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

Fund House: Axis Mutual Fund
Category: Fund of Funds-Overseas
Launch Date: 05-09-2020
Asset Class: Equity
Benchmark: MSCI World Net Return Index
TER: 1.63% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 874.99 Cr As on 31-01-2025(Source:AMFI)
Turn over: - | Exit Load: If redeemed/switched out on or before 12 months from the date of allotment: For 10% of investment: Nil on FIFO basis.For remaining investment: 1% w.e.f., 04/09/2020

18.5135

14.97%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.6
Sharpe Ratio 0.31
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option 05-09-2020 20.15 21.7 14.25 - -
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 63.86 25.23 9.41 8.8 8.55
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 61.7 72.97 42.03 - -
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 31.66 38.8 22.42 23.48 -
Invesco India - Invesco Global Consumer Trends Fund of Fund - Growth 05-12-2020 29.4 21.41 5.79 - -
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 27.25 3.61 -1.08 4.36 7.89
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 29-09-2022 25.68 36.51 - - -
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund - Growth 28-01-2022 25.68 14.75 13.78 - -
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth 02-02-2021 24.8 37.02 22.16 - -
Navi NASDAQ 100 Fund of Fund- Regular- Growth 05-03-2022 23.57 36.3 - - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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