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  • Axis Special Situations Fund (Growth)
Axis Mutual Fund

Axis Special Situations Fund (Growth)

EquitySectoral / Thematic - Special Situations

14.78

NAV (Feb 21)

13.1%
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

14.78

NAV (Feb 21)

Fund Returns

Last 1Y
26.3%
Last 3Y
11.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
13.1%
6 Month CAGR
13.3%

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
2.18
Launched (4y ago)
Dec 18, 2020
AUM in Crores
1168.563
ISIN
INF846K01Y05
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.6
Standard Deviation (5yr)
0
Beta (3yr)
0.84
Beta (5yr)
0
Sharpe Ratio (3yr)
0.625
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Vinayak Jayanath

Fund Manager

Ashish Naik

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Special Situations Fund (Growth)70%9,69,514 2,36,90211.4%
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.

Asset allocation and Holdings

Last updated on 2024-02-21

Top Stock Holdings

icici bank ltd

4.6%
4.6%

linde india ltd

4.2%
4.2%

info edge (india) ltd

4%
4%

bajaj finance ltd

3.7%
3.7%

zomato ltd

3.5%
3.5%
See all holdings

Allocation by Sector

technology

19.1%
19.1%

financial services

17.5%
17.5%

industrials

12.5%
12.5%

basic materials

11.8%
11.8%

consumer cyclical

11.5%
11.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 275,915 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
022-43255161
customerservice@axismf.com
Fund NameScripbox Opinion
Till Date CAGR

5.3%

7.9%

5.3%

7%

5.1%

7.5%

6%

8%

5.9%

7%

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 13.1% over a period of 3 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Vinayak Jayanath.

Nav of Axis Special Situations Fund (G) as of 2/21/2024 is ₹14.78 with the total AUM as of 2/23/2024 is ₹1168.563. 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 Nifty 500 TR INR.

Axis Special Situations Fund (G) is rated as a 0 fund in Equity and delivered 26.3% 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 instruments 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 2.18% for regular plan.