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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 -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.02-0.6613.98
6M21.071.1064.49
1Y2.214.11137.57
3Y3.1211.90202.94

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.

Fund Managers

Anupam Tiwari

Mr. Tiwari holds Chartered Accountant as his educational qualification. 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.

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