Axis Innovation Fund Regular Plan Growth

Risk: Very High
₹ 18.50
NAV (Sep 5,2024)

The Axis Special Situations Fund - Regular Plan - Growth is a fund established on December 24, 2020. With a scheme assets under management (AUM) of INR 1174.87 crore, this fund has a minimum investment requirement of INR 100. The expense ratio is 2.22%, and the price-to-earnings (PE) ratio and price-to-book (PB) ratio stand at 74.52 and 9.86 respectively. This fund offers growth opportunities in special situations and is suitable for investors seeking long-term capital appreciation.

Axis Innovation Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Axis Innovation Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    76.56
  • P/B Ratio
    UM_URBAN_MONEY

    11.85
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.73
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.23%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1277.08 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,259.89 (12.60%)₹ 12,333.33 (23.33%)₹ 13,582.97 (35.83%)₹ 14,329.98 (43.30%)₹ -- (--)
₹ 30,000₹ 33,779.67 (12.60%)₹ 36,999.99 (23.33%)₹ 40,748.91 (35.83%)₹ 42,989.94 (43.30%)₹ -- (--)
₹ 50,000₹ 56,299.45 (12.60%)₹ 61,666.65 (23.33%)₹ 67,914.85 (35.83%)₹ 71,649.9 (43.30%)₹ -- (--)
₹ 80,000₹ 90,079.12 (12.60%)₹ 98,666.64 (23.33%)₹ 1,08,663.76 (35.83%)₹ 1,14,639.84 (43.30%)₹ -- (--)
₹ 1,00,000₹ 1,12,598.9 (12.60%)₹ 1,23,333.3 (23.33%)₹ 1,35,829.7 (35.83%)₹ 1,43,299.8 (43.30%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Info Edge India Limited3.50%
  • Zomato Limited3.32%
  • Torrent Power Limited3.31%
  • ICICI Bank Limited3.00%
  • Linde India Limited2.84%
  • Pidilite Industries Limited2.67%
  • Siemens Limited2.67%
  • HDFC Bank Limited2.57%
  • Dixon Technologies India Limited2.56%
  • Reliance Industries Limited2.29%
  • PB Fintech Limited2.23%
  • Neogen Chemicals Limited2.10%
  • Divi s Laboratories Limited2.04%
  • Honeywell Automation India Limited2.03%
  • Avenue Supermarts Limited1.96%
  • Aether Industries Limited1.91%
  • Sona BLW Precision Forgings Limited1.88%
  • ABB India Limited1.79%
  • Delhivery Limited1.69%
  • Suven Pharmaceuticals Limited1.54%
  • India Shelter Finance Corporation Limited1.52%
  • Bajaj Finserv Limited1.51%
  • FSN E Commerce Ventures Limited1.49%
  • Samvardhana Motherson International Limited1.47%
  • Coforge Limited1.46%
  • Trent Limited1.37%
  • TBO Tek Limited1.37%
  • Bharat Electronics Limited1.36%
  • Bajaj Finance Limited1.29%
  • Tata Power Company Limited1.24%
  • Jyoti CNC Automation Ltd1.19%
  • Affle India Limited1.18%
  • Clearing Corporation of India Ltd1.16%
  • Maruti Suzuki India Limited1.13%
  • Eureka Forbes Ltd1.10%
  • Microsoft Corp1.09%
  • Grindwell Norton Limited1.03%
  • Granules India Limited1.03%
  • L&T Technology Services Limited1.01%
  • Sun Pharmaceutical Industries Limited1.01%
  • KPIT Technologies Limited0.96%
  • Tata Elxsi Limited0.92%
  • Larsen & Toubro Limited0.90%
  • Go Digit General Insurance Limited0.89%
  • Bajaj Auto Limited0.83%
  • SBI Life Insurance Company Limited0.83%
  • Tata Technologies Ltd0.82%
  • Nvidia Corp Com0.78%
  • Motherson Sumi Wiring India Limited0.77%
  • Honasa Consumer Limited0.77%
  • Carborundum Universal Limited0.76%
  • Indiamart Intermesh Limited0.74%
  • Alphabet Inc A0.72%
  • Amazon Com Inc0.72%
  • Taiwan Semiconductor Manufacturing Co Ltd0.71%
  • Ideaforge Technology Limited0.71%
  • Novo Nordisk A S0.70%
  • Netflix Inc0.70%
  • Spotify Technology SA0.60%
  • Visa Inc0.59%
  • Merck & Co Inc0.58%
  • Meta Platforms Registered Shares A0.53%
  • Eli Lilly & Co0.52%
  • ASML Holding NV0.51%
  • Thermo Fisher Scientific Inc0.51%
  • Relx Plc0.50%
  • Canadian Pacific Kansas City Limited0.47%
  • Shell Plc0.47%
  • Costco Wholesale Corp0.44%
  • Moody s Corp0.43%
  • Boston Scientific Corp0.42%
  • TJX ORD0.41%
  • Adobe Inc0.41%
  • Salesforce Inc0.40%
  • Booking Holdings Inc0.40%
  • Days Tbill MD0.39%
  • Gartner Inc0.39%
  • Motorola Solutions Inc0.38%
  • Arista Networks Inc0.36%
  • Texas Instruments Inc0.30%
  • Blue Dart Express Limited0.27%
  • Techno Electric & Engineering Company Limited0.27%
  • Crowdstrike Holdings Inc0.26%
  • Advanced Micro Devices Inc0.24%
  • First Solar Inc0.24%
  • SYNOPSYS INC COM0.23%
  • Broadcom Inc0.22%
  • Ebay Inc0.21%
  • Amphenol Corp0.21%
  • Intuit Inc0.20%
  • Hubbell Inc0.18%
  • SharkNinja INC0.16%
  • Net Receivables Payables0.15%
  • nVent Electric PLC0.01%
  • ICICI Prudential Life Insurance Company Limited0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.15%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

