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Snapshot
Snapshot
AXIS Innovation Fund - Direct (G)
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Summary
Fund Name : Axis Mutual Fund
Scheme Name : AXIS Innovation Fund - Direct (G)
AMC : Axis Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 04-Dec-20
Fund Manager : Ashish Naik
Net Assets:(Rs. cr) 1205.76
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 1.09 0.24 2.87 8.31 8.25 18.46 NA 15.70
Category Avg -0.39 -0.11 1.98 5.56 7.27 18.72 20.80 15.00
Category Best 1.09 3.66 10.70 19.75 29.06 32.62 33.93 44.84
Category Worst -2.76 -5.90 -7.40 -4.52 -13.88 1.99 7.92 -19.12
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7671 3.3178 1.0649 4.1669 0.0142
Asset Allocation
Holdings
Company Name% Hold
Info Edg.(India) 3.85
Eternal Ltd 2.56
ICICI Bank 2.34
Hyundai Motor I 2.21
Pidilite Inds. 2.17
M & M 2.06
Linde India 2.01
HDFC Bank 1.99
PTC Industries 1.94
PB Fintech. 1.94
INDIA SHELTE FIN 1.89
Jain Resource 1.87
Bharti Airtel 1.87
Ather Energy 1.78
Sai Life 1.78
Delhivery 1.77
GE Vernova T&D 1.76
Bajaj Finserv 1.71
Aether Industri. 1.70
Torrent Power 1.66
Bharat Electron 1.63
Dixon Technolog. 1.61
Affle 3i 1.60
Reliance Industr 1.57
FSN E-Commerce 1.55
Tata Power Co. 1.50
Sona BLW Precis. 1.49
Divi's Lab. 1.45
Neogen Chemicals 1.42
Siemens 1.37
Jyoti CNC Auto. 1.32
Sun Pharma.Inds. 1.29
Bajaj Finance 1.25
Samvardh. Mothe. 1.25
Premier Energies 1.25
Swiggy 1.23
Lenskart Solut. 1.23
Siemens Ener.Ind 1.19
TBO Tek 1.17
Go Digit General 1.11
Ellen.Indl.Gas 1.04
Cohance Life 1.02
Trent 1.00
Honeywell Auto 0.99
A B B 0.82
Anant Raj 0.81
Larsen & Toubro 0.78
Eicher Motors 0.78
L&T Technology 0.73
Grindwell Norton 0.72
Tata Elxsi 0.71
Wework India 0.71
Maruti Suzuki 0.61
Tata Technolog. 0.60
Honasa Consumer 0.50
Ideaforge Tech 0.49
Sagility 0.47
Carborundum Uni. 0.42
Blue Dart Expres 0.23
Techno Elec.Engg 0.22
Bajaj Auto 0.13
Indiamart Inter. 0.08
KPIT Technologi. 0.06
LG Electronics 0.04
TBILL-364D 0.41
TBILL-182D 0.41
C C I 3.14
Net CA & Others -2.56
Bank Nifty Index Future 2.50
Microsoft Corp 1.08
Broadcom Inc 0.86
Taiwan Semiconductor Sp ADR 0.86
Amazon Com Inc 0.82
Alphabet Inc A 0.78
Nvidia Corp Com 0.76
Meta Platforms Registered Shares A 0.54
Advanced Micro Devices Inc 0.51
ASML Holding NV 0.50
Visa Inc 0.49
Netflix Inc 0.43
Boston Scientific Corp 0.36
Booking Holdings Inc 0.31
Eli Lilly & Co 0.31
Thermo Fisher Scientific Inc 0.31
Moody's Corp 0.30
Arista Networks Inc 0.30
Spotify Technology SA 0.30
MercadoLibre Inc 0.26
Motorola Solutions Inc 0.25
Sony Group Corporation - ADR 0.25
TJX ORD 0.23
Salesforce Inc 0.23
Ebay Inc 0.23
SharkNinja INC 0.22
Gartner Inc 0.21
CADENCE DESIGN SYSTEM COM 0.21
Novo Nordisk A/S 0.21
Relx Plc 0.20
NextEra Energy Inc 0.19
ServiceNow Inc 0.18
Amer Sports Incorporation 0.17
Tapestry Inc 0.17
Costco Wholesale Corp 0.17
Hubbell Inc 0.17
Adobe Inc 0.16
Check Point Software Tech 0.11
Sea Ltd 0.11
Sony Financial Group Inc -ADR 0.01
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