03%
Data Pattern Electronics Equity 0.03%
Blue Dart Expres Logistics Equity 0.02%
Prudent Corp. Finance Equity 0.02%
Yes Bank Banks Equity 0%
Reliance Industr Refineries Equity 0%
Jio Financial Finance Equity 0%
Others
21.1%
Finance
17.76%
IT-Software
10.4%
Auto Components
7.69%
Industrial Products
7.68%
Others
35.37%
View all Sectors
Sectors Asset
Others 21.1%
Finance 17.76%
IT-Software 10.4%
Auto Components 7.69%
Industrial Products 7.68%
Retailing 5.87%
Fertilisers & Agrochemica 5.63%
Power 4.36%
Chemicals & Petrochemical 3.78%
Electrical Equipments 3.13%
Leisure Services 3.04%
Pharmaceuticals & Biotech 2.43%
Banks 1.92%
Healthcare Services 1.82%
Automobiles 0.93%
Food Products 0.72%
Insurance 0.46%
Consumer Durables 0.35%
Cash & Others 0.32%
Debt 0.3%
Industrial Manufacturing 0.11%
Household Products 0.08%
Aerospace & Defense 0.06%
Realty 0.03%
Capital Markets 0.02%
Transport Services 0.02%
Petroleum Products 0%
Equity
78.29%
Foreign Equity
17.35%
Foreign Mutual Fund
3.63%
Net Curr Ass/Net Receivables
0.32%
Reverse Repos
0.3%
Others
0.11%
View all Assets
Assets Asset
Equity 78.29%
Foreign Equity 17.35%
Foreign Mutual Fund 3.63%
Net Curr Ass/Net Receivables 0.32%
Reverse Repos 0.3%
Mutual Funds Units 0.12%

Advance Ratio

-0.11
Alpha
4.76
SD
1.01
Beta
0.4
Sharpe

Exit Load

Exit Load If units are redeemed/switched-out within 12 months from the date of allotment: For 10% of investments: Nil. For remaining investments: 1% Nil - If units are redeemed/switched-out after 12 months from the date of allotment.

Fund Objective

Axis Growth Opportunity Fund aims to be a high-performance fund by investing in mid-cap stocks. The recent market correction has made it challenging for investors to find stocks that will offer them high returns. Many investors are seeking a high-performance fund that can give them better returns.

Vinod Khosla founded the Axis Growth Opportunity fund. He is an Indian-born American entrepreneur and investor who became a billionaire through his work in the technology industry. Khosla is the founder of Sun Microsystems, and he has since founded several companies in diverse fields, including biotech, alternative energy, and clean technology.

The fund’s objective is to generate long-term returns for investors by investing in equity and equity-related securities of companies in all economic cycles with a long-term perspective.

Pros & Cons

Pros Cons
The fund has a strong track record of performance, having outperformed its benchmark index for the past five years. The fund is relatively young and has a relatively short track record.
The fund has a diversified portfolio of quality growth stocks, which helps to mitigate risk. The fund’s strategy of investing in small- and mid-cap companies may be riskier than investing in larger, more established companies.
It is managed by a team of experienced professionals who have a proven track record of success. The performance of the fund may be more volatile than the overall market, meaning that investors could experience periods of losses.
Overall, the Axis Growth Opportunity Fund is a great choice for investors seeking long-term growth potential.

How to Invest in Axis Growth Opportunity Fund?

Completing all necessary Know Your Customer (KYC) procedures is essential on 5paisa. These procedures can be easily done online and typically take just a few minutes. Once completed, you have the option to make either a lump-sum or Systematic Investment Plan (SIP) investment in the Axis Growth Opportunity Fund, depending on your risk tolerance and investment goals.

What is the Expense Ratio of Axis Growth Opportunity Fund?

The AXIS Growth Opportunities Fund used to have an expense ratio of 2.5% during its inception, but that is no longer the case. Since the fund is passively managed and has a total AUM of more than 8000 crores, its expense ratio has come down.

Who Should Invest in Axis Growth Opportunity Fund?

The Axis Growth Opportunity Fund may be a good option if you want a mutual fund that can offer growth and income. This fund invests in a mix of equity and debt instruments, focusing on mid and small-cap companies.

This makes it a good choice for investors looking for exposure to these companies. The fund has a track record of outperforming its benchmark index, and its managers have a good track record of picking stocks.

