Axis Growth Opportunities Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 20
Rating
Growth Option 21-02-2025
NAV ₹29.24(R) -0.95% ₹32.07(D) -0.93%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.92% 14.4% 18.37% -% -%
Direct 11.16% 15.8% 19.98% -% -%
Nifty Large Midcap 250 TRI 4.69% 16.24% 19.39% 14.91% 14.24%
SIP (XIRR) Regular -33.37% 12.97% 17.32% -% -%
Direct -32.52% 14.38% 18.89% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.44 0.23 0.57 -1.57% 0.07
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.78% -19.6% -14.19% 0.94 10.31%
Top Large & Mid Cap Fund
Fund Name Rank Rating
Icici Prudential Large & Mid Cap Fund 1
UTI Large & Mid Cap Fund 2
motilal oswal large and midcap fund 3
Nippon India Vision Fund 4
Bandhan Core Equity Fund 5
Invesco India Large & Mid Cap Fund 6

NAV Date: 21-02-2025

Scheme Name NAV Rupee Change Percent Change
Axis Growth Opportunities Fund - Regular Plan - IDCW 18.4
-0.1800
-0.9700%
Axis Growth Opportunities Fund - Direct Plan - IDCW 23.22
-0.2100
-0.9000%
Axis Growth Opportunities Fund - Regular Plan - Growth 29.24
-0.2800
-0.9500%
Axis Growth Opportunities Fund - Direct Plan - Growth 32.07
-0.3000
-0.9300%

Review Date: 21-02-2025

Axis Growth Opportunities Fund has exhibited poor performance in the Large & Mid Cap Fund category. The fund has rank of 20 out of 26 funds in the category. The fund has delivered return of 9.92% in 1 year, 14.4% in 3 years and 18.37% in 5 years. The category average for the same periods is 6.41%, 15.15% and 17.56% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 14.78, VaR of -19.6, Average Drawdown of -8.49, Semi Deviation of 10.31 and Max Drawdown of -14.19. The category average for the same parameters is 14.38, -18.7, -7.16, 10.25 and -12.8 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 ₹11116.0 in 1 year, ₹15530.0 in 3 years and ₹24860.0 in 5 years as of today (21-02-2025).
  2. An SIP of ₹1,000 per month in Axis Growth Opportunities Fund direct growth option would have grown to ₹9750.0 in 1 year, ₹44611.0 in 3 years and ₹96163.0 in 5 years as of today (21-02-2025).
  3. standard deviation of 14.78 and based on VaR one can expect to lose more than -19.6% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.44 which shows average performance of fund in the large & mid cap fund category.
  5. The fund has R-square of 0.83, Beta of 0.94 and Jensen's Alpha of -1.57% which exhibit average performance in the large & mid cap fund category .


