Axis Innovation Fund - Regular Plan - IDCW
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Fund Manager: Mr. Ashish Naik, Ms. Krishnaa N |
Equity: Thematic-Innovation |
NIFTY 500 TRI
NAV as on 08-01-2026
AUM as on
Rtn ( Since Inception )
13.15%
Inception Date
Dec 24, 2020
Expense Ratio
2.25%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
very high
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
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -1.1 | 0.94 | 2.32 | 17.91 | 12.84 | 0.0 |
| NIFTY 500 TRI | 2.6 | 0.89 | 7.58 | 16.79 | 15.88 | 15.09 |
| Equity: Thematic-Innovation | -1.05 | 1.25 | 1.46 | 21.12 | 15.87 | 0.0 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Axis Innovation Fund - Regular Plan - IDCW | 120.01 | 2.25 | 2.32 | 17.91 | 12.84 | 0.0 |
| ICICI Prudential Innovation Fund - Growth | 751.37 | 1.8 | 10.76 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 331.51 | 1.84 | 6.52 | 23.52 | 18.22 | 0.0 |
| Nippon India Innovation Fund-Regular Plan-Growth Option | 287.74 | 1.94 | 4.5 | 0.0 | 0.0 | 0.0 |
| Bandhan Innovation Fund - Regular Plan - Growth | 194.31 | 2.04 | 4.45 | 0.0 | 0.0 | 0.0 |
| Axis Innovation Fund - Regular Plan - Growth Option | 120.01 | 2.25 | 3.18 | 18.24 | 13.03 | 0.0 |
| Baroda BNP Paribas Innovation Fund Regular plan - Growth Option | 95.63 | 2.26 | -0.62 | 0.0 | 0.0 | 0.0 |
| Tata India Innovation Fund- Regular Growth | 169.8 | 2.05 | -2.1 | 0.0 | 0.0 | 0.0 |
| SBI Innovative Opportunities Fund - Regular Plan - Growth | 628.61 | 1.86 | -2.33 | 0.0 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 112.14 | 2.15 | -3.78 | 0.0 | 0.0 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 33.57 | -13.27 | 23.73 | 27.94 | -0.93 |
| NIFTY 500 TRI | 5.12 | 37.65 | -2.14 | 8.97 | 17.89 | 31.6 | 4.25 | 26.91 | 16.24 | -0.8 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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