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Large & Mid Cap Fund SEBI Risk: Very High AMC: Axis Mutual Fund

Axis Growth Opportunities Fund - Direct Plan - Growth

Benchmark: NIFTY LargeMidcap 250 TRI • Manager: Jinesh Gopani • Portfolio Date: 2026-09-30
Composite Health Score
Coverage Pending
54.2% / 70.0% Verified
Look-Through Forensic Audit pending underlying constituent coverage. Full holdings breakdown available below.
Under SEBI RA 2014 Sec. 2(u) non-advisory standards, we strictly require verified 7-pillar institutional research on ≥70% of equity holdings (currently 54.2%) before issuing quantitative composite scores or qualitative AI audit narratives.
View Holdings Breakdown ↓
⚠️ Fiduciary Surveillance Alerts Triggered (1)
  • Look-Through Forensic Audit pending underlying constituent coverage (54.2% verified vs 70.0% threshold). Composite Health Score & qualitative narrative paused.
🔒 Deep Dive

Look-Through Forensics & Audit Narrative

The free report already shows fees, active share, holdings and the headline health score. The Deep Dive opens up what sits underneath the portfolio.

  • Weighted moat score and the top compounder holdings
  • Look-through accounting risk (ASRI) and promoter pledge exposure, with the flagged holdings named
  • Weighted margin of safety: is the portfolio at a DCF discount or premium
  • The written 7-pillar audit narrative, and the Forensic Desk can answer questions on all of it
One-time, permanent for this scheme

01: Dual-Sleeve Constituent Decomposition

Equity holdings evaluated via Forensic Equity Engine; Debt/bonds evaluated via Credit & Solvency Engine.
Equity: 34.7% (Score: Pending) Debt: 0.0% (Score: 0.0) Cash / TREPS: 15.3%
Identifier Security Name Type Weight Sector / Rating Engine Score Diagnostic Notes
TREPS Cash Margin CASH_EQUIVALENT 15.3% CASH 100.0 Liquid Cash / Sovereign Collateral
ICICIBANK ↗ ICICI Bank Ltd EQUITY 6.8% Private Banks 82.0 Verified 7-Pillar Equity Dossier Available
BAJFINANCE ↗ Bajaj Finance Ltd EQUITY 6.2% NBFC 82.0 Verified 7-Pillar Equity Dossier Available
INFY ↗ Infosys Ltd EQUITY 5.8% IT Services 82.0 Verified 7-Pillar Equity Dossier Available
MAXHEALTH ↗ Max Healthcare Institute EQUITY 4.5% Healthcare Services 78.0 Solid Core Holding (Pending 7-Pillar Audit)
COFORGE ↗ Coforge Ltd EQUITY 4.1% IT Services 77.0 Solid Core Holding (Pending 7-Pillar Audit)
GOOGL Alphabet Inc (Google) FOREIGN_EQUITY 3.8% US Tech 88.0 High-Quality Capital Compounder (Pending 7-Pillar Audit)
MSFT Microsoft Corp FOREIGN_EQUITY 3.5% US Tech 90.0 High-Quality Capital Compounder (Pending 7-Pillar Audit)

02: True Diversification & Active Share

Exposing Closet Indexing: Active Share AS = 0.5 × ∑|w_fund - w_bench|
Active Share Score
75.0%
TRUE_ACTIVE_ALPHA

High Active Share: Portfolio significantly deviates from the passive benchmark, justified active fee.

Top 10 Holdings Concentration: 50.0%

03 & 04: Risk-Adjusted Alpha & Downside Capture

Evaluating asymmetrical compounding: Downside Capture Ratio vs Upside Capture Ratio.
Sortino Ratio
1.91
Downside Risk Only
Downside Capture
69.0%
Benchmark: ≤ 75%
Capture Spread
+36.0%
UCR (105.0%) - DCR
Hurst Exponent (H)
0.63
Persistent Momentum
3-Year Rolling Return Consistency: 81.0% of windows

05: Intermediary Fee Drag & Wealth Destruction

Direct Plan vs Regular Plan: Compounded wealth transfer to distributor commissions over time.
Annual Distributor Commission Drag
83.0 bps / yr (1.52% - 0.69%)
Time Horizon Direct Plan Value (Net) Regular Plan Value (Net) Cumulative Wealth Lost Percentage Corpus Destroyed
5 Years ₹1,708,720 ₹1,645,956 -₹62,764 3.7%
10 Years ₹2,919,724 ₹2,709,172 -₹210,552 7.2%
15 Years ₹4,988,991 ₹4,459,180 -₹529,811 10.6%
20 Years ₹8,524,789 ₹7,339,616 -₹1,185,174 13.9%

💡 Fiduciary Takeaway: A ₹10.0 Lakh investment loses ₹210,552 over 10 years purely to distributor commissions in the Regular plan.

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