AXIS Global Equity Alpha Fund of Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of AXIS Global Equity Alpha Fund of Fund (IDCW) (41638) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
AXIS Global Equity Alpha Fund of Fund (IDCW)
Axis Asset Management Co. LTd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Strong Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Balanced Mix
Management
Seasoned Team
Quality Score
Average Quality
AXIS Global Equity Alpha Fund of Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Equity Exposure
Market exposure level
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 11.28% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Schroder ISF Global Equity Alpha Class X1 Acc | Debt Others | 96.67% |
| C C I | Debt Others | 3.57% |
Compare against FoFs Overseas category average
Performance Summary
This comparison shows how the fund performs relative to the FoFs Overseas category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in FoFs Overseas category
AXIS Global Equity Alpha Fund of Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) | ₹90.28 | 10.91% | 19.59% | 22.94% |
| Franklin U.S. Opportunities Equity Active Fund of Funds-Dir(IDCW) | ₹90.28 | 10.91% | 19.59% | 22.94% |
| Franklin U.S. Opportunities Equity Active Fund of Funds (G) | ₹79.71 | 10.38% | 18.48% | 21.77% |
| Franklin U.S. Opportunities Equity Active Fund of Funds (IDCW) | ₹79.71 | 10.38% | 18.48% | 21.77% |
| DSP US Specific Equity Omni FoF - Dir (G) | ₹77.77 | 15.53% | 22.60% | 20.01% |
| DSP US Specific Equity Omni FoF - Reg (G) | ₹70.80 | 15.05% | 21.57% | 19.00% |
| DSP US Specific Equity Omni FoF - Dir (IDCW) | ₹65.08 | 15.30% | 22.35% | 21.66% |
| Edelweiss Greater China Equity Off-Shore Fund-Dir (G) | ₹58.05 | 18.32% | 44.15% | 11.26% |
| PGIM India Global Equity Opportunities Fund of Fund - Dir (G) | ₹53.35 | 4.93% | 6.47% | 21.55% |
| Edelweiss Greater China Equity Off-Shore Fund (G) | ₹51.54 | 17.78% | 42.84% | 10.24% |
Category Average Returns
Krishnaa N
A seasoned investment professional with over 5 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.