Preference for high growth, quality business pushes Axis Growth Opportunities fund ahead of its peers
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio, performance to help you make an informed investment decision.Income Tax Guide
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BASIC FACTSDATE OF LAUNCH
22 OCT 2018
CATEGORY
EQUITY
TYPE
LARGE & MIDCAP
AUM*
Live Events
Rs.12,596 croreBENCHMARK
NIFTY LARGE MIDCAP 250
TOTAL RETURN INDEX
WHAT IT COSTS
NAV**
GROWTH OPTION
Rs.28.99
IDCW
Rs.18.25
MINIMUM INVESTMENT
Rs.100
MINIMUM SIP AMOUNT
Rs.100
EXPENSE RATIO # (%)
1.70
EXIT LOAD
For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.
*AS ON 28 FEB 2025
**AS ON 18 MAR 2025
#AS ON 28 FEB 2025
FUND MANAGER
SHREYASH DEVALKAR
1 YEAR, 6 MONTHS
Recent portfolio changes
New entrants
BSE, Hitachi Energy India, ITC Hotels, Max Healthcare Institute, Solar Industries India (Jan) Blue Star (Feb)
Complete exits
Cummins India, Hindustan Aeronautics, Motherson Sumi Wiring, Samvardhana Motherson, Siemens, Tata Power, Tata Technologies, Techno Electric & Engineering , ZF Commercial Vehicle Control Systems (Jan)
Should You Buy?
The fund retains a tilt towards large caps, with a preference for high-growth, high-quality businesses. Apart from Indian equities, the fund offers exposure to leading overseas companies and themes (mostly US-based), which are not available in India. The fund’s portfolio is highly diversified with more than 100 stocks, resulting in a long tail of tiny individual positions. It has built a decent track record in its short running time, outperforming its index across time frames, yet it lags behind many of its peers. A market rotation away from value towards growth and quality should work in its favour in the coming years.This story originally appeared on: India Times - Author:Faqs of Insurances
