Axis Growth Opportunities Fund Regular Growth

Axis Growth Opportunities Fund Regular Growth

Equity

Axis Mutual Fund

Large & Mid-Cap

Get the latest NAV of Axis Growth Opportunities Fund Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹31.51

▲0.6%1D

NAV as on 23 May 2025

19.04%/per year

Since Inception

Absolute Gain%

▲▼

Axis Growth Opportunities Fund Regular Growth Performance vs. NIFTY 500

Fund returns vs Benchmark returns vs Category Average returns as on (23-May-25)

The fund has consistently outperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
NIFTY 500
Category Avg
1 Month
2.4%
4.27%
2.44%
3 Months
7.76%
11.57%
10.12%
6 Months
-0.13%
1.01%
1.06%
1 Year
7.32%
6.04%
7.93%
3 Years
20.1%
18.8%
21.87%
5 Years
25.68%
25.16%
27.68%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Axis Growth Opportunities Fund Regular Growth
-
13,755Cr
1.69%
7.32%
20.1%
19.04%
Canara Robeco Emerging Equities Fund Direct Growth
-
24,041Cr
1.61%
11.38%
19.31%
17.27%
LIC MF Large & Mid Cap Regular Fund
-
2,894Cr
1.92%
9.58%
18.85%
13.85%
Mahindra Manulife Large & Mid Cap Fund Regular
-
2,506Cr
1.94%
0.73%
17.19%
19.31%
See all

Axis Growth Opportunities Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
▲
▼

Axis Growth Opportunities Fund Regular Growth Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 97.5%

Debt & Cash 2.5%

Large cap
50%
Mid cap
36%
Small cap
3.6%
Large Cap allocation has gone up from 44.7% to 50%
Large Cap allocation has gone up from 44.7% to 50%
Small Cap allocation has gone down from 4.7% to 3.6%
Small Cap allocation has gone down from 4.7% to 3.6%
Mid Cap allocation has gone up from 36% to 36%
Mid Cap allocation has gone up from 36% to 36%
Cash allocation has gone down from 3.4% to 2.5%
Cash allocation has gone down from 3.4% to 2.5%

Axis Growth Opportunities Fund Regular Growth Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 97.5%

Debt & Cash 2.5%

Financial Services
17.5%
Consumer Cyclical
15.5%
Industrial
15.2%
Tech
12.8%
Health
9.9%
Utilities
6.6%
Consumer Defensive
6.6%
Communication
5.2%
Basic Materials
5.1%
Real Estate
3.4%
Energy
2.2%

Top 3 Sectors in April were Financial Services, Consumer Cyclical & Tech

Apr'25

Financial Services

30%

Consumer Cyclical

12%

Industrial

11%

Mar'25

Financial Services

25%

Consumer Cyclical

13%

Tech

12%

Axis Growth Opportunities Fund Regular Growth Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
7.96%
27.9%
ICICI Bank Ltd
5.22%
6.3%
Torrent Power Ltd
3.82%
-1%
Reliance Industries Ltd
3.8%
27.7%
Bharti Airtel Ltd
2.91%
28.5%
See all
Top Stocks bought last month
HDFC Bank Ltd's allocation increased from 6.1% to 7.96%
HDFC Bank Ltd's allocation increased from 6.1% to 7.96%
Reliance Industries Ltd's allocation increased from 2.79% to 3.8%
Reliance Industries Ltd's allocation increased from 2.79% to 3.8%
BSE Ltd's allocation increased from 0.94% to 1.77%
BSE Ltd's allocation increased from 0.94% to 1.77%
Top Stocks sold last month
Torrent Power Ltd's allocation decreased from 3.84 % to 3.82 %
Torrent Power Ltd's allocation decreased from 3.84 % to 3.82 %
Indian Hotels Co Ltd's allocation decreased from 1.82 % to 1.76 %
Indian Hotels Co Ltd's allocation decreased from 1.82 % to 1.76 %
Infosys Ltd's allocation decreased from 1.74 % to 1.61 %
Infosys Ltd's allocation decreased from 1.74 % to 1.61 %

Axis Growth Opportunities Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.69%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹13755 Cr
Inception Date22 October, 2018
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
57.95%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Axis Growth Opportunities Fund Regular Growth

Axis Growth Opportunities Fund Regular Growth is an equity fund. This fund was started on 22 October, 2018. The fund is managed by Shreyash Devalkar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Growth Opportunities Fund Regular Growth has ₹13755 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
  2. The fund has an expense ratio 1.7.

