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Axis Growth Opportunities Fund - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹21.62
(-1.95%)
Current NAV 20-12-2024
-
16.42%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 83.41%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 41.59 |
| Mid Cap | 35.17 |
| Small Cap | 6.65 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Banks
Power
IT - Software
Electrical Equipment
Pharmaceuticals & Biotechnology
Finance
Auto Components
Realty
Automobiles
Industrial Products
Retailing
Chemicals & Petrochemicals
Telecom - Services
Consumer Durables
Petroleum Products
Healthcare Services
Insurance
Aerospace & Defense
Capital Markets
Fertilizers & Agrochemicals
Diversified FMCG
Leisure Services
Construction
Transport Services
Personal Products
Beverages
Financial Technology (Fintech)
IT - Services
Cement & Cement Products
Industrial Manufacturing
Non - Ferrous Metals
Food Products
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 20-Dec-2024 |
Holdings | PE Ratio 20-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Torrent Power Limited | Mid Cap | Power (23.83) | 4.68% | 33.17 | 66.68% |
| ICICI Bank Limited | Large Cap | Banks (19.2) | 3.75% | 18.74 | 27.77% |
| HDFC Bank Limited | Large Cap | Banks (19.2) | 2.93% | 19.59 | 6.99% |
| CG Power and Industrial Solutions Limited | Mid Cap | Electrical Equipment (116.98) | 2.51% | 77.21 | 61.88% |
| Infosys Limited | Large Cap | IT - Software (39.54) | 2.04% | 29.62 | 25.15% |
| Reliance Industries Limited | Large Cap | Petroleum Products (16.49) | 1.95% | 24.03 | -4.56% |
| Bharti Airtel Limited | Large Cap | Telecom - Services (171.29) | 1.78% | 74.55 | 62.51% |
| Cholamandalam Investment and Finance Company Ltd | Large Cap | Finance (26.13) | 1.74% | 28.3 | 41.05% |
| Persistent Systems Limited | Mid Cap | IT - Software | 1.72% | - | 0% |
| Divis Laboratories Limited | Large Cap | Pharmaceuticals & Biotechnology (48.78) | 1.61% | 84.35 | 61.24% |
| Larsen & Toubro Limited | Large Cap | Construction (43.69) | 1.58% | 37.75 | 6.15% |
| State Bank of India | Large Cap | Banks (11.39) | 1.5% | 10.13 | 27.72% |
| The Indian Hotels Company Limited | Mid Cap | Leisure Services (84.43) | 1.47% | 72.68 | 101.49% |
| Sona BLW Precision Forgings Limited | Mid Cap | Auto Components (43.72) | 1.39% | 64.62 | 9.62% |
| PI Industries Limited | Mid Cap | Fertilizers & Agrochemicals (35.59) | 1.29% | 32.61 | 13.11% |
| Zomato Limited | Large Cap | Retailing (36.51) | 1.28% | -10.49 | 85.47% |
| Mahindra & Mahindra Limited | Large Cap | Automobiles (29.04) | 1.27% | 30.46 | 76.33% |
| Bajaj Finance Limited | Large Cap | Finance (29.78) | 1.17% | 27.47 | -8.9% |
| InterGlobe Aviation Limited | Large Cap | Transport Services (20.93) | 1.17% | 25.34 | 52.24% |
| The Federal Bank Limited | Mid Cap | Banks (19.2) | 1.13% | 11.53 | 26.75% |
| Sun Pharmaceutical Industries Limited | Large Cap | Pharmaceuticals & Biotechnology (48.78) | 1.12% | 39.26 | 46.84% |
| Tata Power Company Limited | Large Cap | Power (23.83) | 1.12% | 34.24 | 25.31% |
| ITC Limited | Large Cap | Diversified FMCG (28.71) | 1.11% | 28.29 | 3.07% |
| Fortis Healthcare Limited | Mid Cap | Healthcare Services (99.42) | 1.08% | 77.69 | 72.52% |
| Bharat Electronics Limited | Large Cap | Aerospace & Defense (49.45) | 1.08% | 46.84 | 73.93% |
| Linde India Limited | Mid Cap | Chemicals & Petrochemicals (118.55) | 1.05% | 121.86 | 15.12% |
