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axis growth opportunities fund regular pyt of inc dis cum cap wdrl
Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl

Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl

  • Very High Risk
  • Equity
  • Large and Mid-Cap
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NAV as on Dec 23, 2025
i
Price per unit of the scheme.
₹ 21.09000.00%1 Day Change
0.57%
Minimum Investment₹500
Expense Ratio1.74%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
1
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl
VS
Equity: Large and Mid-Cap Average NAV
    Topper in Equity: Large and Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    Expense Ratio
    1.74%
    Category Avg Expense Ratio
    0.80%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 15,604.95 Cr(As on Nov, 2025)
    Inception Date
    Oct 22, 2018
    Turnover
    25.00 %
    Exit Load
    If redeemed / switched out on or before 12 months from the date of allotment, For 10% of investments Nil. For remaining investments: 1%. If redeemed / switched out after 12 months from the date of allotment NIL.

    bt_logoABOUT THE FUND

    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.

    Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl is an Equity - Large and Mid-Cap fund. The fund was launched inOct 22, 2018. Its risk level is . The NAV of the fund as onDec 23, 2025 is ₹21.09. Its expense ratio is 1.74 %. The fund has an AUM of ₹15,604.95 Cr.The fund is managed byJinesh Gopani,Vinayak Jayanath,Hitesh Das,Shreyash Devalkar,Krishnaa N.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Jinesh Gopani
    Jinesh Gopani
    i
    Lead Fund Manager.
    Oct 22, 2018 - Present
    • Fund Manager Rank67Out of 68
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 66,699.84 Cr
    • Highest Return In 1 Yr11.40 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Growth Opportunities Fund Direct Growth
    ₹ 37.08
    0.68%
    0.15%
    Very High Risk
    ₹15,604.95Cr
    Axis Nifty 50 Index Fund Direct Growth
    --
    ₹ 15.80
    0.40%
    -%
    Very High Risk
    ₹825.22Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 23.69
    0.94%
    0.39%
    Very High Risk
    ₹1,224.08Cr
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 37.08
    • Fund Size₹15,604.95Cr
    Fund Return0.68%
    Category Return0.15%
    Axis Nifty 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.80
    • Fund Size₹825.22Cr
    Fund Return0.40%
    Category Return--
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 23.69
    • Fund Size₹1,224.08Cr
    Fund Return0.94%
    Category Return0.39%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vinayak Jayanath
    Vinayak Jayanath
    i
    Lead Fund Manager.
    Jan 17, 2023 - Present
    • Schemes managed19
    • Total AUM₹ 1,46,115.97 Cr
    • Highest Return In 1 Yr38.54 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Global Innovation Fund of Fund Direct Growth
    --
    ₹ 16.65
    5.05%
    -%
    Very High Risk
    ₹630.37Cr
    Axis Business Cycles Fund Direct Growth
    --
    ₹ 17.29
    -0.29%
    -%
    Very High Risk
    ₹2,265.22Cr
    Axis Growth Opportunities Fund Direct Growth
    ₹ 37.08
    0.68%
    0.15%
    Very High Risk
    ₹15,604.95Cr
    Axis Global Innovation Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.65
    • Fund Size₹630.37Cr
    Fund Return5.05%
    Category Return--
    Axis Business Cycles Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.29
    • Fund Size₹2,265.22Cr
    Fund Return-0.29%
    Category Return--
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 37.08
    • Fund Size₹15,604.95Cr
    Fund Return0.68%
    Category Return0.15%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Hitesh Das
    Hitesh Das
    i
    Lead Fund Manager.
    Aug 3, 2023 - Present
    • Schemes managed8
    • Total AUM₹ 53,686.87 Cr
    • Highest Return In 1 Yr11.40 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Multicap Fund Direct Growth
    --
    ₹ 19.14
    0.05%
    -0.03%
    Very High Risk
    ₹9,243.44Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 23.69
    0.94%
    0.39%
    Very High Risk
    ₹1,224.08Cr
    Axis Equity Saver Fund Direct Plan Growth
    ₹ 25.91
    0.35%
    0.13%
    Moderately High risk
    ₹931.13Cr
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.14
    • Fund Size₹9,243.44Cr
    Fund Return0.05%
    Category Return-0.03%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 23.69
    • Fund Size₹1,224.08Cr
    Fund Return0.94%
    Category Return0.39%
    Axis Equity Saver Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 25.91
    • Fund Size₹931.13Cr
    Fund Return0.35%
    Category Return0.13%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Shreyash Devalkar
    Shreyash Devalkar
    i
    Lead Fund Manager.
    Aug 4, 2023 - Present
    • Schemes managed14
    • Total AUM₹ 1,82,297.08 Cr
    • Highest Return In 1 Yr11.40 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Multicap Fund Direct Growth
    --
    ₹ 19.14
    0.05%
    -0.03%
    Very High Risk
    ₹9,243.44Cr
    Axis Flexi Cap Fund Direct Growth
    ₹ 29.71
    -0.87%
    -0.05%
    Very High Risk
    ₹13,275.82Cr