If you are an investor with a long-term time horizon and a willingness to take on some risk, the Axis Growth Opportunity Fund is a good choice.

What are the Benefits of Investing in Axis Growth Opportunity Fund?

Investing in the Axis Growth Opportunity Fund offers numerous advantages. Firstly, it provides a chance for investors to achieve long-term growth of their capital. The fund has a history of performing better than general indexes and has consistently generated strong returns since its launch.

In addition, the fund offers investors exposure to a diversified portfolio of high-quality growth stocks. This diversification helps to minimize risk and provide downside protection in volatile market conditions.

Finally, the fund is managed by a team of experienced professionals with a deep understanding of the markets and a proven track record of successful investing. This team is committed to providing investors with the best possible experience and achieving superior returns.

Fund Managers

Jinesh Gopani - Asset Under Management - Head of Equities, Axis Asset Management Ltd

With 20 years of work experience in fund management and content listing, Mr Jinesh Gopani is a prime part of Axis Mutual Fund. His current designation is Head of Equities, Axis Asset Management Ltd. He heads US$ 18 billion equity AUM (Asset Under Management) at Axis AMC. The AUM size of Axis Mutual Fund has increased at a CAGR (Compounded Annual Growth Rate) of 35% in the last three (3) years and 45% since its inception in 2009. His educational qualifications include a Master of Business Administration (MBA), MMS (Finance and Financial Management Services), and B.Com (Finance) from the University of Mumbai.

Mr Gopani joined Axis AMC in September 2009 as a Senior Fund Manager. He was promoted to his current role in September 2016. Before joining Axis AMC, he worked with Birla Sunlife as a Portfolio Manager and Voyager India Capital as Senior Research Analyst.

Under Mr Jinesh Gopani’s stewardship, Axis AMC has earned the coveted title of the No. 1 AMC in India. Incidentally, it was the 41st AMC in 2009. Mr Gopani manages fourteen (14) Axis Mutual Fund schemes, including Axis Long Term Equity Fund, Axis Focused 25 Fund, Axis Nifty Midcap 50 Index Fund, Axis NIFTY IT ETF, Axis Retirement Savings Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,980 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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Hybrid

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Frequently Asked Questions

How to invest in AXIS Growth Opportunities Fund – Direct Growth ?

You can invest in AXIS Growth Opportunities Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Growth Opportunities Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Growth Opportunities Fund – Direct Growth ?

The NAV of AXIS Growth Opportunities Fund – Direct Growth is ₹24 as of 17 August 2023.

How to redeem AXIS Growth Opportunities Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Growth Opportunities Fund – Direct Growth?

The minimum SIP amount of AXIS Growth Opportunities Fund – Direct Growth is ₹1000

What are the top sectors AXIS Growth Opportunities Fund – Direct Growth has invested in?

The top sectors AXIS Growth Opportunities Fund – Direct Growth has invested in are
  1. Others - 21.1%
  2. Finance - 17.76%
  3. IT-Software - 10.4%
  4. Auto Components - 7.69%
  5. Industrial Products - 7.68%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Growth Opportunities Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Growth Opportunities Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Growth Opportunities Fund – Direct Growth generated ?

The AXIS Growth Opportunities Fund – Direct Growth has delivered 20% since inception

What is the expense ratio of AXIS Growth Opportunities Fund – Direct Growth ?

The expense ratio of AXIS Growth Opportunities Fund – Direct Growth is 0.56 % as of 17 August 2023.

What is the AUM of AXIS Growth Opportunities Fund – Direct Growth?

The AUM of AXIS Growth Opportunities Fund – Direct Growth is ₹2,48,980 Cr as of 17 August 2023

What are the top stock holdings of AXIS Growth Opportunities Fund – Direct Growth?

The top stock holdings of AXIS Growth Opportunities Fund – Direct Growth are
  1. Bajaj Finance - 8.92%
  2. Cholaman.Inv.&Fn - 5.28%
  3. Tata Elxsi - 5.14%
  4. Astral - 4.88%
  5. P I Industries - 4.78%

How can I redeem my investments in AXIS Growth Opportunities Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Growth Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

What is PE Ratio of AXIS Growth Opportunities Fund – Direct Growth ?

PE Ratio of AXIS Growth Opportunities Fund – Direct Growth is -0.11
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