What is the 3-year rolling return of Axis Innovation Fund?

Across 696 overlapping 3-year holding periods between 28 December 2020 and 15 October 2026, the Direct plan of Axis Innovation Fund returned an average of 16.00% a year, with a median of 16.32%. The best 3-year stretch returned 21.28% a year and the worst returned 8.43%.

Has Axis Innovation Fund ever lost money over 3 years?

No. Every one of the 696 3-year holding periods in this fund's history ended in profit. The weakest returned 8.43% a year, for someone who invested on 7 April 2022. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Axis Innovation Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 16.00% a year on the Direct plan against 14.60% on the Regular plan, a difference of 1.40% a year.

What is the 1-year rolling return of Axis Innovation Fund?

Across 1,190 overlapping 1-year holding periods between 28 December 2020 and 15 October 2026, the Direct plan of Axis Innovation Fund returned an average of 13.35% a year, with a median of 10.54%. The best 1-year stretch returned 47.62% a year and the worst returned -14.82%.

What is the 5-year rolling return of Axis Innovation Fund?

Axis Innovation Fund has 204 windows at the 5-year holding period, because its NAV record begins on 28 December 2020. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Axis Mutual Fund

Axis Innovation Fund — rolling returns

Opportunities & Special Situations · NAV data as of 15 October 2026

1,436 daily NAV records since 28 December 2020

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 696 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 28 December 2020 to 15 October 2026

Average rolling return

12.80%

Windows computed

204

Median return

12.74%

Standard deviation

1.04%

Best 5-year window

15.22%a year

Invested 28 Dec 2020 · exited 26 Dec 2025

Worst 5-year window

9.89%a year

Invested 18 Oct 2021 · exited 15 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (204 of 204)
Above 8%: 100.0% (204 of 204)
Above 12%: 79.9% (163 of 204)
Above 15%: 2.5% (5 of 204)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 42 of 204 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Axis Innovation Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	13.35%	16.00%	12.80%	—	—
Median	10.54%	16.32%	12.74%	—	—
Minimum	-14.82%	8.43%	9.89%	—	—
Maximum	47.62%	21.28%	15.22%	—	—
Std deviation	15.04%	2.55%	1.04%	—	—
Consistency
Above 0%	82.52%	100.00%	100.00%	—	—
Above 8%	57.98%	100.00%	100.00%	—	—
Above 12%	45.80%	92.24%	79.90%	—	—
Above 15%	38.57%	67.24%	2.45%	—	—
Coverage
Windows computed	1,190	696	204	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.37% a year more than Regular.

5-year rolling returns for Axis Innovation Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	12.80%	11.43%
Best window	15.22%from 28 Dec 2020	13.78%from 28 Dec 2020
Worst window	9.89%from 18 Oct 2021	8.62%from 18 Oct 2021
Windows computed	204	204

Common questions about Axis Innovation Fund

What is the 3-year rolling return of Axis Innovation Fund?: Across 696 overlapping 3-year holding periods between 28 December 2020 and 15 October 2026, the Direct plan of Axis Innovation Fund returned an average of 16.00% a year, with a median of 16.32%. The best 3-year stretch returned 21.28% a year and the worst returned 8.43%.
Has Axis Innovation Fund ever lost money over 3 years?: No. Every one of the 696 3-year holding periods in this fund's history ended in profit. The weakest returned 8.43% a year, for someone who invested on 7 April 2022. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Axis Innovation Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 16.00% a year on the Direct plan against 14.60% on the Regular plan, a difference of 1.40% a year.
What is the 1-year rolling return of Axis Innovation Fund?: Across 1,190 overlapping 1-year holding periods between 28 December 2020 and 15 October 2026, the Direct plan of Axis Innovation Fund returned an average of 13.35% a year, with a median of 10.54%. The best 1-year stretch returned 47.62% a year and the worst returned -14.82%.
What is the 5-year rolling return of Axis Innovation Fund?: Axis Innovation Fund has 204 windows at the 5-year holding period, because its NAV record begins on 28 December 2020. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Opportunities & Special Situations funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.