Pros | ![]() Recovers losses quickly. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Higher probablity of downside risk. |
INDMoney rank | 7/21 | 20/21 | ||
Category,Subcateogry | Equity,Large & Mid-Cap | Equity,Large & Mid-Cap | ||
Fund Age | 6 Years | 12 Years | ||
Fund Size | 12596 Cr | 33678 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹99 Lumpsum ₹5000 | ||
Expense Ratio | 0.61% | 0.63% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 200 India TR INR | S&P BSE 200 India TR INR |
No of Holdings | 124 | 106 | ||
Top 5 Holdings | HDFC Bank Ltd (5.08%) ICICI Bank Ltd (3.92%) Torrent Power Ltd (3.84%) Infosys Ltd (2.8%) Persistent Systems Ltd (2.08%) | HDFC Bank Ltd (4.61%) Axis Bank Ltd (4.14%) State Bank of India (3.24%) Larsen & Toubro Ltd (2.43%) Infosys Ltd (2.32%) | ||
No of Sectors | 11 | 11 | ||
Top 3 Sectors | Financial Services (23.8%) Tech (16.11%) Consumer Cyclical (13.02%) | Financial Services (28.5%) Industrial (13.76%) Consumer Cyclical (12.62%) | ||
Equity % | 95.5% | 99.31% | ||
Debt % | - | - | ||
P/E | 29.55 | 18.64 | ||
P/B | 5.13 | 2.83 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -0.15% | 1.5% | ||
3-Month Return | -9.57% | -9.54% | ||
6-Month Return | -11% | -12.47% | ||
1-Year Return | 11.61% | 7.63% | ||
3-Year Return | 14.87% | 13.23% | ||
5-Year Return | 27.66% | 27.3% |
Sharpe | 0.56 | 0.42 | ||
Alpha | 0.02 | -2.53 | ||
Beta | 0.92 | 0.93 | ||
Standard Deviation | 15.07 | 14.19 | ||
Information Ratio | -0.13 | -1.24 |
Description | Axis Growth Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Mirae Asset Large & Midcap Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shreyash Devalkar | Ankit Jain,Neelesh Surana |