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Business News/Market/Market Stats/    Axis Special Situations Fund Regular Growth

Axis Special Situations Fund Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
13.64 +0.01 (0.07%) NAV as on 28 Nov, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1313.65
  • CAGR 13.67%
  • Exit Load1.00%
  • Expense ratio2.12%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2020-12-18

Morning Star Rating N.A.

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 30 November 2023

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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.

 

The Axis Special Situations Fund Regular Growth has an AUM of 1313.65 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.12%. The minimum investment in Axis Special Situations Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include Bajaj Finance, Avenue Supermarts, Linde India & ICICI Bank.

 

The major sectors where the fund is invested are Chemical Manufacturing, Computer Services, Consumer Financial Services & Regional Banks.

 

Some of the similar funds are Aditya Birla Sun Life PSU Equity Fund Regular Growth, DSP Quant Fund Regular Growth, Kotak Manufacture in India Fund Regular Growth, HDFC Defence Fund Regular Growth, Axis Special Situations Fund Regular Growth. Axis Special Situations Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Axis Special Situations Fund Regular Growth

According to the morning star rating Axis Special Situations Fund Regular Growth has a Moderate risk & High return.
Axis Special Situations Fund Regular Growth is managed by Ashish Naik,Vinayak Jayanath.
The expense ratio of Axis Special Situations Fund Regular Growth is 2.12%.
The 5 year annualized return on Axis Special Situations Fund Regular Growth is 0.00% & it has generated 13.67% in the last 1 year.
The minimum investment in Axis Special Situations Fund Regular Growth is 100 Rs.
Axis Special Situations Fund Regular Growth has an AUM of 1313.65 crores.
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