Axis Innovation Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,199.19 Cr
Expense Ratio
2.28%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
18 Dec 2020
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +6.19% | -- |
| 3 Months | +8.66% | -- |
| 6 Months | +15.12% | -- |
| 1 Year | +14.81% | +14.81% |
| 2 Years | -- | +9.47% |
| 3 Years | +57.98% | +16.47% |
| 5 Years | +75.02% | +11.85% |
| Since Launch | +110.9% | +14.16% |
Holdings as on 10 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 78.37 | 6.53 |
| Billionbrains Garage Ventures | 49.06 | 4.09 |
| One 97 Communications | 42.58 | 3.55 |
| FSN E-Commerce Ventures Ltd | 36.96 | 3.08 |
| Aether Industries | 36.24 | 3.02 |
| Ather Energy | 34.23 | 2.85 |
| Clearing Corporation Of India Ltd | 31.74 | 2.65 |
| Lenskart Solutions | 31.03 | 2.59 |
| PB Fintech | 29.25 | 2.44 |
| Meesho | 27.32 | 2.28 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.63
Sharpe Ratio
14.20%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Business Cycles Regular Growth | +3.2% | +15.95% | +15.52% |
| Axis Innovation Fund Regular Growth | +14.81% | +16.47% | +11.85% |
| HDFC Housing Opportunities Fund Regular Growth | -1.27% | +10.92% | +11.91% |
| Bandhan Business Cycle Fund Regular Growth | +1.59% | -- | -- |
| HSBC India Export Opportunities Fund Regular Growth | +21.18% | -- | -- |
Results are calculated on CAGR basis
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 1199.19 crores & has delivered CAGR of 11.85 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.28%. 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 Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Eternal, Billionbrains Garage Ventures, One 97 Communications, FSN E-Commerce Ventures Ltd.
The major sectors where the fund is invested are Software & Programming, Chemical Manufacturing, Computer Services, Business Services.
Some of the similar funds are HSBC Business Cycles Regular Growth, Axis Innovation Fund Regular Growth, HDFC Housing Opportunities Fund Regular Growth, Bandhan Business Cycle Fund Regular Growth, HSBC India Export Opportunities Fund Regular Growth. Axis Innovation Fund Regular Growth has a sharpe ratio of 0.63 & a standard deviation of 14.20%.
FAQs
According to the morning star rating Axis Innovation Fund Regular Growth has a Medium risk & High return.
Axis Innovation Fund Regular Growth is managed by Ashish Naik,Krishnaa N.
The expense ratio of Axis Innovation Fund Regular Growth is 2.28%.
The 5 year annualized return on Axis Innovation Fund Regular Growth is 11.85% & it has generated 14.81% in the last 1 year.
The minimum investment in Axis Innovation Fund Regular Growth is 100 Rs.
Axis Innovation Fund Regular Growth has an AUM of 1199.19 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.