Axis Greater China Equity Fund of Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Category: Fund of Funds-Overseas
Launch Date: 11-02-2021
Asset Class: Equity
Benchmark: MSCI Golden Dragon Index
TER: 1.57% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 403.81 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: w.e.f., 11/02/2021 If redeemed / switched-out within 12 months from the date of allotment - For 10% of investment: Nil For remaining investment: 1% FIFO basis

7.79

-5.9%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
MSCI Golden Dragon Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnAxis Greater China Equity Fund of Fund - RegularPlan - Growth OptionAxis Greater China Equity Fund of Fund - Regular Plan - Growth OptionMSCI Golden Dragon IndexFund of Funds-OverseasGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
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
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 predominatingly investing in units of Schroder International Selection Fund Greater China, a fund that aims to provide capital growth by investing in equity and equity related securities of People's Republic of China, Hong Kong SAR and Taiwan companies. The Scheme may also invest a part of its 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 23.84
Sharpe Ratio -0.57
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 Greater China Equity Fund of Fund - Regular Plan - Growth Option 11-02-2021 20.4 2.46 1.5 - -
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 53.57 23.49 11.17 14.88 10.41
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 35.83 57.48 32.47 - -
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 23.62 2.58 0.77 5.77 7.65
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 20.11 32.69 16.96 24.99 -

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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