Axis Mutual Fund

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

Axis Mutual Fund

Expense Ratio: 1.62
Risk: Very High
Other Scheme - FoF Overseas
Plan: Regular
Benchmark: MSCI World - Net Return Index
Inception: 04-09-2020
Exit Load: Nil
Fund Size:₹1,362.52 Cr

Performance

1Y
Fund18.92%
Cat. Avg.18.65%
2Y
Fund21.46%
Cat. Avg.20.66%
3Y
Fund23.48%
Cat. Avg.23.10%
5Y
Fund14.03%
Cat. Avg.11.44%
10Y
FundN/A
Cat. Avg.11.78%
SI
Fund16.52%
Cat. Avg.12.37%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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NAV / Fund Size₹30.01₹2,795.70 Cr
Small Cap FundVery High RiskEquity

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Axis Mutual Fund
NAV / Fund Size₹1,508.99₹21,875.27 Cr
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7.14%

6.31%

6.19%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000065158+8.6%+18.4%
2Y07 Nov, 241.20 L.1.46 L.+22.0%+21.7%
3Y07 Nov, 231.80 L.2.45 L.+35.9%+21.8%
5Y08 Nov, 213 L.4.86 L.+62.0%+19.8%
SI07 Oct, 203.65 L.6.26 L.+71.5%+17.9%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.19 L.+18.9%+18.9%
2Y16 Oct, 241 L.1.48 L.+47.5%+21.5%
3Y16 Oct, 231 L.1.88 L.+88.3%+23.5%
5Y18 Oct, 211 L.1.91 L.+91.3%+13.9%
SI30 Sep, 201 L.2.52 L.+152.1%+16.5%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
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%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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