Axis Growth Opportunities Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 23
BMSMONEY Rating
Gro. Opt. As On: 17-09-2024
NAV ₹33.21(R) +0.03% ₹36.25(D) +0.03%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 41.32% 16.77% 25.45% -% -%
LumpSum (D) 42.89% 18.26% 27.21% -% -%
SIP (R) 45.67% 28.37% 26.53% -% -%
SIP (D) 47.27% 29.82% 28.17% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.75 0.39 0.69 -3.05% 0.11
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.1% -17.58% -16.84% 0.94 9.86%
Top Large & Mid Cap Fund
Fund Name Rank Rating
Quant Large & Mid Cap Fund 1
Bandhan Core Equity Fund 2
ICICI Prudential Large & Mid Cap Fund 3
Motilal Oswal Large And Midcap Fund 4
Kotak Equity Opportunities Fund 5
HDFC Large And Mid Cap Fund 6

NAV Date: 17-09-2024

Scheme Name NAV Rupee Change Percent Change
Axis Growth Opportunities Fund - Regular Plan - IDCW 22.51
0.0100
0.0400%
Axis Growth Opportunities Fund - Direct Plan - IDCW 28.27
0.0100
0.0400%
Axis Growth Opportunities Fund - Regular Plan - Growth 33.21
0.0100
0.0300%
Axis Growth Opportunities Fund - Direct Plan - Growth 36.25
0.0100
0.0300%

