Axis Emerging Opportunities Fund - Series 1 (1400 Days) - Growth - Direct Plan

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  • Net Change on 16-08-2019

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE Mid-Cap -7.37 -4.69 -16.54 1.71 8.41 17.97

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Jun 25, 2007 -14.79 4.23 11.01 2.25 20,893.16
Franklin India PRIMA FUND - Direct - Growth Dec 01, 1993 -8.83 4.90 12.00 2.12 6,686.24
Reliance Growth Fund - Direct Plan Growth Plan - Growth Oct 08, 1995 -6.03 6.46 10.17 2.02 6,257.39
DSP Midcap Fund - Direct Plan - Growth Nov 14, 2006 -9.00 5.99 12.80 2.19 5,856.41
Sundaram Mid Cap Fund- Direct Plan - Growth Option Jul 19, 2002 -14.62 2.57 10.76 2.12 5,445.72

Fund Holdings as on 31-July-2019

  • Clearing Corporation of India Ltd

  • City Union Bank Limited

  • Cholamandalam Investment and Finance Company Limited

  • Divi's Laboratories Limited

  • Berger Paints (I) Limited

  • Mahindra & Mahindra Financial Services Limited

  • Sundaram Finance Limited

  • Gruh Finance Limited

  • Balkrishna Industries Limited

  • United Breweries Limited

  • MRF Limited

  • Cummins India Limited

  • ACC Limited

  • SRF Limited

  • Voltas Limited

  • TCNS Clothing Co. Limited

  • Endurance Technologies Limited

  • JK Cement Limited

  • Coromandel International Limited

  • Aarti Industries Limited

  • Ashok Leyland Limited

  • Aditya Birla Fashion and Retail Limited

  • Petronet LNG Limited

  • Chalet Hotels Limited

  • Varroc Engineering Limited

  • TTK Prestige Limited

  • Syngene International Limited

  • Alkem Laboratories Limited

  • Motherson Sumi Systems Limited

  • Cholamandalam Financial Holdings Limited

  • Symphony Limited

  • V-Guard Industries Limited

  • 6.85% HDFC Bank Limited (04/11/2019)

  • Vinati Organics Limited

  • Arti Surfactants Limited ** #

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Miscellaneous

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Tyres & Allied

  • Paints

  • Cement & Construction Materials

  • Finance - Housing

  • Auto Ancillary

  • Breweries & Distilleries

  • Diesel Engines

  • Diversified

  • Air Conditioners

  • Textile

  • Chemicals

  • Fertilizers

  • Consumer Durables - Domestic Appliances

  • Automobiles-Trucks/Lcv

  • Retailing

  • Industrial Gases & Fuels

  • Hotel, Resort & Restaurants

  • Finance - Investment

  • Electric Equipment

  • Unspecified

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About Axis Emerging Opportunities Fund - Series 1 (1400 Days)

Scheme Analysis

Axis Emerging Opportunities Fund - Series 1 (1400 Days) is a Equity - Mid Cap Fund fund and belongs to Axis Mutual Fund. It was launched on 29-Dec-2016 and currently has an AUM of ₹538.89 crore. Axis Emerging Opportunities Fund - Series 1 (1400 Days) is benchmarked against S&P BSE Mid-Cap as primary index.

The NAV of Axis Emerging Opportunities Fund - Series 1 (1400 Days) ended down ₹-0.01(-0.08%)yesterday to ₹11.9.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, City Union Bank Limited and Cholamandalam Investment and Finance Company Limited

The Axis Emerging Opportunities Fund - Series 1 (1400 Days) is managed by Jinesh Gopani and Anupam Tiwari.

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com

Fund Manager

  • Education:Chartered Accountant
  • Experience:7 Years
  • Basic Details:He has more than 7 years of experience in Equity Markets as Research Analyst and Fund Manager. Prior to joining Principal Mutual Fund, he has worked with Reliance Mutual Fund and Reliance Life Insurance Ltd.
  • Funds Managed:
  • Axis Dynamic Equity Fund
  • Axis Equity Saver Fund
  • AXIS Small Cap Fund
  • Cash

  • Deposits

  • Equity

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