Axis Innovation Fund - Direct Plan - Growth Option
Axis Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
1.31%
AUM
₹118.81 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-54.29%
Poor
6 Months
-5.49%
Poor
1 Year
+2.69%
Poor
3 Years
+17.07%
Good
5 Years
+13.49%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹118.81 Cr
Recent Trend
Growing
Stability Score
9.2
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+6.73%
3Y
3Y CAGR
+6.27%
5Y
5Y CAGR
N/A
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.50%
Annualized standard deviation
Sharpe Ratio
0.579
Fair - Risk-adjusted return
Max Drawdown
-23.60%
High - Worst decline
Consistency
65.9%
Performance consistency
Volatility Breakdown
Daily Volatility
0.85%
Average daily price movement
Annualized Volatility
13.50%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance