Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Axis Greater China Equity Fund of Fund - Regular Plan - IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 49/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)9.94%
- Expense ratio (20%)1.55%
- AUM (15%)₹889 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Hybrid · Equity Savings
₹26.67
AUM: ₹888 Cr
NAV updated 25 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
1.55%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
Fund Manager
R Sivakumar, Anupam Tiwari
Inception
Aug 2015
Benchmark
NIFTY Equity Savings Total Return Index
Sharpe Ratio
0.72
Std Dev (1Y)
22.18%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.19%
3m
+4.26%
6m
+3.94%
1y
+6.51%
3y
+9.94%
5y
+8.01%
10y
+9.53%
since inception
+3.36%
TopFund's Take on Axis Greater China Equity Fund of Fund - Regular Plan - IDCW
Axis Greater China Equity Fund of Fund - Regular Plan - IDCW lags behind most of its peers in the Equity Savings category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 49/100.
Cost: At 1.55%, the expense ratio runs 27% above the Equity Savings category average of 1.22%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.72 — decent risk-adjusted performance, without being exceptional. Separately, with 22.18% annualised volatility, this is among the more turbulent funds in the Equity Savings space — expect sharp swings in both directions.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
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 Greater China Equity Fund of Fund - Regular Plan - IDCW
The current NAV (Net Asset Value) of Axis Greater China Equity Fund of Fund - Regular Plan - IDCW is ₹26.67. NAV is updated every business day after market close by AMFI.
1Y: 6.51% · 3Y CAGR: 9.94% · 5Y CAGR: 8.01%
The expense ratio of Axis Greater China Equity Fund of Fund - Regular Plan - IDCW is 1.55% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Greater China Equity Fund of Fund - Regular Plan - IDCW is managed by R Sivakumar, Anupam Tiwari at Axis Mutual Fund.
Axis Greater China Equity Fund of Fund - Regular Plan - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Axis Greater China Equity Fund of Fund - Regular Plan - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Axis Greater China Equity Fund of Fund - Regular Plan - IDCW 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 Greater China Equity Fund of Fund - Regular Plan - IDCW is ₹889 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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