Review Date: 17-09-2024

Axis Growth Opportunities Fund has shown 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 41.32% in 1 year, 16.77% in 3 years and 25.45% in 5 years. The category average for the same periods is 42.76%, 20.08% and 24.66% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 14.1, VaR of -17.58, Average Drawdown of -6.49, Semi Deviation of 9.86 and Max Drawdown of -16.84. The category average for the same parameters is 13.22, -14.85, -5.77, 9.29 and -12.63 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 ₹14289.0 in 1 year, ₹16537.0 in 3 years and ₹33318.0 in 5 years as of today (17-09-2024).
  2. An SIP of ₹1,000 per month in Axis Growth Opportunities Fund direct growth option would have grown to ₹14894.0 in 1 year, ₹55246.0 in 3 years and ₹120205.0 in 5 years as of today (17-09-2024).
  3. standard deviation of 14.1 and based on VaR one can expect to lose more than -17.58% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.75 which shows poor performance of fund in the large & mid cap fund category.
  5. The fund has R-square of 0.81, Beta of 0.94 and Jensen's Alpha of -3.05% 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 % 4.04
4.02
0.58 | 7.04 14 | 26 Good
3M Return % 7.30
8.03
1.97 | 13.88 18 | 26 Average
6M Return % 24.66
26.62
18.72 | 40.42 17 | 26 Average
1Y Return % 41.32
42.76
28.41 | 59.24 14 | 26 Good
3Y Return % 16.77
20.08
11.14 | 26.75 23 | 26 Poor
5Y Return % 25.45
24.66
20.51 | 30.51 6 | 22 Very Good
1Y SIP Return % 45.67
47.50
36.45 | 68.87 14 | 26 Good
3Y SIP Return % 28.37
30.64
23.32 | 41.57 16 | 26 Average
5Y SIP Return % 26.53
27.59
21.54 | 32.75 13 | 22 Average
Standard Deviation 14.10
13.22
11.86 | 15.18 23 | 26 Poor
Semi Deviation 9.86
9.29
8.19 | 10.64 22 | 26 Poor
Max Drawdown % -16.84
-12.63
-21.94 | -7.36 24 | 26 Poor
VaR 1 Y % -17.58
-14.85
-18.62 | -12.34 24 | 26 Poor
Average Drawdown % -6.49
-5.77
-9.47 | -3.43 19 | 26 Average
Sharpe Ratio 0.75
1.04
0.46 | 1.48 24 | 26 Poor
Sterling Ratio 0.69
0.98
0.44 | 1.52 25 | 26 Poor
Sortino Ratio 0.39
0.56
0.23 | 0.80 25 | 26 Poor
Jensen Alpha % -3.05
0.85
-4.60 | 7.17 23 | 26 Poor
Treynor Ratio 0.11
0.15
0.07 | 0.22 23 | 26 Poor
Modigliani Square Measure % 17.59
22.13
13.13 | 28.91 25 | 26 Poor
Alpha % -5.59
-0.89
-6.11 | 6.32 25 | 26 Poor
Return data last Updated On : Sept. 17, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 4.14 4.12 0.68 | 7.14 14 | 26
3M Return % 7.57 8.32 2.29 | 14.24 18 | 26
6M Return % 25.35 27.33 19.65 | 41.35 17 | 26
1Y Return % 42.89 44.35 30.88 | 61.39 14 | 26
3Y Return % 18.26 21.48 12.08 | 28.79 21 | 26
5Y Return % 27.21 26.02 21.56 | 32.13 5 | 22
1Y SIP Return % 47.27 49.14 38.62 | 71.08 14 | 26
3Y SIP Return % 29.82 32.06 24.29 | 43.46 16 | 26
5Y SIP Return % 28.17 28.96 22.55 | 34.42 12 | 22
Standard Deviation 14.10 13.22 11.86 | 15.18 23 | 26
Semi Deviation 9.86 9.29 8.19 | 10.64 22 | 26
Max Drawdown % -16.84 -12.63 -21.94 | -7.36 24 | 26
VaR 1 Y % -17.58 -14.85 -18.62 | -12.34 24 | 26
Average Drawdown % -6.49 -5.77 -9.47 | -3.43 19 | 26
Sharpe Ratio 0.75 1.04 0.46 | 1.48 24 | 26
Sterling Ratio 0.69 0.98 0.44 | 1.52 25 | 26
Sortino Ratio 0.39 0.56 0.23 | 0.80 25 | 26
Jensen Alpha % -3.05 0.85 -4.60 | 7.17 23 | 26
Treynor Ratio 0.11 0.15 0.07 | 0.22 23 | 26
Modigliani Square Measure % 17.59 22.13 13.13 | 28.91 25 | 26
Alpha % -5.59 -0.89 -6.11 | 6.32 25 | 26
Return data last Updated On : Sept. 17, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.03 ₹ 10,003.00 0.03 ₹ 10,003.00
1W 1.90 ₹ 10,190.00 1.91 ₹ 10,191.00
1M 4.04 ₹ 10,404.00 4.14 ₹ 10,414.00
3M 7.30 ₹ 10,730.00 7.57 ₹ 10,757.00
6M 24.66 ₹ 12,466.00 25.35 ₹ 12,535.00
1Y 41.32 ₹ 14,132.00 42.89 ₹ 14,289.00
3Y 16.77 ₹ 15,920.00 18.26 ₹ 16,537.00
5Y 25.45 ₹ 31,066.00 27.21 ₹ 33,318.00
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 45.67 ₹ 14,800.58 47.27 ₹ 14,893.62
3Y ₹ 36000 28.37 ₹ 54,180.54 29.82 ₹ 55,246.21
5Y ₹ 60000 26.53 ₹ 115,610.76 28.17 ₹ 120,204.66
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date NAV Regular Growth NAV Direct Growth
17-09-2024 33.21 36.25
16-09-2024 33.2 36.24
13-09-2024 33.14 36.17
12-09-2024 33.07 36.09
11-09-2024 32.61 35.6
10-09-2024 32.59 35.57
09-09-2024 32.32 35.27
04-09-2024 32.62 35.59
03-09-2024 32.63 35.6
02-09-2024 32.71 35.69
30-08-2024 32.75 35.73
29-08-2024 32.49 35.45
28-08-2024 32.54 35.5
27-08-2024 32.51 35.46
26-08-2024 32.42 35.37
22-08-2024 32.31 35.25
21-08-2024 32.25 35.18
20-08-2024 32.24 35.16
19-08-2024 31.92 34.81

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.