Axis Special Situations Fund

Axis Special Situations Fund

NFO period: 04th December – 18th December 2020

Highlights of the NFO:

Scheme type - An open-ended equity scheme following special situations theme

Investment objective – To generate long-term capital appreciation by investing in miss-priced stocks facing special situations. The mispricing of stocks can occur due to companies facing special situations like regulatory/policy changes, management restructuring, technology-led disruption, and innovation, or any temporary challenges in the operating environment. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Scheme Category– The product is suitable for investors who are seeking capital appreciation over the long term by investing in stocks based on special situations theme.

Minimum Application Amount – First investment is Rs. 5,000/- and in multiple of Rs. 1/- thereafter

Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Dividend Option (Payout and Reinvestment facility).

Fund Managers – Mr. Ashish Naik and Mr. Hitesh Das

Benchmark – NIFTY 500 TRI