Mutual Funds Research

Axis Growth Opportunities Fund- Whether to Invest?

The fund aims to capture the global opportunities that are not available for domestic investors and will comprise primarily of global large caps. Key markets currently include America, Europe, ex- UK middle east, emerging markets & Japan.

(A) Basic Details

Fund HouseAxis Mutual Fund
CategoryEquity Large and Mid Cap
Asset ClassEquity
Launch Date22-oct-2018
StatusOpen Ended Scheme
Expenses0.48% (As on 31/ Aug /2021)
AssetsINR 4,322 Cr (As on 31/Aug/2021)
should you invest in Axis Growth opportunities fund?

(B) Returns Generated by the fund - Trailing till 9 September 2021

Axis Growth opportunities fund detail information with trailing returns.

Illustration: How your wealth shall grow by investing in Axis Growth Opportunities Fund

(C) Investment Details

Minimum Application AmountNew Purchase: ₹ 5,000
Additional Purchase: ₹ 1,00
Monthly SIP: ₹ 1,000
Entry LoadNIL
Exit LoadIf 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

(D) Portfolio of the fund (As on 23-sept-2021)

Top holding of axis growth opportunities fund
Axis Growth and opportunities fund detail information with Top 10 sectors.
axis growth opportunities fund market cap wise bifurcation

Portfolio Diversification

Indian Equity Holding74.44%
Foreign Equity Holdings24.42%
Total Equities98.86%

(E) Tax Benefits of investing in this fund

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

(F) Fund Managers

Mr. Jinesh Gopani

  • Education: Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
  • Experience: Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited. He holds around 19 years of work experience.
  • He is managing the fund since 1-oct-2018.

Mr. Hitesh Das

  • Managing the scheme since inception (Foreign Securities)
  • Holds around 10 years of work experience.
  • He is Research Analyst of Equity
  • Mr Das completed Bachelors in Technology , Masters in Technology, Post Graduate Diploma in Management from IIM Lucknow. His previous experience include Barclays and Credit Suisse Securities India.

(G) Advantages - Why you should invest in this Fund?

(i) Expertise

Aims to provide Axis Mutual Fund’s quality domestic research & investing capabilities. Also, the company possesses global expertise of Schroder Investment Management Limited in global equity market.

Schroders Investment Management is a UK-based firm managing over 57,000 crores GBP worldwide. In 2012, Britain's largest asset management company Schroders acquired a 25% stake in Axis Bank-promoted Axis Mutual Fund.

(ii) New Opportunities

Opportunity to invest in world class companies and themes which are not available in India.

(iii) Global Diversification

Domestic quality portfolio with global diversification can reduce volatility and drawdowns. This scheme aims to maintain ratio of invested funds as 65-70% in Domestic securities and 30-35% in foreign securities. Thus, creating a risk adjusted portfolio.

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References:, Industry's Publications, News Publications, Mutual Fund Company.

Disclaimer: The report only represents personal opinions and views of the author. No part of the report should be considered as recommendation for buying/selling any stock. Thus, the report & references mentioned are only for the information of the readers about the industry stated.

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