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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹1,527 Cr

Lock In Period

N/A

Expense Ratio

1.29

Benchmark

BSE MidCap

Exit Load

Nil

Summary

Latest details for Axis Emerging Opportunities Fund - Series 2 Growth include a ₹14.6354 NAV as of Dec 28,2020 and returns since inception of 20.85%. Minimum investments start at SIP ₹0. The Axis Emerging Opportunities Fund - Series 2 Growth AUM is ₹1,527 Cr, with a lock-in of N/A years, expense ratio of 1.29%, and benchmark BSE MidCap. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.24% returns, against a category average of -0.29% and a category best of 12.47%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.24-0.2912.47
6M30.671.6864.49
1Y16.904.31137.57
3Y6.5210.92202.94

Portfolio Analysis

  • Equity: 79.85%
  • Debt: 20.15%
  • Others
As on: 2020-11-30
View allocation % by

1. Cholamandalam Investment and Finance Company Limited7.04%
2. City Union Bank Limited6.69%
3. Mahindra & Mahindra Financial Services Limited5.35%
4. Sundaram Finance Limited4.07%
5. Cholamandalam Financial Holdings Limited0.62%
6. JM Financial Limited0.02%

1. Balkrishna Industries Limited4.86%
2. MRF Limited4.07%
3. Endurance Technologies Limited3.00%
4. Motherson Sumi Systems Limited0.80%

1. Ambuja Cements Limited2.94%
2. JK Cement Limited2.61%
3. ACC Limited2.53%

1. Aarti Industries Limited3.46%
2. Galaxy Surfactants Limited2.49%

1. Coforge Limited3.91%
2. Tech Mahindra Limited1.02%
3. MindTree Limited0.43%
4. MphasiS Limited0.03%

1. SRF Limited3.84%

1. Voltas Limited3.38%
2. Symphony Limited0.08%

1. Gland Pharma Limited1.88%
2. IPCA Laboratories Limited1.32%

1. United Breweries Limited1.51%
2. Colgate Palmolive (India) Limited1.40%

1. Coromandel International Limited2.74%

1. Jindal Steel & Power Limited1.99%

1. Petronet LNG Limited1.07%
2. Gujarat State Petronet Limited0.64%

1. Metropolis Healthcare Limited1.44%
2. Narayana Hrudayalaya Limited0.00%

About Fund

Axis Emerging Opportunities Fund - Series 2 Growth managed by Axis Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,527 Crore. The fund benchmarks its performance against the BSE MidCap while maintaining an expense ratio of 1.29. Under the expert guidance of Jinesh Gopani ,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

Jinesh Gopani

Mr. Jinesh is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research. Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Resurgent India Fund - Series 5 Growth0331.16 CR1.32
This FundAxis Emerging Opportunities Fund - Series 2 Growth01526.82 CR1.29
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundAditya Birla Sun Life Resurgent India Fund - Series 5 Growth56.93919.2118
This FundAxis Emerging Opportunities Fund - Series 2 Growth16.896220.8538
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Axis Emerging Opportunities Fund - Series 2 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 2 Growth is 1.29. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Emerging Opportunities Fund - Series 2 Growth’s fund performance is as follows:
  • 1 Month : 0.24%
  • 6 Months : 30.67%
  • 1 Year : 16.90%
  • 3 Years : 6.52%
Returns of Axis Emerging Opportunities Fund - Series 2 Growth are updated daily based on NAV of ₹ 14.6354 as on Dec 28,2020. Since inception, the return has been 20.85%.

You can invest in Axis Emerging Opportunities Fund - Series 2 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 2 Growth is ₹1,527 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Emerging Opportunities Fund - Series 2 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