Axis Growth Opportunities Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 17
BMSMONEY Rating
Gro. Opt. As On:
NAV (R) % (D) %
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R)
LumpSum (D)
SIP (R)
SIP (D)
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.46 0.24 0.51 -2.66% 0.07
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.67% -18.83% -17.72% 0.95 10.2%

No data available

NAV Date:

no data

Review Date:


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Standard Deviation 14.67
13.65
12.28 | 16.51 24 | 26 Poor
Semi Deviation 10.20
9.52
8.49 | 11.29 24 | 26 Poor
Max Drawdown % -17.72
-13.16
-23.27 | -8.21 24 | 26 Poor
VaR 1 Y % -18.83
-16.60
-20.83 | -13.55 23 | 26 Poor
Average Drawdown % -8.46
-6.70
-15.34 | -4.18 25 | 26 Poor
Sharpe Ratio 0.46
0.71
0.06 | 1.29 22 | 26 Poor
Sterling Ratio 0.51
0.76
0.24 | 1.10 25 | 26 Poor
Sortino Ratio 0.24
0.38
0.06 | 0.70 21 | 26 Average
Jensen Alpha % -2.66
1.24
-6.21 | 10.47 22 | 26 Poor
Treynor Ratio 0.07
0.11
0.01 | 0.20 22 | 26 Poor
Modigliani Square Measure % 13.49
17.78
7.29 | 26.24 24 | 26 Poor
Alpha % -5.70
-0.20
-6.00 | 8.79 25 | 26 Poor
Return data last Updated On :
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Standard Deviation 14.67 13.65 12.28 | 16.51 24 | 26
Semi Deviation 10.20 9.52 8.49 | 11.29 24 | 26
Max Drawdown % -17.72 -13.16 -23.27 | -8.21 24 | 26
VaR 1 Y % -18.83 -16.60 -20.83 | -13.55 23 | 26
Average Drawdown % -8.46 -6.70 -15.34 | -4.18 25 | 26
Sharpe Ratio 0.46 0.71 0.06 | 1.29 22 | 26
Sterling Ratio 0.51 0.76 0.24 | 1.10 25 | 26
Sortino Ratio 0.24 0.38 0.06 | 0.70 21 | 26
Jensen Alpha % -2.66 1.24 -6.21 | 10.47 22 | 26
Treynor Ratio 0.07 0.11 0.01 | 0.20 22 | 26
Modigliani Square Measure % 13.49 17.78 7.29 | 26.24 24 | 26
Alpha % -5.70 -0.20 -6.00 | 8.79 25 | 26
Return data last Updated On :
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
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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
₹ 12000 ₹ ₹
₹ 36000 ₹ ₹
₹ 60000 ₹ ₹
₹ 84000 ₹ ₹
₹ 120000 ₹ ₹
₹ 180000 ₹ ₹


Date Axis Growth Opportunities Fund NAV Regular Growth Axis Growth Opportunities Fund NAV Direct Growth
16-01-2025 30.95 33.91
15-01-2025 30.68 33.61
14-01-2025 30.48 33.4
13-01-2025 30.13 33.01
10-01-2025 31.02 33.98
09-01-2025 31.42 34.42
08-01-2025 31.71 34.74
07-01-2025 31.98 35.03
06-01-2025 31.91 34.95
03-01-2025 32.43 35.52
02-01-2025 32.58 35.68
01-01-2025 32.14 35.2
31-12-2024 32.02 35.07
30-12-2024 32.02 35.06
27-12-2024 32.08 35.13
26-12-2024 32.14 35.19
24-12-2024 32.07 35.11
23-12-2024 32.09 35.14
20-12-2024 31.9 34.93
19-12-2024 32.54 35.62
18-12-2024 32.68 35.78
17-12-2024 32.94 36.06

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.