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Partner With Us NRI

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.

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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.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 -1.35 0.94 1.42 18.5 11.81 14.04
Category Rank 10/5 9/5 7/5 3/5 4/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
WhiteOak Capital Mid Cap Fund (G) 9.9740 0.29 0.00 0.00 0.00 433.75 0.00 500.00 invest
WhiteOak Capital Mid Cap Fund (IDCW) 9.9740 0.29 0.00 0.00 0.00 433.75 0.00 500.00 invest
SBI Magnum Midcap Fund (G) 143.8616 0.29 2.53 22.52 12.34 8,425.50 1.81 5,000.00 invest
Sundaram Mid Cap Fund - (G) 730.3484 0.26 4.41 13.31 7.60 7,320.30 1.86 100.00 invest
Nippon India Growth Fund - (IDCW) 79.1301 -96.13 4.50 19.03 12.90 13,596.51 1.90 100.00 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 Business Cycles Fund Announces change in fund managers

The Fund management responsibilities of the following scheme shall be chang...

Feb 03, 2023 10:24

Axis MF Announces change in fund managers under its schemes

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

Feb 01, 2023 12:13

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

Axis Mutual Fund has announced 25 January 2023 as the record date for decla...

Jan 23, 2023 11:02

Axis MF Announces change in fund managers under its schemes

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

Jan 19, 2023 11:33

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 23 January 2023 as the record date for decla...

Jan 19, 2023 10:11

Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund Announces Extension of NFO period

Axis Mutual Fund has announced that New Fund Offer (NFO) Period of the Sche...

Jan 14, 2023 11:40

SCHEME DETAILS

AMC Name : AXIS ASSET MANAGEMENT COMPANY LIMITED
Fund Name : AXIS Emerging Opportunities Fund - Sr.2 (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