Axis Special Situations Fund Regular Growth

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

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%.