Axis Growth Opportunities Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 17
BMSMONEY Rating
Gro. Opt. As On: 13-01-2025
NAV ₹30.13(R) -2.87% ₹33.01(D) -2.85%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 16.11% 11.42% 20.14% -% -%
LumpSum (D) 17.39% 12.8% 21.79% -% -%
SIP (R) -11.44% 17.25% 19.36% -% -%
SIP (D) -10.37% 18.66% 20.94% -% -%
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%
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
HSBC Large & Mid Cap Fund 5
Nippon India Vision Fund 6

NAV Date: 13-01-2025

Scheme Name NAV Rupee Change Percent Change
Axis Growth Opportunities Fund - Regular Plan - IDCW 20.42
-0.6100
-2.9000%
Axis Growth Opportunities Fund - Direct Plan - IDCW 25.74
-0.7600
-2.8700%
Axis Growth Opportunities Fund - Regular Plan - Growth 30.13
-0.8900
-2.8700%
Axis Growth Opportunities Fund - Direct Plan - Growth 33.01
-0.9700
-2.8500%

Review Date: 13-01-2025

Axis Growth Opportunities Fund has exhibited poor performance in the Large & Mid Cap Fund category. The fund has rank of 17 out of 26 funds in the category. The fund has delivered return of 16.11% in 1 year, 11.42% in 3 years and 20.14% in 5 years. The category average for the same periods is 13.35%, 13.52% and 19.08% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.67, VaR of -18.83, Average Drawdown of -8.46, Semi Deviation of 10.2 and Max Drawdown of -17.72. The category average for the same parameters is 13.65, -16.6, -6.7, 9.52 and -13.16 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 ₹11739.0 in 1 year, ₹14352.0 in 3 years and ₹26794.0 in 5 years as of today (13-01-2025).
  2. An SIP of ₹1,000 per month in Axis Growth Opportunities Fund direct growth option would have grown to ₹11313.0 in 1 year, ₹47406.0 in 3 years and ₹101048.0 in 5 years as of today (13-01-2025).
  3. standard deviation of 14.67 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 0.46 which shows poor performance of fund in the large & mid cap fund category.
  5. The fund has R-square of 0.83, Beta of 0.95 and Jensen's Alpha of -2.66% 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 % -8.86
-9.15
-12.75 | -5.97 12 | 29 Good
3M Return % -9.90
-9.78
-12.62 | -7.42 18 | 29 Average
6M Return % -4.77
-6.27
-14.45 | 3.62 7 | 29 Very Good
1Y Return % 16.11
13.35
5.88 | 27.10 7 | 27 Very Good
3Y Return % 11.42
13.52
4.44 | 20.95 19 | 26 Average
5Y Return % 20.14
19.08
13.83 | 24.00 7 | 25 Very Good
1Y SIP Return % -11.44
1.23
-11.44 | 18.77 27 | 27 Poor
3Y SIP Return % 17.25
19.21
12.63 | 31.75 16 | 26 Average
5Y SIP Return % 19.36
20.47
14.04 | 28.52 16 | 25 Average
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 : Jan. 13, 2025.
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
1M Return % -8.79 -9.06 -12.68 | -5.90 12 | 29
3M Return % -9.64 -9.52 -12.34 | -7.09 18 | 29
6M Return % -4.26 -5.73 -13.91 | 4.27 7 | 29
1Y Return % 17.39 14.64 6.87 | 28.76 7 | 27
3Y Return % 12.80 14.83 5.31 | 22.67 18 | 26
5Y Return % 21.79 20.44 14.81 | 25.64 8 | 25
1Y SIP Return % -10.37 2.43 -10.37 | 20.35 27 | 27
3Y SIP Return % 18.66 20.58 13.57 | 33.57 16 | 26
5Y SIP Return % 20.94 21.88 15.02 | 30.40 16 | 25
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 : Jan. 13, 2025.
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
1D -2.87 ₹ 9,713.00 -2.85 ₹ 9,715.00
1W -5.58 ₹ 9,442.00 -5.55 ₹ 9,445.00
1M -8.86 ₹ 9,114.00 -8.79 ₹ 9,121.00
3M -9.90 ₹ 9,010.00 -9.64 ₹ 9,036.00
6M -4.77 ₹ 9,523.00 -4.26 ₹ 9,574.00
1Y 16.11 ₹ 11,611.00 17.39 ₹ 11,739.00
3Y 11.42 ₹ 13,834.00 12.80 ₹ 14,352.00
5Y 20.14 ₹ 25,025.00 21.79 ₹ 26,794.00
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 -11.44 ₹ 11,241.12 -10.37 ₹ 11,313.35
3Y ₹ 36000 17.25 ₹ 46,467.54 18.66 ₹ 47,406.31
5Y ₹ 60000 19.36 ₹ 97,242.66 20.94 ₹ 101,048.10
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Growth Opportunities Fund NAV Regular Growth Axis Growth Opportunities Fund NAV Direct Growth
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
16-12-2024 33.16 36.29
13-12-2024 33.06 36.19

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.