Axis Global Equity Alpha Fund Of Fund - Direct Plan - Growth Option
Expense Ratio: 0.86
Risk: Very High
Other Scheme - FoF Overseas
Plan: Direct
Benchmark: MSCI World - Net Return Index
Inception: 04-09-2020
Exit Load: Nil
Fund Size:₹1,362.52 Cr
Performance
1Y
Fund25.27%
Cat. Avg.36.74%
2Y
Fund21.80%
Cat. Avg.24.47%
3Y
Fund22.67%
Cat. Avg.22.68%
5Y
Fund15.11%
Cat. Avg.12.48%
10Y
FundN/A
Cat. Avg.12.68%
SI
Fund18.04%
Cat. Avg.14.26%
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
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Market Cap
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Top Sectors
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Asset Class
Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Schroder ISF Global Equity Alpha Class X1 Acc | 1783.85 | 95.95% |
| 2 | Clearing Corporation of India Ltd | 83.28 | 4.48% |
| 3 | Net Receivables / (Payables) | -7.94 | -0.43% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67193 | +12.0% | +26.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.53 L. | +27.3% | +26.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.55 L. | +41.9% | +25.1% |
| 5Y | 09 Aug, 21 | 3 L. | 5.01 L. | +67.1% | +21.2% |
| SI | 07 Oct, 20 | 3.50 L. | 6.16 L. | +75.9% | +19.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.25 L. | +25.3% | +25.3% |
| 2Y | 15 Jul, 24 | 1 L. | 1.48 L. | +48.4% | +21.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.85 L. | +85.4% | +22.9% |
| 5Y | 15 Jul, 21 | 1 L. | 2.02 L. | +102.1% | +15.1% |
| SI | 30 Sep, 20 | 1 L. | 2.61 L. | +161.3% | +18.1% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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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.