Axis Growth Opportunities Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 21
BMSMONEY Rating
Growth Option As On: 18-04-2024
NAV ₹27.75 (R) 0.0% ₹30.15 (D) 0.0%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 43.19% 20.17% 20.93% -% -%
LumpSum Dir. P 44.81% 21.79% 22.7% -% -%
SIP Reg. P 36.31% 20.46% 22.52% -% -%
SIP Dir. P 37.85% 21.9% 24.2% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.77 0.41 0.71 -1.75% 0.11
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.38% -17.58% -16.84% 0.97 9.98%

NAV Date: 18-04-2024

Scheme Name NAV Rupee Change Percent Change
Axis Growth Opportunities Fund - Regular Plan - IDCW 18.81
0.0000
0.0000%
Axis Growth Opportunities Fund - Direct Plan - IDCW 23.51
0.0000
0.0000%
Axis Growth Opportunities Fund - Regular Plan - Growth 27.75
0.0000
0.0000%
Axis Growth Opportunities Fund - Direct Plan - Growth 30.15
0.0000
0.0000%

Review Date: Feb. 29, 2024

The Large & Mid Cap Fund category has 26 funds. Performance of the Axis Growth Opportunities Fund has been analyzed on 21 performance parameters. Out of nine return parameters, the fund has two return parameters in first quartile; whereas zero risk parameters (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved 21 st (out of 26 funds), which is ok rank in the Large & Mid Cap Fund category.
Our ranking methodology employs a composite performance score, taking into account the fund's return, risk, and risk-adjusted performance from the past three years. This composite performance score is then crucial in ranking the funds within the respective category.

The Axis Growth Opportunities Fund has below average return performance, as more than 25% 1 year and above return parameters are below average in Large & Mid Cap Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Axis Growth Opportunities Fund has given return of 4.72% in last one month which is very good as it is in the top quartile in Large & Mid Cap Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Axis Growth Opportunities Fund has given return of 9.02% in last three month which is very poor as it is in the fourth quartile in Large & Mid Cap Fund.
  3. 6 Month Return%: Six month return shows funds performance in short period of time, the Axis Growth Opportunities Fund has given return of 16.49% in last six month which is poor as it is in the below average in Large & Mid Cap Fund.
  4. 1 Year Return%: The Axis Growth Opportunities Fund has given return of 41.19% in last one year which is good as it is above average in Large & Mid Cap Fund. The one year return rank of Axis Growth Opportunities Fund is 14 in 26 funds. The investment of ₹ 10,000 in this fund would have become ₹ 14119.0 in one year.
  5. 3 Year Return%: The Axis Growth Opportunities Fund has given return of 19.17% in last three year which is poor as it is in the below average with return rank of 14 in 26 funds. in Large & Mid Cap Fund.
  6. 5 Year Return%: The Axis Growth Opportunities Fund has given return of 21.02% in last five year which is very good as it is in the top quartile with return rank of 5 in 21 funds. in Large & Mid Cap Fund.
  7. 1 Year SIP Return%: The Axis Growth Opportunities Fund has given return of 41.11% in last one year which is poor as it is in the below average with return rank of 16 in 26 funds. in Large & Mid Cap Fund.
  8. 3 Year SIP Return%: The Axis Growth Opportunities Fund has given return of 19.96% in last three year which is poor as it is in the below average with return rank of 19 in 26 funds. in Large & Mid Cap Fund.
  9. 5 Year SIP Return%: The Axis Growth Opportunities Fund has given return of 22.25% in last five year which is poor as it is in the below average with return rank of 13 in 21 funds. in Large & Mid Cap Fund.
