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Axis Global Innovation FoF

Axis Global Innovation FoF

All Cap
Equity
Global
Global Growth
Others
1–7 yearsInvestment Horizon
HNI,MATarget Segments
strategy icon

What This Strategy Does

Axis Global Innovation FoF Reg Gr is an equity fund which captures the global innovation economy through a fund-of-funds approach, deploying capital across technology, consumer cyclicals, and healthcare to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

Fund Performance

0.0% AnnuallyAlpha
+11.9% vs +7.4% benchmarkSince Inception
+25.4% vs +6.1% benchmark3Y Annualized
+11.1% vs +4.5% benchmark5Y Annualized
Axis Global Innovation FoF
Benchmark Index
Fund Performance

Benchmark Performance Comparison

Axis Global Innovation Fund
NIFTY 50
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile

Risk Profile

Standard Deviation23.0%
Maximum Drawdown-13.2% | Feb 2025
Sharpe Ratio0.95

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.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Core Investment Theme

Provides exposure to global innovation leaders across sectors like technology, healthcare, and consumer cyclicals. This forward-looking approach captures companies driving disruptive change through research and development.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Consumers15.17%
Financial Services1.55%
Services21.57%
Technology56.57%
Capital Goods5.14%

Geographic Allocation

International99.99991%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Schroder ISF Global Innov XUSDAccUtilities98.34%
Clearing Corporation Of India LtdUtilities1.78%
Net Receivables / (Payables)Utilities-0.12%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

KN

Krishnaa N

Lead Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

CW Expert Take
CW Expert Take

Axis Global Innovation FoF brings global thematic exposure to Indian investors. Their investment philosophy centers on identifying structural growth trends early, combining quantitative screening with fundamental research. The fund house maintains a disciplined approach to portfolio construction, reflected in the concentrated yet diversified allocation across sectors like technology and healthcare.

Team

3 years

Combined Team Experience

AUM

₹ 1,28,440 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCAxis Asset Management Company Limited
Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.34%
Exit Load1%

iconRegulatory & Tax Information

INF846K01Z53
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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