Axis Innovation Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Category: Equity: Thematic-Innovation
Launch Date: 05-12-2020
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.25% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,202.64 Cr As on 30-06-2025(Source:AMFI)
Turn over: 39% | Exit Load: If redeemed / switched-out within 12 months - For 10% of investment: Nil on FIFO basis For remaining investment: 1% w.e.f.,24/12/2020

18.59

14.53%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate long term capital appreciation by investing in equity & equity related securities of companies that are benefiting from innovative change (innovators, enablers, adaptors) However, there is no assurance that the investment objective of the Scheme will be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation 13.31
Sharpe Ratio 1.02
Alpha 0.4
Beta 0.84
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 4.38 18.51 17.65 - -
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 12.95 - - - -
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 6.92 23.25 23.76 25.27 -
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 5.17 - - - -
ICICI Prudential Innovation Fund - Growth 05-04-2023 3.98 27.19 - - -
Baroda BNP Paribas Innovation Fund Regular plan - Growth Option 05-03-2024 0.88 - - - -
Nippon India Innovation Fund-Regular Plan-Growth Option 29-08-2023 -0.42 - - - -
UTI Innovation Fund - Regular Plan - Growth Option 13-10-2023 -4.14 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.08%

Others

18.51%

Large Cap

42.89%

Mid Cap

18.52%

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