By Cali Crystal             May 19, 2020

Mutual Fund

axis Growth opportunities fund

By Rajendra

Mar 28, 2023

image source -Unsplash

Scheme Analysis

Category 

Large Mid Cap

Inception

Oct 22, 2018

Benchmark

Nifty Large Mid Cap 250

Scribbled Arrow

AUM  - 8,053 Cr

Fund Manager

Jinesh Gopani & Vinayak Jayanath

Thick Brush Stroke

Axis Growth Opportunities Fund

-Domestic Large Cap – 30-35% -Domestic Mid Cap – 35-40% -Foreign Securities – Up to 35%

Investment Strategy

Top 5 Holding

Bajaj Finance

PI Inds

Tata Elxsi

Cholamandalam

Avenue Supermart

8.07

6.10

4.78

4.17

4.11

Total  -  27.23

Market leaders in emerging industries or higher growth companies in establish business

Investment Strategy

Financial Services

Information Technology

Retailing

Top 5 Sector

18.16

10.68

9.99

8.05

7.28

Auto Component

Industrial Product

High conviction bottom-up based portfolio construction

Investment Strategy

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

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As on 28 Feb. 2023

1 Year

3 Year

53 Month

Period

Value

11,646

42,910

72,767

Returns

-5.45%

11.78%

14.44%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28 Feb. 2023

1 Year

3 Year

53 Month

Period

Returns

-2.51%

17.23%

15.90%