Axis Innovation Fund - Direct Plan - Growth Option
code 148634 Thematic Fund direct plan · growth NAVs 2020-12-28 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2020-12-28, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 2.98% | -1.80% | -6.04% | 4.25% | 2026-10-09 → 2026-11-09 |
| 3M | 3.80% | 11.23% | -3.61% | 14.85% | 2026-08-07 → 2026-11-09 |
| 6M | 12.88% | 25.66% | 5.81% | 19.85% | 2026-05-08 → 2026-11-09 |
| 1Y | 16.72% | 15.58% | -1.79% | 17.37% | 2025-11-07 → 2026-11-09 |
| 3Y | 18.91% | 18.38% | 9.55% | 8.83% | 2023-11-09 → 2026-11-09 |
| 5Y | 11.13% | 11.73% | 9.02% | 2.71% | 2021-11-09 → 2026-11-09 |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 15.60% | 15.48% | 13.28% | 2.20% | 2020-12-28 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| fund | 35.52% | -11.97% | 25.60% | 29.15% | 4.16% |
| benchmark | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,167 | 13.43% | 10.49% | -14.82% | 47.73% | 82% | 43% |
| 3 years | 675 | 15.97% | 16.29% | 8.42% | 21.26% | 100% | 39% |
| 5 years | 185 | 12.95% | 12.89% | 11.04% | 15.15% | 100% | 52% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 17.89% | 10.28% |
| volatility | 14.87% | 14.64% |
| max drawdown | -19.42% | -23.62% |
| downside deviation | 8.58% | 9.07% |
| Sharpe ratio | 0.79 | 0.35 |
| Sortino ratio | 1.37 | 0.57 |
| Calmar ratio | 0.92 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.