- Mutual Funds
- Axis Mutual Fund
- Axis Special Situations Fund (RIDCW-A)
Formerly Axis Special Situations Reg DR
Axis Special Situations Fund (RIDCW-A)
₹ 15.81
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.81
NAV (Apr 22)
Fund Returns
Last 1Y | 34.1% |
Last 3Y | 14.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 14.5% |
6 Month CAGR | 17.6% |
Scheme Information
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 | 2.25 |
Launched (4y ago) | Dec 18, 2020 |
AUM in Crores | 1202.389 |
ISIN | INF846K01Y21 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.5 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.85 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.691 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Special Situations Fund (RIDCW-A) | 10,56,131 | 3,23,519 | 14.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
4.8%zomato ltd
4.1%linde india ltd
4.1%info edge (india) ltd
4%torrent power ltd
3.8%Allocation by Sector
technology
17.2%financial services
16.9%consumer cyclical
14%industrials
13.7%basic materials
11.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 7.8% | ||
5.5% | 7% | ||
5.8% | 8% | ||
5.8% | 7% | ||
- | 4.9% |
Axis Special Situations Fund (RIDCW-A) Review
Axis Special Situations Fund (RIDCW-A) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 14.5% over a period of 3 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, Krishnaa N, Mayank Hyanki.
Nav of Axis Special Situations Fund (RIDCW-A) as of 4/22/2024 is ₹15.81 with the total AUM as of 4/23/2024 is ₹1202.389. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Special Situations Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 0 fund in Equity and delivered 34.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Special Situations Fund (RIDCW-A).
Frequently Asked Questions
What is Axis Special Situations Fund (RIDCW-A)?
How to invest in Axis Special Situations Fund (RIDCW-A)?
You can invest in Axis Special Situations Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Axis Special Situations Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Special Situations Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Axis Special Situations Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investAxis Special Situations Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Axis Special Situations Fund (RIDCW-A) is 2.25% for regular plan.