NFO Monitor

Fund Fact

Name of Funds:

Axis Special Situations Fund

Opening:

4th December 2020

Closing:

18th December 2020

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

The scheme aims to generate long-term capital appreciation by investing in equity and equity-related instruments of companies going through special situations such as restructuring, mergers, or turnarounds.

Benchmark:

Fund Manager:

Asset Allocation

Comparable existing schemes

Fund Prognosis

Idea Distiller

A contrarian, event-driven strategy that looks for value in companies undergoing corporate change rather than steady compounders.

Fund House AAUM:
Fund Manager:

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

For investors comfortable with higher risk in exchange for the potential upside of corporate turnaround stories.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028