    10. '
'

The Axis Growth Opportunities Fund has poor risk performance, as non of above risk paramerters are above average Large & Mid Cap Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Axis Growth Opportunities Fund has standard deviation of 14.38 which is very poor as it is in the fourth quartile with risk rank of 25 in 26 funds. in Large & Mid Cap Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Axis Growth Opportunities Fund has semi deviation of 9.98 which is very poor as it is in the fourth quartile with risk rank of 22 in 26 funds. in Large & Mid Cap Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Axis Growth Opportunities Fund has max drawdown of -16.84% which is very poor as it is in the fourth quartile with risk rank of 24 in 26 funds. in Large & Mid Cap Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Axis Growth Opportunities Fund has 1Y VaR at 95% of -17.58% which is very poor as it is in the fourth quartile with risk rank of 24 in 26 funds. in Large & Mid Cap Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Axis Growth Opportunities Fund has average drawdown of -6.49% which is very poor as it is in the fourth quartile with risk rank of 23 in 26 funds. in Large & Mid Cap Fund.
    6. '
'

The Axis Growth Opportunities Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Large & Mid Cap Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Axis Growth Opportunities Fund has Sterling Ratio of 0.71 which is very poor as it is in the fourth quartile with risk rank of 24 in 26 funds. in Large & Mid Cap Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Axis Growth Opportunities Fund has Sortino Ratio of 0.41 which is very poor as it is in the fourth quartile with risk rank of 21 in 26 funds. in Large & Mid Cap Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Axis Growth Opportunities Fund has Jensen Alpha of -1.75% which is very poor as it is in the fourth quartile with risk rank of 22 in 26 funds. in Large & Mid Cap Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Axis Growth Opportunities Fund has Treynor Ratio of 0.11 which is poor as it is in the below average with risk rank of 19 in 26 funds. in Large & Mid Cap Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Axis Growth Opportunities Fund has Modigliani Square Measure of 17.86% which is very poor as it is in the fourth quartile with risk rank of 22 in 26 funds. in Large & Mid Cap Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Axis Growth Opportunities Fund has Alpha of -0.76% which is poor as it is in the below average with risk rank of 13 in 26 funds. in Large & Mid Cap Fund.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 4.40
5.33
3.29 | 10.20 20 | 26
No
No
Yes
3M Return % 7.68
5.17
-2.16 | 11.02 4 | 26
Yes
Yes
No
6M Return % 18.69
18.86
5.45 | 35.73 15 | 26
No
No
No
1Y Return % 43.19
41.83
23.64 | 61.90 12 | 26
Yes
No
No
3Y Return % 20.17
