Axis Growth Opportunities Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 23
BMSMONEY Rating
Gro. Opt. As On: 19-11-2024
NAV ₹31.18(R) +0.81% ₹34.1(D) +0.8%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 30.13% 13.07% 21.53% -% -%
LumpSum (D) 31.61% 14.49% 23.23% -% -%
SIP (R) -13.59% 19.64% 21.82% -% -%
SIP (D) -12.5% 21.1% 23.44% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.48 0.25 0.53 -2.13% 0.08
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.64% -18.83% -16.84% 0.93 10.18%
Top Large & Mid Cap Fund
Fund Name Rank Rating
motilal oswal large and midcap fund 1
Bandhan Core Equity Fund 2
UTI Large & Mid Cap Fund 3
Icici Prudential Large & Mid Cap Fund 4
Invesco India Large & Mid Cap Fund 5
Kotak Equity Opportunities Fund 6

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Axis Growth Opportunities Fund - Regular Plan - IDCW 21.13
0.1700
0.8100%
Axis Growth Opportunities Fund - Direct Plan - IDCW 26.59
0.2100
0.8000%
Axis Growth Opportunities Fund - Regular Plan - Growth 31.18
0.2500
0.8100%
Axis Growth Opportunities Fund - Direct Plan - Growth 34.1
0.2700
0.8000%

Review Date: 19-11-2024

Axis Growth Opportunities Fund has shown poor performance in the Large & Mid Cap Fund category. The fund has rank of 23 out of 26 funds in the category. The fund has delivered return of 30.13% in 1 year, 13.07% in 3 years and 21.53% in 5 years. The category average for the same periods is 30.72%, 15.89% and 20.58% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 14.64, VaR of -18.83, Average Drawdown of -6.54, Semi Deviation of 10.18 and Max Drawdown of -16.84. The category average for the same parameters is 13.9, -17.35, -6.51, 9.8 and -13.31 respectively. The fund has average risk in the category.

Key Points:

  1. An investment of ₹10,000 in Axis Growth Opportunities Fund direct growth option would have grown to ₹13161.0 in 1 year, ₹15009.0 in 3 years and ₹28417.0 in 5 years as of today (19-11-2024).
  2. An SIP of ₹1,000 per month in Axis Growth Opportunities Fund direct growth option would have grown to ₹11168.0 in 1 year, ₹49047.0 in 3 years and ₹107333.0 in 5 years as of today (19-11-2024).
  3. standard deviation of 14.64 and based on VaR one can expect to lose more than -18.83% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.48 which shows average performance of fund in the large & mid cap fund category.
  5. The fund has R-square of 0.81, Beta of 0.93 and Jensen's Alpha of -2.13% which exhibit average performance in the large & mid cap fund category .


