Pros | 5Y returns in the top 25% of the category. Beats FD returns for both 3Y & 5Y. | Lower volatility within category. Larger AUM within category. 5Y returns in the top 25% of the category. | ||
Cons | Highly volatile within category. | - |
INDMoney rank | 7/21 | 8/21 | ||
Category,Subcateogry | Equity,Large & Mid-Cap | Equity,Large & Mid-Cap | ||
Fund Age | 5 Years | 11 Years | ||
Fund Size | 11739 Cr | 19861 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.64% | 0.53% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 200 India TR INR | S&P BSE 200 India TR INR |
No of Holdings | 118 | 72 | ||
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%) | State Bank of India (4.17%) Maruti Suzuki India Ltd (4.12%) Larsen & Toubro Ltd (3.53%) HDFC Bank Ltd (3.5%) Axis Bank Ltd (3.27%) | ||
No of Sectors | 11 | 13 | ||
Top 3 Sectors | Financial Services (18.44%) Consumer Cyclical (15.38%) Tech (12.76%) | Industrial (20.93%) Financial Services (18.74%) Consumer Cyclical (17.43%) | ||
Equity % | 98.33% | 97.28% | ||
Debt % | - | - | ||
P/E | 31.26 | 22.52 | ||
P/B | 5.71 | 3.87 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 3.08% | 6.85% | ||
3-Month Return | 11.24% | 13.29% | ||
6-Month Return | 26.72% | 29.23% | ||
1-Year Return | 47.77% | 46.95% | ||
3-Year Return | 22.1% | 24.37% | ||
5-Year Return | 22.98% | 21.56% |
Sharpe | 1.09 | 1.33 | ||
Alpha | 1.33 | 2.48 | ||
Beta | 0.93 | 0.84 | ||
Standard Deviation | 14.43 | 11.67 | ||
Information Ratio | 0.02 | 0.07 |
Description | Axis Growth Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Kotak Equity Opportunities Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shreyash Devalkar | Harsha Upadhyaya,Arjun Khanna |