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4 Reasons To Invest In The Axis Special Situations Fund

Axis Special Situations Fund is an open ended equity scheme following special situations theme and is now open for subscription.

What is a special situations fund?

As the name suggests, the fund would target investing in equities that can offer returns through special situations. These situations could be disruption, sector dynamic shifts or event based.

A fund like this has the power to deliver abnormal returns on either side, given the theme of the fund. Disruptive growth is an opportunity for investors to capture significant value creation over time. In fact, the Indian economy has seen a lot of creative disruption that has taken place to solve problems unique to India's demographics at scale E.g. -UPI, Jan Dhan, Bharat Billpay etc.

Where would the future market potential lie?

The future investing opportunities for a fund like Axis Special Situations Fund would lie in Online Food Delivery, shared mobility, e commerce logistics, online education, e commerce retail, unorganized retail, renewable power, OTT, Online gaming etc.

Why invest in the Axis Special Situations Fund?

Disruptive growth is an opportunity for investors to capture significant value creation over time. The fund will capture opportunities across the value chain in both domestic & global markets. Leveraging Schroders global expertise in identifying opportunities across the world. A thematic fund can give meaningful exposure to such themes that may not be available in generic diversified fund. Given the specialized nature of the product ideal investment vehicle for investors with a 5 year investment horizon.

4 Reasons To Invest In The Axis Special Situations Fund

Details of the fund

Axis Special Situations Fund is now open for subscription and would close on December 18, 2020. The minimum application to invest in the fund is Rs 5,000 and in multiples thereof. Some of the other funds under Axis Mutual Fund have performed well and have also been rated as 5-star by CRISIL. However, there is no guarantee that every fund will perform and it is a matter of taking risk.

About the author:

Sunil Fernandes has spent 26 years covering business and finance in India and abroad. Sunil has worked with frontline daily newspapers including Hindustan Times, Deccan Herald and Gulf Times. He has also worked with investment magazines like Dalal Street Investment Journal and Oman Economic Review. Sunil's areas of interest include commodities, equities, mutual funds, tax planning and debt instruments. He is currently the Managing Editor for GoodReturns.in

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