21.89
13.74 | 30.25 18 | 26
No
No
No
5Y Return % 20.93
18.56
14.45 | 25.88 2 | 22
Yes
Yes
No
1Y SIP Return % 36.31
36.90
13.02 | 67.00 15 | 26
No
No
No
3Y SIP Return % 20.46
22.20
13.26 | 33.44 17 | 26
No
No
No
5Y SIP Return % 22.52
22.58
16.69 | 31.30 10 | 22
No
No
No
Standard Deviation 14.38
13.01
11.67 | 15.46 25 | 26
No
No
Yes
Semi Deviation 9.98
9.15
8.11 | 10.77 22 | 26
No
No
Yes
Max Drawdown % -16.84
-12.63
-21.94 | -7.36 24 | 26
No
No
Yes
VaR 1 Y % -17.58
-14.85
-18.62 | -12.34 24 | 26
No
No
Yes
Average Drawdown % -6.49
-5.16
-7.59 | -3.15 23 | 26
No
No
Yes
Sharpe Ratio 0.77
0.93
0.34 | 1.37 21 | 26
No
No
Yes
Sterling Ratio 0.71
0.92
0.39 | 1.44 24 | 26
No
No
Yes
Sortino Ratio 0.41
0.50
0.18 | 0.78 21 | 26
No
No
Yes
Jensen Alpha % -1.75
1.29
-4.40 | 8.35 22 | 26
No
No
Yes
Treynor Ratio 0.11
0.13
0.05 | 0.21 19 | 26
No
No
No
Modigliani Square Measure % 17.86
20.66
11.89 | 26.77 22 | 26
No
No
Yes
Alpha % -0.76
-0.38
-5.56 | 8.37 13 | 26
No
No
No
Return data last Updated On : April 18, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 4.47 5.42 3.45 | 10.32 20 | 26
No
No
Yes
3M Return % 7.95 5.46 -1.70 | 11.35 4 | 26
Yes
Yes
No
6M Return % 19.36 19.52 6.45 | 36.61 15 | 26
No
No
No
1Y Return % 44.81 43.40 25.98 | 64.23 12 | 26
Yes
No
No
3Y Return % 21.79 23.33 14.70 | 32.44 17 | 26
No
No
No
5Y Return % 22.70 19.85 15.53 | 27.35 2 | 22
Yes
Yes
No
1Y SIP Return % 37.85 38.43 15.20 | 69.28 15 | 26
No
No
No
3Y SIP Return % 21.90 23.57 15.16 | 35.48 16 | 26
No
No
No
5Y SIP Return % 24.20 23.91 17.68 | 33.13 8 | 22
Yes
No
No
Standard Deviation 14.38 13.01 11.67 | 15.46 25 | 26
No
No
Yes
Semi Deviation 9.98 9.15 8.11 | 10.77 22 | 26
No
No
Yes
Max Drawdown % -16.84 -12.63 -21.94 | -7.36 24 | 26
No
No
Yes
VaR 1 Y % -17.58 -14.85 -18.62 | -12.34 24 | 26
No
No
Yes
Average Drawdown % -6.49 -5.16 -7.59 | -3.15 23 | 26
No
No
Yes
Sharpe Ratio 0.77 0.93 0.34 | 1.37 21 | 26
No
No
Yes
Sterling Ratio 0.71 0.92 0.39 | 1.44 24 | 26
No
No
Yes
Sortino Ratio 0.41 0.50 0.18 | 0.78 21 | 26
No
No
Yes
Jensen Alpha % -1.75 1.29 -4.40 | 8.35 22 | 26
No
No
Yes
Treynor Ratio 0.11 0.13 0.05 | 0.21 19 | 26
No
No
No
Modigliani Square Measure % 17.86 20.66 11.89 | 26.77 22 | 26
No
No
Yes
Alpha % -0.76 -0.38 -5.56 | 8.37 13 | 26
No
No
No
Return data last Updated On : April 18, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.0 ₹ 10000.0 0.0 ₹ 10000.0
1W - ₹ - - ₹ -
1M 4.4 ₹ 10440.0 4.47 ₹ 10447.0
3M 7.68 ₹ 10768.0 7.95 ₹ 10795.0
6M 18.69 ₹ 11869.0 19.36 ₹ 11936.0
1Y 43.19 ₹ 14319.0 44.81 ₹ 14481.0
3Y 20.17 ₹ 17355.0 21.79 ₹ 18065.0
5Y 20.93 ₹ 25862.0 22.7 ₹ 27814.0
7Y - ₹ - - ₹ -
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 36.308 ₹ 14250.648 37.8543 ₹ 14342.304
3Y ₹ 36000 20.4586 ₹ 48589.092 21.9046 ₹ 49575.816
5Y ₹ 60000 22.5247 ₹ 104946.24 24.1982 ₹ 109264.38
7Y ₹ 84000 - ₹ - - ₹ -
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
18-04-2024 27.75 30.15
