Axis Innovation Fund Regular Growth

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Equity
Equity - Other
Rating N.A.
Plan

17.35 -0.09 (-0.52%) NAV as on 12 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1120.92
CAGR 7.16%
Exit Load1.00%
Expense ratio2.26%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2020-12-18

Asset Allocation

Holdings As On - 13 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Eternal
65.98
5.76%

One 97 Communications
42.78
3.74%

Info Edge (India)
42.22
3.69%

PB Fintech
36.23
3.16%

Lenskart Solutions
27.56
2.41%

Aether Industries
27.27
2.38%

Affle 3i
27.08
2.36%

Peer Comparison

Fund Name
HSBC Business Cycles Regular Growth6.99%
HDFC Housing Opportunities Fund Regular Growth8.27%
Axis Innovation Fund Regular Growth7.65%
DSP Business Cycle Fund Regular Growth10.54%
Axis Momentum Fund Regular Growth8.77%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.81
Std Deviation 11.63%
Tracking Error 0.00%

About Fund

To generate long term capital appreciation by investing in equity & equity related securities of companies that are benefiting from innovative change (innovators, enablers, adaptors).

The Axis Innovation Fund Regular Growth has an AUM of 1120.92 crores & has delivered CAGR of 10.21% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.26%. The minimum investment in Axis Innovation Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include Eternal, Billionbrains Garage Ventures, One 97 Communications & Info Edge (India).

The major sectors where the fund is invested are Software & Programming, Computer Services, Chemical Manufacturing & Business Services.

Some of the similar funds are HSBC Business Cycles Regular Growth, HDFC Housing Opportunities Fund Regular Growth, Axis Innovation Fund Regular Growth, DSP Business Cycle Fund Regular Growth, Axis Momentum Fund Regular Growth. Axis Innovation Fund Regular Growth has a sharpe ratio of 0.81 & a standard deviation of 11.63%.