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Partner With Us NRI

Oct 28, 2020


Category

Equity

AUM (Cr.)

600.76

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.33

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Jinesh Gopani

Inception Date

Dec 29, 2016

Risk Level

Moderately High

Investment Objective

The scheme aims to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of midcap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. the Scheme does not assure or guarantee any returns.

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Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Emerging Opportunities Fund - Sr.1 (G) 0 0 0 0 0 0
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -8.82 -12.41 8.56 19.09 11.18 15.64
Category Rank 10/2 6/2 4/2 2/2 4/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram Mid Cap Fund - Inst (G) 767.7664 1.10 0.00 0.00 0.00 7,126.79 1.25 10,000,000.00 invest
Kotak Emerging Equity Fund (G) 66.7110 -1.76 11.25 21.94 13.15 19,303.37 1.80 5,000.00 invest
SBI Magnum Midcap Fund (G) 130.0499 -2.00 16.66 23.14 11.51 7,136.09 2.03 5,000.00 invest
HDFC Mid-Cap Opportunities Fund (G) 84.1800 -2.09 7.81 17.25 10.47 31,837.02 1.70 5,000.00 invest
Nippon India Growth Fund - (IDCW) 68.5180 -96.25 13.15 18.84 12.40 12,178.26 1.89 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-C C I Sep 30, 2020 90.19 15.01 23.94
Equity-City Union Bank Sep 30, 2020 38.42 6.40 3.09
Equity-Cholaman.Inv.&Fn Sep 30, 2020 38.22 6.36 6.95
Equity-Balkrishna Inds Sep 30, 2020 32.93 5.48 0.47
Equity-SRF Sep 30, 2020 29.44 4.90 1.88
Equity-M & M Fin. Serv. Sep 30, 2020 28.55 4.75 -12.39
Equity-Aarti Industries Sep 30, 2020 28.17 4.69 -3.13
Equity-Voltas Sep 30, 2020 25.15 4.19 7.18
Equity-Coforge Sep 30, 2020 23.41 3.90 9.81
Equity-MRF Sep 30, 2020 21.40 3.56 2.73

latest news

Axis MF Announces IDCW & monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 25 May 2022 as the record date for declarati...

May 20, 2022 09:53

Axis MF Announces change in fund managers under its schemes

Axis Mutual Fund has announced change in fund managers under the following ...

May 06, 2022 08:43

Axis MF Announces IDCW & monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 25 April 2022 as the record date for declara...

Apr 20, 2022 10:35

Axis Mutual Fund Announces merger of Axis Capital Builder Fund Series 1 (1540 Days) into Axis Flexi Cap Fund

Axis Mutual Fund has approved the merger of Axis Capital Builder Fund Serie...

Apr 18, 2022 10:40

Axis MF Announces IDCW & Quarterly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 25 March 2022 as the record date for declara...

Mar 24, 2022 10:50

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 21 March 2022 as the record date for declara...

Mar 16, 2022 11:51

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Emerging Opportunities Fund - Sr.1 (G)
Contact Persone : Jinesh Gopani
Registered Address : Axis House, 1st Floor,C-2, Wadiainternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com