How to check the XIRR of Axis Innovation Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Axis Innovation Fund - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Axis Innovation Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Axis Innovation Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

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

Fund9.48%

Cat. Avg.N/A

Fund7.03%

Cat. Avg.N/A

Fund16.44%

Cat. Avg.N/A

Fund12.82%

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund14.93%

Cat. Avg.N/A

Fund Facts

Beta

0.77

Std Dev

11.53%

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

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Eternal Limited	Equity	Listed	Large Cap	Retailing	55.22	5.31%
2	Billionbrains Garage Ventures Ltd	Equity	Listed	Mid Cap	Capital Markets	43.83	4.22%
3	One 97 Communications Limited	Equity	Listed	Mid Cap	Financial Technology (Fintech)	35.77	3.44%
4	Lenskart Solutions Limited	Equity	Listed	Mid Cap	Retailing	30.08	2.89%
5	Aether Industries Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	29.18	2.81%
6	FSN E-Commerce Ventures Limited	Equity	Listed	Mid Cap	Retailing	27.94	2.69%
7	Info Edge (India) Limited	Equity	Listed	Mid Cap	Retailing	26.08	2.51%
8	PB Fintech Limited	Equity	Listed	Mid Cap	Financial Technology (Fintech)	25.64	2.47%
9	Affle 3i Limited	Equity	Listed	Small Cap	IT - Services	25.36	2.44%
10	Black Buck Ltd	Equity	Listed	Small Cap	Transport Services	24.93	2.40%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	65507	+9.2%	+19.8%
2Y	07 Aug, 24	1.20 L.	1.35 L.	+12.1%	+12.1%
3Y	07 Aug, 23	1.80 L.	2.19 L.	+21.6%	+13.6%
5Y	09 Aug, 21	3 L.	4.27 L.	+42.3%	+14.4%
SI	07 Jan, 21	3.35 L.	4.97 L.	+48.5%	+14.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.09 L.	+9.5%	+9.5%
2Y	16 Jul, 24	1 L.	1.15 L.	+14.6%	+7.0%
3Y	17 Jul, 23	1 L.	1.58 L.	+57.5%	+16.4%
5Y	16 Jul, 21	1 L.	1.83 L.	+82.7%	+12.8%
SI	28 Dec, 20	1 L.	2.16 L.	+116.5%	+14.9%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.