Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.58 | 61.44 | 2.63 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 51.24 | 2.16 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Growth Opp Fund(IDCW) | 31.46% | 10.94% | 18.99% |
Mirae Asset Large & Midcap Fund(IDCW) | 35.21% | 6.14% | 18.27% |
SBI Large & Midcap Fund(IDCW-Payout) | 37.02% | 19.80% | 16.65% |
Kotak Equity Opp Fund(IDCW-Payout) | 41.97% | 21.77% | 13.33% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
4.58 %
Holdings
2.89 %
Holdings
2.67 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
67
Total AUM
₹ 3,20,704.80 Cr.
Shreyash Devalkar
AUM: ₹1,39,237.12 Cr.
|
Exp: 5yrs
Hitesh Das
AUM: ₹55,925.89 Cr.
|
Exp: 6yrs
Krishnaa N
AUM: ₹1,44,899.34 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Mirae Asset Emerging Bluechip Fund vs. Axis Growth Opportunities Fund - Unbiased Mutual Fund Review!
10 months ago•Invest with S K Singh
Axis Growth Opportunities Fund vs Parag Parikh Flexi Cap Fund - Unveiling the Ultimate Winner!
1 year ago•Invest with S K Singh
5 Mutual Funds with Artificial Intelligence Stocks in Their Portfolio
1 year ago•Mutual Funds at Groww
Mutual Fund Portfolio Review ! How To Make Best Mutual Fund Portfolio ? Mistakes To Avoid In MF
2 years ago•Banking Mastery
Top 3 Best Undervalued Stocks For Investing or Trading !! At Huge Discount #shorts
2 years ago•Banking Mastery
Top 5 Best Stocks For SIP 2022 !! At Huge Discount. #shorts
2 years ago•Banking Mastery
International Funds Open For Investment | Best International Fund 2022 | Parag Parikh Flexi Cap Fund
2 years ago•Banking Mastery
Rs. 5000 का Best Crorepati Portfolio!! #shorts 01
2 years ago•Banking Mastery
Axis Growth Opportunities Fund Review 2022 | Should you Invest Now In This Stock Market Fall ?
2 years ago•Banking Mastery
TOP 3 BEST MUTUAL FUND FOR SWP 2022 | अब Capital Gain के साथ पाए Monthly Salary !
2 years ago•Banking Mastery
Returns
Other Funds in the same category are generating better returns