16-04-2024 27.81 30.21
15-04-2024 27.87 30.28
09-04-2024 28.34 30.78
04-04-2024 28.09 30.51
03-04-2024 28.1 30.52
02-04-2024 28.05 30.47
01-04-2024 27.95 30.36
28-03-2024 27.73 30.11
27-03-2024 27.64 30.01
26-03-2024 27.5 29.86
22-03-2024 27.23 29.56
21-03-2024 27.06 29.38
20-03-2024 26.62 28.89
19-03-2024 26.58 28.86
18-03-2024 26.64 28.92
15-03-2024 26.56 28.83
14-03-2024 26.67 28.95
13-03-2024 26.4 28.66
12-03-2024 27.07 29.38
11-03-2024 27.09 29.4
07-03-2024 27.18 29.5
06-03-2024 27.05 29.35
05-03-2024 26.99 29.29
04-03-2024 27.14 29.45
01-03-2024 27.09 29.39
29-02-2024 26.84 29.13
28-02-2024 26.73 29.0
27-02-2024 27.09 29.38
26-02-2024 26.97 29.26
23-02-2024 27.07 29.36
22-02-2024 26.86 29.14
21-02-2024 26.6 28.85
20-02-2024 26.75 29.02
19-02-2024 26.8 29.07
16-02-2024 26.68 28.94
15-02-2024 26.55 28.79
14-02-2024 26.3 28.52
13-02-2024 26.2 28.41
12-02-2024 26.23 28.45
09-02-2024 26.46 28.69
08-02-2024 26.48 28.71
07-02-2024 26.47 28.7
06-02-2024 26.3 28.51
05-02-2024 26.07 28.27
02-02-2024 26.01 28.2
01-02-2024 25.76 27.92
31-01-2024 25.76 27.92
30-01-2024 25.63 27.78
29-01-2024 25.79 27.96
25-01-2024 25.53 27.67
24-01-2024 25.62 27.77
23-01-2024 25.42 27.55
19-01-2024 25.77 27.93
18-01-2024 25.6 27.74
17-01-2024 25.67 27.82
16-01-2024 25.86 28.02
15-01-2024 25.95 28.12
12-01-2024 25.99 28.16
11-01-2024 25.86 28.01
10-01-2024 25.8 27.95
09-01-2024 25.75 27.89
08-01-2024 25.66 27.79
05-01-2024 25.74 27.88
04-01-2024 25.65 27.78
03-01-2024 25.33 27.43
02-01-2024 25.42 27.53
01-01-2024 25.46 27.57
29-12-2023 25.51 27.62
28-12-2023 25.37 27.48
27-12-2023 25.36 27.46
26-12-2023 25.22 27.3
22-12-2023 25.23 27.32
21-12-2023 25.01 27.07
20-12-2023 24.8 26.85
19-12-2023 25.28 27.37
18-12-2023 25.35 27.44
15-12-2023 25.2 27.27
14-12-2023 25.11 27.18
13-12-2023 24.85 26.9
12-12-2023 24.78 26.82
11-12-2023 24.87 26.92
08-12-2023 24.81 26.85
07-12-2023 24.89 26.93
06-12-2023 24.8 26.84
05-12-2023 24.8 26.84
04-12-2023 24.79 26.83
01-12-2023 24.62 26.64
30-11-2023 24.49 26.49
29-11-2023 24.3 26.29
28-11-2023 24.04 26.01
24-11-2023 23.98 25.93
23-11-2023 24.02 25.98
22-11-2023 24.08 26.05
21-11-2023 23.97 25.93
20-11-2023 23.96 25.91
17-11-2023 24.0 25.96
16-11-2023 24.02 25.97
15-11-2023 23.85 25.79
13-11-2023 23.66 25.58
10-11-2023 23.6 25.52
09-11-2023 23.49 25.4
08-11-2023 23.53 25.44
07-11-2023 23.44 25.34
06-11-2023 23.32 25.21
03-11-2023 23.13 25.0
02-11-2023 23.04 24.9
01-11-2023 22.81 24.65
31-10-2023 22.78 24.62
30-10-2023 22.76 24.6
27-10-2023 22.68 24.51
26-10-2023 22.47 24.29
25-10-2023 22.71 24.54
23-10-2023 22.85 24.69
20-10-2023 23.23 25.1
19-10-2023 23.38 25.26
18-10-2023 23.49 25.38
17-10-2023 23.66 25.56
16-10-2023 23.59 25.48
13-10-2023 23.57 25.46
12-10-2023 23.57 25.46
11-10-2023 23.6 25.5
10-10-2023 23.47 25.35
09-10-2023 23.27 25.14
06-10-2023 23.43 25.3
05-10-2023 23.22 25.08
04-10-2023 23.17 25.02
03-10-2023 23.3 25.16
29-09-2023 23.26 25.11
