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  • Axis Special Situations Fund (Growth)
Axis Mutual Fund

Axis Special Situations Fund (Growth)

EquitySectoral / Thematic - Special Situations

12.11

NAV (Dec 02)

10.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.11

NAV (Dec 2)

Fund Returns

Last 1Y

-9.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

10.4%

6 Month CAGR

4.9%

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

Expense Ratio

2.06

Launched (2y ago)

Dec 18, 2020

AUM in Crores

1745.633

ISIN

INF846K01Y05

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Hitesh Das

Fund Manager

Ashish Naik

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

icici bank ltd

7.7%
7.7%

bajaj finance ltd

7.4%
7.4%

avenue supermarts ltd

6.1%
6.1%

hdfc bank ltd

3.7%
3.7%

reliance industries ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

27.6%
27.6%

technology

16.5%
16.5%

industrials

11.2%
11.2%

consumer cyclical

8.3%
8.3%

consumer defensive

7.7%
7.7%
See all sectors

Compare Axis Special Situations Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    8%

    4.1%

    7%

    6.5%

    8.1%

    5.7%

    7.6%

    10.8%

    4.3%

    Axis Special Situations Fund (G) Review

    Axis Special Situations Fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 10.4% over a period of 1 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Hitesh Das.

    Nav of Axis Special Situations Fund (G) as of 12/2/2022 is ₹12.11 with the total AUM as of 12/3/2022 is ₹1745.633. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Special Situations Fund (G) was launched on Dec 18, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis Special Situations Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Axis Special Situations Fund (G) 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) is rated as a 0 fund in Equity and delivered -9.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Special Situations Fund (G).

    Frequently Asked Questions

    What is Axis Special Situations Fund (G)?

    Axis Special Situations Fund (G) is a Sectoral / Thematic - Special Situations Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis Special Situations Fund (G)?

    You can invest in Axis Special Situations Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis Special Situations Fund (G)?

    The minimum sip amount for Axis Special Situations Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Special Situations Fund (G) good to invest in?

    As per Scripbox experts, Axis Special Situations Fund (G) is a Not Reviewed Yet fund. You can investAxis Special Situations Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Special Situations Fund (G)?

    The expense ratio of the Axis Special Situations Fund (G) is 2.06% for regular plan.