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

Formerly Axis Special Situations Reg DR

Axis Mutual Fund

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

EquitySectoral / Thematic - Special Situations

13.39

NAV (Oct 25)

33.9%
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).

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

2,566 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

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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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Historical NAV

13.39

NAV (Oct 25)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
33.9%
6 Month CAGR
28%
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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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.93
Launched (1y ago)
Dec 18, 2020
AUM in Crores
2565.810
ISIN
INF846K01Y21
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.

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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
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,506 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.

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

    5%

    7.2%

    recommended-badge

    24.5%

    14.2%

    recommended-badge

    28.4%

    19.8%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    4.1%

    5.5%

    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 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    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 33.9% over a period of 0 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 fund as of 2021-10-25 is ₹13.39. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹2565.81. 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 1.93 % 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 98.4% in this asset class. The top three holdings of the fund are , bajaj finance ltd , icici bank ltd , hdfc bank ltd , avenue supermarts ltd , reliance industries ltd , info edge (india) ltd , honeywell automation india ltd , tata elxsi ltd , indian railway catering and tourism corp ltd , siemens ltd , kotak mahindra bank ltd , l&t technology services ltd , tata consultancy services ltd , divi's laboratories ltd , pidilite industries ltd , abb india ltd , motherson sumi systems ltd , wipro ltd , bajaj finserv ltd , coforge ltd , sona blw precision forgings ltd , ultratech cement ltd , alphabet inc class a , larsen & toubro ltd , gland pharma ltd , clearing corporation of india ltd , maruti suzuki india ltd , torrent power ltd , microsoft corp , indiamart intermesh ltd , voltas ltd , tata consumer products ltd , zomato ltd , godrej consumer products ltd , narayana hrudayalaya ltd , nazara technologies ltd , amazon.com inc , hdfc life insurance company limited , cartrade tech ltd , visa inc class a , sbi life insurance company limited , taiwan semiconductor manufacturing co ltd adr , costco wholesale corp , blackrock inc , asml holding nv adr , adobe inc , booking holdings inc , amphenol corp class a , linde plc , facebook inc class a , west pharmaceutical services inc , apple inc , nextera energy inc , sea ltd adr , schlumberger ltd , airbnb inc ordinary shares - class a , intuit inc , edwards lifesciences corp , msci inc , danaher corp , sensata technologies holding plc , idexx laboratories inc , globant sa , comcast corp class a , eli lilly and co , illumina inc , zscaler inc , square inc class a , housing development finance corp ltd , solaredge technologies inc , paypal holdings inc , activision blizzard inc , intercontinental exchange inc , 3% axis bank limited (20/06/2022) , nvidia corp , fortune brands home & security inc , first republic bank , wyndham hotels & resorts inc ordinary shares

    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 2 out of 5 based on consistency of performance over various years / tenures.

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