May 16, 2026
RA Jainee
Axis Global Innovation FoF
| Fund at a Glance | |
| NAV Growth (Rs.) | 19.39 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 19.38 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | MSCI All Country World TRI |
| AUM Rs. | 832 Cr |
| (As on 30-Apr-2026) | |
| Expense | 0.74% |
| 1 Year Return (%) | 37.13 |
| 3 Year Return (%) | 25.89 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 14.27% |
⚖️ Sahifund Review – Axis Global Innovation FoF ✔
PLUS:
✓ Backed by the global investing capabilities and strong retail presence of Axis Mutual Fund.
✓ Excellent 1-year return of 37.13% and strong 3-year CAGR of 25.89% highlight impressive recent momentum.
✓ Provides international diversification through exposure to global innovation, disruption and technology-led businesses.
✓ Expense ratio of 0.74% remains reasonable for an actively managed international thematic FoF structure.
✓ Exposure to disruptive sectors like AI, digital platforms, automation and innovation-driven businesses adds long-term growth potential.
✓ SIP-friendly structure allows investors to gradually build overseas exposure with low minimum investment amounts.
✓ Suitable for aggressive investors seeking global growth opportunities beyond Indian equity markets.
MINUS:
⚖️ Being a FoF, investors indirectly bear expenses of both domestic and underlying international funds.
⚖️ International innovation themes can witness sharp volatility during technology corrections and rising global interest rates.
⚖️ Fund performance remains heavily dependent on global technology and growth stock momentum.
⚖️ Recent returns still lag peers like Nasdaq-focused and US technology-oriented international funds.
⚖️ Exit load period of 365 days reduces flexibility for short-term investors.
⚖️ Currency fluctuations can significantly impact investor returns despite strong overseas market performance.
⚖️ Innovation-focused investing can underperform sharply during defensive or value-led global market phases.
Sahifund View (Decisive Line):
Axis Global Innovation FoF is suitable as a high-risk satellite SIP allocation for global growth exposure, but investors should limit allocation size and maintain diversified Indian equity holdings as their core portfolio foundation.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
International funds are suitable for investors:
1. Seeking exposure in shares of foreign companies for diversification
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly
Fund’s Investment Strategy:
The schemes seeks to provide long term capital appreciation by predominantly investing in units of Schroder International Selection Fund Global Disruption, an equity fund that aims to provide capital growth by investing companies worldwide which benefit from disruption and to invest a part of corpus in debt, money market instruments and / or units of liquid schemes in order to meet liquidity requirements from time to time.
Fund Manager:
1) Krishnaa Narayan
Education: She is a Chartered Accountant
Experience: Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Axis Global Innovation FoF
| Fund House | Axis Mutual Fund |
| Launch Date | 28-May-21 |
| Return Since Launch | 14.27% |
| Benchmark | MSCI All Country World TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 832 Cr |
| (As on 30-Apr-2026) | |
| Expense | 0.74% |
| (As on 30-Apr-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Axis Global Innovation FoF Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Global Innovation FoF Dir | 15.21 | 0.83 | 14.73 | 18.59 | 19.32 | 37.13 | 25.89 | — | — | — |
| BSE 500 TRI | -5.41 | 1.01 | 1.83 | -3.12 | -5.20 | 1.05 | 14.09 | — | — | — |
Peer Comparison of Axis Global Innovation FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Global Innovation FoF Dir | Unrated | 37.13 | 25.89 | — | 0.74 | 832 | 14.27 | 1.00 (365) | 4Y 11M | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 83.12 | 44.23 | 27.11 | 0.19 | 7,691 | 29.47 | 1.00 (15) | 7Y 5M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 30.10 | 27.12 | 14.24 | 0.59 | 5,190 | 17.98 | 1.00 (365) | 13Y 4M | 2.44 |
| Kotak US Specific Equity Passive FoF Dir | Unrated | 56.18 | 37.29 | 23.79 | 0.24 | 4,215 | 22.20 | — | 5Y 3M | 1.12 |
| Edelweiss US Technology Equity FoF Dir | Unrated | 47.65 | 38.55 | 20.04 | 0.70 | 3,897 | 25.73 | 1.00 (90) | 6Y 2M | — |
Axis Global Innovation FoF Portfolio
Portfolio Breakup
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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