PuneinvestPuneinvest
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Reading: Axis Special Situation Fund details
Share
Aa
PuneinvestPuneinvest
Aa
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Search
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Follow US
© Foxiz News Network. Ruby Design Company. All Rights Reserved.
Puneinvest > Blog > New Fund Offer > Axis Special Situation Fund details
New Fund Offer

Axis Special Situation Fund details

Last updated: 2022/03/28 at 12:34 PM
Rajendra Todkar Published December 3, 2020
Share
- Advertisement -

Axis Special Situation Fund

Contents
SuitabilityFund ManagerRisk FactorWhat is Axis Special Situation Fund?What is Thematic Fund?Investment StrategiesExit LoadMinimum Investment
NFO Start Date
NFO End Date
Scheme TypeEquity
CategoryThematic Fund

Suitability

This scheme is suitable for investors with moderately high-risk appetite who are –

Interested in long term capital appreciation & income.
Interested in investing in an equity scheme which invests in undervalued securities.

Fund Manager

Mr. Ashish Naik (for Equity Portion)

- Advertisement -

Qualifications :  B.E. Computers, PGDBM, FRM

Mr. Hitesh Das  (for Foreign Securities)

Qualifications : PGDM, M.Tech, B.Tech

Risk Factor

 Scheme specific risk factor

The Scheme may invest in stocks, which are undervalued with the anticipation of increase in price. However, the stocks may continue to languish and may not attain the anticipated price.

The Scheme is subject to investment style risk; the Schemes’ performance may not be in line with the general market in scenarios of strong upward or downward cycles. Further, the prices of securities invested by the scheme may not behave as expected by Fund Manager; this may affect the returns of the Scheme adversely.

What is Axis Special Situation Fund?

Axis Special Situation Fund is an open-ended, thematic, equity scheme that seeks to invest in opportunities arising from special situations such as regulatory changes, new technologies, sector dynamics, company specific changes, consumer behaviour changes, and global events.

It essentially aims to invest in opportunities presented by a changing business environment. It is a multi-cap, multi-sector fund.

What is Thematic Fund?

Thematic funds are equity mutual funds that invest in stocks that have an underlying theme.

Such funds seek to invest in companies and sectors that have a common underlying theme. For example, an agriculture theme fund may invest in fertilizer companies, agro-processing companies, tractor manufacturing firms, among others related to the agriculture sector.

Investment Strategies

The scheme’s investment objective is to generate long-term capital appreciation by investing in stocks facing special situations. The Special situations can occur due to companies facing / undergoing issues like technology led disruption and innovation, regulatory/policy changes, management restructuring, or any prolonged cyclical challenges in the operating environment. The effect of these special situations on the companies’ business model could be medium to long term in nature.

The fund will look to invest in stocks that are:

– Benefiting from disruptive change (disruptors, enablers, adaptors) on account of technology, regulatory, or any other factors or

– Witnessing a significant turnaround potential from a prolonged cyclical slowdown.

Such opportunities can be available at company level, industry/sector level or market level. The special situations which cover some of the disruptive changes are given below:

1) Shift from unorganized to organized: Across a host of sectors, reforms such as GST are pushing businesses to get more formalized. This trend is likely to get further enhanced by reforms in tax, labour and other regulations going forward and will allow the organized businesses to gain market share from the unorganized. Pushing this trend further is the restructuring of the supply chains and the formalization of retail trade. This is a fundamental shift that will transform the way business is done in India and is likely to benefit the players that can adapt their business models and make themselves more efficient.

2) Change in lifestyle aspiration leading to premiumisation: As per capita income grows in India the middle class and upper middle class is growing in size and consumer trends are transforming. The most notable feature is the move from a value approach towards a desire for premium branded products. At the same time value for money instincts of the Indian consumer have not gone away. So there is a challenge for companies to provide an aspirational product with the right branding and at the right price point in order to exploit the opportunity.

3) Technology led disruption in business model Technolgical change is transforming entire sectors practically overnight. Whether it is in terms of how businesses are using tech to innovate and create new product propostions, to better segment their customer base or to innovate their service delivery and customer engagement. Further tech innovation can produce winners and losers as many new business models are born and the old unresponsive managements are left behind – the trends accelerated by massive infusion of private equity money in favour of the new innovators.