    Axis Bluechip Fund Direct Plan Growth
    ₹ 71.89
    0.11%
    0.44%
    Very High Risk
    ₹34,071.52Cr
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.14
    • Fund Size₹9,243.44Cr
    Fund Return0.05%
    Category Return-0.03%
    Axis Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 29.71
    • Fund Size₹13,275.82Cr
    Fund Return-0.87%
    Category Return-0.05%
    Axis Bluechip Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 71.89
    • Fund Size₹34,071.52Cr
    Fund Return0.11%
    Category Return0.44%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Krishnaa N
    Krishnaa N
    i
    Lead Fund Manager.
    Mar 1, 2024 - Present
    • Schemes managed22
    • Total AUM₹ 1,50,003.94 Cr
    • Highest Return In 1 Yr38.54 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Growth Opportunities Fund Direct Growth
    ₹ 37.08
    0.68%
    0.15%
    Very High Risk
    ₹15,604.95Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 23.69
    0.94%
    0.39%
    Very High Risk
    ₹1,224.08Cr
    Axis Midcap Fund Direct Plan Growth
    ₹ 132.95
    -0.11%
    0.32%
    Very High Risk
    ₹32,201.80Cr
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 37.08
    • Fund Size₹15,604.95Cr
    Fund Return0.68%
    Category Return0.15%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 23.69
    • Fund Size₹1,224.08Cr
    Fund Return0.94%
    Category Return0.39%
    Axis Midcap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 132.95
    • Fund Size₹32,201.80Cr
    Fund Return-0.11%
    Category Return0.32%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (98.53%)
    DEBT (-%)
    CASH (1.46%)
    Allocation by Market Cap
    Large Cap(52.35%)
    Mid Cap(35.02%)
    Small Cap(3.81%)
    Industry Holdings
    • Banks Regional18.55%
    • Credit Services7.52%
    • Information Technology Services6.12%
    • Drug Manufacturers Specialty Generic5.24%
    • Auto Manufacturers4.25%
    • Diversified Industrials4.01%
    Stock Holdings
    • HDFC Bank Ltd6.18%
    • ICICI Bank Ltd4.18%
    • Reliance Industries Ltd3.76%
    • Bharti Airtel Ltd2.42%
    • Bajaj Finance Ltd2.28%
    • Torrent Power Ltd2.02%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      1.47
      This Fund
      VS
      0.36
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      82.54
      This Fund
      VS
      89.58
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.83
      This Fund
      VS
      0.96
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.89
      This Fund
      VS
      0.83
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.42
      This Fund
      VS
      1.35
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      12.45
      This Fund
      VS
      13.83
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Axis Asset Management Company Limited
    Axis Asset Management Company Limited manages assets worth ₹ 3,68,625.73 crores. It’s current offering of mutual fund schemes includes 34 equity, 31 debt and 14 hybrid schemes.
    phone icon
    Phone
    8108622211
    mail icon
    Email
    customerservice@axismf.com
    aum
    AUM
    ₹ 3,68,625.73 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    22nd & 23rd Floor, One Lodha Place Mumbai,400013

    bt_logoFAQ's

    What is the category of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl ?
    The category of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl is Equity - Large and Mid-Cap
    What is the current NAV of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl ?
    The current NAV of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl as on Dec 23, 2025 is ₹21.09
    How safe is Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl ?
    The risk level of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl is Very High.
    What are short term returns given by Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl ?
    The return given by Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl in 1 month is 0.57%, 3 months is 1.10%, 6 months is 4.25%, and 1 year is 3.92%
    What are the long term returns given by Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl ?
    The return given by Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl in 3 years is 19.94% and 5 years is 17.52%.
    What is the expense ratio of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl ?
    The expense ratio of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl is 1.74%
    What is the AUM of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl ?
    The assets under Management (AUM) of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl is Rs 15,604.95 crores.
    What is the minimum investment in Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl ?
    The minimum Lumpsum investment in Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl is ₹500.00 and the minimum SIP investment in Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl is ₹100.00
    What is the asset allocation of Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl?
    Axis Growth Opportunities Fund Regular Pyt of Inc Dis cum Cap Wdrl has an exposure of 98.53% in Equity and 1.46% in Cash & Money Market Securities

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