Pros | 5Y returns in the top 25% of the category. Beats FD returns for both 3Y & 5Y. | Larger AUM within category. Beats FD returns for both 3Y & 5Y. | ||
Cons | Highly volatile within category. 3Y returns in the bottom 25% of the category. | 3Y returns in the bottom 25% of the category. |
INDMoney rank | 7/21 | 14/21 | ||
Category,Subcateogry | Equity,Large & Mid-Cap | Equity,Large & Mid-Cap | ||
Fund Age | 5 Years | 11 Years | ||
Fund Size | 11739 Cr | 20824 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹1000 Lumpsum ₹5000 | ||
Expense Ratio | 0.64% | 0.58% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 200 India TR INR | S&P BSE 200 India TR INR |
No of Holdings | 118 | 79 | ||
Top 5 Holdings | Torrent Power Ltd (6.07%) Sundaram Finance Ltd (2.96%) Cholamandalam Investment and Finance Co Ltd (2.67%) Sona BLW Precision Forgings Ltd (2.62%) ICICI Bank Ltd (2.61%) | ICICI Bank Ltd (5.38%) Bharat Electronics Ltd (3.3%) Indian Hotels Co Ltd (3.12%) TVS Motor Co Ltd (3%) UNO Minda Ltd (2.98%) | ||
No of Sectors | 11 | 11 | ||
Top 3 Sectors | Financial Services (18.44%) Consumer Cyclical (15.38%) Tech (12.76%) | Consumer Cyclical (25.76%) Financial Services (21.84%) Industrial (16.65%) | ||
Equity % | 98.33% | 95.93% | ||
Debt % | - | - | ||
P/E | 31.26 | 30.64 | ||
P/B | 5.71 | 5.64 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 2.62% | 3.83% | ||
3-Month Return | 10.67% | 9.24% | ||
6-Month Return | 25.51% | 24.92% | ||
1-Year Return | 44.66% | 38.36% | ||
3-Year Return | 21.35% | 20.41% | ||
5-Year Return | 23.06% | 19.83% |
Sharpe | - | - | ||
Alpha | - | - | ||
Beta | - | - | ||
Standard Deviation | 14.38 | 12.26 | ||
Information Ratio | -0.25 | -0.68 |
Description | Axis Growth Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Canara Robeco Emerging Equities Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shreyash Devalkar | Shridatta Bhandwaldar |