AXIS SPECIAL SITUATIONS FUND|A NEW NFO|

 

Firstly we Talk About Special Situations Fund or Special opportunities Fund.These Types of Fund invest (Create a Portfolio) of Those stocks are mis-Priced(occurs due to Companies facing Special situations like regulatory changes, management restructuring, technology led, disruption and innovation or any temporary challenges in the operating environment.These Type of Funds are Thematic Funds.

The fund Will invests in Domestic & Overseas Markets.Overseas Investment advised by Schroder which is 25% shareholder in Axis AMC.

The Funds are More Risky according to other category of Mutual Funds but also Good& Returns Deleiver in Long Term. 

Back on Our Topic,Talk About NFO detials.

Issue Open From:-04-Dec-2020

Issue Closed on:-18-Dec-20

Fund Manager:-Ashsih Naik

Min investment:-5,000/-

NAV:-Rs.10 During NFO period

Exit Load:-For invesment above 10%,1% exit Load applicable if redeem within 1 year.

Benchmark:-NIFTY 500 TRI

Risk:-High(Thematic Fund).

Invesment Objective:-The Scheme Seeks to generate Long term capital appreciation by Investing in mis priced stocks facing Special situations.are mis-Priced(occurs due to Companies facing Special situations like regulatory changes, management restructuring, technology led, disruption and innovation or any temporary challenges in the operating environment.

There are only some schemes in the market like these theme,"Aditya Birla Sun Life Special opportunities Fund"

The scheme was launch in November last month and Deleiver 9.15%  in Only 1 Month..

What About The NFO of Axis Special situations Fund.Invest Or Not??

1.Investors 

wants long Term wealth creation.

1. High Risk capability
2. Want the Benefit Of Special Situations Comes in Market as Described in Investment Objective.

Investors should consult with their Financial Advisor Before INVEST..