Axis Growth Opportunities Fund Regular Growth
Equity - Large & Mid Cap Fund3
Riskometer
Very High
AUM
12,596CR
NAV
29.57
Day Change
0.956%
Min SIP
₹1,000
Min Lumpsum
₹1,000
One Year Nav Chart
Returns
Invest
Value of
Years
This Scheme
Investment
₹12000
Cur. Value
₹11586.26
Gain
₹-413.74
CAGR
-6.4923%
CAGR as on
3/30/2025
Peer Comparison
Funds Name
Rating
Returns
Details
Exit Load
- Nil for 10% of investments and 1% for remaining investments on or before 12 Months
- Nil after 12 Months
Benchmark
NIFTY LargeMidcap 250 - TRI
Expense Ratio
1.7%
Who is Eligible
Individuals
Lock-in Period
0 Years
YTM
NA
Portfolio Turnover
59.00%
Age
6 yrs 5 m 12 d
Modified Duration
NA
Avg Maturity
NA
Quarterly Returns of (%)
Year
Q1
Q2
Q3
Q4
2024
8.92%
10.45%
8.11%
-4.56%
2023
-3.85%
18.61%
3.47%
9.48%
2022
-4.63%
-13.9%
11.38%
-0.87%
2021
6.84%
15.34%
11.13%
3.64%
2020
-20.62%
20.35%
9.71%
19.18%
2019
3.91%
3.19%
0.81%
6.46%
Fund Manager
Asset Allocation as on date: 2/27/2025
Equity 91.3%
Debt
Others 8.7%
Top Sector
Top Holdings
Banks
13.1%
HDFC Bank Limited
5.6%
ICICI Bank Limited
4.0%
State Bank of India
1.5%
The Federal Bank Limited
1.3%
Indian Bank
0.7%
Power
3.5%
Torrent Power Limited
3.5%
Power Grid Corporation of India Limited
0.0%
IT - Software
7.4%
Infosys Limited
2.5%
Persistent Systems Limited
2.0%
Coforge Limited
1.5%
Tech Mahindra Limited
0.7%
Mphasis Limited
0.5%
Tata Consultancy Services Limited
0.2%
Telecom - Services
2.5%
Bharti Airtel Limited
2.1%
Indus Towers Limited
0.2%
Vodafone Idea Limited
0.1%
Finance
4.9%
Bajaj Finance Limited
1.9%
Cholamandalam Investment and Finance Company Ltd
1.1%
Sundaram Finance Limited
1.0%
REC Limited
0.5%
CreditAccess Grameen Limited
0.4%
Petroleum Products
1.9%
Reliance Industries Limited
1.9%
Leisure Services
2.8%
The Indian Hotels Company Limited
1.8%
Jubilant Foodworks Limited
0.8%
ITC Hotels Limited
0.2%
Retailing
3.8%
Zomato Limited
1.5%
Vishal Mega Mart Limited
1.0%
Info Edge (India) Limited
0.8%
Trent Limited
0.4%
Swiggy Limited
0.0%
Electrical Equipment
5.4%
CG Power and Industrial Solutions Limited
1.5%
GE Vernova T&D India Limited
1.1%
Suzlon Energy Limited
1.0%
Premier Energies Limited
0.8%
Hitachi Energy India Limited
0.5%
Apar Industries Limited
0.4%
Construction
1.5%
Larsen & Toubro Limited
1.5%
Pharmaceuticals & Biotechnology
6.6%
Divi's Laboratories Limited
1.5%
Sun Pharmaceutical Industries Limited
1.1%
Lupin Limited
1.0%
Mankind Pharma Limited
0.9%
Cipla Limited
0.8%
Torrent Pharmaceuticals Limited
0.5%
Granules India Limited
0.4%
JB Chemicals & Pharmaceuticals Limited
0.4%
Consumer Durables
3.5%
Dixon Technologies (India) Limited
1.4%
Titan Company Limited
0.5%
Voltas Limited
0.5%
Kalyan Jewellers India Limited
0.4%
Blue Star Limited
0.3%
Berger Paints (I) Limited
0.3%
Transport Services
1.2%
InterGlobe Aviation Limited
1.2%
Healthcare Services
2.8%
Fortis Healthcare Limited
1.2%
Vijaya Diagnostic Centre Limited
0.7%
Apollo Hospitals Enterprise Limited
0.5%
Max Healthcare Institute Limited
0.5%
Diversified FMCG
1.1%
ITC Limited
1.1%
Realty
2.7%
