Axis Special Situations Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 34.84 | 14.5 | N/A | N/A |
Average Rolling Returns(%) | 9.34 | 14.36 | N/A | N/A |
The Current NAV of Axis Special Situations Fund - Growth - Direct Plan is ₹16.72.
It is better to invest in a fund with a longer track record as Axis Special Situations Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Axis Special Situations Fund - Growth - Direct Plan fund’s expense ratio is 1.31%
The process for redemption is
The AUM of Axis Special Situations Fund - Growth - Direct Plan is currently ₹1,217 Crores.
The Top three stocks are ICICI Bank, Linde India and Torrent Power and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 34% of fund’s portfolio respectively.
Top three sectors of Axis Special Situations Fund - Growth - Direct Plan fund are Others, BFSI and IT accounting for 47% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Axis Special Situations Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Ashish Naik and Mayank Hyanki manage the Axis Special Situations Fund - Growth - Direct Plan Fund.
Axis Special Situations Fund - Growth - Direct Plan current PE ratio is 69.07 and PB ratio is 10.75
The asset allocation of Axis Special Situations Fund - Growth - Direct Plan is Stocks : 96.67%, Debt : 3.34% and Gold : 0%
The minimum SIP amount for Axis Special Situations Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Axis Special Situations Fund - Growth - Direct Plan is Nil for 10% of investment and 1% for remaining investment on or before 12 months, Nil after 12 months