3 Year return
12.24%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1300.41 Cr.
Expense Ratio
1.27% (inclusive of GST)
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
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Axis Mutual Fund Managers
AN
Ashish Naik
Fund Manager since Apr 2022
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Infrastructure Fund |
26.49% |
0 |
DSP Healthcare Fund |
23.49% |
0 |
ICICI Prudential Commodities Fund |
17.78% |
0 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
About Axis Special Situations Fund Direct Plan Growth
Axis Special Situations Fund Direct Plan Growth is a mutual fund investment scheme offered by Axis Mutual Fund. The fund is open-ended, meaning investors can buy or sell units of the fund at any time. Axis Special Situations Fund Direct Plan Growth predominantly invests in equity and equity-related securities of domestic companies with selective exposure to global companies, which are not available for investing in India.
Investment Objective of the Scheme
It focuses on generating long-term capital appreciation. This fund invests in a blend of high-quality Indian and global companies, focusing on their performance within the sector. It aims to lower volatility and drawdowns from investments in domestic and global companies.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 1.27% |
Fund Manager | Ashish Naik |
Fund Size | ₹1300.41 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Axis Special Situations Fund offers investment opportunities in a domestic portfolio with global exposure. So it is suitable for investors looking to get international exposure. It is suitable for investors seeking capital gains from equity investments over a 5-year period. If you are looking for long-term capital growth, the Axis Special Situations Fund could be a good option. Nevertheless, you should thoroughly evaluate your risk tolerance level and overall financial goals before making an investment decision. It aids in making an informed choice.
AMC Contact Details
Name | Axis Mutual Fund |
Launch Date | January 2009 |
Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
Contact | 8108622211 |
customerservice@axismf.com | |
Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Take the Guessing out of Investing
FAQs
What is today's NAV of Axis Special Situations Fund?
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What is the expense ratio of Axis Special Situations Fund?
What are the returns of Axis Special Situations Fund since inception?
What is the minimum SIP amount to invest in Axis Special Situations Fund?
How do I invest in Axis Special Situations Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Special Situations Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Special Situations Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Special Situations Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.