Axis Special Situations Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Axis Special Situations Growth Direct Plan

NAV
₹16.5800
-1.01%
(9 May)
AUM
1,217 Cr
TER
1.1%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+92.6%
+92.3%
+77.1%
+64.0%
+33.1%
3Y
+40.9%
+44.0%
+40.6%
+40.4%
+16.4%
5Y
+26.4%
NA
+23.1%
+29.2%
NA
ALL
+13.0%
+34.2%
+13.6%
+18.2%
+16.4%
VOL
19.9%
21.8%
21.4%
18.1%
13.5%
TER
1.0%
0.5%
1.3%
1.0%
1.1%
AUM
₹2,352 Cr
₹3,404 Cr
₹1,663 Cr
₹5,186 Cr
₹1,217 Cr
INFO
0.65
1.57
0.64
1.01
1.22
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Special Situations (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
ICICI Bank Ltd
4.8%
Linde India Ltd
4.1%
Zomato Ltd
4.1%
Info Edge (India) Ltd
4.0%
Torrent Power Ltd
3.8%
Bajaj Finance Ltd
2.9%
Pidilite Industries Ltd
2.7%
Sona BLW Precision Forgings Ltd
2.5%
HDFC Bank Ltd
2.4%
Siemens Ltd
2.4%
Top industry exposure
Technology
17.2%
Financial Services
16.9%
Consumer Cyclical
14.0%
Industrials
13.7%
Basic Materials
11.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
35%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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 manager(s)
Ashish Naik
Mayank Hyanki
Krishnaa N

FAQs