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  • Axis Growth Opportunities Fund

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    Manoj Jain
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    This document provides information about the Axis Growth Opportunities Fund, an open-ended equity fund that seeks to generate long-term capital appreciation by investing in a diversified portfolio of large and mid-cap stocks in India and overseas. The fund's top holdings include Tata Elxsi, Sundaram Finance, and Bajaj Finance. As of April 30, 2021, the fund had assets under management of Rs. 2,899 crore and has generated returns of 8.01% in the last 1 month and 66.30% in the last 1 year. The fund invests primarily in sectors like banking and financial services, software and services, and industrial products.

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    This document provides information about the Axis Growth Opportunities Fund, an open-ended equity fund that seeks to generate long-term capital appreciation by investing in a diversified portfolio of large and mid-cap stocks in India and overseas. The fund's top holdings include Tata Elxsi, Sundaram Finance, and Bajaj Finance. As of April 30, 2021, the fund had assets under management of Rs. 2,899 crore and has generated returns of 8.01% in the last 1 month and 66.30% in the last 1 year. The fund invests primarily in sectors like banking and financial services, software and services, and industrial products.

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    56 views1 page

    Axis Growth Opportunities Fund

    Uploaded by

    Manoj Jain
    This document provides information about the Axis Growth Opportunities Fund, an open-ended equity fund that seeks to generate long-term capital appreciation by investing in a diversified portfolio of large and mid-cap stocks in India and overseas. The fund's top holdings include Tata Elxsi, Sundaram Finance, and Bajaj Finance. As of April 30, 2021, the fund had assets under management of Rs. 2,899 crore and has generated returns of 8.01% in the last 1 month and 66.30% in the last 1 year. The fund invests primarily in sectors like banking and financial services, software and services, and industrial products.

    Copyright:

    © All Rights Reserved
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    of 1

    SUVRIDHI CAPITAL MARKETS PRIVATE LIMITED

    SHREE BALAJI SADAN, 14 S. P. MUKHERJEE ROAD, KOLKATA 700025


    Tel:033-40636042 Toll Free 1800-212-555777, FaxNo: 033-24864730 , Email: investment@suvridhi.com

    Axis Growth Opportunities Fund - Regular Plan Growth Plan


    Benchmark : NIFTY LARGE MIDCAP 250 TRI
    Scheme Obj : Equity: Large & Mid Cap Scheme Type : Open-ended
    Launch Date : 22-Oct-2018 Fund Manager : Jinesh Gopani
    -
    -
    Objective Load
    Investment Strategy The scheme seeks to generate long Entry Load : N.A.
    term capital appreciation by investing in a diversified Exit Load : For units in excess of 10% of the
    portfolio of Equity & Equity Related Instruments both in investment,1% will be charged for redemption within 365
    India as well as overseas. days
    Ex. Ratio : 2.13
    Current Nav : 18.0600 (16-6-2021)
    Composition (%) Scheme Profile Top Holdings as on 30/04/2021
    Equity : 99.67 Corpus (Cr.) : 2,899.00 Holding Instrument Net Asset (%)

    1.26 Tata Elxsi Limited Equity 8.36


    Debt : 52 Week High : 18.12 (15/06/2021)
    Sundaram Finance Limited Equity 7.56
    Other : 0.00 52 Week Low : 10.92 (17/06/2020) Bajaj Finance Limited Equity 7.25
    P I INDUSTRIES LIMITED Equity 5.76
    Portfolio Stat. Volatility Measures INFO EDGE (INDI LTD Equity 5.70
    Torrent Power Limited Equity 5.31
    Alpha : 0 Mean : 0 ASTRAL LTD. Equity 4.07
    Beta : 0 Std. Deviation : 0 Supreme Industries Limited Equity 2.91
    Coforge Limited Equity 2.62
    Sharpe Ratio : 0 MOTHERSON SUMI SYSTEM LTD. Equity 2.16
    KOTAK MAHINDRA BANK LTD. Equity 2.07
    Gland Pharma Limited Equity 1.90
    CHOLAMANDALAM INVEST & FINANCE EquityCO LTD 1.84
    Trailing Returns (%) Abs Ret for <=1 Yr & CAGR for >1 Yr TTK Prestige Limited Equity 1.83
    Endurance Technologies Limited Equity 1.64
    1M 3M 6M 1Y 2Y 3Y 5Y 10 Y
    Tata Consultancy Services Limited Equity 1.62
    8.01 10.39 24.38 66.30 28.53 Microsoft Corp Equity 1.44
    HDFC LTD. Equity 1.42
    Alphabet Inc Equity 1.37
    Amazon Com Inc Equity 1.36
    Avenue Supermarts Limited Equity 1.36
    Tata Communications Limited Equity 1.27
    Tri Party Repo Trep 1.26
    Indian Railway Catering & Tourism Corp
    Equity
    Limited 1.20
    Indian Hotels Co Ltd Equity 1.10
    Sectoral Allocation (%)

    Others 16.0%

    Miscellaneous 3.1%

    Technology 3.5%

    Automobile 5.0%

    Energy 5.4%

    Healthcare 6.1%

    Chemicals 7.4%

    Retail 8.0%

    Industrial Products 8.2%


    Software &
    15.6%
    Services
    Banking &
    21.6%
    Financial

    0.0% 4.0% 8.0% 12.0% 16.0% 20.0% 24.0%

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