27-09-2023 23.29 25.15
26-09-2023 23.23 25.08
25-09-2023 23.21 25.06
22-09-2023 23.08 24.92
21-09-2023 23.12 24.95
20-09-2023 23.35 25.21
18-09-2023 23.5 25.37
15-09-2023 23.52 25.38
14-09-2023 23.57 25.44
13-09-2023 23.41 25.27
12-09-2023 23.44 25.29
11-09-2023 23.71 25.59
08-09-2023 23.62 25.49
07-09-2023 23.49 25.34
06-09-2023 23.34 25.18
05-09-2023 23.35 25.19
04-09-2023 23.22 25.06
01-09-2023 23.16 24.99
31-08-2023 23.04 24.85
30-08-2023 23.02 24.83
29-08-2023 22.88 24.68
28-08-2023 22.71 24.49
25-08-2023 22.67 24.45
24-08-2023 22.69 24.48
23-08-2023 22.69 24.47
22-08-2023 22.59 24.37
21-08-2023 22.44 24.19
18-08-2023 22.24 23.98
17-08-2023 22.31 24.06
16-08-2023 22.37 24.12
14-08-2023 22.48 24.24
11-08-2023 22.5 24.26
10-08-2023 22.6 24.36
09-08-2023 22.59 24.36
08-08-2023 22.63 24.4
07-08-2023 22.65 24.41
04-08-2023 22.59 24.35
03-08-2023 22.46 24.21
02-08-2023 22.5 24.25
01-08-2023 22.74 24.51
31-07-2023 22.67 24.44
28-07-2023 22.57 24.32
27-07-2023 22.46 24.2
26-07-2023 22.55 24.3
25-07-2023 22.54 24.29
24-07-2023 22.52 24.27
21-07-2023 22.59 24.34
20-07-2023 22.67 24.42
19-07-2023 22.78 24.55
18-07-2023 22.63 24.38
17-07-2023 22.68 24.43
14-07-2023 22.67 24.42
13-07-2023 22.47 24.2
12-07-2023 22.43 24.16
11-07-2023 22.34 24.06
10-07-2023 22.29 24.01
07-07-2023 22.43 24.16
06-07-2023 22.6 24.34
05-07-2023 22.6 24.34
04-07-2023 22.57 24.3
03-07-2023 22.48 24.2
30-06-2023 22.43 24.15
28-06-2023 22.36 24.08
27-06-2023 22.2 23.9
26-06-2023 22.18 23.88
23-06-2023 22.13 23.82
22-06-2023 22.3 24.0
21-06-2023 22.57 24.29
20-06-2023 22.5 24.22
19-06-2023 22.51 24.23
16-06-2023 22.54 24.25
15-06-2023 22.33 24.03
14-06-2023 22.23 23.92
13-06-2023 22.25 23.95
12-06-2023 22.05 23.73
09-06-2023 21.92 23.58
08-06-2023 21.83 23.49
07-06-2023 21.98 23.64
06-06-2023 21.74 23.39
05-06-2023 21.68 23.33
02-06-2023 21.55 23.18
01-06-2023 21.45 23.07
31-05-2023 21.47 23.09
30-05-2023 21.41 23.03
29-05-2023 21.37 22.98
26-05-2023 21.28 22.88
25-05-2023 21.03 22.61
24-05-2023 20.94 22.51
23-05-2023 20.95 22.53
22-05-2023 20.88 22.45
19-05-2023 20.76 22.32
18-05-2023 20.66 22.21
17-05-2023 20.65 22.21
16-05-2023 20.7 22.26
15-05-2023 20.58 22.12
12-05-2023 20.62 22.16
11-05-2023 20.63 22.18
10-05-2023 20.56 22.1
09-05-2023 20.48 22.01
08-05-2023 20.43 21.96
05-05-2023 20.13 21.64
04-05-2023 20.14 21.64
03-05-2023 19.96 21.45
02-05-2023 19.94 21.43
28-04-2023 19.88 21.36
27-04-2023 19.52 20.97
26-04-2023 19.39 20.83
25-04-2023 19.43 20.87
24-04-2023 19.37 20.81
21-04-2023 19.39 20.83
20-04-2023 19.38 20.82
19-04-2023 19.45 20.89
18-04-2023 19.48 20.92

Fund Launch Date: 01/Oct/2018
Fund Category: Large & Mid Cap Fund
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.
Fund Description: An open-ended equity scheme investing in both large cap and mid cap stocks
Fund Benchmark: NIFTY Large Midcap 250 Index Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.