Axis Growth Opp Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 34.93   -0.69(-1.937 %) NAV as on 20 Dec 2024
Prime Rating: 3 
Prime Recommendation: Upgrade to see

Fund type:
Equity
AUM (in crores):
₹ 14,007.12
Fund category:
Large & Mid Cap
Fund manager(s):
Shreyash Devalkar, Hitesh Das, Krishnaa N
Benchmark:
NIFTY LargeMidcap 250 - TRI
Minimum investment:
₹ 100
Launch date:
22 Oct 2018
Min. additional investment:
₹ 100
Expense ratio:
0.59 %
Exit load:
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

Scheme Objective: 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.


Performance (As on 20 Dec 2024)

6 month returns 1 year returns3 year returns5 year returns Returns since inception
Scheme4.21 % 30.09 % 17.45 %23.43 % 22.48 %
NIFTY LargeMidcap 2500.89 % 20.17 % 17.63 %21.13 % N/A

Portfolio

Top 10 stock holdings
Allocation (%)
Torrent Power Limited
3.82%
ICICI Bank Limited
3.71%
HDFC Bank Limited
3.26%
CG Power and Industrial Solutions Limited
2.57%
Infosys Limited
2.32%
Reliance Industries Limited
1.86%
Persistent Systems Limited
1.86%
Bharti Airtel Limited
1.76%
The Indian Hotels Company Limited
1.7%
Zomato Limited
1.67%

About this category

Large-and-midcap funds invest a minimum of 35% each in large-cap stocks and mid-cap stocks. Depending on their mid-cap allocation, these funds can be more volatile than large-cap funds and even some multi-cap funds. These funds can be used to get exposure to mid-cap stocks without taking on the very high risk of mid-cap funds. The Nifty Midcap 250, the Nifty 500 or BSE 500 can be used as benchmarks to measure performance.

Suitability

Large-and-midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.

Taxation
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