axis-growth nfoAxis Growth Opportunities Fund – NFO, an open ended equity scheme investing in both large cap & mid cap stocks. The NFO has been started from 1st October 2018 to 15th October 2018.

Summary of Scheme:

Scheme  Profile
Name of the scheme Axis Growth Opportunities Fund
Nature of the Scheme open ended equity scheme investing in both large cap & mid cap stocks.
Investment Objective
  • Generate Long term capital appriciation,
  • Investing in diversified portfolio predominantly consisting of equity & equity related instruments both in india as well as overseas
Launch Date October 01,  2018
Closing Date October 15,  2018
Investment Horizon 5+Years
Catagory Large & Mid Cap
Entry Load NIL
Exit Load If redeemed/switched-out after 1 year from the date of allotment: Nill

If redeemed/switched-out before 1 year from the date of allotment,

  • For 10% of investment amount: Nil
  • For remaining Investment: 1%
Minimum Application Investment Rs. 5,000/– and multiples of Rs. 1/- thereafter
Minimum Additional Purchase Investment Rs. 100/– and multiples of Rs. 1/- thereafter
Minimum Investment Min SIP Amount Rs. 1,000/– and multiples of Rs. 1/-
Plans under the Scheme Regular Plan & Direct Plan
Options under the Scheme Growth & Dividend (Payout and Reinvestment Facility)
Benchmark Index S&P BSE 200 Index
Fund Manager* Jinesh Gopani & Hitesh Das (Foreign securities)
Trustee Company Axis Mutual Fund Trustee Limited

Why Axis Growth Opportunities Fund NFO?

  • Domestic MF investors are not exposed to 97% of the world (In terms of country market cap)
  • Different markets perform at different times
  • Global & Domestic Events: – MSCI world Index is the less volatile than the MSCI India Index
  • Global exposure can bring down risk of the overall portfolio
  • Opportunities to invest in Marky names in foreign securities (Mega – Large Caps)
  • Domestic Blue Chips 30% – 35%, Domestic Mid caps 35% – 40%, Foreign Securities Large Cap upto 35%
  • Foreign advisory provided by our counter part Schroders
  • County Exposure:- Predominantly in US,  UK, Germany, Middle East, Japan and emerging markets

Asset Allocation of Scheme:

Instruments Indicative allocations (% of total assets) Risk Profile
  Minimum Maximum High/ Medium/Low
Equity & Equity Related Instruments of Large Cap Stocks 35 65 High
Equity & Equity Related Instruments of Mid Cap Stocks 35 65 High
Debt and Money Market Instruments 0 30 Low to Medium

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.


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