HealthyDirect · Growth
Axis Innovation Fund
- NAV
- 22.98
- 15 Sept 2026
- 1Y
- +16.4%
- Trailing CAGR
- AUM
- ₹1,257.23 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+16.4%
- 3Y+18.0%
- 5Y+12.4%
- 10Yn/a
- SI+16.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+31.8%
- 3Y+17.7%
- 5Y+17.0%
- 10Yn/a
- Since inception
- +16.2%
- Calendar-day CAGR
- Excess 1Y
- +11.3%
- Category median, same plan and option
- 3Y win rate
- +5%
- Windows beating the median
- 3Y percentile
- 58
- Vs comparable share classes
- Worst rolling 3Y
- +8.4%
- 676 daily-ending windows
- Median rolling 3Y
- +16.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 179 daily-ending windows
- SIP 3Y XIRR
- +17.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 63 recovered episodes
- Longest recovery
- 445 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
17 Nov 2021 – 5 Sept 2023
Trough 17 Jun 2022 · recovered in 445 days
-23.6%
23 Sept 2024 – 17 Sept 2025
Trough 7 Apr 2025 · recovered in 163 days
-19.4%
29 Oct 2025 – 6 May 2026
Trough 30 Mar 2026 · recovered in 37 days
-13.9%
16 Feb 2021 – 26 May 2021
Trough 25 Mar 2021 · recovered in 62 days
-7.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
58
Vs category
100
Consistency
21
Risk-adjusted
65
Drawdown
41
Mean
57
Portfolio
31 Aug 2026 · 78 holdings · top 10 are 32.7%.
- Top 5
- 19.4%
- Top 10
- 32.7%
- Largest holding
- 5.3%
- Effective holdings
- 48.4
Zomato Ltd
Technology
5.3%
One 97 Communications Ltd
Industrials
4.1%
Ather Energy Ltd.
Consumer Discretionary
3.8%
Billionbrains Garage Ventures Ltd.
Financial
3.4%
FSN E-Commerce Ventures Ltd
Consumer Discretionary
3.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HSBC India Export Opportunities Fund
HSBC Mutual Fund
- 1Y
- +18.3%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -20.5%
- Sharpe
- 0.29
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
WhiteOak Capital ESG Best-In-Class Strategy Fund
WhiteOak Capital Mutual Fund
- 1Y
- -5.5%
- 3Y
- n/a
- Vol
- 13.3%
- Max DD
- -17.2%
- Sharpe
- -0.26
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Axis Consumption Fund
Axis Mutual Fund
- 1Y
- -8.2%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -20.1%
- Sharpe
- -0.66
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns