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AXIS Growth Opportunities Fund - Regular (G)

Large & Mid Cap Fund
Invest Now

  • NAV

    28.72(-0.21%)

  • Fund Size (CR)

    ₹13,522.21

  • Expense Ratio

    1.7

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹100

  • Minimum Additional Investment

    ₹100

  • Minimum SIP Investment

    ₹100

  • Minimum Withdrawal

    ₹0

  • 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.

    1%

  • Return Since Launch

    17.99%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -13.08%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Hitesh Das

Bench Mark

Nifty LargeMidcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 28 February 202510177.181.77%-3.08%136/138
1 Month7 February 20259330.73-6.69%--6.02%113/138
3 Month6 December 20248692.49-13.08%--13.70%56/138
6 Month6 September 20248897.15-11.03%--13.14%27/130
1 Year7 March 202410566.595.67%5.67%4.07%65/130
3 Year7 March 202215252.2652.52%15.09%18.11%100/120
5 Year6 March 202024359.63143.60%19.47%19.80%58/115
Since Inception22 October 201828720.00187.20%17.99%13.88%24/138

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 April 20241,20,000112081.90-6.60% -6.60%
3 Year1 April 20223,60,000438580.1421.83% 6.80%
5 Year1 April 20206,00,000900991.0650.17% 8.47%
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.35%

Standard Deviation

0.92%

Beta

0.47%

Sharpe Ratio

0.01%

Treynor's Ratio

-1.19%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank5.56%4045000700.76EquityBanks
ICICI Bank4.05%4236205510.08EquityBanks
Torrent Power3.45%3443704434.92EquityPower Generation & Distribution
Infosys2.49%1861226314.12EquityIT - Software
Bharti Airtel2.08%1668339261.96EquityTelecomm-Service
Persistent Sys1.96%465464246.88EquityIT - Software
Bajaj Finance1.93%284483242.67EquityFinance
Reliance Industr1.92%2013258241.61EquityRefineries
Indian Hotels Co1.75%3078460220.45EquityHotels & Restaurants
Zomato Ltd1.54%8729196193.88EquityE-Commerce/App based Aggregator

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Invesco India Large & Mid Cap Fund-Dir (IDCW)
6249.90-6.62%-14.92%-10.95%11.53%22.99%
Motilal Oswal Large and Midcap Fund - Dir (IDCW)
8446.92-8.19%-20.08%-13.74%11.52%26.18%
Motilal Oswal Large and Midcap Fund - Dir (G)
8446.92-8.19%-20.08%-13.74%11.52%26.18%
Invesco India Large & Mid Cap Fund-Dir (G)
6249.90-6.62%-14.92%-10.96%11.51%22.99%
LIC MF Large & Mid Cap Fund - Direct (G)
2915.53-4.73%-13.16%-12.98%10.57%17.36%

News

  • Axis MF announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

    Axis Mutual Fund has announced 20 March 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the IDCW option of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:

    Axis Balanced Advantage Fund ' Regular Plan ' IDCW Option: 0.99

    Axis Balanced Advantage Fund ' Direct Plan ' IDCW Option: 1.06

    Axis ESG Integration Strategy Fund ' Regular Plan ' IDCW Option: 1.31

    Axis ESG Integration Strategy Fund ' Direct Plan ' IDCW Option: 1.40

    Axis Flexi Cap Fund ' Regular Plan ' IDCW Option: 0.91

    Axis Flexi Cap Fund ' Direct Plan ' IDCW Option: 0.99

    Axis Equity Savings Fund ' Regular Plan ' IDCW Option: 1.08

    Axis Equity Savings Fund ' Direct Plan ' IDCW Option: 1.14

    Axis Innovation Fund ' Regular Plan ' IDCW Option: 1.46

    Axis Innovation Fund ' Direct Plan ' IDCW Option: 1.54

    Powered by Capital Market - Live News

  • Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

    Axis Mutual Fund has announced 25 February 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Axis Arbitrage Fund - Regular Plan - Monthly IDCW Option: 0.05

    Axis Arbitrage Fund - Direct Plan - Monthly IDCW Option: 0.05

    Axis Equity Savings Fund - Regular Plan - Monthly IDCW Option: 0.09

    Axis Equity Savings Fund - Direct Plan - Monthly IDCW Option: 0.09

    Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW Option: 0.10

    Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW Option: 0.10

    Axis Multi Asset Allocation Fund - Regular Plan - Monthly IDCW Option: 0.15

    Axis Multi Asset Allocation Fund - Direct Plan - Monthly IDCW Option: 0.15

    Powered by Capital Market - Live News

  • Axis Mutual Fund announces change in Exit Load Structure

    Axis Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 20 February 2025

    Change in Exit Load:

    Name of the Scheme Existing Exit Load Structure Revised Exit Load Structure
    Axis Income Advantage Fund of Funds : ' If redeemed / switched-out within 3 months from the date of allotment: - For 10% of investment: Nil. For remaining investment: 0.5%.
    ' If redeemed/switched out after 3 months from the date of allotment: Nil     		Nil

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

1 October 2018

Total AUM (Cr)

₹12595.75

AXIS Growth Opportunities Fund - Regular (G) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 1 October 2018, this fund is managed by Hitesh Das. With assets under management (AUM) worth ₹12,595.75 (Cr), as of 7 March 2025, AXIS Growth Opportunities Fund - Regular (G) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 17.99% since its launch.
The current NAV of AXIS Growth Opportunities Fund - Regular (G) is ₹28.72, as on 7 March 2025. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in AXIS Growth Opportunities Fund - Regular (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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. The fund has generated 15.09% and 19.47% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 81.58% in Equity, 5.91% in Debt and 12.52% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.50% in Banks, 11.32% in Others, 8.18% in IT-Software, 6.59% in Pharmaceuticals & Biotech, 5.87% in Electrical Equipments

FAQs

How to Invest in AXIS Growth Opportunities Fund - Regular (G) Direct Growth?

AXIS Growth Opportunities Fund - Regular (G) is a popular fund in the Large & Mid Cap Fund segment. The fund has generated a return of 17.99% since inception. Looking to invest in AXIS Growth Opportunities Fund - Regular (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Growth Opportunities Fund - Regular (G) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, AXIS Growth Opportunities Fund - Regular (G)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Growth Opportunities Fund - Regular (G) today and reap the benefits of this Large & Mid Cap Fund fund!

How much returns has AXIS Growth Opportunities Fund - Regular (G) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Growth Opportunities Fund - Regular (G) has generated annualised return of 5.67%. In the long-term, the fund has generated 15.09% and 19.47% in 3 and 5 years respectively. Since its inception, the fund has generated 17.99% returns.

What is the expense ratio of AXIS Growth Opportunities Fund - Regular (G) Direct Growth?

The expense ratio of AXIS Growth Opportunities Fund - Regular (G) Direct Growth is 1.70%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of AXIS Growth Opportunities Fund - Regular (G) Fund Direct Growth?

The Assets Under Management (AUM) of AXIS Growth Opportunities Fund - Regular (G) is ₹12,595.75 (Cr) as of 2025-03-07 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Growth Opportunities Fund - Regular (G) Direct Growth?

Redeeming or selling units of AXIS Growth Opportunities Fund - Regular (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from AXIS Growth Opportunities Fund - Regular (G):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case AXIS Growth Opportunities Fund - Regular (G)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.