| Multi Commodity Exchange of India Limited | Small Cap | Capital Markets (110.48) | 1.05% | 94.02 | 105.54% |
| Suzlon Energy Limited | Mid Cap | Electrical Equipment (114.8) | 1.02% | 91.67 | 80.2% |
| Cummins India Limited | Mid Cap | Industrial Products (50.27) | 1.02% | 47.1 | 73.59% |
| KEI Industries Limited | Mid Cap | Industrial Products (56.83) | 0.98% | 63.68 | 39.47% |
| Sundaram Finance Limited | Mid Cap | Finance (29.78) | 0.96% | 30.16 | 20.46% |
| Coforge Limited | Mid Cap | IT - Software (39.54) | 0.94% | 78.62 | 55.21% |
| Dixon Technologies (India) Limited | Mid Cap | Consumer Durables (291.65) | 0.94% | 150.73 | 186.37% |
| The Phoenix Mills Limited | Mid Cap | Realty (116.65) | 0.93% | 55.09 | 47.74% |
| Pidilite Industries Limited | Large Cap | Chemicals & Petrochemicals (69.29) | 0.88% | 78.99 | 14.98% |
| GE T&D India Limited | Small Cap | Electrical Equipment (26.89) | 0.86% | 206.18 | 772.74% |
| Hindustan Aeronautics Limited | Large Cap | Aerospace & Defense (49.45) | 0.78% | 32.9 | 57.14% |
| Trent Limited | Large Cap | Retailing (76.39) | 0.78% | 134.14 | 131.7% |
| HDFC Asset Management Company Limited | Mid Cap | Capital Markets (41.53) | 0.77% | 41.11 | 36.22% |
| ZF Commercial Vehicle Control Systems India Limited | Mid Cap | Auto Components (50.98) | 0.76% | 54 | -25.84% |
| Voltas Limited | Mid Cap | Consumer Durables (93.8) | 0.75% | 100.81 | 81.93% |
| Prestige Estates Projects Limited | Mid Cap | Realty (116.65) | 0.73% | 113.33 | 62.53% |
| Schaeffler India Limited | Mid Cap | Auto Components (48.11) | 0.71% | 57.01 | 9.26% |
| Vijaya Diagnostic Centre Limited | Small Cap | Healthcare Services (99.42) | 0.69% | 80.11 | 53.4% |
| Info Edge (India) Limited | Mid Cap | Retailing (86.85) | 0.68% | 234.79 | 69.65% |
| Power Grid Corporation of India Limited | Large Cap | Power (31.35) | 0.68% | 18.69 | 38.97% |
| Tech Mahindra Limited | Large Cap | IT - Software (39.54) | 0.67% | 50.39 | 35.12% |
| Hindustan Unilever Limited | Large Cap | Diversified FMCG (38.82) | 0.66% | 0 | 0% |
| Apar Industries Limited | Mid Cap | Electrical Equipment (69.29) | 0.63% | 47.01 | 85.81% |
| Tata Motors Limited | Large Cap | Automobiles (95.46) | 0.61% | 40.82 | 136.49% |
| Mankind Pharma Limited | Large Cap | Pharmaceuticals & Biotechnology (48.78) | 0.61% | 53.42 | 49.78% |
| ICICI Prudential Life Insurance Company Limited | Mid Cap | Insurance (20.97) | 0.6% | 107.85 | 28.33% |
| Minda Corporation Limited | Small Cap | Auto Components (46.01) | 0.6% | 0 | 0% |
| Mphasis Limited | Mid Cap | IT - Software (19.56) | 0.59% | 0 | 0% |
| Indian Bank | Mid Cap | Banks (11.39) | 0.59% | 7.38 | 26.06% |
| UNO Minda Limited | Mid Cap | Auto Components (95.28) | 0.58% | 73.31 | 30.06% |
| PB Fintech Limited | Mid Cap | Financial Technology (Fintech) (76.58) | 0.58% | 615.37 | 84.19% |
| Supreme Industries Limited | Mid Cap | Industrial Products (47.17) | 0.57% | 56.37 | 4.46% |
| Bajaj Auto Limited | Large Cap | Automobiles (34) | 0.57% | 33.29 | 38.1% |
| Siemens Limited | Large Cap | Electrical Equipment (97.35) | 0.56% | 90.02 | 76.14% |
| Anant Raj Limited | Small Cap | Realty (116.65) | 0.56% | 83.41 | 191.55% |
| Cipla Limited | Large Cap | Pharmaceuticals & Biotechnology (48.78) | 0.54% | 26.56 | 19.21% |
| Torrent Pharmaceuticals Limited | Large Cap | Pharmaceuticals & Biotechnology (48.78) | 0.53% | 64.68 | 60.57% |
| Sumitomo Chemical India Limited | Small Cap | Fertilizers & Agrochemicals (55.23) | 0.52% | 55.02 | 33.3% |
