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Axis Innovation  IDCW-R

Axis Innovation IDCW-R

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

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

Risk Profile

Risk Profile

Standard Deviation19.2%
Sharpe Ratio0.48

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Consumers23.24%
Services15.8%
Utilities3.67%
Financial Services16.92%
Capital Goods22.86%
Technology14.23%
Energy & Infra3.28%

Geographic Allocation

Domestic85.88347%
International14.11653%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Clearing Corporation Of India LtdUtilities6.87%
Eternal LtdConsumers4.97%
One97 Communications LtdTechnology3.63%
Ather Energy LtdConsumers3.18%
Lenskart Solutions LtdServices3.07%
FSN E-Commerce Ventures LtdConsumers2.83%
Aether Industries LtdCapital Goods2.72%
Meesho LtdConsumers2.40%
Billionbrains Garage Ventures LtdFinancial Services2.32%
Sona BLW Precision Forgings LtdConsumers2.29%

Fund House Management

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

Fund Manager Track Record

Fund Manager Track Record

AN

Ashish Naik

Mr. Ashish Naik has experience of 24 years. Manages 24 funds at Axis Asset Management Company Limited with an AUM of approximately ₹36,138 Cr Holds a PGDBM degree.

Team

26 years

Combined Team Experience

AUM

₹ 1,64,578 Cr

Assets Under Management

KN
Krishnaa N
Co-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

Firm OverviewFirm Overview

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)2.28%

iconRegulatory & Tax Information

INF846K01Y21
verified
ISIN
DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)
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