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.50
-4.81
-7.97 | -3.26 11 | 29 Good
3M Return % -2.32
-3.59
-11.31 | 1.39 7 | 29 Very Good
6M Return % 6.93
6.50
-6.59 | 15.89 14 | 29 Good
1Y Return % 30.13
30.72
21.00 | 45.87 15 | 26 Average
3Y Return % 13.07
15.89
6.88 | 23.40 21 | 26 Average
5Y Return % 21.53
20.58
15.38 | 24.83 7 | 23 Good
1Y SIP Return % -13.59
-0.69
-13.59 | 16.40 26 | 26 Poor
3Y SIP Return % 19.64
21.98
14.35 | 33.90 18 | 26 Average
5Y SIP Return % 21.82
23.11
16.16 | 30.41 15 | 23 Average
Standard Deviation 14.64
13.90
12.29 | 16.18 24 | 26 Poor
Semi Deviation 10.18
9.80
8.64 | 11.21 21 | 26 Average
Max Drawdown % -16.84
-13.31
-22.64 | -8.03 24 | 26 Poor
VaR 1 Y % -18.83
-17.35
-20.83 | -14.05 21 | 26 Average
Average Drawdown % -6.54
-6.51
-14.96 | -3.98 15 | 26 Average
Sharpe Ratio 0.48
0.69
0.09 | 1.19 21 | 26 Average
Sterling Ratio 0.53
0.75
0.25 | 1.12 23 | 26 Poor
Sortino Ratio 0.25
0.36
0.07 | 0.65 21 | 26 Average
Jensen Alpha % -2.13
0.80
-5.90 | 8.64 21 | 26 Average
Treynor Ratio 0.08
0.10
0.01 | 0.19 21 | 26 Average
Modigliani Square Measure % 13.98
17.44
7.66 | 24.95 22 | 26 Poor
Alpha % -2.82
-0.38
-5.86 | 7.07 19 | 26 Average
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.43 -4.73 -7.88 | -3.16 11 | 29
3M Return % -2.04 -3.31 -11.02 | 1.71 7 | 29
6M Return % 7.50 7.12 -5.99 | 16.62 15 | 29
1Y Return % 31.61 32.18 22.64 | 47.81 15 | 26
3Y Return % 14.49 17.23 7.77 | 25.16 21 | 26
5Y Return % 23.23 21.93 16.38 | 26.78 7 | 23
1Y SIP Return % -12.50 0.49 -12.50 | 18.02 26 | 26
3Y SIP Return % 21.10 23.38 15.31 | 35.76 17 | 26
5Y SIP Return % 23.44 24.50 17.17 | 32.33 15 | 23
Standard Deviation 14.64 13.90 12.29 | 16.18 24 | 26
Semi Deviation 10.18 9.80 8.64 | 11.21 21 | 26
Max Drawdown % -16.84 -13.31 -22.64 | -8.03 24 | 26
VaR 1 Y % -18.83 -17.35 -20.83 | -14.05 21 | 26
Average Drawdown % -6.54 -6.51 -14.96 | -3.98 15 | 26
Sharpe Ratio 0.48 0.69 0.09 | 1.19 21 | 26
Sterling Ratio 0.53 0.75 0.25 | 1.12 23 | 26
Sortino Ratio 0.25 0.36 0.07 | 0.65 21 | 26
Jensen Alpha % -2.13 0.80 -5.90 | 8.64 21 | 26
Treynor Ratio 0.08 0.10 0.01 | 0.19 21 | 26
Modigliani Square Measure % 13.98 17.44 7.66 | 24.95 22 | 26
Alpha % -2.82 -0.38 -5.86 | 7.07 19 | 26
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.81 ₹ 10,081.00 0.80 ₹ 10,080.00
1W ₹ ₹
1M -4.50 ₹ 9,550.00 -4.43 ₹ 9,557.00
3M -2.32 ₹ 9,768.00 -2.04 ₹ 9,796.00
6M 6.93 ₹ 10,693.00 7.50 ₹ 10,750.00
1Y 30.13 ₹ 13,013.00 31.61 ₹ 13,161.00
3Y 13.07 ₹ 14,455.00 14.49 ₹ 15,009.00
5Y 21.53 ₹ 26,514.00 23.23 ₹ 28,417.00
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 -13.59 ₹ 11,094.46 -12.50 ₹ 11,168.36
3Y ₹ 36000 19.64 ₹ 48,060.43 21.10 ₹ 49,047.44
5Y ₹ 60000 21.82 ₹ 103,208.88 23.44 ₹ 107,333.28
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Growth Opportunities Fund NAV Regular Growth Axis Growth Opportunities Fund NAV Direct Growth
19-11-2024 31.18 34.1
18-11-2024 30.93 33.83
14-11-2024 30.99 33.89
13-11-2024 30.98 33.88
11-11-2024 31.81 34.78
08-11-2024 31.85 34.82
06-11-2024 32.23 35.23
05-11-2024 31.62 34.57
04-11-2024 31.57 34.51
31-10-2024 31.7 34.65
30-10-2024 31.83 34.79
29-10-2024 31.91 34.88
25-10-2024 31.77 34.72
24-10-2024 32.05 35.03
23-10-2024 32.18 35.17
22-10-2024 32.13 35.11
21-10-2024 32.65 35.68

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.