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Axis Growth Opportunities Fund - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹31.2
(0.87%)
Current NAV 21-11-2024
-
30.16%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 96.25%
- Debt 0.06%
- Others 2.83%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 38.94 |
| Mid Cap | 34.78 |
| Others | 18.73 |
| Small Cap | 3.8 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Capital Goods
Services
Healthcare
Energy
Automobile
Technology
Construction
Chemicals
Consumer Staples
Materials
Communication
Insurance
Consumer Discretionary
Metals & Mining
Others
Diversified
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 22-Nov-2024 |
Holdings | PE Ratio 22-Nov-2024 |
1Y Return |
|---|---|---|---|---|---|
| Torrent Power Ltd. | Mid Cap | Energy (22.31) | 4.28% | 32.6 | 91.1% |
| ICICI Bank Ltd. | Large Cap | Financial (18.6) | 2.98% | 18.62 | 38.54% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (104.96) | 2.67% | 77.36 | 55.7% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 2.5% | 28.3 | 41.05% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (44.27) | 2.15% | 74.98 | 18.28% |
| Reliance Industries Ltd. | Large Cap | Energy (16.03) | 1.97% | 25.22 | 6.04% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (76.24) | 1.92% | 68.03 | 91.75% |
| Bharti Airtel Ltd. | Large Cap | Communication (161.94) | 1.71% | 74.13 | 61.98% |
| Larsen & Toubro Ltd. | Large Cap | Construction (39.13) | 1.63% | 37.48 | 16.96% |
| Cummins India Ltd. | Mid Cap | Capital Goods (46.52) | 1.62% | 47.4 | 80.57% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (43.37) | 1.58% | 45.22 | 97.96% |
| State Bank of India | Large Cap | Financial (10.61) | 1.55% | 10.18 | 45.96% |
| Bajaj Finance Ltd. | Large Cap | Financial (27.85) | 1.47% | 26.92 | -6.18% |
| Interglobe Aviation Ltd. | Large Cap | Services (19.38) | 1.38% | 24.11 | 59.17% |
| Linde India Ltd. | Mid Cap | Chemicals (114.54) | 1.33% | 124.83 | 9.55% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (28.49) | 1.29% | 31.58 | 95.23% |
| HDFC Bank Ltd. | Large Cap | Financial (18.6) | 1.26% | 19.29 | 15.45% |
| Persistent Systems Ltd. | Technology | 1.21% | - | 0% | |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (240.32) | 1.21% | 128.89 | 183.65% |
| The Phoenix Mills Ltd. | Mid Cap | Construction (100.97) | 1.15% | 54.99 | 46.19% |
| NVIDIA Corporation (USA) | Capital Goods | 1.14% | - | 0% | |
| Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (43.37) | 1.13% | 32.23 | 94.3% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (47.38) | 1.13% | 86.62 | 61.82% |
| ZF Commercial Vehicle Control Systems India Ltd. | Mid Cap | Automobile (64.32) | 1.12% | 66.8 | -8.87% |
| Zomato Ltd. | Large Cap | Services (36.51) | 1.12% | -10.49 | 85.47% |
| Microsoft Corportion (US) | Technology | 1.11% | - | 0% | |
| Supreme Industries Ltd. | Mid Cap | Materials (42.26) | 1.08% | 53.14 | 11.85% |
| PI Industries Ltd. | Mid Cap | Chemicals (36.24) | 1.08% | 35.25 | 12.95% |
| Astral Ltd. | Mid Cap | Materials (50.19) | 1.05% | 90.09 | -9.54% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (48.21) | 1.01% | 58.24 | 20.6% |
| Kei Industries Ltd. | Mid Cap | Capital Goods (50.69) | 1.01% | 57.85 | 40.75% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (36.41) | 1% | 32.38 | 20.28% |
| Siemens Ltd. | Large Cap | Capital Goods (113.12) | 0.98% | 99.35 | 93.21% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 0.98% | 8.72 | 63.23% |
| Alphabet Inc Class A | Services | 0.98% | - | 0% | |
| Sundaram Finance Ltd. | Mid Cap | Financial (27.85) | 0.95% | 29.86 | 31.46% |
