Axis Mutual Fund

Axis Innovation Fund - Direct Plan - Growth Option

Axis Mutual Fund

Expense Ratio: 1.3
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 04-12-2020
Exit Load: Nil
Fund Size:₹1,204.58 Cr

Performance

1Y
Fund10.50%
Cat. Avg.N/A
2Y
Fund5.46%
Cat. Avg.N/A
3Y
Fund16.97%
Cat. Avg.N/A
5Y
Fund9.97%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund14.96%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Eternal Limited78.366.53%
2Billionbrains Garage Ventures Ltd49.054.09%
3One 97 Communications Limited42.583.55%
4FSN E-Commerce Ventures Limited36.963.08%
5Aether Industries Limited36.243.02%
6Ather Energy Limited34.232.85%
7Clearing Corporation of India Ltd31.732.65%
8Lenskart Solutions Limited31.022.59%
9PB Fintech Limited29.242.44%
10Meesho Ltd27.322.28%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000065678+9.5%+20.3%
2Y07 Nov, 241.20 L.1.37 L.+13.8%+13.8%
3Y07 Nov, 231.80 L.2.17 L.+20.8%+13.2%
5Y08 Nov, 213 L.4.31 L.+43.8%+14.8%
SI07 Jan, 213.50 L.5.31 L.+51.6%+14.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.11 L.+10.5%+10.5%
2Y16 Oct, 241 L.1.11 L.+11.2%+5.5%
3Y16 Oct, 231 L.1.60 L.+60.1%+17.0%
5Y18 Oct, 211 L.1.60 L.+59.8%+9.8%
SI28 Dec, 201 L.2.25 L.+124.5%+15.0%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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