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Home Mf Research Axis Innovation Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Innovation Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,016.02 +1.60%
Two Week 2026-10-19 ₹1,000.00 ₹1,010.14 +1.01%
One Month 2026-10-05 ₹1,000.00 ₹983.55 -1.64%
Three Months 2026-08-05 ₹3,000.00 ₹2,937.88 -2.07%
Six Months 2026-05-07 ₹6,000.00 ₹6,199.97 +3.33%
One Year 2025-11-03 ₹12,000.00 ₹13,087.44 +9.06%
Three Year 2023-11-06 ₹36,000.00 ₹42,903.84 +19.18%
Five Year 2021-11-08 ₹60,000.00 ₹83,995.91 +39.99%
Since Inception 2020-12-24 ₹72,000.00 ₹105,526.44 +46.56%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Retailing 19.16%
Financial Technology (Fintech) 7.84%
Chemicals & Petrochemicals 7.62%
Pharmaceuticals & Biotechnology 5.49%
Automobiles 5.00%
Auto Components 4.58%
Electrical Equipment 4.58%
Transport Services 3.54%
IT - Services 3.50%
Industrial Manufacturing 3.46%
Semiconductors 3.46%
Capital Markets 3.42%
Other 3.07%
Industrial Products 2.65%
Consumer Durables 2.49%
Finance 1.84%
Broadline Retail 1.63%
Fertilizers & Agrochemicals 1.57%
IT - Software 1.52%
Interactive Media & Services 1.49%
Diversified Metals 1.43%
Aerospace & Defense 1.41%
Textiles & Apparels 1.29%
Systems Software 1.24%
Leisure Services 1.22%
Technology Hardware, Storage & Peripherals 0.95%
Semiconductor Materials & Equipment 0.74%
Communications Equipment 0.73%
Hotels, Resorts & Cruise Lines 0.52%
Movies & Entertainment 0.48%
Household Appliances 0.47%
Health Care Technology 0.37%
Sovereign 0.36%
Transaction & Payment Processing Services 0.23%
Electrical Components & Equipment 0.22%
Apparel Retail 0.21%
Soft Drinks & Non-alcoholic Beverages 0.21%

Top Holdings

Company-wise portfolio exposure

Eternal Limited 5.28%
One 97 Communications Limited 4.13%
Ather Energy Limited 3.78%
Billionbrains Garage Ventures Ltd 3.42%
FSN E-Commerce Ventures Limited 3.05%
Lenskart Solutions Limited 2.93%
Aether Industries Limited 2.67%
Info Edge (India) Limited 2.60%
PB Fintech Limited 2.47%
Divi's Laboratories Limited 2.23%
Sona BLW Precision Forgings Limited 2.22%
PTC Industries Limited 2.19%
Meesho Ltd 2.14%
Siemens Limited 2.07%
Affle 3i Limited 2.05%
Sai Life Sciences Limited 1.93%
Black Buck Ltd 1.88%
Bajaj Finserv Limited 1.84%
Pidilite Industries Limited 1.76%
Wakefit Innovations Limited 1.69%
Urban Company Ltd. 1.68%
PI Industries Limited 1.57%
Capillary Technologies India Limited 1.52%
Delhivery Limited 1.51%
Swiggy Limited 1.48%
Indo-MIM Limited 1.47%
Sagility Limited 1.45%
GE Vernova T&D India Limited 1.44%
Jain Resource Recycling Limited 1.43%
Bharat Electronics Limited 1.41%
Linde India Limited 1.37%
Kusumgar Limited 1.29%
Pine Labs Limited 1.24%
Mahindra & Mahindra Limited 1.22%
TBO Tek Limited 1.22%
Neogen Chemicals Limited 1.18%
Jyoti CNC Automation Ltd 1.13%
Siemens Energy India Limited 1.07%
Bosch Limited 1.00%
Honeywell Automation India Limited 0.86%
Dixon Technologies (India) Limited 0.80%
Tenneco Clean Air India Limited 0.70%
Rubicon Research Limited 0.70%
Dhoot Transmission Ltd 0.66%
Ellenbarrie Industrial Gases Limited 0.64%
Anthem Biosciences Limited 0.63%
Carborundum Universal Limited 0.46%
Blue Dart Express Limited 0.15%
Nvidia Corp Com 1.42%
Taiwan Semiconductor Sp ADR 1.06%
Microsoft Corp 1.02%
Alphabet Inc A 0.90%
Amazon Com Inc 0.81%
Broadcom Inc 0.67%
Meta Platforms Registered Shares A 0.59%
ASML Holding NV 0.56%
Apple Inc 0.54%
MAKEMYTRIP LTD 0.52%
Arista Networks Inc 0.48%
SharkNinja INC 0.47%
SAMSUNG ELECTRONICS - GDR 0.41%
VEEVA SYSTEMS INC 0.37%
Advanced Micro Devices Inc 0.31%
Ebay Inc 0.29%
MercadoLibre Inc 0.27%
Sea Ltd 0.26%
Roku Inc 0.26%
Lumentum Holdings Inc 0.25%
Visa Inc 0.23%
Spotify Technology SA 0.22%
Oracle Corporation 0.22%
Vertiv Holdings Co 0.22%
TJX ORD 0.21%
Monster Beverage Corp 0.21%
KLA Corporation 0.18%
Bank Nifty Index September 2026 Future 1.27%
91 Days Tbill (MD 12/11/2026) 0.36%
Clearing Corporation of India Ltd 1.91%
Net Receivables / (Payables) -0.11%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
14.97%
Return volatility
β
Beta
0.84
Benchmark sensitivity
S
Sharpe Ratio
-0.83
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%
Axis Innovation Fund - Regular Plan - Growth 8.17% 16.33% 13.29%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.28%
Expense Ratio (Direct)
1.34%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

If redeemed / switched-out within 12 months from the date of allotment: a) For 20% of investments: Nil. b) For remaining investments: 1%. If redeemed / switched - out after 12 months from the date of allotment: Nil
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