| Pidilite Industries Ltd. | Large Cap | Chemicals (65.04) | 0.93% | 78.95 | 19.3% |
| Tata Power Company Ltd. | Large Cap | Energy (22.31) | 0.91% | 35.29 | 57.84% |
| Trent Ltd. | Large Cap | Services (70.78) | 0.91% | 130.86 | 153.5% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (47.38) | 0.9% | 39.02 | 49.28% |
| Coforge Ltd. | Mid Cap | Technology (36.41) | 0.87% | 69.64 | 47.54% |
| Torrent Pharmaceuticals Ltd. | Large Cap | Healthcare (47.38) | 0.87% | 59.54 | 49.97% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 0.86% | 40.82 | 136.49% |
| Suzlon Energy Ltd. | Mid Cap | Capital Goods (105.83) | 0.83% | 93.07 | 74.57% |
| TVS Motor Company Ltd. | Large Cap | Automobile (35.28) | 0.8% | 60.78 | 38.88% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (100.97) | 0.79% | 103.35 | 80.4% |
| Oberoi Realty Ltd. | Mid Cap | Construction (100.97) | 0.73% | 30.29 | 40.45% |
| Minda Corporation Ltd. | Small Cap | Automobile (46.01) | 0.64% | 0 | 0% |
| Vijaya Diagnostic Centre Ltd. | Small Cap | Healthcare (92.16) | 0.63% | 93.21 | 97.26% |
| Bharat Dynamics Ltd. | Capital Goods | 0.63% | - | 0% | |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (6.95) | 0.63% | 10.66 | -47.2% |
| Meta Platforms Inc | Services | 0.6% | - | 0% | |
| Info Edge (India) Ltd. | Mid Cap | Services (75.5) | 0.58% | 221.6 | 68.74% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 0.56% | 73.31 | 30.06% |
| Eli Lilly And Co | Healthcare | 0.56% | - | 0% | |
| IShares NASDAQ 100 UCITS ETF | Financial | 0.55% | - | 0% | |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (92.16) | 0.55% | 79.03 | 87.88% |
| Cipla Ltd. | Large Cap | Healthcare (47.38) | 0.54% | 26.82 | 16.88% |
| Indian Bank | Mid Cap | Financial (10.61) | 0.54% | 7.26 | 29.49% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (47.38) | 0.54% | 48.41 | 32.12% |
| Nestle India Ltd. | Consumer Staples (55.4) | 0.51% | 0 | -7.65% | |
| ISHARES CORE S&P 500 USD UCITS ETF | Financial | 0.5% | - | 0% | |
| DLF Ltd. | Large Cap | Construction (100.97) | 0.5% | 55.2 | 27.05% |
| ICICI Prudential Life Insurance Company Ltd. | Large Cap | Insurance (21.1) | 0.49% | 113.59 | 23.42% |
| Power Grid Corporation Of India Ltd. | Large Cap | Energy (29.69) | 0.49% | 19.84 | 58.44% |
| Samvardhana Motherson International Ltd. | Mid Cap | Automobile (111.54) | 0.49% | 30.7 | 88.38% |
| Procter & Gamble (USA) | Consumer Staples | 0.49% | - | 0% | |
| Merck & Co Inc (US) | Healthcare | 0.48% | - | 0% | |
| NetFlix Inc. (USA) | Services | 0.48% | - | 0% | |
| Visa Inc | Financial | 0.48% | - | 0% | |
| SBI Life Insurance Company Ltd. | Large Cap | Insurance (21.1) | 0.47% | 0 | 3.61% |
| Coca Cola Co. (US) | Consumer Staples | 0.47% | - | 0% | |
| The Federal Bank Ltd. | Mid Cap | Financial (18.6) | 0.46% | 12.44 | 43.97% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (85.51) | 0.46% | 99.32 | 96.23% |
| Clean Science And Technology Ltd. | Small Cap | Chemicals (65.04) | 0.46% | 53.66 | -3.49% |
| Sumitomo Chemical India Ltd. | Small Cap | Chemicals (53.24) | 0.46% | 53.06 | 33.54% |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (61.04) | 0.45% | -328.73 | 18.01% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 0.45% | 48.39 | 61.86% |
| Petronet LNG Ltd. | Mid Cap | Energy (20.39) | 0.44% | 12.29 | 65.35% |
| Coal India Ltd. | Large Cap | Materials (17.81) | 0.44% | 7.07 | 24.66% |
| Elevance Health Inc | Healthcare | 0.44% | - | 0% | |
| Booking Holdings Inc | Services | 0.44% | - | 0% | |
| TJX Companies Inc | Services | 0.44% | - | 0% | |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (111.19) | 0.43% | 84.34 | 71.15% |
