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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹601 Cr

Lock In Period

N/A

Expense Ratio

1.31

Benchmark

BSE MidCap

Exit Load

Nil

Summary

Latest details for Axis Emerging Opportunities Fund - Series 1 Growth include a ₹12.93 NAV as of Oct 28,2020 and returns since inception of 9.67%. Minimum investments start at SIP ₹0. The Axis Emerging Opportunities Fund - Series 1 Growth AUM is ₹601 Cr, with a lock-in of N/A years, expense ratio of 1.31%, and benchmark BSE MidCap. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 1.02% returns, against a category average of -2.24% and a category best of 7.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.02-2.247.74
6M21.071.0164.49
1Y2.215.68137.57
3Y3.1213.26202.94

Portfolio Analysis

  • Equity: 83.42%
  • Debt: 16.58%
  • Others
As on: 2020-09-30
View allocation % by

1. City Union Bank Limited6.40%
2. Cholamandalam Investment and Finance Company Limited6.36%
3. Mahindra & Mahindra Financial Services Limited4.75%
4. Sundaram Finance Limited2.27%
5. Cholamandalam Financial Holdings Limited0.59%
6. JM Financial Limited0.03%

1. Balkrishna Industries Limited5.48%
2. MRF Limited3.56%
3. Endurance Technologies Limited1.81%
4. Motherson Sumi Systems Limited0.82%

1. Ambuja Cements Limited3.48%
2. ACC Limited2.46%
3. JK Cement Limited2.39%

1. Aarti Industries Limited4.69%
2. Galaxy Surfactants Limited2.41%

1. Coforge Limited3.90%
2. Tech Mahindra Limited1.32%
3. MindTree Limited0.52%
4. MphasiS Limited0.08%

1. SRF Limited4.90%

1. Voltas Limited4.19%
2. Symphony Limited0.27%

1. United Breweries Limited2.08%
2. Colgate Palmolive (India) Limited1.90%

1. Coromandel International Limited2.99%

1. UPL Limited2.44%

1. Petronet LNG Limited1.32%
2. Gujarat State Petronet Limited0.87%

1. Jindal Steel & Power Limited2.18%

1. IPCA Laboratories Limited1.90%

1. METROPOLIS HEALTHCARE LIMITED1.70%
2. Narayana Hrudayalaya Limited0.02%

1. TTK Prestige Limited1.14%

About Fund

Axis Emerging Opportunities Fund - Series 1 Growth managed by Axis Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹601 Crore. The fund benchmarks its performance against the BSE MidCap while maintaining an expense ratio of 1.31. Under the expert guidance of Anupam Tiwari ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAxis Emerging Opportunities Fund - Series 1 Growth0600.76 CR1.31
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundAxis Emerging Opportunities Fund - Series 1 Growth2.21349.6692
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Axis Emerging Opportunities Fund - Series 1 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Emerging Opportunities Fund - Series 1 Growth is 1.31. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Emerging Opportunities Fund - Series 1 Growth’s fund performance is as follows:
  • 1 Month : 1.02%
  • 6 Months : 21.07%
  • 1 Year : 2.21%
  • 3 Years : 3.12%
Returns of Axis Emerging Opportunities Fund - Series 1 Growth are updated daily based on NAV of ₹ 12.93 as on Oct 28,2020. Since inception, the return has been 9.67%.

You can invest in Axis Emerging Opportunities Fund - Series 1 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Emerging Opportunities Fund - Series 1 Growth is ₹601 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Emerging Opportunities Fund - Series 1 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500