AXIS Special Situations Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.4% | - | - | 10.9% | ||||
| Category Average | 15.6% | 29.7% | 12.3% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil |
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Fund 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
Fund Managers
Ashish Naik - Funds and Content Listing - Fund Manager
With 14 years of work experience, Mr Ashish Naik handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in August 2009 as AVP – Research Analyst and was promoted to Assistant Fund Manager in 2016 and Fund Manager in June 2018. Before joining Axis AMC, Mr Naik worked with Goldman Sachs as Sell-side Equity Research Analyst and Hexaware Technologies as Software Engineer.
Mr Ashish Naik’s educational qualifications include PGDBM (Finance and Marketing) from XLRI Jamshedpur, Financial Risk Management (FRM) from Global Association of Risk Professionals (GARP), and BE (Computer Engineering) from the University of Mumbai. Mr Nail also has a certificate in Chartered Financial Analyst (CFA Institute). His areas of interest include valuation, financial modelling, equity research, financial analysis, corporate finance, etc.
Mr Ashish Naik currently manages eleven (11) schemes at Axis Mutual Fund, including Axis Triple Advantage Fund, Axis Arbitrage Fund, Axis Special Situations Fund, Axis Quant Fund, Axis NIFTY 100 Index Fund, etc.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Sectoral / Thematic .
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- 293
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4.7%Fund Size - 293
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5.6%Fund Size - 293
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2.5%Fund Size - 293
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- Equity .
- Sectoral / Thematic .
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- 2,373
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30.8%Fund Size - 2,373
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46.2%Fund Size - 2,373
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16.4%Fund Size - 2,373
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- Equity .
- Sectoral / Thematic .
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- 9,940
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5.9%Fund Size - 9,940
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40.8%Fund Size - 9,940
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21.3%Fund Size - 9,940
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- Equity .
- Sectoral / Thematic .
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- 1,241
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27.1%Fund Size - 1,241
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39.1%Fund Size - 1,241
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15.1%Fund Size - 1,241
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- Equity .
- Sectoral / Thematic .
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- 6,312
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22.4%Fund Size - 6,312
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35.5%Fund Size - 6,312
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10.4%Fund Size - 6,312
AMC Contact Details
Frequently Asked Questions
How to invest in AXIS Special Situations Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Special Situations Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Special Situations Fund ?
How to redeem AXIS Special Situations Fund holding ?
What is the minimum sip amount of AXIS Special Situations Fund?
What are the top sectors AXIS Special Situations Fund has invested in??
- Bajaj Finance - 6.87%
- ICICI Bank - 6.07%
- Avenue Super. - 5.28%
- HDFC Bank - 4.27%
- Reliance Industr - 3.69%
How much returns have AXIS Special Situations Fund generated ?
What is the expense ratio of AXIS Special Situations Fund ?
What is the AUM of AXIS Special Situations Fund?
What are the top stock holdings of AXIS Special Situations Fund?
- Bajaj Finance - 6.87%
- ICICI Bank - 6.07%
- Avenue Super. - 5.28%
- HDFC Bank - 4.27%
- Reliance Industr - 3.69%