FAQ : Axis Special Situations Fund - Regular Plan - Growth

Axis Special Situations Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 30.29 12.34 N/A N/A
Average Rolling Returns(%) 7.12 N/A N/A N/A

The Current NAV of Axis Special Situations Fund - Regular Plan - Growth is ₹15.48.

It is better to invest in a fund with a longer track record as Axis Special Situations Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Axis Special Situations Fund - Regular Plan - Growth fund’s expense ratio is 2.22%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Axis Special Situations Fund - Regular Plan - Growth is currently ₹1,175 Crores.

The Top three stocks are ICICI Bank, Linde India and Zomato and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 33% of fund’s portfolio respectively.

Top three sectors of Axis Special Situations Fund - Regular Plan - Growth fund are Others, BFSI and IT accounting for 49% 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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.

Ashish Naik and Krishnaa N manage the Axis Special Situations Fund - Regular Plan - Growth Fund.

Axis Special Situations Fund - Regular Plan - Growth current PE ratio is 74.52 and PB ratio is 9.86

The asset allocation of Axis Special Situations Fund - Regular Plan - Growth is Stocks : 98.95%, Debt : 0.04% and Gold : 1.06%

The minimum SIP amount for Axis Special Situations Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Axis Special Situations Fund - Regular Plan - Growth is Nil for 10% of investment and 1% for remaining investment on or before 12 months, Nil after 12 months

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