Formerly Axis Special Situations Reg Gr
₹ 17.54
NAV (Jul 24)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.54
NAV (Jul 24)
Last 1Y | 33% |
Last 3Y | 14% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17% |
6 Month CAGR | 22.4% |
To generate long term capital appreciation by investing in equity & equity related securities of companies that are benefiting from innovative change (innovators,enablers,adaptors).
Expense Ratio | 2.22 |
Launched (4y ago) | Dec 18, 2020 |
AUM in Crores | 1270.827 |
ISIN | INF846K01Y05 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.9 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.71 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Axis Innovation Fund (Growth) | 10,36,962 | 3,04,350 | 14% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
icici bank ltd
4.6%info edge (india) ltd
3.9%linde india ltd
3.2%torrent power ltd
3.1%zomato ltd
3.1%financial services
16.8%technology
16.4%industrials
15.4%consumer cyclical
14%basic materials
10.9%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
Axis Asset Management Company Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.4% | 7.9% | ||
5.9% | 7% | ||
6.1% | 8% | ||
5.9% | 7% | ||
- | 5.4% |
Axis Innovation Fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 16.9% over a period of 3 years. The fund was previously known as Axis Special Situations Reg Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Krishnaa N, Mayank Hyanki.
Nav of Axis Innovation Fund (G) as of 7/24/2024 is ₹17.54 with the total AUM as of 7/26/2024 is ₹1270.827. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Innovation Fund (G) was launched on Dec 18, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for Axis Innovation Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Innovation Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
Axis Innovation Fund (G) is rated as a 0 fund in Equity and delivered 33% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Innovation Fund (G).
What is Axis Innovation Fund (G)?
How to invest in Axis Innovation Fund (G)?
You can invest in Axis Innovation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Innovation Fund (G)?
The minimum sip amount for Axis Innovation Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Innovation Fund (G) good to invest in?
As per Scripbox experts, Axis Innovation Fund (G) is a Not Reviewed Yet fund. You can investAxis Innovation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Innovation Fund (G)?
The expense ratio of the Axis Innovation Fund (G) is 2.22% for regular plan.