Returns

Axis Growth Opportunities Fund Regular Growth has given a CAGR return of 19.04% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.32%, 20.10% and 25.68% respectively.

Holdings

Axis Growth Opportunities Fund Regular 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

Taxation

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.

Investment objective of Axis Growth Opportunities Fund Regular Growth

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 and lockin period

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

Fund Manager

Shreyash Devalkar

Fund Manager of Axis Growth Opportunities Fund Regular Growth, since 4 August 2023

Learn more about Axis Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 13.8K Cr
₹ 13.3K Cr
₹ 12.6K Cr
  • AUM of the fund stands at 13.8K Cr as of Apr'25
  • AUM increased by 433.8 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Axis Growth Opportunities Fund Regular Growth

What is the current NAV of Axis Growth Opportunities Fund Regular Growth?

The current NAV of Axis Growth Opportunities Fund Regular Growth is ₹31.51 as on 23-May-2025.

What are the average returns of Axis Growth Opportunities Fund Regular Growth?

Existing (Absolute + CAGR) as on 23-May-2025.
Axis Growth Opportunities Fund Regular Growth
Absolute Returns
CAGR Returns
1 Month Returns
2.4%
2.4%
6 Month Returns
-0.13%
-0.13%
1 Year Returns
7.32%
7.32%
3 Years Returns
73.23%
20.1%

How do I invest in Axis Growth Opportunities Fund Regular Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Axis Growth Opportunities Fund Regular Growth?

1.69% as on April 2025

What is net assets under management (AUM) of Axis Growth Opportunities Fund Regular Growth?

₹13755 Cr as on April 2025

What are the top 5 holdings of Axis Growth Opportunities Fund Regular Growth?

HDFC Bank Ltd(7.96%), ICICI Bank Ltd(5.22%), Torrent Power Ltd(3.82%), Reliance Industries Ltd(3.8%), Bharti Airtel Ltd(2.91%) as on April 2025

What are the top 3 sectors that this Axis Growth Opportunities Fund Regular Growth has invested in?

Financial Services(29.37%), Consumer Cyclical(11.88%), Industrial(10.61%) as on April 2025

What is the alpha of Axis Growth Opportunities Fund Regular Growth?

The alpha ratio for the Axis Growth Opportunities Fund Regular Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Axis Growth Opportunities Fund Regular Growth
0.46
-1.47
-0.7
As on April 2025
The alpha for Axis Growth Opportunities Fund Regular Growth is calculated against Nifty LargeMidcap 250 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Axis Growth Opportunities Fund Regular Growth??

The Beta ratio for the Axis Growth Opportunities Fund Regular Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Axis Growth Opportunities Fund Regular Growth
0.86
0.89
0.91
As on April 2025
The Beta for Axis Growth Opportunities Fund Regular Growth is calculated with Nifty LargeMidcap 250 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Axis Growth Opportunities Fund Regular Growth?

The sharpe ratio for the Axis Growth Opportunities Fund Regular Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Axis Growth Opportunities Fund Regular Growth
0.1
0.57
1.13
As on April 2025
The sharpe ratio for Axis Growth Opportunities Fund Regular Growth is calculated with Nifty LargeMidcap 250 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Axis Growth Opportunities Fund Regular Growth?

The standard deviation for the Axis Growth Opportunities Fund Regular Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Axis Growth Opportunities Fund Regular Growth
15.18
14.9
15.07
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Axis Growth Opportunities Fund Regular Growth?

Sortino ratio is 0.92 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

Who is the manager of Axis Growth Opportunities Fund Regular Growth?

Shreyash Devalkar is the fund manager of Axis Growth Opportunities Fund Regular Growth

What is the exit load of Axis Growth Opportunities Fund Regular Growth?

The Exit load of Axis Growth Opportunities Fund Regular Growth is 1%