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Axis Innovation Fund - Regular Plan - Growth Option

Fund House:
Axis Mutual Fund
Category:
Equity: Thematic-Others
Status:
Open Ended Schemes
Launch Date:
05-12-2020
ISIN Number:
INF846K01Y05
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
1233.87
Nav (20-12-2024)
18.43
CAGR Since Inception:
16.54
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.22 %
Risko-Meter:
Very High
Exit Load:
w.e.f.,24/12/2020, If redeemed / switched-out within 12 months - For 10% of investment: Nil on FIFO basis For remaining investment: 1% "Please note - The name of Axis Special Situations Fund has been changed to Axis InnovationFund, effective from May 13, 2024."
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Axis Innovation Fund - Regular Plan - Growth Option 31.55 25.03 12.74 0 0
HDFC Defence Fund - Growth Option 48.83 0 0 0 0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 44.57 0 0 0 0
Franklin India Opportunities Fund - Growth 41.69 43.13 29.36 27.7 16.78
HSBC Business Cycles Fund - Regular Growth 39.77 32.67 25.85 22.96 14.39
Quant Momentum Fund - Growth Option - Regular Plan 32.91 0 0 0 0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 32.7 0 0 0 0
ICICI Prudential Innovation Fund - Growth 32.64 0 0 0 0
Kotak Pioneer Fund- Regular Plan- Growth Option 32.2 31.69 19.07 24.13 0
Samco Active Momentum Fund - Regular Plan - Growth Option 31.88 0 0 0 0
Fund Manager
Ashish Naik, Mayank Hyanki, Krishnaa N:
Scheme Objective
The scheme seeks to generate long-term capital appreciation by investing in mis-priced stocks facing special situations. The mis-pricing of stocks can occur due to companies facing special situations like regulatory/policy changes, management restructuring, technology led disruption and innovation or any temporary challenges in the operating environment.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Axis Innovation Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: Thematic-Others
CAGR since inception 16.54% 13.95% 15.89%
1 Year 31.55% 12.84% 26.44%
3 Year 12.74% 13.73% 19.03%
5 Year 0.00% 15.28% 22.74%
10 Year 0.00% 12.46% 14.47%
Nav / Index Value as on2024-12-22 1,233.87% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 0.4
Cash & Cash Equivalents 0.76
Equity 81.12
International 17.7
Company Holding
ZOMATO LIMITED 3.73
INFO EDGE INDIA LIMITED 3.59
ICICI BANK LIMITED 3.32
HDFC BANK LIMITED 2.96
DIXON TECHNOLOGIES (INDIA) LIMITED 2.82
SIEMENS LIMITED 2.76
TORRENT POWER LIMITED 2.54
LINDE INDIA LIMITED 2.49
PIDILITE INDUSTRIES LIMITED 2.28
DIVIS LABORATORIES LIMITED 2.21
FAQ's of Axis Innovation Fund - Regular Plan - Growth Option
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Axis Innovation Fund - Regular Plan - Growth Option