Axis Asset Management Company Ltd.

Axis Special Situations Fund - Regular Plan - Growth Option

EquityThematic - Business Cycles
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-10.6%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.11%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees1563.5
  • NAVRupees11.5

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Generate Long-Term Capital Appreciation By Investing In Mis-Priced Stocks Facing Specialsituations. The Mis-Pricing Of Stocks Can Occur Due To Companies Facing Special Situations Likeregulatory/Policy Changes, Management Restructuring, Technology Led Disruption And Innovation Orany Temporary Challenges In The Operating Environment.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Bajaj Finance Limited 6.9
  • ICICI Bank Limited 6.3
  • Avenue Supermarts Limited 6
  • HDFC Bank Limited 4.1
  • Reliance Industries Limited 3.3
  • Info Edge (India) Limited 2.9
  • Pidilite Industries Limited 2.4
  • Siemens Limited 2.3
  • Coforge Limited 2.2
  • Honeywell Automation India Limited 2.1
  • Kotak Mahindra Bank Limited 2.1
  • Sectors %
  • Banks12.6
  • Retailing12.5
  • Internet and Technology12
  • Finance9.7
  • Electric Equipment5.9

Fund House