Diversify Your Portfolio with Axis Growth Opportunities Fund

If you are new to the mutual fund industry and looking for some investment options, please do not rush. Before making any investment decision, it is essential that you take some time to understand what your primary reason behind investing is. Is it to meet long term goals like building a retirement corpus, planning for your child’s future or short term goals like renovating your house or making the down payment of your adventure bike? Having a defined financial goal is the key to successful financial planning. 

Another factor that plays a poignant role in investment planning is an individual’s risk factor. Remember that mutual funds like equity funds predominantly invest in equity and equity related instruments, making them a risky investment. Hence understanding one’s risk tolerance is equally necessary as it gives you a clear idea about the type of avenues you should consider investing to meet your financial goals.

Mutual funds are usually classified depending on their unique attributes like risk profile, investment objective / strategy, asset allocation, etc. If you have a moderately high risk appetite with a long investment horizon, looking for an opportunity to invest in equity markets, or if you are looking for equity funds to give your investment portfolio some diversification, you may want to take a look at Axis Growth Opportunities Fund. 

If you wish to find out more about Axis Growth Opportunities Fund, read further:

Investment objective

Axis Growth Opportunities Fund aims to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related Instruments both in India as well as overseas. However, there can be no assurance that the Axis Growth Opportunities Fund will be successful in achieving its investment objective.

The benchmark Axis Growth Opportunities Fund aims to beat through its investment strategy is the NIFTY LargeMidcap 250 Index TRI. Axis Growth Opportunities Fund offers units for subscription and redemption at the fund’s existing NAV. 

Benefits of investing in Axis Growth Opportunities Fund

• Axis Growth Opportunities Fund allows investors an opportunity to invest in large and mid-cap market space across the Indian economy and as well as in foreign securities. For those who do not know foreign securities refer to equity/debt securities of overseas companies listed on the recognized stock exchanges overseas or other securities as may be specified and permitted by SEBI and/or RBI from time to time.
• Axis Growth Opportunities Fund holds the potential to reduce your portfolio’s volatility through domestic and global diversification of assets. Diversification not only reduces the level of volatility but also gives investors exposure to numerous investment opportunities. 
• Axis Growth Opportunities Fund, unlike other equity funds, gives investors a chance to invest in world class companies and securities which are currently not available in India. 
• Axis Growth Opportunities Fund aims to club Axis’s domestic research and investing capabilities with Schroders’ global expertise in order to meet its investment objective.
• Axis Growth Opportunities Fund may be ideal for those investors who have a long term investment objective and wish to seek capital gains through a five year or longer investment strategy.

Axis Growth Opportunities Fund is available in two options for investors – Regular Plan and Direct Plan.

Regular Plan: Regular Plan is available for investors who purchase /subscribe units in a scheme through a distributor.

Direct Plan: Direct Plan is only for investors who purchase/ subscribe units in a scheme directly with the fund and is not available for investors who route their investments through a distributor.

Both of the above plans are available in growth and IDCW option.

Growth option: In growth option, the profits made by Axis Growth Opportunities Fund are reinvested in the scheme. This option might suit those who wish to remain invested in the fund for a more extended time period. That’s because growth option, over the long run, tends to increase the NAV or net asset value of the fund, which in turn may prove beneficial for unitholders.

IDCW option: If you are looking at Axis Growth Opportunities Fund for income sake, you might want to consider the IDCW option. Investors have the option of opting for periodical payouts. In this case, the bonuses / IDCW which are offered to investors are deducted from the fund’s NAV. However, a fund manager may provide IDCW with only if the fund manages to perform at the exchange. 

So if you wish to give your mutual fund some diversification by investing in an equity fund that has its assets spread across the Indian and global economy, you can find out more about Axis Growth Opportunities Fund on the Axis Mutual Fund’s website.

Also, if you are new to the investing world and feel that you might need some guidance in making your first mutual fund investment decision, you can seek the services of a professional advisor.

Axis Growth Opportunities Fund

An Open-ended Equity Scheme investing in both large cap and mid cap stocks

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