| Vodafone Idea Ltd. | Mid Cap | Communication (161.94) | 0.43% | -1.64 | -50.56% |
| Sanofi ADS - ADR | Healthcare | 0.43% | - | 0% | |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (50.69) | 0.42% | 0 | 4.92% |
| Colgate-Palmolive (India) Ltd. | Mid Cap | Consumer Staples (61.04) | 0.42% | 0 | 25.47% |
| Global Health Ltd. | Small Cap | Healthcare (92.16) | 0.42% | 61.5 | 24.77% |
| Spotify Technology S.A. - ADR | Services | 0.42% | - | 0% | |
| SAP SE - ADR | Technology | 0.42% | - | 0% | |
| Siemens (Germany) | Capital Goods | 0.42% | - | 0% | |
| Alcon INC | Healthcare | 0.41% | - | 0% | |
| Arista Networks Inc | Communication | 0.41% | - | 0% | |
| Taiwan Semiconductor Manufacturing Company Ltd. - ADR | Technology | 0.41% | - | 0% | |
| AIA Group (Hongkong) | Financial | 0.4% | - | 0% | |
| Medtronic | Healthcare | 0.4% | - | 0% | |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.39% | 38.75 | 29.66% |
| Parker-Hannifin Corp | Capital Goods | 0.39% | - | 0% | |
| Sony Group Corporation | Consumer Discretionary | 0.39% | - | 0% | |
| REC Ltd. | Large Cap | Financial (14.88) | 0.38% | 8.95 | 50.1% |
| Lowe S Companies Inc (USA) | Consumer Discretionary | 0.38% | - | 0% | |
| Bunzl PLC | Services | 0.37% | - | 0% | |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.36% | 0 | 0% |
| Adobe Inc | Technology | 0.36% | - | 0% | |
| Autozone Inc | Services | 0.36% | - | 0% | |
| Salesforce Com. | Technology | 0.36% | - | 0% | |
| Bank Of Baroda | Large Cap | Financial (10.61) | 0.35% | 6.1 | 21.33% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (95.41) | 0.35% | 90.96 | 116.66% |
| Reckitt Benckiser Pl (UK) | Others | 0.34% | - | 0% | |
| Uber Technologies Inc. | Services | 0.34% | - | 0% | |
| Life Insurance Corporation of India | Large Cap | Insurance (21.1) | 0.33% | 13.55 | 46.08% |
| Tata Technologies Ltd | Mid Cap | Services (36.41) | 0.31% | 59.01 | 0% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 0.31% | 615.37 | 84.19% |
| AIA Engineering Ltd. | Mid Cap | Metals & Mining (23.15) | 0.3% | 30.18 | -0.12% |
| Grindwell Norton Ltd. | Mid Cap | Metals & Mining (67.98) | 0.3% | 61.06 | -0.92% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (16.03) | 0.29% | 18.27 | 77.24% |
| Tech Mahindra Ltd. | Large Cap | Technology (36.41) | 0.29% | 52.11 | 43.43% |
| Bank of India | Mid Cap | Financial (10.61) | 0.26% | 6.01 | -0.84% |
| Go Digit General Insurance Ltd. | Insurance | 0.21% | - | 0% | |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (8.53) | 0.2% | 7.74 | 28.44% |
| Dabur India Ltd. | Large Cap | Consumer Staples (61.04) | 0.18% | 51.05 | -5.12% |
| Apar Industries Ltd. | Small Cap | Diversified (65.04) | 0.16% | 44.08 | 68.61% |
| Privi Speciality Chemicals Ltd. | Small Cap | Chemicals (58.97) | 0.16% | 88.73 | 22.69% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (92.16) | 0.14% | 84.2 | 25.23% |
| Bharat Petroleum Corporation Ltd. | Large Cap | Energy (16.03) | 0.13% | 9.46 | 42.19% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 0.13% | 0 | 0% |
| Mrs. Bectors Food Specialities Ltd. | Small Cap | Consumer Staples (55.4) | 0.07% | 73.3 | 39.56% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 0.05% | 132.81 | 16.13% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.06 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Others
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.06% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 2.83 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 2.83% | - | 0% |
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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.