4) Effect of internet/ digital delivery channels on traditional businesses The internet/ social media/ e-commerce/ mobile app ecosystem has transformed our consumption patterns and they are likely to continue doing so going forward. Especially for the retail and services sector, service delivery over digital channels is transforming the existing cost structures and delivery margins and forcing market share shifts in favour of the nimble and techaware businesses.

5) Business process innovation – Innovation in the business processes can change the fortune of a sector. By identifying an unmet consumer need or pain point and finding a profitable way of addressing it, new businesses can successfully take on existing leaders and generate lasting wealth for their investor base.

The above are some of the special situations which the scheme seeks to invest in. The fund manager may identify any other special situation from time to time and make investments in such companies, industries/ sectors and markets.

Exit Load

If redeemed / switched-out within 12 months – For 10% of investment: Nil For remaining investment: 1%

Minimum Investment

Rs. 5,000 and in multiples of Re. 1/- thereafter Minimum Additional Purchase Amount Rs. 100 and in multiples of Re. 1/- thereafter

You Might Also Like

New Fund Offer: Axis Business Cycle Fund

NFO – ITI Flexi Cap Fund

NFO Alert: Get Latest Information on WhiteOak Capital Balanced Advantage Fund

NFO – Tata Multi Cap Fund

NFO – HSBC Multi Cap Fund

UTI Small Cap Fund

Axis Multi Cap Fund – Updates

NFO IDFC Credit Opportunities Fund

Sign Up For Daily Newsletter

Be keep up! Get the latest breaking news delivered straight to your inbox.

By signing up, you agree to our Terms of Use and acknowledge the data practices in our Privacy Policy. You may unsubscribe at any time.
Share this Article
Facebook Twitter Email Copy Link Print
Previous Article uti small cap UTI Small Cap Fund
Next Article NCD Issue Muthoot Finance Ltd -Dec 2020
- Advertisement -

Latest Post

  • An Introduction to the Indian Stock Market: Understanding How it Works
  • New Fund Offer: Axis Business Cycle Fund
  • Stock Market Indices: Understanding Nifty, Sensex, and Other Indexes
  • The Time and Money You Need for 1 Crore via Mutual Fund SIP
  • BNPL vs Credit Cards: Which is Right for You?

Category

  • BNPL
  • Bonds
  • Calculators
  • Capital Gain Bond
  • Child Planning
  • Credit Card
  • Featured
  • Financial Planning
  • Fixed Deposit
  • Gold
  • health Insurance
  • IPO
  • MF SIP
  • Mutual Fund
  • Mutual Fund Overview
  • Mutual Fund Service
  • NCD
  • New Fund Offer
  • Post Office
  • Retirement Planning
  • Stock Market
  • Tax Free Bonds
  • Tax Saving Scheme

You Might Also Like

axis business cycle fund
Mutual FundNew Fund Offer

New Fund Offer: Axis Business Cycle Fund

February 2, 2023
iti flexi cap fund
New Fund Offer

NFO – ITI Flexi Cap Fund

January 27, 2023
whiteoak balanced advantage
New Fund Offer

NFO Alert: Get Latest Information on WhiteOak Capital Balanced Advantage Fund

January 22, 2023
Tata Multi cap fund
Mutual FundNew Fund Offer

NFO – Tata Multi Cap Fund

January 15, 2023
hsbc multi
Mutual FundNew Fund Offer

NFO – HSBC Multi Cap Fund

January 13, 2023
uti small cap
New Fund Offer

UTI Small Cap Fund

December 2, 2020

Axis Multi Cap Fund – Updates

November 1, 2017

NFO IDFC Credit Opportunities Fund

February 19, 2017
Show More

© 2011 Puneinvest. All Rights Reserved.

  • Terms and Conditions
  • Disclaimer
  • Privacy Policy
  • About Us
  • Our Services
  • Contact Us

Removed from reading list

Undo
Welcome Back!

Sign in to your account

Lost your password?