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Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW

Axis · Sectoral
Very High
₹26.11
Current NAV
23 Oct 2026
17.3%
1Y Return
24.6%
3Y CAGR
14.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.34%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.94).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.94
Sharpe Ratio
0.64
Beta
-1.56
Alpha
2.60
Sortino
Fund Details
Fund House Axis
Category Sectoral
AUM ₹7990 Cr
Expense Ratio 0.34%
Min SIP ₹500
Min Lumpsum ₹1000
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