Axis Growth Opportunities Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 23
BMSMONEY Rating
Gro. Opt. As On: 20-12-2024
NAV ₹31.9(R) -1.97% ₹34.93(D) -1.94%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 28.63% 16.01% 21.76% -% -%
LumpSum (D) 30.09% 17.47% 23.46% -% -%
SIP (R) -32.0% 18.71% 21.54% -% -%
SIP (D) -31.11% 20.21% 23.18% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.54 0.28 0.57 -2.62% 0.08
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.54% -18.83% -16.84% 0.94 10.17%
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
Invesco India Large & Mid Cap Fund 4
Nippon India Vision Fund 5
HSBC Large & Mid Cap Fund 6

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Axis Growth Opportunities Fund - Regular Plan - IDCW 21.62
-0.4300
-1.9500%
Axis Growth Opportunities Fund - Direct Plan - IDCW 27.23
-0.5400
-1.9400%
Axis Growth Opportunities Fund - Regular Plan - Growth 31.9
-0.6400
-1.9700%
Axis Growth Opportunities Fund - Direct Plan - Growth 34.93
-0.6900
-1.9400%

Review Date: 20-12-2024

Axis Growth Opportunities Fund has exhibited 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 28.63% in 1 year, 16.01% in 3 years and 21.76% in 5 years. The category average for the same periods is 27.49%, 19.53% and 20.98% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 14.54, VaR of -18.83, Average Drawdown of -8.17, Semi Deviation of 10.17 and Max Drawdown of -16.84. The category average for the same parameters is 13.53, -16.58, -6.15, 9.51 and -12.32 respectively. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Axis Growth Opportunities Fund direct growth option would have grown to ₹13009.0 in 1 year, ₹16209.0 in 3 years and ₹28678.0 in 5 years as of today (20-12-2024).
  2. An SIP of ₹1,000 per month in Axis Growth Opportunities Fund direct growth option would have grown to ₹9864.0 in 1 year, ₹48434.0 in 3 years and ₹106647.0 in 5 years as of today (20-12-2024).
  3. standard deviation of 14.54 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 0.54 which shows poor performance of fund in the large & mid cap fund category.
  5. The fund has R-square of 0.82, Beta of 0.94 and Jensen's Alpha of -2.62% which exhibit poor 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 % 2.24
3.17
0.95 | 8.34 22 | 29 Average
3M Return % -5.00
-5.36
-11.63 | 1.92 12 | 29 Good
6M Return % 3.61
3.12
-9.88 | 17.49 12 | 29 Good
1Y Return % 28.63
27.49
18.76 | 49.54 10 | 26 Good
3Y Return % 16.01
19.53
10.73 | 29.36 21 | 26 Average
5Y Return % 21.76
20.98
15.69 | 26.87 8 | 24 Good
1Y SIP Return % -32.00
-31.99
-39.60 | -13.01 11 | 25 Good
3Y SIP Return % 18.71
19.87
12.53 | 35.73 14 | 25 Good
5Y SIP Return % 21.54
22.51
15.79 | 32.33 13 | 23 Average
Standard Deviation 14.54
13.53
12.09 | 16.44 24 | 26 Poor
Semi Deviation 10.17
9.51
8.43 | 11.29 24 | 26 Poor
Max Drawdown % -16.84
-12.32
-21.94 | -7.36 24 | 26 Poor
VaR 1 Y % -18.83
-16.58
-20.83 | -13.55 23 | 26 Poor
Average Drawdown % -8.17
-6.15
-11.01 | -4.05 25 | 26 Poor
Sharpe Ratio 0.54
0.81
0.17 | 1.27 22 | 26 Poor
Sterling Ratio 0.57
0.85
0.30 | 1.24 24 | 26 Poor
Sortino Ratio 0.28
0.43
0.10 | 0.69 22 | 26 Poor
Jensen Alpha % -2.62
1.23
-6.17 | 8.28 23 | 26 Poor
Treynor Ratio 0.08
0.12
0.02 | 0.19 21 | 26 Average
Modigliani Square Measure % 14.66
19.08
8.79 | 25.61 24 | 26 Poor
Alpha % -3.10
-0.12
-6.03 | 6.91 20 | 26 Average
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.34 3.27 1.01 | 8.45 22 | 29
3M Return % -4.72 -5.09 -11.35 | 2.24 12 | 29
6M Return % 4.21 3.73 -9.31 | 18.23 12 | 29
1Y Return % 30.09 28.92 19.74 | 51.52 10 | 26
3Y Return % 17.47 20.92 11.66 | 31.21 21 | 26
5Y Return % 23.46 22.33 16.69 | 28.84 8 | 24
1Y SIP Return % -31.11 -31.14 -38.54 | -11.77 11 | 25
3Y SIP Return % 20.21 21.29 13.51 | 37.66 14 | 25
5Y SIP Return % 23.18 23.91 16.81 | 34.28 12 | 23
Standard Deviation 14.54 13.53 12.09 | 16.44 24 | 26
Semi Deviation 10.17 9.51 8.43 | 11.29 24 | 26
Max Drawdown % -16.84 -12.32 -21.94 | -7.36 24 | 26
VaR 1 Y % -18.83 -16.58 -20.83 | -13.55 23 | 26
Average Drawdown % -8.17 -6.15 -11.01 | -4.05 25 | 26
Sharpe Ratio 0.54 0.81 0.17 | 1.27 22 | 26
Sterling Ratio 0.57 0.85 0.30 | 1.24 24 | 26
Sortino Ratio 0.28 0.43 0.10 | 0.69 22 | 26
Jensen Alpha % -2.62 1.23 -6.17 | 8.28 23 | 26
Treynor Ratio 0.08 0.12 0.02 | 0.19 21 | 26
Modigliani Square Measure % 14.66 19.08 8.79 | 25.61 24 | 26
Alpha % -3.10 -0.12 -6.03 | 6.91 20 | 26
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.97 ₹ 9,803.00 -1.94 ₹ 9,806.00
1W -3.51 ₹ 9,649.00 -3.48 ₹ 9,652.00
1M 2.24 ₹ 10,224.00 2.34 ₹ 10,234.00
3M -5.00 ₹ 9,500.00 -4.72 ₹ 9,528.00
6M 3.61 ₹ 10,361.00 4.21 ₹ 10,421.00
1Y 28.63 ₹ 12,863.00 30.09 ₹ 13,009.00
3Y 16.01 ₹ 15,614.00 17.47 ₹ 16,209.00
5Y 21.76 ₹ 26,762.00 23.46 ₹ 28,678.00
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 -32.00 ₹ 9,799.33 -31.11 ₹ 9,864.31
3Y ₹ 36000 18.71 ₹ 47,431.33 20.21 ₹ 48,433.90
5Y ₹ 60000 21.54 ₹ 102,513.96 23.18 ₹ 106,647.24
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Growth Opportunities Fund NAV Regular Growth Axis Growth Opportunities Fund NAV Direct Growth
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
16-12-2024 33.16 36.29
13-12-2024 33.06 36.19
12-12-2024 33.05 36.17
11-12-2024 33.17 36.31
10-12-2024 33.07 36.2
09-12-2024 33.04 36.16
06-12-2024 33.04 36.15
05-12-2024 32.96 36.06
04-12-2024 32.78 35.87
03-12-2024 32.6 35.67
02-12-2024 32.37 35.41
29-11-2024 32.0 35.01
28-11-2024 31.84 34.84
27-11-2024 32.06 35.07
26-11-2024 31.98 34.99
25-11-2024 32.02 35.03
22-11-2024 31.55 34.51
21-11-2024 31.2 34.13

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.