scripbox logo
  • right-arrow
  • Mutual Funds
    right-arrow
  • Axis Asset Management Company Limited
    right-arrow
  • Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Formerly Axis Special Situations Reg DR

Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Axis Special Situations Fund Reinvst Of Inc Dis Cum Cap Wdrl (Ridcw-a)

EquitySectoral / Thematic - Special Situations

10.51

NAV (May 11)

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

2,323 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
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

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

2.03 %

Expense Ratio

Dec 18, 2020

Launched (1y ago)

₹ 2,323

AUM in Crores

INF846K01Y21

ISIN

No Lock-in

Lock-in

IISL Nifty 500 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Ashish Naik

Fund Manager

user-avatar

Hitesh Das

Fund Manager

calculator

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.

build-long-item-wealth-img

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

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 198,743 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
  • Axis Liquid Fund (G)

    Axis Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 21,567 Cr

    Fund Size

    5.6%

    3Y returns

    Axis Bluechip Fund (G)

    Axis Bluechip Fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 25,183 Cr

    Fund Size

    14.2%

    3Y returns

    Axis Midcap Fund (G)

    Axis Midcap Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 10,898 Cr

    Fund Size

    16.8%

    3Y returns

    Axis Liquid Fund Retail (G)

    Axis Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 21,567 Cr

    Fund Size

    5.1%

    3Y returns

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

    Liquid

    Top Ranked

    ₹ 21,567 Cr

    Fund Size

    4%

    3Y returns

    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

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

    How to invest in Scripbox Mutual Funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    choose long term plan

    Choose a plan

    Choose a plan to invest to start investing

    create account

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund

    invest online

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    track investments

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    scripmark
    The Scripbox Promise

    Scripbox has helped over 2500 people become millionaires in the last 7 years

    Start Investing Now
    fund selection

    Fund Selection

    You'll never have to worry about what funds to choose. We'll suggest what's best for you.

    continuous monitoring

    Continuous monitoring & alerts

    We will track our recommendations and suggest changes & fund exists whenever required.

    call assistance

    All week call assistance

    Our customer champions are available 7 days a week from 8AM to 8PM.

    annual reviews

    Annual reviews & rebalances

    We review your investments and make course corrections every year to make the best out of your investments

    About Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    About Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a sectoral / thematic - special situations equity fund and has delivered an annualised return of 5.1% over a period of 1 years .The fund was previously known as Axis Special Situations Reg DR.The fund is managed by Axis Asset Management Company Limited.The fund managers are Ashish Naik, Hitesh Das

    Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund was launched on Dec 18, 2020. The NAV (Net Asset Value) of this sectoral / thematic - special situations equity as of 2021-05-11 is ₹ 10.51. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 2322.692. The category risk of the Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.03 % as expense ratio.

    Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 95.6% in this asset class. The top three holdings of the fund are hdfc bank ltd,bajaj finance ltd and reliance industries ltd shs dematerialised

    Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Review

    Axis Special Situations Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) has a score of 4 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

    filter
    Show Calculator