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Partner With Us

Dec 28, 2020


Category

Equity

AUM (Cr.)

1,526.82

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.08

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Jinesh Gopani

Inception Date

Feb 27, 2017

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.

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.2 (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 2.48 30.55 71.21 25.83 15.81 20.55
Category Rank 9/3 2/3 2/3 2/3 4/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Midcap 30 Fund (G) 43.3168 0.34 75.74 25.01 12.52 2,366.64 2.09 500.00 invest
ITI Mid Cap Fund (G) 12.1633 -0.06 0.00 0.00 0.00 363.50 2.62 5,000.00 invest
ITI Mid Cap Fund (IDCW) 12.1633 -0.06 0.00 0.00 0.00 363.50 2.62 5,000.00 invest
DSP Midcap Fund (G) 93.2320 -0.20 50.71 24.91 15.20 14,160.84 0.00 500.00 invest
Nippon India Growth Fund - (IDCW) 81.6074 -95.93 78.05 26.87 16.51 11,839.23 1.85 100.00 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 Nov 30, 2020 165.08 10.81 -9.35
Equity-Cholaman.Inv.&Fn Nov 30, 2020 107.54 7.04 26.63
Net CA & Others-Net CA & Others Nov 30, 2020 105.09 6.91 0.00
Equity-City Union Bank Nov 30, 2020 102.09 6.69 16.97
Equity-M & M Fin. Serv. Nov 30, 2020 81.75 5.35 24.47
Equity-Balkrishna Inds Nov 30, 2020 74.18 4.86 9.62
Equity-MRF Nov 30, 2020 62.15 4.07 5.96
Equity-Sundaram Finance Nov 30, 2020 62.17 4.07 13.46
Equity-Coforge Nov 30, 2020 59.71 3.91 3.04
Equity-SRF Nov 30, 2020 58.64 3.84 3.47

latest news

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

Axis Mutual Fund has announced 25 October 2021 as the record date for decla...

Oct 20, 2021 09:49

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

Axis Mutual Fund has announced 27 September 2021 as the record date for dec...

Sep 23, 2021 11:08

Axis Dynamic Equity Fund Announces change in scheme name

Axis Mutual Fund has approved the change in the name of the following Schem...

Aug 24, 2021 12:31

Axis Triple Advantage Fund Announces IDCW

Axis Mutual Fund has announced 26 August 2021 as the record date for declar...

Aug 21, 2021 12:25

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 20 August 2021 as the record date for declar...

Aug 16, 2021 10:33

Axis NIFTY 100 Index Fund Announces Change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under Axis NIF...

Aug 11, 2021 12:21

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Emerging Opportunities Fund - Sr.2 (G)
Contact Persone : Jinesh Gopani
Registered Address : Axis House, 1st Floor, Bombay DyeingMill Compound, PandurangBudhkar Marg, Worli, Mumbai - 400025.
Telephone No : 022-24255100
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com
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