Axis Greater China Equity Fund Of Fund - Regular Plan - Growth Option
Expense Ratio: 1.57
Risk: Very High
Other Scheme - FoF Overseas
Plan: Regular
Benchmark: MSCI Golden Dragon Index
Inception: 29-01-2021
Exit Load: Nil
Fund Size:₹1,798.53 Cr
Performance
1Y
Fund42.14%
Cat. Avg.34.90%
2Y
Fund28.20%
Cat. Avg.23.13%
3Y
Fund17.02%
Cat. Avg.21.60%
5Y
Fund3.76%
Cat. Avg.11.32%
10Y
FundN/A
Cat. Avg.11.75%
SI
Fund2.73%
Cat. Avg.13.20%
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.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
No available Data
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Top Sectors
No available Data
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Asset Class
Market Cap
No available Data
Top Sectors
No available Data
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Schroder ISF Greater China Class X Acc | 2966.63 | 97.29% |
| 2 | Clearing Corporation of India Ltd | 123.57 | 4.05% |
| 3 | Net Receivables / (Payables) | -41.09 | -1.35% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 66584 | +11.0% | +24.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.60 L. | +33.2% | +32.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.64 L. | +46.9% | +27.8% |
| 5Y | 09 Aug, 21 | 3 L. | 4.49 L. | +49.7% | +16.6% |
| SI | 08 Mar, 21 | 3.25 L. | 4.80 L. | +47.8% | +14.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.42 L. | +42.1% | +42.2% |
| 2Y | 15 Jul, 24 | 1 L. | 1.66 L. | +65.8% | +28.8% |
| 3Y | 14 Jul, 23 | 1 L. | 1.60 L. | +60.2% | +17.0% |
| 5Y | 14 Jul, 21 | 1 L. | 1.20 L. | +20.3% | +3.8% |
| SI | 16 Feb, 21 | 1 L. | 1.16 L. | +15.7% | +2.7% |
SIP Planner
Visualize how small monthly investments grow over time.
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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
₹9.00LTotal Gained
₹14.80LSIP 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.