Bharti AXA Life - Growth Opportunities Plus Fund

F00000H37E
NAV / 1-Day Return
Total Assets
8.8 Bil
Inception Date
Dec 29, 2009
Expense Ratio
Fee Level
Load
None
Category
India Insurance Multi-Cap
Investment Style
Large Growth
Minimum Initial Investment
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
1.62
4.76
43.24
-3.98
11.82
19.65
31.41
5.41
23.72
15.32
-2.76
Category
-0.44
3.33
26.89
-1.89
4.81
18.44
29.46
1.84
28.01
17.01
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
-4.20
Quartile Rank
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is second
Quartile Rank is second
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is third
Percentile Rank
19
19
1
69
7
37
34
23
91
74
# of Invest. in Cat.
12
12
14
17
16
50
51
50
52
57
Category Name
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap

Asset Allocation

Stock Style

People

Morningstar Risk & Return

Risk vs. Category
Low
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
59 0
Bond Holding
0 0
Other Holding
7 0
Total Holding
66 0
Equity Holdings
59
Bond Holdings
0
Other Holdings
7
Total Holdings
66
% Assets in Top 10 Holdings
43
Reported Turnover %
As of —
Women Directors %
18
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
9.23 Jan 31, 2021 810,562,242
INR Indian Rupee
27.59 Financial Services
6.32 Jan 31, 2021 554,727,666
INR Indian Rupee
24.16 18.73 Financial Services
4.45 Jan 31, 2021 390,786,163
INR Indian Rupee
-11.31 Energy
4.20 Jan 31, 2021 368,618,996
INR Indian Rupee
11.17 21.98 Narrow Technology
4.07 Jan 31, 2021 357,396,362
INR Indian Rupee
40.64 Communication Services
3.29 Jan 31, 2021 288,548,947
INR Indian Rupee
-3.30 22.78 Wide Technology
3.20 Jan 31, 2021 280,579,710
INR Indian Rupee
-3.32 Industrials
2.95 May 31, 2024 258,936,310
INR Indian Rupee
22.27 Financial Services
2.73 Dec 31, 2024 239,564,945
INR Indian Rupee
34.67 Financial Services
2.31 Aug 31, 2024 202,974,171
INR Indian Rupee
22.66 Financial Services
Holdings as of Feb 28, 2025 | The top 66 largest holdings are available for display across Equity, Bond and Other.

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