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  • Axis Mutual Fund
  • Axis Growth Opportunities Fund Pyt (PIDCW-A)

Formerly Axis Growth Opportunities Reg DP

Axis Mutual Fund

Axis Growth Opportunities Fund Pyt (PIDCW-A)

EquityLarge & Mid Cap

18.85

NAV (Apr 16)

15.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.85

NAV (Apr 16)

Fund Returns

Last 1Y
32.3%
Last 3Y
11.8%
Last 5Y
15.7%
Last 10Y
NA
Since Inception
16%
6 Month CAGR
8.5%

Scheme Information

Investment 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.

Expense Ratio
1.72
Launched (6y ago)
Oct 22, 2018
AUM in Crores
11738.745
ISIN
INF846K01J87
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16.7
Standard Deviation (5yr)
19
Beta (3yr)
0.98
Beta (5yr)
0.84
Sharpe Ratio (3yr)
0.454
Sharpe Ratio (5yr)
0.623
YTM
0
Fund Managers

Krishnaa N

Fund Manager

Shreyash Devalkar

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Growth Opportunities Fund Pyt (PIDCW-A)70%10,84,299 3,51,68715.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-16

Top Stock Holdings

torrent power ltd

6.1%
6.1%

sundaram finance ltd

3%
3%

cholamandalam investment and finance co ltd

2.7%
2.7%

icici bank ltd

2.6%
2.6%

sona blw precision forgings ltd

2.6%
2.6%
See all holdings

Allocation by Sector

financial services

18.1%
18.1%

consumer cyclical

15.2%
15.2%

technology

12.2%
12.2%

industrials

11.9%
11.9%

healthcare

10.1%
10.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 21,475 cr

₹ 14,075 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 272,718 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5%

7.9%

5.5%

7%

5.8%

7%

5.9%

8%

-

4.9%

Axis Growth Opportunities Fund Pyt (PIDCW-A) Review

Axis Growth Opportunities Fund Pyt (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 16% over a period of 5 years. The fund was previously known as Axis Growth Opportunities Reg DP. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Krishnaa N, Shreyash Devalkar.

Nav of Axis Growth Opportunities Fund Pyt (PIDCW-A) as of 4/16/2024 is ₹18.85 with the total AUM as of 4/18/2024 is ₹11738.745. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Growth Opportunities Fund Pyt (PIDCW-A) was launched on Oct 22, 2018. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Growth Opportunities Fund Pyt (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis Growth Opportunities Fund Pyt (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.

Axis Growth Opportunities Fund Pyt (PIDCW-A) is rated as a 2 fund in Equity and delivered 32.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Growth Opportunities Fund Pyt (PIDCW-A).

Frequently Asked Questions

What is Axis Growth Opportunities Fund Pyt (PIDCW-A)?

Axis Growth Opportunities Fund Pyt (PIDCW-A) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Growth Opportunities Fund Pyt (PIDCW-A)?

You can invest in Axis Growth Opportunities Fund Pyt (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Growth Opportunities Fund Pyt (PIDCW-A)?

The minimum sip amount for Axis Growth Opportunities Fund Pyt (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Growth Opportunities Fund Pyt (PIDCW-A) good to invest in?

As per Scripbox experts, Axis Growth Opportunities Fund Pyt (PIDCW-A) is a Neutral fund. You can investAxis Growth Opportunities Fund Pyt (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Growth Opportunities Fund Pyt (PIDCW-A)?

The expense ratio of the Axis Growth Opportunities Fund Pyt (PIDCW-A) is 1.72% for regular plan.