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  • Mutual Fund
  • AXIS Emerging Opportunities Fund - Sr.2 (D)

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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S&P BSE Mid-Cap

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Investment Type

SIP Lumpsum

Company

  • 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 (D) 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 2.49 26.84 17.99 29.68 17.38 18.46
Category Rank 4/2 2/2 7/2 2/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Mid-Cap Opportunities Fund (G) 130.4780 0.22 28.97 34.92 18.94 47,236.04 1.53 100.00 invest
WhiteOak Capital Mid Cap Fund (G) 12.5600 0.18 22.99 0.00 0.00 960.75 0.00 500.00 invest
WhiteOak Capital Mid Cap Fund (IDCW) 12.5600 0.18 22.99 0.00 0.00 960.75 0.00 500.00 invest
Taurus Discovery (Midcap) Fund (G) 96.6700 0.10 27.01 27.33 16.83 99.75 2.57 500.00 invest
Nippon India Growth Fund - (IDCW) 94.9137 -96.40 23.98 34.31 19.84 18,343.36 1.71 100.00 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 & Quarterly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 25 September 2023 as the record date for dec...

Sep 22, 2023 10:09

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

Axis Mutual Fund has announced 20 September 2023 as the record date for dec...

Sep 15, 2023 09:48

Axis Mutual Fund Announces change in benchmark under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

Sep 08, 2023 09:58

Axis MF Announces change in fund managers under its schemes

Axis Mutual Fund has announced that the change in fund management responsib...

Aug 31, 2023 11:17

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

Axis Mutual Fund has announced 25 August 2023 as the record date for declar...

Aug 23, 2023 10:26

Axis Mutual Fund Change in Minimum Application Amount

Axis Mutual Fund Announces that Change in Minimum Application Amount of var...

Aug 18, 2023 17:26

SCHEME DETAILS

AMC Name : AXIS ASSET MANAGEMENT COMPANY LIMITED
Fund Name : AXIS Emerging Opportunities Fund - Sr.2 (D)
Contact Persone : Jinesh Gopani
Registered Address : international centre,Panduranginternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com