The Phoenix Mills Limited
1.0%
Prestige Estates Projects Limited
0.5%
Anant Raj Limited
0.4%
Godrej Properties Limited
0.4%
DLF Limited
0.3%
Aerospace & Defense
1.0%
Bharat Electronics Limited
1.0%
Fertilizers & Agrochemicals
1.3%
PI Industries Limited
0.9%
Sumitomo Chemical India Limited
0.3%
Financial Technology (Fintech)
0.9%
PB Fintech Limited
0.9%
Chemicals & Petrochemicals
2.4%
Linde India Limited
0.9%
Pidilite Industries Limited
0.8%
Clean Science and Technology Limited
0.4%
Solar Industries India Limited
0.4%
Automobiles
1.6%
Mahindra & Mahindra Limited
0.9%
TVS Motor Company Limited
0.4%
Bajaj Auto Limited
0.2%
Hyundai Motor India Ltd
0.1%
Industrial Products
1.2%
KEI Industries Limited
0.8%
Supreme Industries Limited
0.3%
Grindwell Norton Limited
0.1%
Capital Markets
2.2%
Multi Commodity Exchange of India Limited
0.8%
BSE Limited
0.7%
HDFC Asset Management Company Limited
0.7%
Cement & Cement Products
0.8%
UltraTech Cement Limited
0.7%
Ambuja Cements Limited
0.1%
Auto Components
2.5%
Sona BLW Precision Forgings Limited
0.7%
Schaeffler India Limited
0.7%
Minda Corporation Limited
0.6%
UNO Minda Limited
0.5%
Beverages
1.0%
United Spirits Limited
0.6%
Varun Beverages Limited
0.5%
Insurance
0.8%
HDFC Life Insurance Company Limited
0.5%
Life Insurance Corporation Of India
0.2%
ICICI Prudential Life Insurance Company Limited
0.0%
Commercial Services & Supplies
0.3%
International Gemmological Institute India Ltd
0.3%
Industrial Manufacturing
0.3%
Jyoti CNC Automation Ltd
0.3%
IT - Services
0.2%
L&T Technology Services Limited
0.2%
Personal Products
0.4%
Colgate Palmolive (India) Limited
0.2%
Godrej Consumer Products Limited
0.1%
Non - Ferrous Metals
0.1%
Hindalco Industries Limited
0.1%
Semiconductors
1.3%
Nvidia Corp Com
1.0%
Taiwan Semiconductor Sp ADR
0.4%
Interactive Media & Services
1.0%
Meta Platforms Registered Shares A
0.7%
Alphabet Inc A
0.3%
Pharmaceuticals
0.6%
Eli Lilly & Co
0.6%
Merck & Co. Inc
0.0%
Transaction & Payment Processing Services
0.6%
Visa Inc
0.6%
Movies & Entertainment
1.0%
Netflix Inc
0.5%
Spotify Technology SA
0.5%
Health Care Equipment
0.5%
Boston Scientific Corp
0.5%
Application Software
0.9%
SAP SE
0.5%
Salesforce Inc
0.4%
Automotive Retail
0.5%
Autozone Inc
0.5%
Apparel Retail
0.5%
TJX ORD
0.5%
Soft Drinks & Non-alcoholic Beverages
0.4%
Coca Cola Co.
0.4%
Industrial Machinery & Supplies & Components
0.4%
Parker-Hannifin Corp
0.4%
Passenger Ground Transportation
0.4%
Uber Technologies Inc
0.4%
Hotels, Resorts & Cruise Lines
0.4%
Booking Holdings Inc
0.4%
Systems Software
0.4%
Microsoft Corp
0.4%
Communications Equipment
0.4%
Arista Networks Inc
0.4%
Industrial Conglomerates
0.4%
Siemens AG
0.4%
Semiconductor Materials & Equipment
0.3%
KLA Corporation
0.3%
Trading Companies & Distributors
0.2%
Bunzl PLC
0.2%
Others
8.4%
Axis NIFTY 50 ETF
0.8%
iShares VII PLC - iShares NASDAQ 100 UCITS ETF
0.6%
ISHARES CORE S&P 500 (USD) UCITS ETF
0.6%
Clearing Corporation of India Ltd
5.9%
Net Receivables / (Payables)
0.4%
Scheme DocumentDisclaimer
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.