25.47%

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

22.63%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

22.49%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

18.99%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

15.90%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

14.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

12.59%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

6.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

83.74%

Samco Active Momentum Fund - Regular Plan - GrowthSamco Active Momentum Fund - Regular Plan - Growth

EQUITY

Very High

46.29%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

43.81%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

36.78%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

34.46%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

34.09%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

33.27%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.36%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

33.12%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

27.64%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.33%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

24.57%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

23.69%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

21.89%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

13.02%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

8.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

32.64%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

27.83%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

25.21%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

24.69%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

21.86%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

21.81%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

Show all Funds

Fund Managers

AN

Mr. Ashish NaikFund Manager

Previous experience includes 6 years with Goldman Sachs as an equity analyst.

MH

Mr. Mayank HyankiFund Manager

KN

Mr. Krishnaa N

Get your latest Credit Score, FREE

Compare with similar Funds

Axis Innovation Fund - Regular Plan - Growth

vs

Invesco India PSU Equity Fund - Growth

Axis Innovation Fund - Regular Plan - Growth

vs

Nippon India Quant Fund - Growth

Axis Innovation Fund - Regular Plan - Growth

vs

ICICI Prudential US Bluechip Equity Fund - Growth

Axis Innovation Fund - Regular Plan - Growth

vs

Samco Active Momentum Fund - Regular Plan - Growth

Axis Innovation Fund - Regular Plan - Growth

vs

Union Innovation & Opportunities Fund - Regular Plan - Growth

Axis Innovation Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

Axis Innovation Fund - Regular Plan - Growth

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

Axis Innovation Fund - Regular Plan - Growth

vs

Edelweiss Recently Listed IPO Fund - Regular Plan - Growth

Axis Innovation Fund - Regular Plan - Growth

vs

DSP Quant Fund - Regular Plan - Growth

Axis Innovation Fund - Regular Plan - Growth

vs

Bank of India Business Cycle Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Axis Special Situations Fund - Regular Plan - Growth?

The Axis Special Situations Fund - Regular Plan - Growth is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Axis Innovation Fund - Regular Plan - Growth as of Sep 5,2024?

The current NAV of the Axis Innovation Fund - Regular Plan - Growth as of Sep 5,2024 is INR 18.50.

What are the returns generated by the Axis Special Situations Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Axis Special Situations Fund - Regular Plan - Growth has delivered strong returns of 35.99% in the past year, 16.14% over 3 years, and an impressive rate over the 5-year period.

What is the expense ratio associated with the Axis Special Situations Fund - Regular Plan - Growth?

The Axis Special Situations Fund - Regular Plan - Growth has a 2.23% expense ratio.

What is the minimum investment amount required for the Axis Special Situations Fund - Regular Plan - Growth?

The Axis Special Situations Fund - Regular Plan - Growth has a minimum investment requirement of INR 100.

Is there a systematic investment plan (SIP) available for the Axis Special Situations Fund - Regular Plan - Growth?

Yes, SIP is available for Axis Special Situations Fund - Regular Plan - Growth starting from INR 100 per month.

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