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KPIs* Fund Nifty Large Midcap 250 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
3M Return % -6.28 -5.29
-6.85
-12.77 | -1.37 12 | 29 Good
6M Return % -9.33 -11.45
-11.44
-19.00 | -6.67 7 | 29 Very Good
1Y Return % 9.92 4.69
6.41
-3.42 | 13.54 6 | 28 Very Good
3Y Return % 14.40 16.24
15.15
7.22 | 20.69 15 | 26 Average
5Y Return % 18.37 19.39
17.56
12.06 | 22.00 9 | 25 Good
1Y SIP Return % -33.37
-9.95
-33.37 | -0.93 28 | 28 Poor
3Y SIP Return % 12.97
15.30
9.56 | 21.69 18 | 26 Average
5Y SIP Return % 17.32
18.52
12.36 | 23.75 15 | 25 Average
Standard Deviation 14.78
14.38
12.74 | 17.00 20 | 26 Average
Semi Deviation 10.31
10.25
9.04 | 12.93 18 | 26 Average
Max Drawdown % -14.19
-12.80
-20.09 | -9.41 23 | 26 Poor
VaR 1 Y % -19.60
-18.70
-22.28 | -14.75 16 | 26 Average
Average Drawdown % -8.49
-7.16
-12.20 | -4.52 23 | 26 Poor
Sharpe Ratio 0.44
0.54
0.02 | 0.91 17 | 26 Average
Sterling Ratio 0.57
0.67
0.24 | 0.98 20 | 26 Average
Sortino Ratio 0.23
0.28
0.04 | 0.45 17 | 26 Average
Jensen Alpha % -1.57
-0.27
-9.12 | 5.47 16 | 26 Average
Treynor Ratio 0.07
0.08
0.00 | 0.14 16 | 26 Average
Modigliani Square Measure % 13.48
15.30
6.96 | 21.66 18 | 26 Average
Alpha % -2.04
-1.14
-9.11 | 4.65 15 | 26 Average
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Nifty Large Midcap 250 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
3M Return % -6.04 -5.29 -6.58 -12.51 | -1.16 12 | 29
6M Return % -8.84 -11.45 -10.93 -18.48 | -6.26 7 | 29
1Y Return % 11.16 4.69 7.64 -1.93 | 14.86 6 | 28
3Y Return % 15.80 16.24 16.48 8.11 | 22.12 15 | 26
5Y Return % 19.98 19.39 18.91 13.03 | 23.64 8 | 25
1Y SIP Return % -32.52 -8.86 -32.52 | -0.03 28 | 28
3Y SIP Return % 14.38 16.64 10.49 | 23.40 18 | 26
5Y SIP Return % 18.89 19.93 13.34 | 25.09 15 | 25
Standard Deviation 14.78 14.38 12.74 | 17.00 20 | 26
Semi Deviation 10.31 10.25 9.04 | 12.93 18 | 26
Max Drawdown % -14.19 -12.80 -20.09 | -9.41 23 | 26
VaR 1 Y % -19.60 -18.70 -22.28 | -14.75 16 | 26
Average Drawdown % -8.49 -7.16 -12.20 | -4.52 23 | 26
Sharpe Ratio 0.44 0.54 0.02 | 0.91 17 | 26
Sterling Ratio 0.57 0.67 0.24 | 0.98 20 | 26
Sortino Ratio 0.23 0.28 0.04 | 0.45 17 | 26
Jensen Alpha % -1.57 -0.27 -9.12 | 5.47 16 | 26
Treynor Ratio 0.07 0.08 0.00 | 0.14 16 | 26
Modigliani Square Measure % 13.48 15.30 6.96 | 21.66 18 | 26
Alpha % -2.04 -1.14 -9.11 | 4.65 15 | 26
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.95 ₹ 9,905.00 -0.93 ₹ 9,907.00
1W 0.14 ₹ 10,014.00 0.16 ₹ 10,016.00
1M ₹ ₹
3M -6.28 ₹ 9,372.00 -6.04 ₹ 9,396.00
6M -9.33 ₹ 9,067.00 -8.84 ₹ 9,116.00
1Y 9.92 ₹ 10,992.00 11.16 ₹ 11,116.00
3Y 14.40 ₹ 14,972.00 15.80 ₹ 15,530.00
5Y 18.37 ₹ 23,243.00 19.98 ₹ 24,860.00
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 -33.37 ₹ 9,686.99 -32.52 ₹ 9,750.36
3Y ₹ 36000 12.97 ₹ 43,712.71 14.38 ₹ 44,611.13
5Y ₹ 60000 17.32 ₹ 92,524.92 18.89 ₹ 96,162.66
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Growth Opportunities Fund NAV Regular Growth Axis Growth Opportunities Fund NAV Direct Growth
21-02-2025 29.24 32.07
20-02-2025 29.52 32.37
19-02-2025 29.41 32.26
18-02-2025 29.18 32.0
17-02-2025 29.2 32.02
14-02-2025 29.2 32.02
13-02-2025 29.64 32.5
12-02-2025 29.59 32.45
11-02-2025 29.68 32.55
10-02-2025 30.36 33.28
07-02-2025 30.78 33.75
06-02-2025 30.76 33.73
05-02-2025 30.88 33.86
03-02-2025 30.35 33.27
31-01-2025 30.48 33.41
30-01-2025 30.16 33.06
29-01-2025 30.09 32.98
28-01-2025 29.51 32.34
27-01-2025 29.61 32.45
24-01-2025 30.34 33.25
23-01-2025 30.63 33.57

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.