Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

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Category: Fund of Funds-Overseas
Launch Date: 05-09-2020
Asset Class: Equity
Benchmark: MSCI World Net Return Index
Expense Ratio: 1.58% As on (30-04-2026)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 227.47 Cr As on (30-04-2026)
Turn over: 0
NAV as on 05-06-2026

24.1586

0.03 (0.1275%)

CAGR Since Inception

16.78%

MSCI World Net Return Index 11.08%

PERFORMANCE of Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 05-06-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option 26.85 22.09 14.23 - 16.78
Benchmark - - - - -
Fund of Funds-Overseas 44.8 25.73 13.16 12.56 14.34

Yearly Performance (%)

Nav Movement

Fund Managers

Ms. Krishnaa N

Investment Objective

To provide long term capital appreciation by predominantly investing in Schroder International Selection Fund Global Equity Alpha, a fund that aims to provide capital growth by investing in equity and equity related securities of companies worldwide. The Scheme may also 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. However, there can be no assurance that the investment objective of the Scheme will be realized

RETURNS CALCULATOR for Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option 13.6 - - - - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Period
Data as on - 05-06-2026
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option 05-09-2020 26.85 22.58 22.09 14.23 0.0

PORTFOLIO ANALYSIS of Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Asset Allocation (%)

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