| HDFC Life Insurance Company Limited | Large Cap | Insurance (20.97) | 0.52% | 79.28 | -2.96% |
| REC Limited | Large Cap | Finance (16.29) | 0.51% | 9.09 | 27.05% |
| Godrej Properties Limited | Mid Cap | Realty (116.65) | 0.51% | 63 | 53.63% |
| SBI Life Insurance Company Limited | Large Cap | Insurance (20.97) | 0.5% | 0 | -0.47% |
| Granules India Limited | Small Cap | Pharmaceuticals & Biotechnology (48.78) | 0.49% | 29.46 | 57.35% |
| Clean Science and Technology Limited | Small Cap | Chemicals & Petrochemicals (69.29) | 0.48% | 59.82 | 0.08% |
| United Spirits Limited | Large Cap | Beverages (30.79) | 0.48% | 0 | 0% |
| Colgate Palmolive (India) Limited | Mid Cap | Personal Products (60.34) | 0.47% | 0 | 16.13% |
| Tata Consultancy Services Limited | Large Cap | IT - Software (39.54) | 0.47% | 31.79 | 10.26% |
| JB Chemicals & Pharmaceuticals Limited | Small Cap | Pharmaceuticals & Biotechnology (55.16) | 0.45% | 48.39 | 61.86% |
| Godrej Consumer Products Limited | Large Cap | Personal Products (60.34) | 0.41% | -296.1 | 2.13% |
| Varun Beverages Limited | Large Cap | Beverages | 0.4% | - | 0% |
| DLF Limited | Large Cap | Realty (116.65) | 0.39% | 57.21 | 23.33% |
| Ambuja Cements Limited | Large Cap | Cement & Cement Products (26.26) | 0.37% | 0 | 0% |
| Lupin Limited | Mid Cap | Pharmaceuticals & Biotechnology (132.95) | 0.37% | 167.31 | 197.56% |
| Motherson Sumi Wiring India Limited | Mid Cap | Auto Components (56.83) | 0.35% | 0 | -0.18% |
| TVS Motor Company Limited | Large Cap | Automobiles (34) | 0.35% | 60.04 | 22.4% |
| CreditAccess Grameen Limited | Small Cap | Finance (6.97) | 0.35% | 9.72 | -50.88% |
| Samvardhana Motherson International Limited | Large Cap | Auto Components (108.92) | 0.3% | 28.96 | 69.16% |
| L&T Technology Services Limited | Mid Cap | IT - Services (62.07) | 0.27% | 39.08 | -3.9% |
| Life Insurance Corporation Of India | Large Cap | Insurance (20.97) | 0.27% | 13.72 | 18.45% |
| Tata Technologies Limited | Mid Cap | IT - Services (39.54) | 0.27% | 55.97 | -25.59% |
| Jyoti CNC Automation Ltd | Small Cap | Industrial Manufacturing (114.8) | 0.27% | 111.22 | 0% |
| Premier Energies Limited | Mid Cap | Electrical Equipment | 0.26% | - | 0% |
| Jubilant Foodworks Limited | Mid Cap | Leisure Services (84.43) | 0.26% | 112.84 | 19.58% |
| Indus Towers Limited | Mid Cap | Telecom - Services (22.31) | 0.24% | 11.79 | 86.4% |
| Kalyan Jewellers India Limited | Mid Cap | Consumer Durables (86.19) | 0.24% | 118.62 | 122.67% |
| Grindwell Norton Limited | Small Cap | Industrial Products (67.48) | 0.24% | 59.92 | -5.7% |
| Hindalco Industries Limited | Large Cap | Non - Ferrous Metals (30.32) | 0.22% | 38.75 | 29.66% |
| Hyundai Motor India Ltd | Large Cap | Automobiles | 0.18% | - | 0% |
| Apollo Hospitals Enterprise Limited | Large Cap | Healthcare Services (99.42) | 0.15% | 87.74 | 33.86% |
| Berger Paints (I) Limited | Mid Cap | Consumer Durables (39.85) | 0.15% | 45.32 | -22.23% |
| Vodafone Idea Limited | Mid Cap | Telecom - Services (171.29) | 0.13% | -1.82 | -43.47% |
| Techno Electric & Engineering Company Limited | Small Cap | Construction (19.24) | 0.07% | 27.37 | 121.03% |
| Mrs. Bectors Food Specialities Limited | Small Cap | Food Products (55.32) | 0.02% | 71.08 | 47.83% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for Axis Growth Opportunities Fund ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for Axis Growth Opportunities Fund ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.