Axis Growth Opportunities Fund Direct Growth

Axis Growth Opportunities Fund is a mutual fund designed to provide investors with long-term capital appreciation by investing primarily in equity and equity-related instruments of growth-oriented companies. Growth oriented companies are firms whose revenues or business generally grows faster than the industry average.

The investment strategy of the fund focuses on identifying high-quality businesses with strong growth potential across various sectors and market capitalizations. The fund invests in companies like HDFC, HUL and Infosys.

1. Axis Growth Opportunities Fund Direct Growth has ₹13755 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Axis Growth Opportunities Fund Direct Growth has given a CAGR return of 20.56% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.60%, 21.66% and 26.61% respectively.

Axis Growth Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Tech, Basic Materials, Communication, Consumer Defensive, Energy, Utilities, Real Estate, Derivatives. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Torrent Power Ltd, Reliance Industries Ltd, Bharti Airtel Ltd

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Growth Opportunities Fund Direct Growth has no lock in period.