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Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 91/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)23.31%
- Expense ratio (20%)0.06%
- AUM (15%)₹109 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Overseas Fund of Funds - Fund of Funds investing overseas · Fund of Funds investing overseas
₹26.46
AUM: ₹108 Cr
NAV updated 4 days ago
Plan
Direct
Option
Growth
Expense Ratio
0.06%
Exit Load
Nil
Fund Manager
Devang Shah
Inception
Nov 2025
Benchmark
MSCI All Country World Index
Sharpe Ratio
0.97
Std Dev (1Y)
14.27%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.72%
3m
+4.56%
6m
+14.37%
1y
+18.49%
3y
+23.31%
5y
+15.28%
10y
+15.24%
since inception
+17.7%
TopFund's Take on Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option
Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option ranks among the stronger performers in the Fund of Funds investing overseas category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 91/100.
Cost: At 0.06%, the expense ratio is meaningfully cheaper — about 77% below the Fund of Funds investing overseas category average of 0.26% (based on 23 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.97 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 14.27% is fairly typical for Fund of Funds investing overseas funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Overseas Fund of Funds - Fund of Funds investing overseas fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is ₹26.46. NAV is updated every business day after market close by AMFI.
1Y: 18.49% · 3Y CAGR: 23.31% · 5Y CAGR: 15.28%
The expense ratio of Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is 0.06% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is managed by Devang Shah at Axis Mutual Fund.
Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is classified as a Fund of Funds investing overseas risk fund. It is suitable for investors with a moderate risk appetite.
Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is a Fund of Funds investing overseas fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is ₹109 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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