Axis 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 |
|
| 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,
|
| 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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