How do we define Special Situations?

Looking at change agents Opportunities presented by

over multiple horizons changing business environment

Long Term Disruption

Medium Term Sector Dynamics Shifts

Short Term Event Based

Disruptions are all around us

Material
Fin tech Healthcare
l Payments
Disruptive Change l Gene therapy
l Micro-lending l Bio-similars
l Vaccine Development

Automation Transportation Environmental Brand fragmentation

l Robotics l -Battery technology l Climate change l Product Differentiation
l AI l Autonomous driving l Renewables l Health & Wellness
l 3-D printing l Ride Sharing l Smart Grid

Communications Digitalisation E-commerce

l Streaming l Cloud Computing l Supply chain
l Video on demand l Cybersecurity l Online Marketplace
l Social media
l 5G
 Capturing the value of disruptive growth
Tip of the Iceberg
Beneficiaries Disrupter
Future Laggards
The source, or cause of
innovative disruption

Denier
Enablers Adaptor The incumbent going
The conduit The positive down/losing ground
Often overlooked for change respondent
when we think of disruptors,
but can be just as big beneficiaries

Fund Construct Adaptor

Multi Faceted, Multi Cap, Multi Sector

Enablers
(Including upto 30%
Disruption (Core) Global Disruptors)
Disrupter

Portfolio Build
Events Based Sector Dynamic Shifts
As per suitable opportunities
Please refer to the Scheme Information document for detailed asset allocation and investment strategy.

How will we manage overseas allocation?

INVESTMENT GLOBAL ADVICE EXECUTION PHILOSOPHY
Invest directly in Overseas investments will be Transaction executed Aligned with domestic
overseas advised by Schroder Investment through key intermediaries investment philosophy of
securities Management Limited based on (broking/custody) across looking for opportunities across
their disruption philosophy major global markets disruptors, enablers & adapters
Please refer to the Scheme Information document for detailed asset allocation and investment strategy. Axis AMC may appoint investment advisors for overseas investments.
Axis AMC proposes to appoint Schroders to provide investment advice for investment in foreign securities. The scheme will be directly investing in overseas securities.

Fund Facts
Name Category Fund Manager Entry load: Nil
Axis Special Situations Fund Thematic Scheme Mr. Ashish Naik & Mr. Hitesh
Das (For foreign securities) Exit load:
If redeemed / switched-out within 12 months - For 10%
Minimum Application Benchmark NFO Period of investment : Nil, For remaining investment : 1%,
` 5,000 and in multiples of NIFTY 500 TRI 4th December 2020 to If redeemed/switched out after 12 months from the date
` 1 thereafter 18th December 2020 of allotment: Nil.

Riskometer
AXIS SPECIAL SITUATIONS FUND Distributed by:
Moderate M
(An open ended equity scheme following special situations theme) ely od
at e
er Hi rat
od w gh ely
M Lo
This product is suitable for investors who are seeking*:
• Capital appreciation over long term.
Hig
Low

• Investment in stocks based on special situations theme.

*Investors should consult their financial advisers if in doubt about whether LOW HIGH
Investors understand that their principal
the product is suitable for them. will be at high risk

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882,
sponsored by Axis Bank Ltd. (liability restricted to ` 1 lakh). Trustee: Axis Mutual Fund Trustee Ltd.
Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Ltd. is not liable
or responsible for any loss or shortfall resulting from the operation of the schemes.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.