AXIS Special Situations Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
1.24 %
Expense Ratio
Rating
1,216
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 35.9% | 18.2% | - | 17.4% | ||||
| Category Average | 37.8% | 19.7% | 19% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.71
Alpha
3.9
SD
0.85
Beta
0.69
Sharpe
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 |
|---|
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 Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 5,004
-
66.8%Fund Size - 5,004
-
40.9%Fund Size - 5,004
-
29.9%Fund Size - 5,004
-
- Equity .
- Sectoral / Thematic .
-
- 2,405
-
78.7%Fund Size - 2,405
-
39.3%Fund Size - 2,405
-
28%Fund Size - 2,405
-
- Equity .
- Sectoral / Thematic .
-
- 267
-
77.8%Fund Size - 267
-
38.2%Fund Size - 267
-
27.3%Fund Size - 267
-
- Equity .
- Sectoral / Thematic .
-
- 3,459
-
75.5%Fund Size - 3,459
-
32.1%Fund Size - 3,459
-
26.9%Fund Size - 3,459
-
- Equity .
- Sectoral / Thematic .
-
- 1,444
-
57.2%Fund Size - 1,444
-
21%Fund Size - 1,444
-
25%Fund Size - 1,444
AMC Contact Details
Axis Mutual Fund
AUM:
2,75,166 Cr
Address:
One Lodha Place. 22nd & 23rd Floor,
Senapati Bapat Marg, Lower Par
el, Maharashtra, Mumbai - 400013.
Contact:
022-43255161
Email ID:
customerserivce@axismf.com
More Funds from Axis Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 26,636
-
43.5%Fund Size - 26,636
-
22.8%Fund Size - 26,636
-
24.7%Fund Size - 26,636
-
AXIS Growth Opportunities Fund – Direct Growth
- Equity .
- Large & Mid Cap .
-
- 12,096
-
40.4%Fund Size - 12,096
-
22%Fund Size - 12,096
-
24.3%Fund Size - 12,096
-
- Equity .
- Small Cap .
-
- 20,136
-
38.6%Fund Size - 20,136
-
26.6%Fund Size - 20,136
-
29.3%Fund Size - 20,136
-
- Debt .
- Fixed Maturity Plans .
-
- 110
-
11.2%Fund Size - 110
-
14.5%Fund Size - 110
-
14%Fund Size - 110
-
- Debt .
- Fixed Maturity Plans .
-
- 565
-
11.2%Fund Size - 565
-
14.5%Fund Size - 565
-
14%Fund Size - 565
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
Frequently Asked Questions
How to invest in AXIS Special Situations Fund – Direct Growth ?
You can invest in AXIS Special Situations Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Special Situations Fund – Direct Growth 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 – Direct Growth ?
The NAV of AXIS Special Situations Fund – Direct Growth is ₹17.2 as of 16 May 2024.
How to redeem AXIS Special Situations Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of AXIS Special Situations Fund – Direct Growth?
The minimum SIP amount of AXIS Special Situations Fund – Direct Growth is ₹100
What are the top sectors AXIS Special Situations Fund – Direct Growth has invested in?
The top sectors AXIS Special Situations Fund – Direct Growth has invested in are
- Others - 23.28%
- Retailing - 12.86%
- Chemicals & Petrochemical - 11.51%
- Banks - 7.15%
- Finance - 5.43%
Can I make investments in both the SIP and Lump Sum schemes of AXIS Special Situations Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of AXIS Special Situations Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have AXIS Special Situations Fund – Direct Growth generated ?
The AXIS Special Situations Fund – Direct Growth has delivered 17.4% since inception
What is the expense ratio of AXIS Special Situations Fund – Direct Growth ?
The expense ratio of AXIS Special Situations Fund – Direct Growth is 1.24 % as of 16 May 2024.
What is the AUM of AXIS Special Situations Fund – Direct Growth?
The AUM of AXIS Special Situations Fund – Direct Growth is ₹2,75,166 Cr as of 16 May 2024
What are the top stock holdings of AXIS Special Situations Fund – Direct Growth?
The top stock holdings of AXIS Special Situations Fund – Direct Growth are
- ICICI Bank - 4.98%
- Linde India - 4.45%
- Torrent Power - 4.14%
- Info Edg.(India) - 3.99%
- Zomato Ltd - 3.77%
How can I redeem my investments in AXIS Special Situations Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Special Situations Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Special Situations Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.