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  • Axis Special Situations Fund (Growth)
Axis Mutual Fund

Axis Special Situations Fund (Growth)

EquitySectoral / Thematic - Special Situations

13.41

NAV (Jan 19)

31%
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

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

Relative Size

2,486 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

Invest in this fund
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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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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

13.41

NAV (Jan 19)

Fund Returns

Last 1Y

32%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

31%

6 Month CAGR

14.8%

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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

1.97

Launched (2y ago)

Dec 18, 2020

AUM in Crores

2485.007

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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 259,193 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

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

    4.7%

    7.1%

    20.8%

    13.8%

    27%

    19.6%

    4.2%

    6.8%

    3.5%

    5.2%

    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
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    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 31% 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 19/01/2022 is ₹13.41 with the total AUM as of 20/01/2022 is ₹2485.007. 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 2 fund in Equity and delivered 32% 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)?

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

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