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Snapshot
Snapshot
AXIS Innovation Fund - Direct (IDCW)
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Summary
Fund Name : Axis Mutual Fund
Scheme Name : AXIS Innovation Fund - Direct (IDCW)
AMC : Axis Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 04-Dec-20
Fund Manager : Ashish Naik
Net Assets:(Rs. cr) 1362.59
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 13.6 % NA
Date 17-Mar-26 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 0.92 2.97 19.70 26.59 16.43 18.01 12.35 16.18
Category Avg -2.79 -3.69 1.32 11.29 2.01 11.84 11.44 12.55
Category Best 0.92 8.83 20.84 40.73 28.42 35.90 22.57 39.75
Category Worst -7.70 -7.64 -6.74 -5.65 -19.17 -5.53 -0.73 -13.07
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 [%]
0.8452 4.3296 0.8810 6.6388 0.0695
Asset Allocation
Holdings
Company Name% Hold
Eternal 5.28
One 97 4.13
Ather Energy 3.78
Billionbrains 3.42
FSN E-Commerce 3.05
Lenskart Solut. 2.93
Aether Industri. 2.67
Info Edg.(India) 2.60
PB Fintech. 2.47
Divi's Lab. 2.23
Sona BLW Precis. 2.22
PTC Industries 2.19
Meesho 2.14
Siemens 2.07
Affle 3i 2.05
Sai Life 1.93
Blackbuck 1.88
Bajaj Finserv 1.84
Pidilite Inds. 1.76
Wakefit Innovati 1.69
Urban Company 1.68
P I Industries 1.57
Capillary Tech. 1.52
Delhivery 1.51
Swiggy 1.48
Indo-MIM 1.47
Sagility 1.45
GE Vernova T&D 1.44
Jain Resource 1.43
Bharat Electron 1.41
Linde India 1.37
Kusumgar 1.29
Pine Labs 1.24
M & M 1.22
TBO Tek 1.22
Neogen Chemicals 1.18
Jyoti CNC Auto. 1.13
Siemens Ener.Ind 1.07
Bosch 1.00
Honeywell Auto 0.86
Dixon Technolog. 0.80
Rubicon Research 0.70
Tenneco Clean 0.70
Dhoot Transmissi 0.66
Ellen.Indl.Gas 0.64
Anthem Bioscienc 0.63
Carborundum Uni. 0.46
Blue Dart Expres 0.15
TBILL-91D 0.36
C C I 1.91
Net CA & Others -0.11
Bank Nifty Index Future 1.27
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
Vertiv Holdings Co 0.22
Oracle Corporation 0.22
Spotify Technology SA 0.22
Monster Beverage Corp 0.21
TJX ORD 0.21
KLA Corporation 0.18
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