- Mutual Funds
- AXIS Growth Opportunities Fund - Direct (G)
AXIS Growth Opportunities Fund - Direct (G)
Large & Mid Cap Fund
- NAV 33.94 (0.09%)
- Fund Size (Cr) ₹13274.51
- Expense Ratio 0.57
- Scheme Type Active Fund
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Value Research
- Minimum investment ₹100
- Minimum Additional Investment ₹100
- Minimum SIP Investment ₹100
- Minimum Withdrawal ₹0
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Exit Load
1%
- Return Since Launch 23.62%
Basic Details
Hitesh Das
Nifty LargeMidcap 250 TRI
OPEN
Lumpsum Returns
Note: Lumpsum Returns since Inception Date.
SIP Returns
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
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Risk Ratios
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Standard Deviation
4.07% -
Beta
0.93% -
Sharpe Ratio
0.89% -
Treynor’s Ratio
0.17% -
Jension’s Alpha
-1.19%
Asset Allocation
There is no Asset Allocation data.
Sector Allocation
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Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
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AXIS Growth Opportunities Fund - Direct (G)
- 13274.51
- 1.22%
- 10.46%
- 22.11%
- 39.72%
- 19.24%
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Quant Large and Mid Cap Fund - Direct (G)
- 3290.34
- 1.96%
- 10.05%
- 25.74%
- 62.63%
- 31.48%
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Quant Large and Mid Cap Fund - Direct (IDCW)
- 3290.34
- 1.97%
- 10.07%
- 25.75%
- 62.60%
- 31.44%
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Quant Large and Mid Cap Fund - Direct (B)
- 3290.34
- 1.86%
- 9.72%
- 25.03%
- 60.69%
- 29.44%
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Bandhan Core Equity Fund - Direct (G)
- 5360.46
- 3.92%
- 12.95%
- 25.93%
- 56.10%
- 27.19%
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Bandhan Core Equity Fund - Direct (IDCW)
- 5360.46
- 3.92%
- 12.95%
- 25.92%
- 56.05%
- 27.15%
News
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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 29 July 2024
Change in Exit Load:
Name of the Scheme Existing Exit Load Revised Exit Load (w.e.f. July 29, 2024) Axis All Seasons Debt Fund of Funds If redeemed / switched-out within 12 months-
For 10% of investment: Nil,
For remaining investment:1%,
If redeemed / switched out after 12 months from the date of allotment: Nil.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.Powered by Capital Market - Live News
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Axis MF Announces Income Distribution cum capital withdrawal (IDCW) under Four schemes
Axis Mutual Fund has announced 25 July 2024 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 Saver Fund - Regular Plan - Monthly IDCW Option: 0.09
Axis Equity Saver Fund - Direct Plan - Monthly IDCW Option: 0.09
Axis Equity Hybrid Fund - Regular Plan - Monthly IDCW Option: 0.10
Axis Equity 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
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Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Axis Mutual Fund has announced 25 June 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 Arbitrage Fund ? Regular Plan ? IDCW Option & Direct Plan - Monthly IDCW Option: 0.05 each.
Axis Multi Asset Allocation Fund ? Regular Plan ? IDCW Option & Direct Plan - Monthly IDCW Option: 0.15 each.
Axis Equity Saver Fund ? Regular Plan ? IDCW Option & Direct Plan - Monthly IDCW Option: 0.09 each.
Axis Equity Hybrid Fund ? Regular Plan ? IDCW Option & Direct Plan - Monthly IDCW Option: 0.10 each.
Powered by Capital Market - Live News
Fund House Details & Investment Objective
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Date of Incorporation
01-Oct-2018
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Total AUM (Cr)
₹13274.50
AXIS Growth Opportunities Fund - Direct (G) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in Oct 2018, this fund is managed by Hitesh Das. With assets under management (AUM) worth ₹13274.50 (Cr), as of 25-Jul-2024, AXIS Growth Opportunities Fund - Direct (G) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 23.62% since its launch.
The current NAV of AXIS Growth Opportunities Fund - Direct (G) is ₹33.94, as on 25-Jul-2024. The fund’s benchmark index is Nifty LargeMidcap 250 TRI. You can invest in AXIS Growth Opportunities Fund - Direct (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 19.24% and 25.30% 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 83.62% in Equity, 0.43% in Debt and 16.01% in cash and cash equivalents
The top 5 sectors the fund invests in are: 17.01% in Others, 7.4% in Banks, 6.39% in Auto Components, 5.93% in Finance and 5.68% in Power.
FAQs on AXIS Growth Opportunities Fund - Direct (G)
AXIS Growth Opportunities Fund - Direct (G) is a popular fund in the Large & Mid Cap Fund segment. The fund has generated a return of 23.62% since inception. Looking to invest in AXIS Growth Opportunities Fund - Direct (G)? How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Growth Opportunities Fund - Direct (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 - Direct (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 - Direct (G) today and reap the benefits of this Large & Mid Cap Fund fund!
In the short term, i.e., 1 year, AXIS Growth Opportunities Fund - Direct (G) has generated annualised return of 39.72%. In the long-term, the fund has generated 19.24% and 25.30% in 3 and 5 years respectively. Since its inception, the fund has generated 23.62% returns.
The expense ratio of AXIS Growth Opportunities Fund - Direct (G) Direct Growth is 0.57%. 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.
The Assets Under Management (AUM) of AXIS Growth Opportunities Fund - Direct (G) is ₹13274.50 (Cr) as of 25 July 2024. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of AXIS Growth Opportunities Fund - Direct (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 - Direct (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 - Direct (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).
Yes, you can invest both lumpsum and SIP in AXIS Growth Opportunities Fund - Direct (G). Minimum lumpsum investment AXIS Growth Opportunities Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of AXIS Growth Opportunities Fund - Direct (G) is ₹33.94 as on 25 July 2024.
The 5 biggest stock holdings of AXIS Growth Opportunities Fund - Direct (G) are:
Torrent Power (4%), ICICI Bank (2.98%), HDFC Bank (2.7%), Cholaman.Inv.&Fn (2.68%), CG Power & Ind (2.65%)
A majority of AXIS Growth Opportunities Fund - Direct (G) 's AUM worth ₹13274.50 (Cr) is invested in these 3 top sectors:
- Others: 17.01%
- Banks: 7.4%
- Auto Components: 6.39%
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