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    • Axis Special Situations Fund (Growth)
    Axis Mutual Fund

    Axis Special Situations Fund (Growth)

    EquitySectoral / Thematic - Special Situations

    13.19

    NAV (Sep 17)

    31.9%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in sectoral / thematic - special situations.

    Click here to see our recommendations.

    Sectoral / thematic - special situations funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    2,554 Cr. Large within the category

    Category View

    Positive. The category has a positive investment outlook

    Consistency Of Performance

    Consistently poor. The historical performance of the fund has been consistently poor

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    13.19

    NAV (Sep 17)

    Fund Returns

    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    31.9%
    6 Month CAGR
    26.3%
    info-icon-blue

    Scheme Information

    Investment Objective

    To generate long-term capital appreciation by investing in mis-priced stocks facing special situations. The mis-pricing of stocks can occur due to companies facing special situations like regulatory/policy changes,management restructuring,technology led disruption and innovation or any temporary challenges in the operating environment. However,there can be no assurance that the investment objective of the Scheme will be achieved

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.95
    Launched (1y ago)
    Dec 18, 2020
    AUM in Crores
    2553.031
    ISIN
    INF846K01Y05
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 500 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ashish Naik

    Fund Manager

    user-avatar

    Hitesh Das

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    ₹ 19,429 cr

    5

    ₹ 5,308 cr

    5

    ₹ 4,853 cr

    5

    ₹ 3,705 cr

    5

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Axis Asset Management Company Limited

    Axis Asset Management Company Limited manages assets worth 247,734 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

    amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.1%

    7.3%

    19.4%

    14.2%

    24.1%

    20.2%

    4.6%

    6.9%

    4.2%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Axis Special Situations Fund (G)

    About Axis Special Situations Fund (G)

    Axis Special Situations Fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 31.9% over a period of 0 years. . The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Hitesh Das

    Axis Special Situations Fund (G) Investment Objective

    To generate long-term capital appreciation by investing in mis-priced stocks facing special situations. The mis-pricing of stocks can occur due to companies facing special situations like regulatory/policy changes,management restructuring,technology led disruption and innovation or any temporary challenges in the operating environment. However,there can be no assurance that the investment objective of the Scheme will be achieved . However, there is no assurance that the objective of the scheme will be realized.

    Axis Special Situations Fund (G) NAV,AUM,Risk

    The Axis Special Situations Fund (G) fund was launched on Dec 18, 2020. The NAV (Net Asset Value) of this Sectoral / Thematic - Special Situations Equity fund as of 2021-09-17 is ₹13.19. The total AUM (Asset Under Management) of the fund as of 20/09/2021 is ₹2553.031. The category risk of the Axis Special Situations Fund (G) fund is Very High Risk. The fund charges 1.95 % as expense ratio.

    Axis Special Situations Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.1% in this asset class. The top three holdings of the fund are , bajaj finance ltd , icici bank ltd , hdfc bank ltd , avenue supermarts ltd , reliance industries ltd , info edge (india) ltd , siemens ltd , tata elxsi ltd , honeywell automation india ltd , motherson sumi systems ltd , l&t technology services ltd , tata consultancy services ltd , indian railway catering and tourism corp ltd , divi's laboratories ltd , abb india ltd , kotak mahindra bank ltd , pidilite industries ltd , wipro ltd , bajaj finserv ltd , coforge ltd , indiamart intermesh ltd , sona blw precision forgings ltd , ultratech cement ltd , gland pharma ltd , alphabet inc class a , larsen & toubro ltd , maruti suzuki india ltd , godrej consumer products ltd , microsoft corp , tata consumer products ltd , zomato ltd , narayana hrudayalaya ltd , torrent power ltd , cartrade tech ltd , voltas ltd , clearing corporation of india ltd , hdfc life insurance company limited , facebook inc class a , sbi life insurance company limited , visa inc class a , asml holding nv adr , amazon.com inc , taiwan semiconductor manufacturing co ltd adr , blackrock inc , costco wholesale corp , nazara technologies ltd , apple inc , adobe inc , west pharmaceutical services inc , booking holdings inc , linde plc , amphenol corp class a , nextera energy inc , sea ltd adr , illumina inc , solaredge technologies inc , intuit inc , square inc a , airbnb inc ordinary shares - class a , eli lilly and co , msci inc , globant sa , sensata technologies holding plc , edwards lifesciences corp , schlumberger ltd , idexx laboratories inc , first republic bank , paypal holdings inc , reliance industries limited september 2021 future , zscaler inc , comcast corp class a , fortune brands home & security inc , activision blizzard inc , 3% axis bank limited (20/06/2022) , nvidia corp , danaher corp , net receivables / (payables) , housing development finance corp ltd , intercontinental exchange inc , wyndham hotels & resorts inc ordinary shares

    Axis Special Situations Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Axis Special Situations Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR

    Axis Special Situations Fund (G) Review

    Axis Special Situations Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Axis Special Situations Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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